GLOBAL MACRO ANALYSIS
A wave of foreclosures are coming
By Investing Contrarian
March 13, 2010
This one could be truly the killer punch for US economy. We are already expecting the CMBS market to crash by overThe most shorted sector: Retail may just lead the way for Bulls
By Investing Contrarian
March 13, 2010
Exchange released data on outstanding shorts as compiled by bespoke Investment: Retail group is the most heavily shorted of themS&P headed for the eleven?
By Investing Contrarian
March 13, 2010
While the S&P 500 is up in nine of the last ten days, the ETF that tracks the index (SPY) is nowYEN/USD headed to 70?
By Investing Contrarian
March 13, 2010
The us dollar has been appreciating non stop against the euro. But against the YEN it simply doesnt seem to move anyMoney Supply and Fed Rate
By Investing Contrarian
March 13, 2010
Money Supply shows no signs of moderating as FED works overtime to flood the markets. The curve will be very interesting to Browse all Global Market AnalysisINDIA INVESTING ANALYSIS
What the FM has to Offer for M&A in Finance Bill 2010
By Investing Contrarian
March 12, 2010
M&A deals may see hidden tax agenda which may delay deal closure. The year 2010 began with feverish activity on the M&AIndia: Next Growth Engine of the world
By Investing Contrarian
March 11, 2010
Just how fast can India grow? Ask Manal Farooq, who can’t make gloves quickly enough. “We are facing a major problem,” saidBond market turbulence
By Investing Contrarian
March 10, 2010
The Indian bond market is exhibiting turbulence again. Yields on the 10-year bond are on a 17-month high. Concerns over inflation andWeekly FII inflows highest in five months
By Investing Contrarian
March 10, 2010
Foreign institutional investors, or FIIs, purchased Indian stocks worth $1.35 billion (Rs6,213.8 crore) in the last one week, the highest in fiveIndia tops Manpower survey on hiring growth in next quarter
By Investing Contrarian
March 10, 2010
India has topped a survey of 36 countries predicting the job market for April-June 2010 as companies across sectors look to increase Browse all India AnalysisCHINA INVESTING ANALYSIS
Shipping Indices Highlight a Potential Commodities Sell off
By oilguy
March 12, 2010
The China Containerized Freight Index has bee-lined upward in 2010. The index tracks shipping prices for goods sailing from China to 11 different regions around the world.China continues to Zip in Feb: 46% export rise. Someone call Chanos
By Investing Contrarian
March 11, 2010
I feel really sorry for the LPs of Janos who had literally written of China when he called for that historic shortChinese bankers: Bonus cuts
By Investing Contrarian
March 7, 2010
The banking regulator will soon come out with rules governing the payment system for commercial lenders and may join the global effortsChina: Real Estate prices trending
By Investing Contrarian
March 4, 2010
The real estate prices in China continues to plough up in spite of the best efforts from Chinese central bank to curbChina is STILL the largest UST holder
By Investing Contrarian
March 1, 2010
After all the hullaboo about China selling off US treasuries to be No 2 holder behind Japan, it seems that new piece Browse all China AnalysisBrowse all Analysis
Commodities - Oil
Damage Done By Nigeria’s Contentious Oil Bill May Be Tough To Undo
By oilguy
March 12, 2010
Nigeria's controversial oil industry bill is expected to eventually pass but the government may find it tough to later shift gears as international oil firms targeted under the legislation scale back their investments.- There Will be No Economic Recovery as the Era of Cheap Oil Comes to an End
- Libya: The Energy Player Not to Be Dismissed
- U.S. Jobs Data Propels Crude Oil Above $80 a Barrel
Browse all Oil Analysis
Commodities - Gold/Silver
Groundbreaking Developments in Gold and Mineral Exploration
By oilguy
March 11, 2010
I'm spending a few days in Toronto at the Prospectors and Developers Association of Canada annual conference. This is one of the mining industry's largest events. Thousands of companies descend on the site to promote their projects. Financiers from across the globe come armed with billions of dollars slated for mineral investment.A disaster around the corner? CDS to settle in Gold
By Investing Contrarian
March 9, 2010
There seems to be some kind of new trend developing in large opaque world of credit derivatives. Traders seem to demand CDSDubai imports $ 29 bn in Gold
By Investing Contrarian
March 9, 2010
From a blog Arabian Money The shift in interest from gold as a raw material for jewelry manufacture to pure investment useIn Gold we Trust
By 118albion
March 8, 2010
A very useful primer on Gold and its unstoppable rise: I think every bullion banker should read it and next they will think twice before they short it. In Gold we Trust Fresbee SHARETHIS.addEntry({ title: "In Gold we Trust", url: "http://investingcontrarian.com/global/in-gold-we-trust/" });Browse all Gold/Silver Analysis
Humour / Life
Software Lines: The role of code in our life
By Investing Contrarian
March 7, 2010
Air Force F-22 Raptor: 1.7 million F-35 Joint Strike Fighter: 5.7 million Boeing’s 787 Dreamliner: 6.5 million Typical Mercedes/BMW/etc: ~100 millionAn economic model of the rise in premarital sex and its de-stigmatisation
By Investing Contrarian
February 20, 2010
An interesting article on premartial sex and its mappings. The last one hundred years have witnessed a revolution in sexual behaviour. InRSS Feeds: Subscribe
Video
Sheila Bair seeking Americans to save more. I dont know if it is just me but the sheer presence of her on youtube seeking folks to deposit and save, freaks me out on how deep the problem is. It is truly unbelievable the desperation behind her video. Am sorry Sheila, but your speech doesnt cut it for me. Nobel laureate Robert Mundell's, is widely considered to be the most accepted authority on EURO and is an advisor to number of central banks. Privileged to hear him. PIMCO: Will accumaltes Brazil, Russian and German Bonds. Sell UST Marc Faber talks of the Gold standard. Marc Faber: I was quite negative of Bush but Obama makes him look like a genius Jim Rogers legendary investor and his journey, well chronicled in this video:
LATEST
- A wave of foreclosures are coming
- The most shorted sector: Retail may just lead the way for Bulls
- S&P headed for the eleven?
- YEN/USD headed to 70?
- Money Supply and Fed Rate
- US household debt come down: First time Ever
- Marc Faber and Mish: Inflation vs Deflation
- Shipping Indices Highlight a Potential Commodities Sell off
- Damage Done By Nigeria’s Contentious Oil Bill May Be Tough To Undo
- Lehman Bankruptcy Report
PICKS
- Gold making a base
(5.00 out of 5) - Why is the dollar rising: Bond failure? (5.00 out of 5)
- US 30 Year Debt Auction: Trend to failure? (5.00 out of 5)
- India 2009 IPO performance (5.00 out of 5)
- Arab Leaders Finally Awake to Growing Iranian Threat (5.00 out of 5)
- Gold is now firmly a ‘Contrarian’ Call (5.00 out of 5)
- India: Listed Gold Play: Manappuram (5.00 out of 5)
- Greece, Ireland, Spain on watchlist (5.00 out of 5)
- Buy the Dollar and sell the Euro in 2010 (5.00 out of 5)
- The American Economy: Introspect and Mull (5.00 out of 5)
