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Investors Lounge
hisah
#2541 Posted : Tuesday, July 10, 2012 7:57:54 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
So far ECB, BOE, PBOC and many other CBs are cutting rates including UG, KE etc as econs take knocks. US Fed meets on Aug 1, and the likely scenario is similar to 2010. Thus I expect QE to be relaunched in order to save broda euroland.

If QE is in the tune of $500B support, buying equities and hammering the USD will be back in fashion... I'm waiting for this outcome, latest Nov 2012 after US elections.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#2542 Posted : Wednesday, July 11, 2012 7:27:07 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
The California cities bankruptcy galore is gaining steam - stockton, mammoth lakes and now bernardino... State Municipal bonds, watch them...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#2543 Posted : Thursday, July 12, 2012 7:19:56 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Now US states to join the LIBOR manipulation lawsuit. Madoff will be shocked at how small his scam was. This one has the look of a fantastic legal bonanza and the class-action lawsuits will pile up like bids in a red mercury market?!

www.reuters.com/article/...E86A1H420120711?irpc=932

LIBOR affects $550 trillion interest rate derivatives contracts, so one can hardly imagine the staggering amount of global chaos should 10% or more of these contracts get breached!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#2544 Posted : Thursday, July 12, 2012 7:37:55 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Periodic table in finance...

www.flickr.com/photos/expd/7550806770/
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#2545 Posted : Thursday, July 12, 2012 7:48:32 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
HSBC to be fined $1 billion for laundering... Seems this year international banks are in the fines paying business... No wonder the XLF index has been tanking since Dec 2011.

http://edition.cnn.com/2...gulators-fine/index.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
karanjakinuthia
#2546 Posted : Thursday, July 12, 2012 3:06:27 PM
Rank: Member

Joined: 11/13/2006
Posts: 551
Location: Nairobi
Interestingly, bankruptcy of the individual states of the U.S.A. does not threaten the federal union and the U.S. dollar. Wouldn't it be wise for Europe to borrow this model of consolidating debt under the title "Eurobond" whereby bankruptcy of, say, Greece will not send the entire monetary union and Euro into a death spiral?

"SAN BERNARDINO, Calif. (AP) — As recently as last month, no city in California had opted for bankruptcy since 2008, and no U.S. city of more than 200,000 people had ever chosen bankruptcy.

The past two weeks have changed all that, in a big way, as the fiscal struggles faced by so many American cities became too much for some to bear.

San Bernardino became the third California city in that small span to choose Chapter 9 bankruptcy protection with a City Council vote on Tuesday night...."

Read more: http://www.businessinsid...pt-2012-7#ixzz20PQnRsht
hisah
#2547 Posted : Thursday, July 12, 2012 3:25:02 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Togo PM and government resign, no reason given - Bizarre!

http://af.reuters.com/ar...ws/idAFJOE86B03R20120712
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#2548 Posted : Thursday, July 12, 2012 3:36:33 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Quote:
The project is expected to attract more foreign retailers into the Kenyan market. Garden City is likely to send prices skyrocketing in neighbouring areas along the Thika highway.

Charles Kibiru, the managing director of Thika Greens, a golf estate located in Thika, reckons that Kenya should expect similar investments along the highway.

“Thika highway is the place to go. It is a hinterland and foreign investors should put their money here. We welcome the Actis investment because it will bring services closer to the people and help decongest the Nairobi central business district,” said Kibiru.

The project, he added, will also lead to job creation and economic development by attracting foreign brands to Kenya.

The groundbreaking of the Garden City will take place in December with completion targeted for May 2014.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
mnandii
#2549 Posted : Friday, July 13, 2012 8:32:39 AM
Rank: Elder

Joined: 10/11/2006
Posts: 2,304
hisah wrote:
The California cities bankruptcy galore is gaining steam - stockton, mammoth lakes and now bernardino... State Municipal bonds, watch them...


Many more investors will be left holding paper.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
mnandii
#2550 Posted : Friday, July 13, 2012 8:34:18 AM
Rank: Elder

Joined: 10/11/2006
Posts: 2,304
Kenyan Banks Cooking Books
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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