Blogs about: Global Macro
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Counting inflation
====================================================================== country; nominal interest rate; date; official CPI; last update; real interest rate =============================================… more →
a neoconservative, mugged by reality
UBS-Hedge Funds (172pages)
gazhoo wrote 2 months ago: UBS internal training materials-Hedge Funds.It covers SECTION 1 Why Hedge Fund SECTION 2 Hedge Fund … more →
MSCI Emerging Markets Index through September 5, 2009
Paris E. M. Murray wrote 2 months ago: Morgan Stanley Capital International Emerging Markets Index through September 1, 2009. … more →
Peformance
etfinvestments wrote 4 months ago: The performance of the Newsletter from March 19th to June 30th, 2009 (Hedge Fund Benchmark: March 1s … more →
A Pause or the Start of a Slide?
etfinvestments wrote 5 months ago: MARKET LETTER for Tuesday, June 16th, 2009 June 1st might have marked a turning point for internat … more →
High Inflation and Choppy Markets
— 1 comment
etfinvestments wrote 6 months ago: MARKET LETTER for Monday, June 1st, 2009 One problem with pumping oceans of money into world … more →
Safe Assets for Mad Times?
etfinvestments wrote 6 months ago: MARKET LETTER for Wednesday, May 20th, 2009 I missed the original FT article but got it from Mark … more →
The Schizophrenic Rally, Bear Attacks, and Inflation
etfinvestments wrote 6 months ago: MARKET LETTER for Thursday, May 7th, 2009 As readers of my blog and followers of my Newsletter kn … more →
Dip Your Toes But Don't Be Sucked In
etfinvestments wrote 7 months ago: MARKET LETTER, Saturday, April 11, 2009 Bingo! So now Wells Fargo (WFC) said it expects … more →
Four Forces Shaping Companies
etfinvestments wrote 7 months ago: MARKET LETTER, Friday, April 3, 2009 I intend to make Market Letter my little contribution ever … more →
BUY TOXIC ?
etfinvestments wrote 8 months ago: US Treasury Geithner’s plan in some detail can be found in this white paper. The Treasury ha … more →
China proposes SDR: confirmation of a potentially significant trend
etfinvestments wrote 8 months ago: The People’s Bank of China, the central bank, has just proposed that the SDR should serve as t … more →
Market Dynamics - slightly quirky view
etfinvestments wrote 8 months ago: I classify investors into three types: trend followers, contrarians and the undecided. The trend … more →
Bank Bonds
etfinvestments wrote 8 months ago: Citigroup (C) and Bank of America (BAC) bond prices are in freefall as bondholders wake up to the re … more →
Equity, the Blind Optimist
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etfinvestments wrote 8 months ago: FIRST PUBLISHED IN SEEKINGALPHA.COM , NOVEMBER 25, 2008 (KBE and DIA not held at time of publicati … more →
Two Lessons from the Last Century
etfinvestments wrote 8 months ago: FIRST PUBLISHED IN SEEKINGALPHA.COM , JANUARY 12, 2009 :- It really beats me how some still seek … more →
Why ETFs ?
etfinvestments wrote 8 months ago: Hi all ! Thank you for visiting my blog. I hope to have the opportunity later on to tell you why I … more →
Interesting Hedge Funds News Links (March 3, 2009)
financialkungfumaster wrote 9 months ago: * Gold: Warning for investors chasing shortterm gains (Telegraph) * BLM calls Pickens deal for wild … more →
Interesting Hedge Funds News Links (February 21, 2009)
financialkungfumaster wrote 9 months ago: * Big Apple loses its bite as Wall Street jobs go (Times Online) AS anybody who watches the news kno … more →
Counting inflation
E. Cartman wrote 1 year ago: ====================================================================== country; nominal interest rat … more →
