Posts Tagged ‘Notes From Underground’

Notes From Underground: Healthy and Happy New Year to our Readers

December 30, 2010

It has been a great privilege to share my thoughts and market insights and allow me to occupy some of the highly prized real estate on your electronic devices. I can unequivocally say that I learn much from my readers and derive great benefit from synthesizing my thoughts and putting them into trades. The basis of NOTES is to make sense of the global political and financial fabric and then try to succeed where I believe the econometric and financial markets fail. It’s never easy to review one’s ideas and see where the failure to act has taken place.

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Notes From Underground: With allies like these who needs dollars?

May 26, 2010

The case for a bullish DOLLAR has certainly been made in NOTES FROM UNDERGROUND during the past five months. Since the Chinese walked away from a potential bid on 25 billion of euro-denominated Greek debt, the pressure on the European debt markets has led to a reduction in EURO-based assets by large private investors, pension funds and even some central banks. The overall effect has been a further deleveraging of the global financial system and thus the increased fears of global deflation taking firm control of the credit markets.

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