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Blogs about: Global Macro Noon Meal

Mortgage stat

aletheia22 wrote 2 years ago: … more →

Tags: stats

U.S. Farmers Plan the Most Acres Since 1944 : classic case of supply response to demand shift

aletheia22 wrote 2 years ago: Corn acres will rise 15 percent from last year to 90.454 million, the U.S. Department of Agriculture … more →

Tags: Commodities

after Chinas movelast week : Indian Central Bank Unexpectedly Raises Interest Rate (Update4)

aletheia22 wrote 2 years ago: The Reserve Bank of India increased its overnight lending rate by a quarter percentage point today t … more →

Sweden to axe wealth tax symbol of leftwing rule..go long SEK??

aletheia22 wrote 2 years ago: Sweden’s centre right -government’s plan to scrap the country’s wealth tax, will r … more →

Tags: stats

Bernanke comments

aletheia22 wrote 2 years ago: Ben back on Wednesday before the congress: “I do want to emphasise that we have not shifted aw … more →

Now that Iran bastards are in spotlight again....focus is on : Coming of the 12th Imam.

aletheia22 wrote 2 years ago: http://memri.org/bin/latestnews.cgi?ID=SD143607 January 25, 2007 No.1436 Waiting for the Mahdi: Offi … more →

Tags: Philosophy, Politics

CBOE launched vol arb index last week

aletheia22 wrote 2 years ago: http://www.cboe.com/AboutCBOE/ShowDocument.aspx?DIR=ACNews&FILE=cboe_20070314.doc  The Chicago B … more →

Tags: Hedge Funds

Vietnam property draws foreign cash: crazy western inflows driving the prices higher

aletheia22 wrote 2 years ago: http://investing.reuters.co.uk/news/articleinvesting.aspx?type=fundsNews&storyID=2007-03-15T1042 … more →

Top investor sees U.S. property crash

aletheia22 wrote 2 years ago: Commodities investment guru Jim Rogers stepped into the U.S. subprime fray on Wednesday, predicting … more →

Tags: Hedge Funds

THREE QUARTERS OF BELOW POTENTIAL GROWTH AND COUNTING by Paul L. Kasriel

aletheia22 wrote 2 years ago: http://www.financialsense.com/editorials/kasriel/2007/0313.html  great piece of economic research  b … more →

Tags: Economy

repricing Subprime Mortgage Credit: Assessing the Fallout by Bear Stearns

aletheia22 wrote 2 years ago: http://www.bearstearns.com/sitewide/institutions/conferences/2007/subprime/presentations.htm great s … more →

U.S. Subprime Mortgage Delinquencies at 4-Year High

aletheia22 wrote 2 years ago: March 13 (Bloomberg) — Subprime borrowers fell behind on their mortgages at the highest rate i … more →

Tags: Stock market (Noon meals), stats

New index to track top 25 private equity firms from FT

aletheia22 wrote 2 years ago: The growing importance of private equity as an asset class was underlined yesterday as a new index t … more →

Tags: Hedge Funds

Mortgage lenders tighten standards from FT

aletheia22 wrote 2 years ago: Dozens of mortgage lenders to people with poor credit histories have closed or tightened lending sta … more →

Tags: Stock market (Noon meals)

aletheia22 wrote 2 years ago: Subprime-loan originations totaled about $605 billion last year, or about a fifth of the overall mar … more →

Tags: stats

Subprime mortgage problems force rethink on credit-equity from FT today

aletheia22 wrote 2 years ago: “What we have seen in the subprime market is beginning to unnerve credit investors,” sai … more →

Tags: Stock market (Noon meals)

Which hedgies gained/lost on subprime stumble

aletheia22 wrote 2 years ago: who “won” http://www.bloomberg.com/apps/news?pid=20601087&sid=azF53uetERNc&refer … more →

Tags: Hedge Funds

Market will have to deal with this...eventually. Buy put spreads??

aletheia22 wrote 2 years ago: Four steps towards calming the chaos in Iraq By Zbigniew Brzezinsky Published: February 1 2007 It is … more →

Tags: Stock market (Noon meals)

Carry boys still out there (including myself :-) )

aletheia22 wrote 2 years ago: Swiss Franc Drops to Record Against Euro on Use of Carry Trade By Gavin Finch Jan. 30 (Bloomberg) … more →


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