Showing posts with label correlation trade. Show all posts
Showing posts with label correlation trade. Show all posts
Wednesday, May 22, 2013

An Example of Mania Thinking to Justify the US Stock Market Bubble

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Look at the so-called “analysis” below from the following Bloomberg article: A rising dollar may help push U.S. stocks higher by giving...
Sunday, April 08, 2012

Poker Bluffing Central Bankers Means Gold Bullmarket Should Continue

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Everytime gold prices goes into hibernation, devotees of the state yell “where is inflation?!” The “No Inflation” Propaganda As I have ...
Saturday, September 10, 2011

More Evidence of Boom Bust Cycles Driving Equity Market Prices

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I have repeatedly been saying that inflationism or the boom bust cycle or my Machlup-Livermore paradigm, have signified as the key force in ...
Sunday, August 14, 2011

The Remarkable Phisix-ASEAN Resiliency Amidst the Global Financial Storm

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“Keynesians tend to assume that government spending has a big positive effect on economic growth. Others disagree. But if the impact of incr...
Tuesday, August 09, 2011

Global Debt Crisis: Rotation from Global Equities ($7.8 trillion losses) to Bonds ($132 billion gains)

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The global debt crisis experienced another rotation: Global equity markets posted whopping losses estimated at $7.8 trillion as bonds gained...
Sunday, November 01, 2009

5 Reasons Why The Recent Market Slump Is Not What Mainstream Expects

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``The next bubble in asset markets will not be in the West but in emerging Asia, led by China. The irony is that the more anaemic the Wester...