Politics | Kudrna's Stock Market Talk

Posts Tagged ‘Politics’

TIPSTER: US-China – Strategic Games In The Pacific

Quote of the Day:

We recognize that China has 2,300 operational combat aircraft, while our democratic partner Taiwan has only 490.

Rob Nabors - White House Director of Legislative Affairs (more…)

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Where the Chinese are Putting Their Money (Money Morning, 4/16/12)

China’s Manufacturing Sector Stabilizes (Wall Street Daily, 4/23/12)

Innovation in China, Part Trois (, 5/1/12)

Read more on Investing in China at Wikinvest

Tags: Asia, China, Economy, India, Macroeconomic News, Military, Myanmar, Politics, Protectionism, Renminbi, Stephen Roach, TIPSTER, US, Yuan
Posted in Economy/Macro/Politics | Comments Off

TIPSTER: The Chinese Are Spending More Money On iPhones… But Not Infrastructure It Would Seem

Quote of the Day:

It is mind-boggling that we could do this well

Tim Cook – Apple CEO (more…)

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Stable Oil Prices are the Key to Chinese Growth (Money Morning, 4/17/12)

Seven Signs China’s Headed for a Recession (Wall Street Daily, 3/29/12)

Copper Price Forecast (Learn Mining News, 3/14/12)

Read more on Investing in China at Wikinvest

Tags: Apple (AAPL), China, Economic Growth, Economy, GDP, Goldman Sachs (GS), Lloyd Blankfein, Macroeconomic News, Politics, TIPSTER, UK
Posted in Economy/Macro/Politics | Comments Off

TIPSTER: Defining Moment In The French Election Campaign

Quote of the Day:

We’re not saying that saving solves all problems…

…[but], you can’t spend more than you take in. You can’t live your whole life this way. Everybody knows this…

Angela Merkel (more…)

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The Fate of the Eurozone Hangs on Sunday's French Elections (Money Morning, 5/4/12)

Eurozone Manufacturing Shrinks Yet Again (Wall Street Daily, 5/2/12)

Why the Eurozone Debt Crisis Never Really Went Away (Money Morning, 5/3/12)

Read more on European Union at Wikinvest

Tags: Boe, British Pound, Economy, EU, Europe, Eurozone, France, Francois Hollande, Germany, Macroeconomic News, Merkel, Politics, QE, Sarkozy, TIPSTER
Posted in Economy/Macro/Politics | Comments Off

TIPSTER: “We Are Wired To Share” – Does The Rise Of EBAY Support Botsman’s Collaborative Consumption Thesis?

Quote of the Day:

An extremely powerful dynamic that has huge commercial and cultural implications is at play; namely that technology is enabling trust between strangers. We now live in a global village where we can mimmick the ties that used to happen face-to-face but on a scale and in ways that have never been possible before.

Rachel Botsman (more…)

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PayPal’s Small Business Solution Under the Microscope (Wall Street Daily, 3/20/12)

Mobile Wallet Technology: The New Barbarians are at the Gate (Money Morning, 5/16/12)

eBay: Buy It Below $40 And Ride It Higher (Investment Underground » Page n..., 4/16/12)

TIPSTER: When It Rains In Spain, It Pours

Quote of the Day:

The expropriation is nothing more than a way of covering over the social and economic crisis facing Argentina right now.

Antonio Brufau – Repsol Chairman. (more…)

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Spain’s Debt Crisis: The Uncertainty Continues (Investment U, 4/10/12)

Why Wall Street Can't Escape the Eurozone (Money Morning, 4/19/12)

Friday Charts: Taxmageddon, A Crude World and Poor Spain! (Wall Street Daily, 4/20/12)

Read more on Investing in Spain at Wikinvest

Tags: Argentina, Brazilian Real, Economy, Europe, Macroeconomic News, oil, Politics, Spain, TIPSTER
Posted in Economy/Macro/Politics | Comments Off

TIPSTER: Will Spanish Austerity’s Latest Sacrificial Lamb Be… Freedom Of Speech?

Quote of the Day:

Spain has absolutely no financing problems or urgent needs.

Luis de Guindos – Spanish Economy Minister (more…)

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Spain’s Debt Crisis: The Uncertainty Continues (Investment U, 4/10/12)

France May be the Domino that Causes the Euro to Collapse (Money Morning, 4/18/12)

Spain Buys Bankia SA Loans to Rescue the Ailing Sector (Wall Street Daily, 5/11/12)

Read more on Investing in Spain at Wikinvest

Tags: Deficit, ECB, Economy, EU, Europe, Eurozone, France, Francois Hollande, GDP, Germany, Macroeconomic News, Merkel, Politics, Sarkozy, Spain, Tags: Apple (AAPL), TIPSTER
Posted in Economy/Macro/Politics | Comments Off

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 Fate of the Eurozone Hangs on Sunday's French Elections (Money Morning, 5/4/12)

EU Officials Give Eurozone’s Firewall a Final Treatment (Wall Street Daily, 4/2/12)

Why Wall Street Can't Escape the Eurozone (Money Morning, 4/19/12)

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
Posted in Economy/Macro/Politics | Comments Off

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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Spain’s Debt Crisis: The Uncertainty Continues (Investment U, 4/10/12)

Why Wall Street Can't Escape the Eurozone (Money Morning, 4/19/12)

France May be the Domino that Causes the Euro to Collapse (Money Morning, 4/18/12)

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
Posted in Economy/Macro/Politics | Comments Off

TIPSTER: Land Of Confusion

Quote of the Day:

Superman where are you now
Everything’s gone wrong somehow
The men of steel, men of power
Are losing control by the hour.

This is the time
This is the place
So we look for the future
But there’s not much love to go round
Tell me why, this is a land of confusion.

Phil Collins – Land of Confusion (more…)

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Bonds: The Most Important Asset Class (Expected Returns, 4/18/12)

How to Play Low Natural Gas Prices With Bonds (Investment U, 4/17/12)

Tender Offers: Take the Money and Run (Investment U, 4/3/12)

Read more on Steel, Investing in Spain, Bond Investing at Wikinvest

Tags: Economy, Europe, Fed, Macroeconomic News, Politics, Spain, Tags: Ben Bernanke, TIPSTER, volatility
Posted in Economy/Macro/Politics | Comments Off

TIPSTER: Deterioration Of A Tonsillitis Economy

Quote of the Day:

The greatest wealth is health.

Virgil – A Roman Poet (more…)

Tags: Economy, Fed, Macroeconomic News, Monetary Policy, oil, Politics, QE, Spain, Tags: Ben Bernanke, TIPSTER
Posted in Economy/Macro/Politics | Comments Off

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CMHTraders

(Thursday, May 10. 2012 11:16 AM)

No one jumping the bids today… so no sense of excitement. From the sell side you see large block orders come in on the limit and sellers can’t front run them fast enough. A lot of it might have to do with the punishment that has been doled out to any stock who even thought about posting a weak guidance. Seeing high PE stocks that were the next “it” taken to the wood shed to be slaughter for 50% in a day shows how bloated we were at the top. This is not remotely the market I pictured today. After such a sound beating one would think bulls would be value hunting. The only stocks show relative strength are the market leaders with low PE’s… and even they aren’t up big. This price action makes me think that 1343 was just a support breach, not a firm bottom that one could trade against.

[reply]

Michael Kudrna

(Wednesday, May 9. 2012 12:35 PM)

For CMHTraders – I’m prepared this summer for bad trading and keeping higher levels of cash than usual. Europe situation as you noted and the fear of another US Debt Downgrade/Debt struggles, among others.

[reply]

CMHTraders

(Wednesday, May 9. 2012 8:29 AM)

Remember a few years ago? The Euro currency gets pounded and our markets nosedive? The Euro rallies and we shoot up? Looks like that trade is reemerging with vengeance. The Euro is FIRMLY weaker here….

[reply]

CMHTraders

(Wednesday, May 9. 2012 8:18 AM)

AAPL/AMZN: I was able to cover my AMZN short near the lows yesterday and enjoy a rebound towards the close into which I re-initiated the short. This trade is acting more as a hedge against AAPL than a true pairs trade but I still stand by the thesis. These are the only two positions that I have on pre market.

[reply]

CMHTraders

(Wednesday, May 9. 2012 8:11 AM)

Euro back in the headlines. We really don’t have any of our own macro data to dig us out of the whole so buyers will have to step up to reverse the loss. Yesterday we got a turn after lunch. I wouldn’t look for that turn today if the markets violate yesterday’s lows. Bonds are approaching record highs… The problem is that indicator has diverged so much it’s tough to call a top. We were trading at these levels back in September but the market and volatility was infinitely higher. Should the market return to those levels both on a volatility level and absolute value level where are bonds supposed to go? Zero? The 10 year is already trading below inflation rate…. I wouldn’t listen too much to the chatter about bonds MUST come down. Some of the twits saying that are the same ones saying that there must be more QE. Which is akin to having your cake and eating it too.

[reply]

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