Jan 23 late update
Monoline problem addressed, stocks suddenly oversold as that risk fades. Most earning look strong. Guidance may be soft but that’s at least partially a function
January 23, 2008
Monoline problem addressed, stocks suddenly oversold as that risk fades. Most earning look strong. Guidance may be soft but that’s at least partially a function
Major themes intact: weak economy higher prices Weakness: US demand soft but supported by exports. US export strength resulting from non resident ‘desires’ to reduce
The desire to accumulate $US financial assets has been diminished for at least the following reasons: Treasury policy – Paulson is actively pushing both a
On Jan 5, 2008 9:40 PM, Steve Martyak wrote: > http://www.autodogmatic.com/index.php/sst/2007/02/02/subprime_credit_crunch_could_trigger_col > > > also…. > > 9/4/2006 > Cover of Business Week: How Toxic
Looks like markets are still trading with the assumption that as the Saudis/Russians hike prices the Fed will accommodate with rate cut. That’s a pretty