Upcoming week events by Ted Tyler

By tedtyler

Published: November 15, 2009

Important events for the week:
1. JPY- Japan GDP- Gross Domestic Product, the main measure of economic activity and growth, Sun., Nov. 15, 6:50 pm, ET.
2. USD- U.S. Retail Sales, an important gauge of consumer spending measuring the total receipts at stores that sell durable and non-durable goods, Mon., Nov. 16, 8:30 am, ET.
3. GBP- [...]

Hedge Funds are back

By Investing Contrarian

Published: November 6, 2009

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Click to enlarge
Hedge funds are back and boy are they ruling the roost. Almost all strategies have paid off except the ones which have been negative equities. But at some point the carry currency is going to reverse and when it does….we might just have 2008 all over again.

India: A dollar story

By Investing Contrarian

Published: October 5, 2009

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The India story has always been dollar story. As dollar continues to weaken smaller emerging economies like India start getting flooded by liquidity and thus pushing assets prices. While some argue that India is a growth story, I disagree. It is the rate of FII inflows that has returned the [...]

If only GDP included “Happiness”

By Investing Contrarian

Published: September 25, 2009

The idea is this: include happiness and other indicators (such as access to health care and other benefits that promote well-being) in the data that form a country’s GDP rather than just financial indicators

Chinese Data another killer for the US ?

By Investing Contrarian

Published: September 11, 2009

Out of the 5 items above, none is positive for the dollar or the US. The Chinese stimulus was always directed at stimulating its domestic demand rather than benefit its export industries. While the export industries have not been untouched by the stimulus, the overwhelming focus has been on domestic demand. Industrial output, Bank lending [...]