Sunday, November 25, 2007

A Primary Bear Market

23.11.07
It was a noble battle, it was a battle that seemed almost endless. But today the great battle ended. Today the D-J Industrial Average closed below its August 16 low of 12845.78, thereby confirming the prior violation of the Transportation Average. In so doing, the stock market and the Dow Theory have spoken -- they have confirmed the existence of a primary bear market.
http://www.321gold.com/editorials/russell/russell112307.html

Securities market rigging is taken for granted

23.11.07 received via GATA
The Bloomberg News Service story appended here is remarkable for its taking for granted the market rigging being arranged by the secretary of the treasury, whereby, at the government's encouragement, the county's biggest banks are colluding to fix the market price of distressed securities, violating the most basic anti-trust law.
http://www.bloomberg.com/apps/news?pid=20601109&sid=a3BygoB.ADZg&refer=home

Recoupling rather than Decoupling: the Forthcoming Contagion to China, East Asia and Emerging Markets

23.11.07
This analyst started arguing against the "decoupling" hypothesis in the summer 2006
http://www.rgemonitor.com/blog/roubini/

Crunch May Hit Insurers Of Bonds

24.11.07
Investors already burned by turmoil from the credit crunch are now worried about unwanted surprises in the industry that insures bonds
http://www.washingtonpost.com/wp-dyn/content/article/2007/11/23/AR2007112301746.html?hpid=moreheadlines

THE FINANCIAL TSUNAMI

24.11.07
Deutsche Bank got a hard shock a few days ago when a judge in the state of Ohio in the USA made a ruling that the bank had no legal right to foreclose on 14 homes whose owners had failed to keep current in their monthly mortgage payments. Now this might sound like small beer for Deutsche Bank, one of the world’s largest banks with over €1.1 trillion (Billionen) in assets worldwide. As Hilmar Kopper used to say, “peanuts.” It’s not at all peanuts, however, for the Anglo-Saxon banking world and its European allies like Deutsche Bank, BNP Paribas, Barclays Bank, HSBC or others. Why?
http://www.financialsense.com/editorials/engdahl/2007/1124.html

Sunday, November 18, 2007

Oil leaders' private debate televised by mistake

18.11.07
A private meeting of Opec leaders, gathered this weekend in Riyadh for the cartel's third meeting in its 47-year history, had just been broadcast to the world's media for more than half an hour after a technician had mistakenly plugged the TV feed into the wrong socket
http://observer.guardian.co.uk/world/story/0,,2212899,00.html

Friday, November 16, 2007

"Alarmingly high" risk of systemic shock seen

9.11.07
NEW YORK (Reuters) - Investors may not be prepared for the real possibility of a further downturn in the financial sector, and the risk of a systemic shock to the system is "alarmingly high," analysts at Morgan Stanley said on Friday in a report
http://www.reuters.com/article/ousiv/idUSN0930692320071109?rpc=401&=undefined&sp=true

Paulson, Bernanke, Bush vs. Mervyn King

16.11.07
Let's review transparency and honesty by the Fed, the Treasury, and President Bush vs. Mervyn King and the Bank of England.
http://globaleconomicanalysis.blogspot.com/2007/11/paulson-bernanke-bush-vs-mervyn-king.html

Fannie Flunks Again

16.11.07
Fannie Mae (NYSE: FNM) has been brutalized this week, and for good reason. An incisive article in Fortune explains the suspicious nature of a recent accounting change at the government-sponsored mortgage-trader.
http://www.fool.com/investing/general/2007/11/16/fannie-flunks-again.aspx

Oops, they’re on to you

13.11.07
In the 1993 movie Mad Dog and Glory, Robert De Niro plays a police photographer who saves the life of a small time organized crime figure. The crime boss (Bill Murray) tries to return the favor by loaning DeNiro the character played by Uma Therman. While loaning out Ms. Therman is a grand gesture, De Niro is understandably uncomfortable with the arrangement. In a minor subplot, De Niro realizes that his kind-hearted neighbor is being abused by another member of the police force, but is afraid to confront the guy. One night De Niro checks on a disturbance only to have the boyfriend slam the door in his face. Feeling helpless about the whole thing, De Niro, shouts through the door, “I’m on to you!”
http://www.prudentbear.com/index.php?option=com_content&view=article&id=4823&Itemid=56

Uranium Wars

14.11.07
We have spoken several times in regards to this issue over the course of the last few years. China has already lead the assault on a covert basis but soon they will move to an overt basis and now India will be forced to join them not because they think they might have to but because they desperately need too. The excerpt below will explain our point quite clearly.
http://www.safehaven.com/article-8826.htm

Simple Minds Sleeping Well

14.11.07
"We believe that gold and silver is the cheapest asset class at the moment and that the cost of production has put a floor under the price," says Mark Mahaffey, a former director at Bank of America and now co-manager of Hinde Capital Ltd, a London-based precious metals fund.

http://www.safehaven.com/article-8835.htm