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cant wait for the non-farm payroll today to see if the picture has changed.
Commented Apr 1, 2011 on Brewster, Jeff Davis unemployment rates still well below statewide levels at Alpine Daily Planet
Brewster, Jeff Davis unemployment rates still well below statewide levels
Special to the Alpine Daily Planet Brewster and Jeff Davis counties' unemployment rates stayed well below the state's rate in February. Texas total nonfarm employment was up by 22,700 jobs in February, for a total gain of 254,200 jobs from a year ago, according to the Texas Workforce Commission....
Reserve Currency
Commented Apr 1, 2011 on No Nuclear Worries Here! Jobs Week Kicks Off with U.S. Futures Higher at LandColt Trading
No Nuclear Worries Here! Jobs Week Kicks Off with U.S. Futures Higher
A COURTESY REMINDER: On April 1st, Morning Thoughts is changing its annual subscription rate to $500 from the current rate of $120. To subscribe immediately to take advantage of the lower current rate (and be grandfathered at this rate for the life of the subscription), please visit our ‘Rese...
Expect more volatility going forward
Intrinsic Value
Commented Apr 1, 2011 on Metals Stocks: Gold Futures Trader in record territoire at shannonrodriquez's blog
Metals Stocks: Gold Futures Trader in record territoire
SAN FRANCISCO (MarketWatch) - Gold climbed future by more than $ 15 year ounce Thursday morning to trade in record territoire have Weakness in the U.S. dollar, Ongoing instability in the Middle East and eurozone debt Concerns Investors Attracted To The precious metal. "Given The unrest in the...
nice
http://theintrinsicvalue.com/portfolioanalysis/
Commented Mar 22, 2011 on China Provides Insight on Good Government at SOPHISTICATED FINANCE
China Provides Insight on Good Government
Some of the most interesting commentary on the economic crisis of 2008 came from writers who referenced Karl Marx and his concerns about international banking. Now the Chinese government has completed a new 5-year plan and Premier Wen Jiabao has some interesting thoughts on government objectives...
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
Commented Mar 20, 2011 on Preparing Your Investment Portfolio for 2011 - Great Ideas from CNBC at LandColt Trading
Preparing Your Investment Portfolio for 2011 - Great Ideas from CNBC
Ok, folks! As promised, here's the clip from yesterday's CNBC appearance at the New York Stock Exchange. I was joined by a rather bright gentleman, Hank Smith, of Haverford Investments. Definitely take a view and let CNBC know what you think (about yours truly, of course). You can send a note...
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
Commented Mar 20, 2011 on Ashford Hospitality Picks Up 28-Hotel Highland Portfolio in Foreclosure at Hospitality Portal - Hotelier & Hospitality News & TV Channel
Ashford Hospitality Picks Up 28-Hotel Highland Portfolio in Foreclosure
Ashford Hospitality Trust Inc. formed a new joint venture with Prudential Real Estate Investors to take ownership of the 28-hotel Highland Hospitality portfolio. The acquisition and restructuring were completed through a consensual foreclosure for total consideration of $1.277 billion. The to...
Thanks for your update, will keep an eye on this in the near future.
Portfolio Analysis
Commented Mar 20, 2011 on How to Deal with a Crisis at A Dash of Insight
How to Deal with a Crisis
Everyone is focused on the human tragedy in Japan. Hopes and prayers of all go out to those stricken. In such an environment it can be difficult to think about business and what the effects will be. Nonetheless, that is the job of the investment manager. We need to put emotion aside and thin...
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
Commented Mar 19, 2011 on The Washington Monthly at Courtney Ostaff's Blog
The Washington Monthly
Senate Minority Leader Mitch McConnell (R-Ky.) indicated on Friday his caucus is prepared to kill a debt-limit extension unless "something significant" is done about the debt McConnell helped create. On Twitter yesterday, Sen. John Cornyn (R-Texas), chairman of the NRSC, was even more explicit:...
more where that came from
http://theintrinsicvalue.com/portfolioanalysis/
Commented Mar 19, 2011 on YEN : JAPAN DISASTER IN FIGURES ! at JUAN CARLOS NAVA'S PAGE
YEN : JAPAN DISASTER IN FIGURES !
Factbox - Japan disaster in figures via uk.reuters.com
More where that came from
http://theintrinsicvalue.com/portfolioanalysis/
Commented Mar 19, 2011 on G7 intervention: the communique at prettynewsinfo's blog
G7 intervention: the communique
Statement of G7 Finance Ministers and Central Bank Governors, March 18th, 2011: "We, the G7 Finance Ministers and central bank governors, discussed the recent dramatic events in Japan and were briefed by our Japanese colleagues on the current situation and the economic response put in place ...
plenty where that came from,
Portfolio Analysis
Commented Mar 19, 2011 on Japan kicks off G7 yen intervention have concurred joint action at The Finance God's blog
Japan kicks off G7 yen intervention have concurred joint action
SYDNEY (Reuters) - The Group of Seven rich nations were to join in Friday Agreed rare Concerted intervention to Restrain a soaring yen and calm after a wild Global Markets week of panicky trading as Japan scrambled to Prevent a meltdown at a nuclear power plant. The U.S. dollar surged Two ful...
keep our thoughts with them
Portfolio Analysis
Commented Mar 19, 2011 on Press Releases abt Nuclear Plant #Japan at Cynthia Yildirim's Political Blog
Press Releases abt Nuclear Plant #Japan
Tweets of @Touruma - A local tour guide, translator, living in Nago, Okinawa, Japan. "Warning from NHK, 1)Do not open door 2)Do not use air fan. 3)Stay indoor if outside. Something very serious might have happened. #tsunami" "Boric acid to be injected inside the reactor core of Unit 1 Nucle...
nice
Portfolio Analysis
Commented Mar 19, 2011 on Japanese leaders try to calm panicky markets over nuclear crisis - Yahoo! News at My Blog Life
Japanese leaders try to calm panicky markets over nuclear crisis - Yahoo! News
TOKYO (Reuters) – Japanese leaders tried to calm panicky financial markets on Tuesday as a deepening nuclear power crisis looked certain to increase the toll on an economy already convulsing from a massive earthquake and tsunami. via news.yahoo.com
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
Commented Mar 19, 2011 on When will the Recession End? Part 198 Japan struggles with power loss and, shortages which may last more than six months at Smart Economy
When will the Recession End? Part 198 Japan struggles with power loss and, shortages which may last more than six months
Japan struggles with power crunch after earthquake, shortages may last more than six months Positive impacts of Disaster Capitalism—Walter Derzko By Joe McDonald (CP) – TOKYO — Densely populated Tokyo endured more rolling blackouts Thursday and faces at least six months of power shortages as ear...
Stay safe out there, volatility looks to be returned with a vengeance.
Regards,
http://theintrinsicvalue.com/portfolioanalysis/
Commented Mar 19, 2011 on Stock Market Numbers Dip, Then Recover During Japan Crisis at Games Compatible's blog
Stock Market Numbers Dip, Then Recover During Japan Crisis
Stock Market Numbers Dip, Then Recover During Japan Crisis Stock market numbers continued to face some uncertainty globally Tuesday following the devastating earthquake and resulting tsunami last week that has crippled nuclear power plants in the country. Read more on Index on Censorship Alon US...
FIG
Regards
http://theintrinsicvalue.com
Commented Mar 19, 2011 on Farewell Post at Double Dip Trader
Farewell Post
Don't worry, I am not leaving the internet forever. I am changing locales. You can now find me, under the same name chessNwine, over at iBankCoin.com aka the house of The Fly. I will probably keep this site up for old times sake, but you will find my latest work over there. Thanks to eve...
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
Commented Mar 18, 2011 on Obama defends US evacuation order in Japan
(AFP)
at Jim Johnson's blog
Obama defends US evacuation order in Japan
(AFP)
WASHINGTON (AFP) – US President Barack Obama vowed Thursday to stand by Japan as it recovers and rebuilds, but defended a decision to go beyond Tokyo's advice for evacuating Americans near damaged nuclear plants. Obama offered heartfelt sympathy to Japan's people faced with triple challenges af...
takes a brave man to be on the other side of this trade
Intrinsic Value
Commented Mar 18, 2011 on Looks like Yen intervention is under way #forex at MikeKulej's blog
Looks like Yen intervention is under way #forex
Looks like Yen intervention is under way #forex
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.
European outlook:Intrinsic Value
Commented Mar 17, 2011 on British pound hammered by shrinking economy
(AFP) at zulerian's blog
British pound hammered by shrinking economy
(AFP)
LONDON (AFP) ? Sterling slumped against the euro and dollar on Tuesday as official data showed the British economy shrank surprisingly at the end of last year, analysts said. In London trade, the pound slid to $1.5783 from $1.5988 in New York late on Monday. The euro rose to £0.8604 from £0.8...
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
Commented Mar 17, 2011 on Market on intervention watch, yen near record high - Yahoo! News at Daryl Lorette Cafe
Market on intervention watch, yen near record high - Yahoo! News
NEW YORK (Reuters) – The yen traded near a record high against the dollar on Thursday, hovering around levels that traders fear could test Japanese authorities' resolve to weaken the currency through direct market intervention. via news.yahoo.com
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
Commented Mar 17, 2011 on Game Changers? at Tim Duy's Fed Watch
Game Changers?
The strong data flow continues. Following up on its manufacturing counterpart, the ISM’s service sector report extended January’s improvement. Retail sales appeared to bounce higher in February, supporting the contention that January’s weakness in retail sales was weather related. When the ro...
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
Commented Mar 17, 2011 on Obama sounds 2012 themes to Democratic loyalists at Jackie Napper's blog
Obama sounds 2012 themes to Democratic loyalists
By Steve Holland WASHINGTON | Wed Mar 16, 2011 7:20pm EDT WASHINGTON (Reuters) - President Barack Obama sought to energize Democratic loyalists on Wednesday in a speech laying out themes of his coming 2012 re-election bid, saying he has met many of his promises "but we aren't finished." ...
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
Commented Mar 17, 2011 on Fact Sheet: The U.S. Relationship with Central and South America at Charles53241's blog
Fact Sheet: The U.S. Relationship with Central and South America
Release Time: For Immediate Release AN EMERGING PARTNERSHIP FOR ECONOMIC GROWTH President Obama is committed to enhancing U.S. leadership in Central and South America, and at the same time, recognizing the region’s emerging markets as key players in the global economy. Central and Sout...
http://theintrinsicvalue.com/news-analysis/us-debt-limit-know-unknowns
Commented Mar 17, 2011 on SBA Salutes Small Businesses that Drive America’s Economy at Lynn Miller Associates's blog
SBA Salutes Small Businesses that Drive America’s Economy
Event Features Awards, Forums, and the Naming of National Small Business Person of the Year – Events Open To Public *************** Release Date: March 14, 2010 Release Number: 11-18 Contacts: Dennis Byrne (202) 205-6567 Cecelia Taylor (202) 401-3059 ...
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
Commented Mar 17, 2011 on SBA Salutes Small Businesses that Drive America’s Economy at Lynn Miller Associates's blog
SBA Salutes Small Businesses that Drive America’s Economy
Event Features Awards, Forums, and the Naming of National Small Business Person of the Year – Events Open To Public *************** Release Date: March 14, 2010 Release Number: 11-18 Contacts: Dennis Byrne (202) 205-6567 Cecelia Taylor (202) 401-3059 ...
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