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

  • Risk Revisited- The Practical Guide to Behavioral Finance
    Howard Marks of Oaktree Capital explains the difference between volatility and risk. Although the academic world, and in turn many aspects ...
  • High Volume High Feb 6th Edition
    A few new high volume highs for consideration. Most of the names on the list were following some combination of quarterly earnings ahead of...
  • Just Sitting on Your Hands with Precious Metals
    I was out yesterday hemming and hawing with musings and insights into the general course of precious metal investments in regards to the ce...
  • Let Interest Go and Mend the US Economy- Rogers
  • Precious Metal Market Machinations and the Potential Long-Term Buying Opportunity
    It has been a while since I updated the following publicly, but if you follow the precious metal markets you have undoubtedly noticed inter...
  • Its Chilling- Hussman
    Hussman- chilling how vulnerable investors have left themselves. pic.twitter.com/UQtv4ZQq3f
  • Break That Trading Slump
    By Ross Heart at See It Market Ever been in a slump? A bad one – a really bad one? If you’ve invested in the markets for an extended p...
  • Watch Household Jobs Data
    As I have detailed for you in the past (for instance here ), the acceleration and deceleration of employment levels can be a significant ...
  • Bond Risks
    Too Keynesian for thinking as to the outlook of the economic environment but many aspects of present market outlook are interesting to note...
  • Gold Prices Manipulated For A Decade
    Given the industry climate in conjunction with the LIBOR scandal, I would not doubt that there is a price fix. Although, I question the sca...

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.