Source: ESignal
Thursday, May 27, 2010
Tuesday, May 25, 2010
Mid Week News 25 May
- 2/10 curve flattening- Something undoubtedly puckering.... (Zerohedge)
- Quantitative Easing Part II around the corner? (Zerohedge)
- German Government now wishes to ban short selling on all domestic stocks- Cause markets with buyers only always go up, right?? (FT Alpha)
- Barney Frank double-talk on derivatives- When he's done here maybe he could go back to telling us about what great shape Fannie and Freddie are in. (Bloomberg)
- Natural Gas & the US rig count data. (Seeking Alpha)
- Natural Gas doubling? Part I (Seeking Alpha)
Thursday, May 20, 2010
Wednesday, May 19, 2010
Tuesday, May 18, 2010
Mid Week News 18 May
- March Treasury International Capital Data- UK hungry for US "full faith & credit". (Zerohedge)
- China home sales down 50% in a month. (Zerohedge)
- Goldman revises Gold forecast. Now selling to Clients. (Zerohedge)
- Goldman advice hands clients losses in 7 of 9 "Top" trades- 7 of 9 of their "top ideas" for clients are Losers, and simultaneously their prop shop makes money EVERY day of the last quarter. Must be coincidence.... (Bloomberg)
- Euro Swaps corner Trichet. (Bloomberg)
- Kyle Bass' analysis of Euro Situation and actions. Long Gold. (Bloomberg)
- Oil to Natural Gas Ratio comes in. (Seeking Alpha)
- UNG v.USO: Decoupling or Correction? (Seeking Alpha)
Sunday, May 16, 2010
Weekend News 16 May
- Themis Trading's take on May 6 "Black Swan". (Zerohedge)
- Themis Trading White Paper following May 6 flush. (Zerohedge)
- Chicago Mercantile examination of May 6 trading activity in SP futures vs. cash mkts. (FT Alpha)
- Low US Treasury Yields. An explanation. (FT Alpha)
- Morgan Stanley CDO voodoo. (Bloomberg)
- Natural Gas: The Bearish Case (Seeking Alpha)
- Natural Gas: The Bullish Case (Seeking Alpha)
Thursday, May 6, 2010
Tuesday, May 4, 2010
Mid Week News 04 May
- CMBS Delinquencies hit record high- 268% increase y/y. (Zerohedge)
- Barofsky says criminal charges possible in AIG Probe. (Bloomberg)
- A Quick look a the Acropolis- To think the ideas of Republic and Democracy once germinated there.... (FT Alpha)
- Short Selling Subprime may have prevented bigger issues- Huh? What? (Seeking Alpha)
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