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Go long - they're talking their book at the OECD Read more:

posted by Nica 367 days ago in Technical, Fundamental, Daily made popular 367 days ago

The Organization for Economic Cooperation and Development. Here we are debating whether or not the Federal Reserve will follow the departure of QE with the commencement of QE3 or something similar.

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Danger Will Robinson! An all-one-market-monster on the radar

posted by Nica 368 days ago in Technical, Fundamental, Daily made popular 368 days ago

If you have kids or parents, you understand all too well that you can run from your genetics but you can't hide. It seems portfolio managers who preach the good news of diversification have neither kids nor parents, which might explain a whole lo

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The fat lady is stepping onto the stage

posted by Nica 369 days ago in Technical, Fundamental, Daily

My apologies to Casey, but his quote above seems a fitting analogy for what is playing out in the eurozone.

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What does inflation look like? Same question.

posted by Nica 372 days ago in Technical, Fundamental, Daily made popular 372 days ago

I was listening to a Reuters interview with David Bloom of HSBC where he revisited an idea he said was already recently posed on Reuters.

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Demand elusivity.

posted by Nica 374 days ago in Technical, Fundamental, Daily

Keynesian economics are known for encouraging government and public sector involvement to help smooth out rough patches in the business cycle. In the wake of the 2008 financial crisis, central bankers and global policy-makers adopted a Keynesian

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What's all this talk about deflation?

posted by Nica 374 days ago in Technical, Fundamental, Daily made popular 374 days ago

Have the deflationists not heard about quantitative easing? What about the Fed’s printing presses? What about rising commodity prices? What about the collapsing US dollar?

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If markets follow mood, watch out below!

posted by Nica 375 days ago in Technical, Fundamental, Daily made popular 375 days ago

We are told Germany is booming. If so, why aren’t its consumers happier? We are told by analysts the US economy is growing and global growth is on track, and likely to weather any surprises.

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Corn dogged.

posted by Nica 380 days ago in Technical, Fundamental, Daily made popular 380 days ago

Boy, when wheat was surging higher early this week, bouncing back from some heavy selling last week, it sure looked like lingering weather problems were a lock for higher prices.

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Some rationales for a deeper commodities correction

posted by Nica 381 days ago in Technical, Fundamental, Daily made popular 381 days ago

There seems to be a scramble afoot to define exactly why commodities plunged across the board the other day. Some blame a big trader, others the six-planet alignment, and many point to concern China is slowing.

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OMG: Oh my, Gold!

posted by Nica 383 days ago in Technical, Fundamental, Daily made popular 383 days ago

That sure didn't take long. Gold pulls back to $1,500 and we're already asking whether it is a bubble on the verge of popping.

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Running for the exits of ephemeral fundamental expectations!

posted by Nica 387 days ago in Technical, Fundamental, Daily made popular 387 days ago

Earlier in the year when JR and I did our "Best Guess" Issue for 2011, aka our "Forecast" Issue, we talked about the key linkages in the global economy; I shared these again during my most recent webinar sponsored by Mirus Futures and CME. I thin

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Eurozone periphery: If this is success I'd hate to see failu

posted by Nica 388 days ago in Technical, Fundamental, Daily made popular 388 days ago

As I was perusing the very fine library of what Reuters calls its "eurozone crises graphs" I ran across this on yesterday and shared it with our Members. At no point in time while viewing anything on this graph did I think of "favorable or desire

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