Housing has been pretty strong and there are some good areas in the world that we can find. However, there is something brewing under the surface as can be seen by the massive sell off in commodities. We discuss China as well as many of the key topics that will shape markets.
LIBOR rigging and the NSA are both topics of discussion as well as Adobe’s earnings and the dreaded word Taper. We also touch on a few stocks that are in the news as well as some off the beaten path stories. Fun as always….
Lots to discuss with all of the “currency wars” starting to become a reality. South Korea and Japan are now in a rift and there is evidence that the bond bubble burst has started. Nothing like a good collapse as far as JCD is concerned.
58% of public pools have been found to have feces in the water. Just some of the items of interest in this episode. We also talk about the global markets as well as the current state of affairs with the Fed. Some interesting comments about the SAC hedge fund insider trading fiasco and closure.
The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother.
Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more…
The computers took over once the (false) Tweet was released that there was a bombing in the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, Apple (AAPL) earnings and more….
We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the recent Medicare reimbursement decision.