Mario Draghi | Kudrna's Stock Market Talk

TIPSTER: “Squeaky Bum Time” Looms Over Europe

Quote of the Day:

They [Arsenal] have a replay against Chelsea and if they win it they would face a semi-final three days before playing us in the league. But then they did say they were going to win the Treble, didn’t they? It’s squeaky bum time and we’ve got the experience now to cope.

Sir Alex Ferguson – Manchester United Manager (more…)

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The European Disunion (, 6/4/13)

Germany to Pull Back on ECB’s “Whatever It Takes” Position? (Jutia Group, 6/12/13)

Read more on European Union at Wikinvest

Tags: Central Banking, ECB, Economy, ESM, Europe, Fiscal Policy, France, Germany, Greece, Inflation / Deflation, Ireland, Italy, Macroeconomic News, Mario Draghi, Monetary Policy, PIGs, Politics, Portugal, Spain, TIPSTER
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TIPSTER: The Spanish Are In A Funk – But Super Mario Is Feeling Frisky!

Quote of the Day:

Today there’s speculation the ECB will jump in. You know what? That will be one of the worst possible things to happen to medium term confidence for the markets. As soon as the ECB steps in, resumes the SMP buying program it’s a clear signal that nothing is fixed…

Bill Blain – Newedge Group (more…)

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Why a Greek Default Doesn't Matter - And Why Spain's and Italy's Will (My Wealth Builder, 4/21/12)

Twitter Digest: 2012-04-12 (Paul Kedrosky's Infectious Greed, 4/13/12)

Big Rally for Tomorrow ... or Not? (My Wealth Builder, 6/10/12)

Read more on Investing in Spain at Wikinvest

Tags: Ben Bernanke, ECB, Economy, Europe, Macroeconomic News, Mario Draghi, Monetary Policy, Nokia (NOK), Palm Oil, Politics, QE, Spain, TIPSTER
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TIPSTER: The LTRO May Be “All You Can Eat” But It’s No Free Lunch

Quote of the Day:

… this kind of giving be but to give with one hand, and take away with the other, which is deluding, not a giving.

John Milton (1608 – 1674) (more…)

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ECB for Housing – Risk Without Returns (Green World Investor, 5/20/13)

A few good central bankers (Paul Kedrosky's Infectious Greed, 9/8/11)

A Study in Central Banks (Paul Kedrosky's Infectious Greed, 8/8/11)

Read more on European Central Bank (ECB) at Wikinvest

Tags: Banks, Bill Gross, ECB, Economy, Eurozone, Greece, John Milton, LTRO, Macroeconomic News, Mario Draghi, Politics, QE, TIPSTER, ZeroHedge
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TIPSTER: Party-Pooping Price Levels

Quote of the Day:

A tiger is difficult to capture once it is set free.

Paraphrasing comments on inflation by Wen Jiabao – Chinese Premier (more…)

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Inflation: The Silent Killer Of Your Nest Eggopen (The DIV-Net, 6/11/13)

Will U.S. Block China's Pork Takeover Bid? (EconMatters, 6/11/13)

The US Ministry of Propaganda Strikes Again: People Quitting Jobs is Sign of Confidence! (the Underground Investor, 6/13/13)

Read more on Inflation, Investing in China at Wikinvest

Tags: Ben Bernanke, Boe, China, ECB, Economy, Fed, GDP, Inflation, Macroeconomic News, Mario Draghi, Mervin King, oil, Politics, TIPSTER
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TIPSTER: ISDA On Greek Default: “Move Along Now, Nothing To See …”

Quote of the Day:

Alright! Move on. Nothing to see here. Please disperse.

Detective Lieutenant Frank Drebin (of the Naked Gun films) (more…)

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Yanis Varoufakis: Occupying the Closure of Greek Public TV (Journalists at BBC, ABC, and CBC, Tak... (naked capitalism, 6/13/13)

Knowledge is Power: Greece, Flying, Emigration Edition (Top Foreign Stocks, 6/12/13)

Read more on Investing in Greece at Wikinvest

Tags: Bond Markets, CDS, Credit Derivatives, Credit Markets, ECB, Economy, Fixed Income, Greece, Inflation, ISDA, Macroeconomic News, Mario Draghi, PIIGS, Politics, TIPSTER
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TIPSTER: The ECB Debt Swap Plays With Fire – Investors May Now Consider The European Sovereign Debt Market A Mutated CDO Market

Quote of the Day:

A uniting or cementing force or influence by which a union of any kind is maintained.

Oxford English Dictionary – definition of the noun “bond”. (more…)

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As The Bond Market Turns...Investors Show They are A Fickle Bunch (Sensible Investments, 6/13/13)

Why Holding Bonds is Important in a Well-Diversified Portfolio (Top Foreign Stocks, 6/9/13)

Where Does A Top Bond Manager Invest His Personal Funds? (Disciplined Approach to Investing, 6/14/13)

Read more on Bond Investing at Wikinvest

Tags: Bond Markets, CACs, CDO, CDS, ECB, Economy, EU, Europe, Greece, Macroeconomic News, Mario Draghi, PIIGS, Politics, QE, Silver, TIPSTER, ZeroHedge
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TIPSTER: Greece And The Godfather Are Gaming The “Prisoners Of Debt”

Quote of the Day:

I’m gonna make him an offer he can’t refuse.

Don Corleone – aka The Godfather (more…)

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Yanis Varoufakis: Occupying the Closure of Greek Public TV (Journalists at BBC, ABC, and CBC, Tak... (naked capitalism, 6/13/13)

Knowledge is Power: Greece, Flying, Emigration Edition (Top Foreign Stocks, 6/12/13)

Read more on Investing in Greece at Wikinvest

Tags: Bond Markets, Central Banking, Debt, ECB, Economy, Europe, Eurozone, Greece, Macroeconomic News, Mario Draghi, PIGs, PIIGS, Politics, TIPSTER
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TIPSTER: Currency Wars and The Yield Curve Lending Trap

Quote of the Day:

… we need to produce things as opposed to paper…

Bill Gross (more…)

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Daily ETF Trend Report – Currency (Capital Essence's Investment Blo..., 6/12/13)

Bitcoin Under Attack (Wealth Daily, 5/31/13)

Read more on Yield Curve, Currency at Wikinvest

Tags: Bernanke, Bill Gross, Bond Market, China, Credit Markets, Currencies, Debt, ECB, Economy, EU, Fed, Inflation, interest rate, iShares Barclays 20+ Year Treasury Bond Fund (TLT), Japan, LTRO, Macroeconomic News, Mario Draghi, Monetary Policy, PIMCO, Politics, Property, ProShares UltraShort 20+ Year Treasury (TBT), QE, Richard Koo, Rmb, Sovereign Debt, TIPSTER, UK, US, Yuan
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TIPSTER: The New Emerging Gold Standard

Quote of the Day:

The gold standard has one tremendous virtue: the quantity of the money supply, under the gold standard, is independent of the policies of governments and political parties. This is its advantage. It is a form of protection against spendthrift governments.

Ludwig von Mises (more…)

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Gold Investing Heats Up (Wealth Daily, 6/10/13)

Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin (Jutia Group, 6/12/13)

ChartsEdge 6/10/13 week forecasts for equities & gold (CHARTLINES (tm), 6/9/13)

TIPSTER: Taking A Walk On The Macro Decision Tree

Quote of the Day:

Professor John Cochrane of the University of Chicago has written a series of brilliant papers and articles on this problem, forcefully demonstrating the math that interest rates are partially a reflection of the risk that investors perceive concerning the potential for returns on their money. When they begin to lose confidence that a government (or business) will be able to raise enough revenue to pay off the debt at some point in the future, interest rates begin to rise. At first, there are all sorts of reasons given. Then there is a moment when the bond market simply walks away. Rogoff and Reinhart call it the “Bang Moment”.

John Mauldin (more…)

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Chasing Yield Has A Downside When Interest Rates Rise (Disciplined Approach to Investing, 6/12/13)

Investor Beware: Higher Interest Rates Looming (Jutia Group, 6/14/13)

ARM Resets Benefit from Low Interest Rates (My Wealth Builder, 1/23/11)

Read more on Interest Rates at Wikinvest