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InterinsicValue
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cant wait for the non-farm payroll today to see if the picture has changed.
Expect more volatility going forward Intrinsic Value
nice http://theintrinsicvalue.com/portfolioanalysis/
1 reply
There is no doubt that the current recovery is gathering momentum., however fragile it is. The risk going forward is the risk of political battle over raising the debt ceiling could topple the positive sentiment. Debt Limit:Known Unknown Risk
There is no doubt that the current recovery is gathering momentum., however fragile it is. The risk going forward is the risk of political battle over raising the debt ceiling could topple the positive sentiment. Debt Limit:Known Unknown Risk
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Thanks for your update, will keep an eye on this in the near future. Portfolio Analysis
Toggle Commented Mar 20, 2011 on How to Deal with a Crisis at A Dash of Insight
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There is no doubt that the current recovery is gathering momentum., however fragile it is. The risk going forward is the risk of political battle over raising the debt ceiling could topple the positive sentiment. Debt Limit:Known Unknown Risk
Toggle Commented Mar 19, 2011 on The Washington Monthly at Courtney Ostaff's Blog
more where that came from http://theintrinsicvalue.com/portfolioanalysis/
More where that came from http://theintrinsicvalue.com/portfolioanalysis/
plenty where that came from, Portfolio Analysis
keep our thoughts with them Portfolio Analysis
Japan's got their work cutout for them going forward. However I have every hope that they will come out of this strong and better. Reagrds, Portfolio Analysis
Stay safe out there, volatility looks to be returned with a vengeance. Regards, http://theintrinsicvalue.com/portfolioanalysis/
FIG Regards http://theintrinsicvalue.com
Toggle Commented Mar 19, 2011 on Farewell Post at Double Dip Trader
The recent disaster’s financial impact would be on a far larger scale than the Kobe quake. The USD/JPY currently is almost at record high against the USD. It would continue to appreciate while funds are repatriated in the near term. However inevitable increase in government spending, with already high debt levels would ensure that it is confined to raise the necessary funds domestically. http://theintrinsicvalue.com/news-analysis/economic-impact-from-the-japanese-earthquake
takes a brave man to be on the other side of this trade Intrinsic Value
BOJ has already expanded their QE program from 5 to 10 Trillion Yen (120billion), to have the scale of QE 2 in the US, they need to implement the full size 30 Trillion Yen. As the government already indebted up to 200% of GDP, they are treading a fine line going forward. Japanese corporate, government and individuals own up to 850 billion worth US Treasuries. If they need to dip into their savings for reconstruction. Keep an eye for the yield curve on US debts. Bank of Japan Policy options
With the current Japanese tragedy heightening risk aversion in the markets, there would be little chance that ECB will raise rates in the short run. Spain the least exposed to the debt problems in the PIGS category. At govt yield of 4.2%, they seem to be able to make it out of the crisis in whole. http://theintrinsicvalue.com/research/european-economic-outlook-pigs-can-fly
Toggle Commented Mar 17, 2011 on Game Changers? at Tim Duy's Fed Watch
1 reply
There is no doubt that the current recovery is gathering momentum., however fragile it is. The risk going forward is the risk of political battle over raising the debt ceiling could topple the positive sentiment. http://theintrinsicvalue.com/news-analysis/us-debt-limit-know-unknowns
There is no doubt that the current recovery is gathering momentum., however fragile it is. The risk going forward is the risk of political battle over raising the debt ceiling could topple the positive sentiment. http://theintrinsicvalue.com/news-analysis/us-debt-limit-know-unknowns
There is no doubt that the current recovery is gathering momentum., however fragile it is. The risk going forward is the risk of political battle over raising the debt ceiling could topple the positive sentiment. Debt Limit:Known Unknown Risk
Toggle Commented Mar 17, 2011 on Paul Krugman: The Minimum Wage at Economist's View
1 reply
I just read a 'End of the Free Market' which examines China's next stage of economic growth and how they are transforming their economic clout into the political arena. Highly recommended. Book Review: The End of the Free Market
Toggle Commented Mar 17, 2011 on Some recent book reviews at Dani Rodrik's weblog
BOJ has already expanded their QE program from 5 to 10 Trillion Yen (120billion), to have the scale of QE 2 in the US, they need to implement the full size 30 Trillion Yen. As the government already indebted up to 200% of GDP, they are treading a fine line going forward. Japanese corporate, government and individuals own up to 850 billion worth US Treasuries. If they need to dip into their savings for reconstruction. Keep an eye for the yield curve on US debts. Bank of Japan Policy options