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

  • All That Glitters- Still Avoiding the Gold/Precious Metal Stocks
    I would still caution investors to avoid any new purchases or outsized weightings in gold and precious metal stocks. I could also, dependin...
  • Still No Demand But...Price/Volume Heat Map for 9/30 Trading Day
    I think I am starting to sound like broken record. Yet again, the S&P 500 logged in another day of lower equity prices and increased su...
  • S&P Price/Volume Heat Map For Dec. 27 Trading Day and Week
    And yet one more Price/Volume heat map post with little comment, with lite overall holiday trading. Outside of energy, can't say m...
  • A Gain Is a Gain Is A Gain Is A Gain
    Well, we saw our sign of a bid right where we should see it if the gold investment complex was to continue its consolidation, which I state...
  • Gold Facts Infographic
    Interesting Gold infographic via Trustable Gold
  • The Illustrative Road to Serfdom
    via the Mises Institute
  • GDP is Waste
    By Charles Hugh Smith Any system that has no way to measure, much less prioritize, opportunity costs and maximization of utility is not...
  • S&P 500 Price/Volume Heat Map- 7/12 Trading Day and Week Edition
    For the final trading day of the week, the S&P 500 gained about 30 basis points in value, largely on the gains in the financials, dis...
  • The Great Gold Sell Off- It Is Not Inflation Expectations
    I was reading this article earlier today at Credit Writedowns , where the author, Edward Harrison, was throwing out the idea that the gold ...
  • All the Gold In the Universe
    New research suggests that all the gold in the universe originated from gamma ray bursts or extremely high energy radiation pulses that res...

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.