SEAN M. posted an article on Dead Cats Bouncing - Dec 8, 2009, 8:15 am
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SEAN M. posted an article on Dead Cats Bouncing - Dec 8, 2009, 8:15 am
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SEAN M. posted an article on Dead Cats Bouncing - Nov 26, 2009, 11:53 am
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SEAN M. posted an article on Dead Cats Bouncing - Nov 26, 2009, 11:53 am
Any investor aware of the 50% collapse in top stallion stud fees this year (and the Dubai royal family has been among the biggest spenders in top-end horseracing) would have been forewarned of the cashflow crisis gripping Gulf finances. When the Sheikhs can't afford to have their prize mares sir...
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SEAN M. posted an article on Dead Cats Bouncing - Nov 18, 2009, 10:49 am
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SEAN M. posted an article on Dead Cats Bouncing - Nov 18, 2009, 10:49 am
In one way, gold's surge to $1150 simply reflects the tidal wave of excess liquidity that is lifting all asset prices from US junk bonds to the most obscure emerging market indices. That unprecedented money supply growth, while largely insulated from the real economy thus far by excess reserve a...
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SEAN M. posted an article on Dead Cats Bouncing - Nov 12, 2009, 8:37 am
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SEAN M. posted an article on Dead Cats Bouncing - Nov 12, 2009, 8:37 am
Total annualized US domestic savings have fallen from their peak of $2.2 trillion dollars in the third quarter of 2006 to just $1.4 trillion on the latest Fed data. That represents a drop from 16.2% of GDP to 10.2% in 3 years, and is the lowest level since 1934. I've discussed the ongoing crisis...
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SEAN M. posted an article on Dead Cats Bouncing - Nov 5, 2009, 2:44 pm
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SEAN M. posted an article on Dead Cats Bouncing - Nov 5, 2009, 2:44 pm
There is only one energy source in the world right now with declining marginal production costs, soaring reserves and extraction rates, and compelling cost competitiveness with crude oil. Unsurprisingly, it has emerged not as the result of subsidized government 'green energy' initiatives, bu...
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SEAN M. posted an article on Dead Cats Bouncing - Oct 22, 2009, 11:56 am
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SEAN M. posted an article on Dead Cats Bouncing - Oct 22, 2009, 11:56 am
A bearish frenzy has developed in the US dollar, and is probably the strongest consensus I've seen since the bullish stampede in oil futures crashed last Summer. With publicity hungry commentators from historian Niall Ferguson to journalists spinning lurid Chinese/Arab conspiracy theories weighi...
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SEAN M. posted an article on Dead Cats Bouncing - Oct 14, 2009, 11:41 am
I wrote several times in 2008 on Japan's secular economic decline, determined by the developed world's worst demographic outlook. Over the next 20 years, the workforce will decline by 20%. Five years ago, the population was 127.7 million, today it marginally lower, but the composition has ch...
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SEAN M. posted an article on Dead Cats Bouncing - Oct 14, 2009, 11:41 am
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SEAN M. posted an article on Dead Cats Bouncing - Oct 8, 2009, 4:22 pm
Don't expect to be crushed underfoot in the rush; while rate cuts were tightly co-ordinated to stem last year's systemic panic, their reversal will be piecemeal and grudging. The decision by the RBA to raise rates by 25bp, while hardly unexpected, underlines the resilience of the Australian ...
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SEAN M. posted an article on Dead Cats Bouncing - Oct 8, 2009, 4:22 pm
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SEAN M. posted an article on Dead Cats Bouncing - Oct 1, 2009, 2:12 pm
With Hilary Clinton as Eva Peron singing 'Don't cry for me Obama'? One of the most remarkable economic reversals over the last decade has been the impressive macroeconomic discipline shown by leading emerging markets from Brazil to India, while developed nations such as the UK and US hav...
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SEAN M. posted an article on Dead Cats Bouncing - Oct 1, 2009, 2:12 pm
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SEAN M. posted an article on Dead Cats Bouncing - Sep 24, 2009, 3:44 pm
In recent days, it's being reported that the Fed is structuring a new securities reverse repo program with Wall Street money market funds, in the first practical sign of a policy 'exit strategy'. At some point soon, the Fed will be buying new securities by borrowing money from the dealer...
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SEAN M. posted an article on Dead Cats Bouncing - Sep 24, 2009, 3:44 pm
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SEAN M. posted an article on Dead Cats Bouncing - Sep 16, 2009, 6:02 am
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SEAN M. posted an article on Dead Cats Bouncing - Sep 11, 2009, 12:35 pm
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SEAN M. posted an article on Dead Cats Bouncing - Sep 3, 2009, 9:59 am
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SEAN M. posted an article on Dead Cats Bouncing - Aug 26, 2009, 1:19 pm
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SEAN M. posted an article on Dead Cats Bouncing - Aug 21, 2009, 8:38 am
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SEAN M. posted an article on Dead Cats Bouncing - Aug 14, 2009, 2:06 pm
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SEAN M. posted an article on Dead Cats Bouncing - Aug 12, 2009, 12:59 pm
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SEAN M. posted an article on Dead Cats Bouncing - Aug 5, 2009, 9:54 am
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SEAN M. posted an article on Dead Cats Bouncing - Jul 31, 2009, 3:29 pm
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SEAN M. posted an article on Dead Cats Bouncing - Jul 29, 2009, 9:04 am
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SEAN M. posted an article on Dead Cats Bouncing - Jul 23, 2009, 7:36 am
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SEAN M. posted an article on Dead Cats Bouncing - Jul 17, 2009, 9:24 am
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SEAN M. posted an article on Dead Cats Bouncing - Jul 15, 2009, 3:59 pm
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SEAN M. posted an article on Dead Cats Bouncing - Jul 1, 2009, 3:02 pm
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