From KPMG via BBC (h/t Credit Writedowns) – here for 5 minutes audio interview.
Editing: Frances Wu
Posted in Credit.
From the blog Zero Hedge (29th Aug 2010). That’s very strange (click here for larger picture).
Editing: Frances Wu
Posted in Gold.
From Mashable (30th Aug 2010) – 1 million since 15 August. I always thought only Apple would be able to do that.
Also, not exciting news for Apple here? “iPads Now Shipping Within 24 Hours“.
Editing: Frances Wu
Posted in Uncategorized.
From Bloomberg – report here (25th Aug 2010 – Morgan Stanley Says Government Defaults Inevitable ).
Editing: Frances Wu
Posted in Credit.
From King World News (24th Aug 2010) – here for larger picture. Also CNBC interview via Cape Town Investment Postcard (23rd Aug 2010, 3-min video here), and Bloomberg interview here (26th Aug 2010).
Editing: Frances Wu
Posted in Macro.
Griffiths maintains his bearish call – here for 3-min CNBC video (17th Aug 2010, h/t Cape Town Investment Postcard).
Editing: Frances Wu
Posted in Macro.
The blog Trader’s Narrative suggests the coach Tony (original date 3rd August 2010, read the first 5 minutes of the 23 minutes video here) was talking about the bearishness of Paul Tudor Jones:
(Trader’s Narrative, 16th Aug 2010)…While Tony doesn’t name the person he has been mentoring, from the description of this trader’s success in the 1987 crash and his profitability during the past few years it can only be Paul Tudor Jones II.
…If we assume that Tony is speaking accurately from his recent conversations with Paul Tudor Jones II, then he is saying that while he was bullish on March 2009, now he is bearish and expecting a waterfall decline sometime into late 2010 or early 2011.
Editing: Frances Wu
Posted in Macro.
Morgan Stanley’s Meeker on Internet – 53 pages Power Point here via the New York Times (June 2010).
Editing: Frances Wu
Posted in Macro.
(Pragmatic Capitalism, 13th Aug 2010, also Bloomberg report here) …[Soc Gen's Albert Edwards]
“Looking back at historical data, the probability of a move greater than 5% to the downside after a confirmed Hindenburg Omen was 77%, and usually takes place within the next forty-days.
The probability of a panic sellout was 41% and the probability of a major stock market crash was 24%.
However, the occurrence of a confirmed Hindenburg Omen does not necessarily mean that the stock marketwill go down, although every NYSE crash since 1985 has been preceded by a Hindenburg Omen.”
Editing Assistant: Frances Wu
Posted in Macro.
