Geopolitics Archive
China’s BABA Antitrust Case, The New Cold War, Yuan Appreciating, FANMAG Not Confirming New Market Highs, Cathie Wood: The New Warren Buffett
December 27, 2020 · Category: AMZN, Apple, BABA, Big 5, China, Currencies, Everything Bubble, Facebook, Federal Reserve, Geopolitics, Google, Instagram, Market Commentary, MSFT, Stocks
Note: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will ...
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Top Gun FP Client Note: The Charlie Sheen Market
March 9, 2011 · Category: Federal Reserve, Geopolitics, Interest Rates, Market Commentary, Technical Analysis, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
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Top Gun FP Client Note: Rebellion In The Land Of The Pharaohs
January 31, 2011 · Category: Geopolitics, Market Commentary, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · 1 Comment »
The BOJ Goes QE
It is an extraordinary measure for a central bank, particularly the purchase of financial assets to encourage the decline in risk premiums. To be explicit on that point and to extensively influence market interest rates ...
Posted by Greg Feirman · No Comments »
WSJ: Central Banks Intervene To Prop Up Dollar
Fascinating front page article in today's Wall Street Journal on central banks around the world intervening to try and prop up the dollar and prevent their currencies from appreciating so much against it: "World Tries ...
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WSJ: China Inc. Looks Homeward As U.S. Shoppers Turn Frugal
We relied too much on the U.S. market.
......
China's ability to consume has now reached a fairly high level. It's at a turning point.
- Tom Tseng, General Manager of bicycle manufacturer Tandem Industries, whose U.S. sales ...
Posted by Greg Feirman · No Comments »
Must Watch Erin Burnett Interview With Julian Robertson
Erin Burnett interviewed investment legend Julian Robertson on Street Signs yesterday. The second part of the video isn't working so here is the first part. I've e-mailed CNBC because I'm dying to see part two ...
Posted by Greg Feirman · No Comments »
NYT: China Grows More Picky About Debt
China bought less than a sixth of the Treasuries issued in the 12 months through March. Less than two years ago, by contrast, Chinese purchases of Treasuries, which included purchases in the secondary market as ...
Posted by Greg Feirman · No Comments »
The Next Bubble
With the Fed slashing the funds rate to 1% today, it's worth remembering what happened the last time they did this: We got the most massive housing bubble in the history of mankind.
Well, today, in ...
Posted by Greg Feirman · No Comments »
Monday Reading: The Big Picture
July 28, 2008 · Category: Business and Investment Philosophy, Geopolitics, Macro Economics, Market Commentary, Stocks
I've come across some really good pieces the last couple of days that I want to share:
"Generalists can have some advantages, including being able to 'focus on the true, single hinge issue' of a company', ...
Posted by Greg Feirman · No Comments »
