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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Return on S&P Listed Private Equity Index Over Five Years: -44% while at the same period the S&P Index, by comparison, is flat. So much for being long term in the 1st world equities... http://www.bloomberg.com...over-five-years-44-.html$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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hisah wrote:Cde Monomotapa wrote:Capital flight from where into where? To the mattress and that's a lot of thick paper mattress and pillows  That's the civilian reaction What about smart money?
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Cde Monomotapa wrote:hisah wrote:Cde Monomotapa wrote:Capital flight from where into where? To the mattress and that's a lot of thick paper mattress and pillows That's the civilian reaction What about smart money? Smart money will chase growth wherever it is. And that's in asia and africa.
A very deliberate ad message this is...
https://www.youtube.com/watch?v=QdXvgrraezE
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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ECB to stop lending to local banks that is hellenic banks... Quote:The credit market in Greece is fuming at the delay in the recapitalization process. Although the relevant government decision was approved before Easter (April 15), and the European Financial Stability Facility (EFSF) has forwarded 23 billion euros to the HFSF to this end, these funds have not yet reached the local banks.
Had the process been already completed, banks would not only have been able to tap into the liquidity of the Eurosystem, but the 18 billion euros in bonds would have stabilized the local credit market and reduced anxiety. Bank officials suggest the delay is simply unjustifiable.
Worse, deposits are continuing to shrink as Greek citizens’ fears about the course of the economy grow, with rumors circulating in foreign media that local banks have set a 50-euro ceiling on cash withdrawals, which is completely unfounded.
Bank sources said the situation remains under control, but add that caution should be exercised to avoid any statements that would generate panic. A bank run in Sparta is coming soon... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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And one way traffic into the German 10yr bund... Today its yield hits a new all time low. http://www.bloomberg.com/quote/GDBR10:IND/chart
 In the meantime as the euro debt panic continues, the USD index keeps rallying... Spooked markets...  Btw the oil chart pattern back in Jan 2012 looked like this USD index chart. The USD squeezed will be painful as the rally continues... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Oh my goodness... JPMorgan’s Trading Loss Is Said to Rise at Least 50%. Wow! Were it a smaller bank, it would be about sending the bailout squad to the rescue... http://dealbook.nytimes....-to-rise-at-least-50/?hp$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Kenya inches closer to making supercomputer... Wow! I can see a lot is going on in KE... Now, if only the bogus politicos can be weeded out, maybe, just maybe KE would skyrocket faster than vision 2030 http://www.businessdaily...2/-/sr7cavz/-/index.html$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Greece lights the olympic touch...  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 11/13/2006 Posts: 551 Location: Nairobi
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Germany has to relent on the Austerity Mantra to keep Europe united. She's becoming increasingly isolated with France now seeking growth over austerity. A simple study of history would have pointed to the failure of the policy. Did it really have to go this far? Meanwhile, the Pain in Spain is ratcheting up. Spanish sovereign bond investors are heading for the hills in what can be termed as a plateau move or a staircase. Once the 10 year bond interest rates breach 7%, Spain should be lining up for a bailout. "BERLIN — Chancellor Angela Merkel of Germany said Wednesday that she was ready to discuss stimulus programs to get the Greek economy growing again and that she was committed to keeping Greece in the euro zone, signaling a softer approach toward the struggling country. The fierce rhetorical salvos out of Germany in the past week gave way to conciliatory gestures by Ms. Merkel, who throughout the crisis has shown a propensity for managing through brinkmanship. “I have the will, the determination to keep Greece in the euro zone,” she said in an interview on CNBC on Wednesday, in what appeared to be an attempt to relax an increasingly tense situation...." Read more: http://www.nytimes.com/2...option-merkel-says.html
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Accidentally Released - and Incredibly Embarrassing - Documents Show How Goldman et al Engaged in 'Naked Short Selling' http://www.rollingstone....-short-selling-20120515
Such an embarrassing moment for the squid... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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When these derivatives will blow, it will be a wonderful day for the globe JP Morgue has already incurred losses over $2Billion on sparta bets gone bad. MF Global blew up last year. I expect a lot mo banksters to blow up as the euroland debt bomb unravels.  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Quote:Kenya and other East Africa economies could witness a huge inflow of investment and development support as the US moves to counter the gains made by surging Asian nations such as China and India. I was wondering why because we know they dont just make such decisions without a bigger motive then i saw this Quote:Anadarko estimates its reserves off northern Mozambique at 50 trillion cubic feet (1.4 trillion cubic metres) - almost as much as Libya's proven gas reserves. It is planning production from 2018.
Eni says its neighbouring exploration block may have 52 trillion cubic feet of gas. Across the border, BG, Ophir, Exxon Mobil and Statoil say they may have 20 trillion cubic feet.
The 253 trillion cubic feet that the U.S. Geological Survey now estimates may lie off Kenya, Tanzania and Mozambique compares to 186 trillion cubic feet for Nigeria, Africa's biggest energy producer. Source: Reuters and Business Daily"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Frankfurt now experiences the occupied movement now morphed into 'blockupy'. http://abcnews.go.com/In...y-protest-rally-16384635$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Rupee hits record low of 55 to the dollar - http://profit.ndtv.com/N...-10-developments-304745
The USD taking its casualties in stride. Rand, Singapore dollar, KES, EA currencies etc... An expensive USD period is on the cards. CBs yet again will be struggling to fight the USD strength. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Spanish CDS trend... I watched Greece bonds going vertical last year. This year, this is my chart pet...  Then see the 5yr chart (select the 5yr button) here - http://www.bloomberg.com/quote/CSPA1U5:IND/chart$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 3/10/2008 Posts: 301 Location: Abu Dhabi
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@hisah..ur view on 5Y US Swap over the next 2-3 wks?
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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tonicasert wrote:@hisah..ur view on 5Y US Swap over the next 2-3 wks? Not sure for now.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Malians didn't like the appointed interim president and literally beat up him... Surreal stuff. Sarkozy a few months ago also had to take refuge in a bar to avoid angry protestors who wanted a piece of him. So apart from bankster jobs, seems like PM or prezo jobs will soon need hefty risk allowance like soldiers or medics... http://www.huffingtonpos...kberry/p.html?id=1533865$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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The world is changing very fast Quote: China can now bypass Wall Street when buying U.S. government debt and go straight to the U.S. Treasury, in what is the Treasury's first-ever direct relationship with a foreign government, according to documents viewed by Reuters SourceIn other news Mchina seems to have so much money at his disposal Quote:CAPE TOWN (Reuters) - South African national oil company PetroSA said on Monday it had partnered with China's Sinopec Group to push along the building of its Coega refinery, originally slated to cost $9-$10 billion and produce 400,000 barrels a day. Source"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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@murchr - Now that is treason (bypassing wallstreet) by chingman Which wallstreet shops have been bypassed? Those shops need to be shorted if you get my point Meanwhile a nice article on BD about the ensuing global rebellion against money masters aka banksters... http://www.businessdaily...88/-/feaif9/-/index.html$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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