Sunday, March 11, 2007

US Markets: Risks of Ponzi and Speculative Finance

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``Liquidity is the hocus pocus of the investment world. It means totally different things to different people but is often cited as being a ...
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Sunday, March 04, 2007

Phisix: Playing Out Our Script

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``Independent thinking, emotional stability, and a keen understanding of both human and institutional behavior is vital to long-term investm...

The Blame is on China’s “Shanghai Surprise”, But....

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``Markets are constantly in a state of uncertainty and flux, and money is made by discounting the obvious and betting on the unexpected.” --...

Forget China, Circumstantial Evidences Reveal the Unwinding of Carry Trades

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In the US , there have been numerous “rationalizations” floated as the reasons for the current “shock” or the reappearance of volatility. ...

A Bird At Hand is Worth Two in The Bush

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The recent reemergence of volatility has interposed the question on whether this has simply been a respite or a much needed correction for a...

Ignoring Black Swans and Market Cycles

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``Our minds are ... capable of mounting explanations for all manner of phenomena, and generally incapable of accepting the idea of unpredict...
Tuesday, February 27, 2007

Epicenter China? The Return of Volatility on an Unwinding Yen Carry?

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China stocks tumbled the most in 10 years! Global indices seem to be feeling tremor while at the same time the Yen rallies across the board...

Gold Watch: Gold Breaks Out in Yen!

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We have been bullish on gold premised mostly on the flawed structural conditions of the global monetary system. Where no country wants to ...
Sunday, February 25, 2007

The Phisix Knocks On History

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``Global finance is a dark hole. There are more investors in more countries moving more money into more securities in more other countries t...

Liquidity Driven Global Equity Mania

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``The closer you are to the truth and the facts, the more of an edge you have. The further you are, the more risk and higher probability o...