GLOBAL MACRO ANALYSIS
Lehman Bankruptcy Report
By Investing Contrarian
March 12, 2010
Lehman Bankruptcy SHARETHIS.addEntry({ title: "Lehman Bankruptcy Report", url: "http://investingcontrarian.com/global/lehman-bankruptcy-report/" });Industries to Recruit: Time to trim your CV
By Investing Contrarian
March 12, 2010
Healthcare Industry: Of the employers surveyed in the education and health services industries, 11 percent said they think hiring will increase nextThe Debt Potato
By oilguy
March 12, 2010
The past year has been all about shifting debt. The financial crisis drove American homeowners into debt. Homeowners defaulted on their loans (or threatened to), driving the banks into debt. The U.S. government bailed out the banks, shifting debt to the public balance sheet.30 year auction: A near failure
By Investing Contrarian
March 12, 2010
We have been saying this for a while that while the 2 and 10 year continue to attract interest, the longer datedUnemployment rate rises in 30 states
By Investing Contrarian
March 11, 2010
Unemployment rose in 30 states in January, the Labor Department said Wednesday, evidence that jobs remain scarce in most regions of the 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
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 pieceChina Lending slows again in Feb
By Investing Contrarian
March 1, 2010
Chinese banks may have issued some 700 billion yuan ($102.54 billion) in new loans in February, roughly 40-45% lower than the January Browse all China AnalysisBrowse all Analysis
Commodities - Oil
There Will be No Economic Recovery as the Era of Cheap Oil Comes to an End
By oilguy
March 9, 2010
When oil crossed $120 a barrel for the first time in May 2008, oil cornucopians knew they were in trouble. Prices had- Libya: The Energy Player Not to Be Dismissed
- U.S. Jobs Data Propels Crude Oil Above $80 a Barrel
- Iraqi Elections Likely To Fuel Ethnic Tensions, Further Delay Access To Kirkuk’s Reserves
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
- Lehman Bankruptcy Report
- Industries to Recruit: Time to trim your CV
- What the FM has to Offer for M&A in Finance Bill 2010
- The Debt Potato
- 30 year auction: A near failure
- India: Next Growth Engine of the world
- Unemployment rate rises in 30 states
- PIMCO: Avoid Spain like plague
- Groundbreaking Developments in Gold and Mineral Exploration
- China continues to Zip in Feb: 46% export rise. Someone call Chanos
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)
