Trading Journal of an Investment Junky

Monday, July 23, 2012

What we are reading and watching...

Will Karzai step down to take up head of mining... Rupert Murdoch seems to think so.

Dealer inventories in the bond markets are shrinking, pushing up prices. Is this a result of monetary policy.


The Euro short trade may be getting crowded....

..... Ditto for the QE3 trade

The effects of high food prices may creep into inflation at a faster rate.... look to Brazil

Despite the growing anxiety towards global growth, the Aussie dollar has been rising

In addition, labor conditions in China remain fairly tight

Miles driven by U.S. drivers increased in May, but trend still is down

The downside of Chinese debt deleveraging

Interesting concept, having stage fright is selfish.




Posted by mchristy363 at 12:38 PM
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest

No comments:

Post a Comment

Newer Post Older Post Home
Subscribe to: Post Comments (Atom)

Search This Blog

Followers

Popular Posts

  • The Illustrative Road to Serfdom
    via the Mises Institute
  • Trading portfolio update for week ended 11/2
    It has been two weeks since I provided an update on the performance of the trading portfolios, as my preparations for Hurricane Sandy did n...
  • Update on gold, more downside is growing more likely
    As a followup to last Friday's All that Glitters post where I suggested watching the trading action in gold to gauge its future path, ...
  • Volume off the high 10/19/12
    A lot of larger companies hitting screens today. Investors don't appear to like the guidance with Q3 earnings. Anacor Pharma- ANAC ...
  • Thinking On Long-Term Rates
    The following comments are from the Street's interview with American Century's CIO and concerns long-term rates. As you can pr...
  • Trading With the VIX- Risk On Closer At Hand But Not There Yet
    As a regular reader will know, I use a weighted average standardized VIX (WASV) and skew in an attempt to trade certain entry and exit point...
  • Google's problems may be worse than just an earnings slip
    I am just passing along the information here, but according to reports from CNBC ( and mentioned at Business Insider ) Google execs may hav...
  • S&P 500 Price/Volume Heat Map for 6/27 Trading Day- Short the Utilities.
    The S&P 500 gained for a third day in a row, increasing in value by 60 basis points. This is as money flowed into financials and disc...
  • 7 Rules To Beat The Market
    Some good advice here.Rule 5 especially  By  Charles Rotblut and posted to economatters Last week, I discussed how beating the mar...
  • Everything (And More) on Bitcoin
    Although I have shown you many views and opinions on Bitcoin, in conjunction with coming out saying the price some months ago was likely bu...

Translate

Blog Archive

  • ►  2014 (190)
    • ►  09/21 - 09/28 (1)
    • ►  09/14 - 09/21 (14)
    • ►  09/07 - 09/14 (13)
    • ►  08/31 - 09/07 (10)
    • ►  08/24 - 08/31 (19)
    • ►  08/10 - 08/17 (1)
    • ►  08/03 - 08/10 (6)
    • ►  07/27 - 08/03 (4)
    • ►  07/20 - 07/27 (6)
    • ►  07/13 - 07/20 (7)
    • ►  07/06 - 07/13 (2)
    • ►  06/22 - 06/29 (6)
    • ►  06/15 - 06/22 (5)
    • ►  06/08 - 06/15 (7)
    • ►  06/01 - 06/08 (6)
    • ►  05/11 - 05/18 (3)
    • ►  05/04 - 05/11 (1)
    • ►  04/20 - 04/27 (6)
    • ►  04/13 - 04/20 (7)
    • ►  04/06 - 04/13 (6)
    • ►  03/30 - 04/06 (2)
    • ►  03/23 - 03/30 (2)
    • ►  03/16 - 03/23 (2)
    • ►  03/09 - 03/16 (1)
    • ►  03/02 - 03/09 (2)
    • ►  02/23 - 03/02 (1)
    • ►  02/16 - 02/23 (1)
    • ►  01/26 - 02/02 (25)
    • ►  01/19 - 01/26 (23)
    • ►  01/05 - 01/12 (1)
  • ►  2013 (1942)
    • ►  12/29 - 01/05 (31)
    • ►  12/22 - 12/29 (22)
    • ►  12/15 - 12/22 (32)
    • ►  12/08 - 12/15 (28)
    • ►  12/01 - 12/08 (49)
    • ►  11/24 - 12/01 (26)
    • ►  11/17 - 11/24 (53)
    • ►  11/10 - 11/17 (39)
    • ►  11/03 - 11/10 (47)
    • ►  10/27 - 11/03 (55)
    • ►  10/20 - 10/27 (35)
    • ►  10/13 - 10/20 (46)
    • ►  10/06 - 10/13 (50)
    • ►  09/29 - 10/06 (44)
    • ►  09/22 - 09/29 (50)
    • ►  09/15 - 09/22 (57)
    • ►  09/08 - 09/15 (37)
    • ►  09/01 - 09/08 (40)
    • ►  08/25 - 09/01 (48)
    • ►  08/18 - 08/25 (31)
    • ►  08/11 - 08/18 (51)
    • ►  08/04 - 08/11 (48)
    • ►  07/28 - 08/04 (42)
    • ►  07/21 - 07/28 (41)
    • ►  07/14 - 07/21 (38)
    • ►  07/07 - 07/14 (39)
    • ►  06/30 - 07/07 (31)
    • ►  06/23 - 06/30 (43)
    • ►  06/16 - 06/23 (38)
    • ►  06/09 - 06/16 (34)
    • ►  06/02 - 06/09 (28)
    • ►  05/26 - 06/02 (26)
    • ►  05/19 - 05/26 (20)
    • ►  05/12 - 05/19 (31)
    • ►  05/05 - 05/12 (37)
    • ►  04/28 - 05/05 (37)
    • ►  04/21 - 04/28 (34)
    • ►  04/14 - 04/21 (40)
    • ►  04/07 - 04/14 (34)
    • ►  03/31 - 04/07 (27)
    • ►  03/24 - 03/31 (27)
    • ►  03/17 - 03/24 (31)
    • ►  03/10 - 03/17 (23)
    • ►  03/03 - 03/10 (45)
    • ►  02/24 - 03/03 (39)
    • ►  02/17 - 02/24 (33)
    • ►  02/10 - 02/17 (42)
    • ►  02/03 - 02/10 (34)
    • ►  01/27 - 02/03 (31)
    • ►  01/20 - 01/27 (37)
    • ►  01/13 - 01/20 (27)
    • ►  01/06 - 01/13 (34)
  • ▼  2012 (773)
    • ►  12/30 - 01/06 (27)
    • ►  12/23 - 12/30 (17)
    • ►  12/16 - 12/23 (60)
    • ►  12/09 - 12/16 (33)
    • ►  12/02 - 12/09 (40)
    • ►  11/25 - 12/02 (38)
    • ►  11/18 - 11/25 (21)
    • ►  11/11 - 11/18 (35)
    • ►  11/04 - 11/11 (36)
    • ►  10/28 - 11/04 (16)
    • ►  10/21 - 10/28 (35)
    • ►  10/14 - 10/21 (35)
    • ►  10/07 - 10/14 (34)
    • ►  09/30 - 10/07 (35)
    • ►  09/23 - 09/30 (41)
    • ►  09/16 - 09/23 (39)
    • ►  09/09 - 09/16 (40)
    • ►  09/02 - 09/09 (29)
    • ►  08/26 - 09/02 (23)
    • ►  08/19 - 08/26 (26)
    • ►  08/12 - 08/19 (20)
    • ►  08/05 - 08/12 (19)
    • ►  07/29 - 08/05 (16)
    • ▼  07/22 - 07/29 (12)
      • What we are reading- The death of peak oil (energy...
      • Saturday Links
      • Morning Links
      • The optimism won't last
      • Traders Edge 7/26/12- Risk On, further monetary ea...
      • Mid-day links
      • Traders edge 7/25/12- Coal and Watch the $132 leve...
      • The abbreviated "What we are reading today 7-24-12...
      • Traders Edge 7-24-12- all that glitters
      • What we are reading and watching...
      • Traders Journal 7-23-12- Risk Off
      • Sunday Links
    • ►  07/15 - 07/22 (16)
    • ►  07/08 - 07/15 (8)
    • ►  07/01 - 07/08 (7)
    • ►  06/24 - 07/01 (5)
    • ►  06/10 - 06/17 (3)
    • ►  06/03 - 06/10 (7)

About Me

I am an investment analyst, portfolio manager, and CFA Chartholder that has worked on both the buy side and sell side in various roles including analyst, portfolio manager, and trader. I have over ten years of experience in the investment industry and characterize my investment style as having a leaning towards value. This blog will track my (and potentially guest author) opinions, managed portfolios, and investment ideas.
Simple theme. Powered by Blogger.