Now that the dollar vs stock thing isn’t as automatic, we have to look at earnings and revenues again. Dammit.
US Dollar
Three Ring Currency Circus: China, Japan and the US
Welcome to the Three Ring Currency Circus: Central bankers as ringleader, metals and energy prices as the strong man, China as barely-tamed lion, Japanese stuffed in the clown car and the US taxpayer as the guy who cleans up after the elephants.
A European Buyout Frenzy?
The Boston Consultant Group is out with a survey that indicates 1 in 5 European companies is planning to do a deal in 2010, and that percentage jumps to 1 in 2 companies with market caps in excess of €20 billion.
The New Gameplan?
Is this the gameplan, then? “Dollar Bulls, you guys get to win Tuesdays and Thursdays, we will announce something nasty out of the Eurozone before the NY markets open on those days. Dollar Bears and Investors, y’all need to be patient and wait for Mondays, Wednesdays and alternating Fridays. On those days, we’ll throw you…
Euro: The Beatings Will Continue Until Morale Improves
The Euro’s troubles began earlier this month and with every upset gyro cart in Athens, the beatings have continued. From the WSJ: LONDON — Support for the euro has turned very soggy very quickly, with sovereign credit risk in Greece, banking stress in Austria and weak economic data all suddenly proving a major drag. The…
An Ugly December For The Euro So Far
Le Euro hasn’t been looking good since the start of the month and today’s credit downgrade on Greece’s sovereign debt certainly didn’t help. Wondering about the strength in the dollar and the weakness across commodities today (ex-nat gas)? Look no further than here: The ratings agencies seem to be in the driver’s seat here as…
Dubai Default: Let's Get Ready to Crumble
UPDATE HERE: DUBAI AS COMMERCIAL RE CANARY IN THE COAL MINE Dubai’s sovereign debt is the disaster du jour, Europe already took a 3% hit yesterday while we were ODing on tryptophan and cranberry relish. We’re looking at a down 200+ open on the Dow as of this post (8am). I’m still getting acquainted with…
Trader Mark Spots the Mark-Up Monday Trend
Some of my most profitable and interesting discoveries in the market have occured when I’ve taken a hunch or gut feeling and then backed that up with some actual fact-finding. My boy Trader Mark (Fund My Mutual Fund) just followed up on one of his suspicions concerning why it felt as though the market’s been…
Speaking of Currencies…Here are Moneyhats!
Source: Make
The Dollar, Stock Seesaw…Still Running the Show
Yep, still running the show.
