Recent content by mktreflections

061007 market next week: a world of 2 non-men and 2.5 men Marketreflections.com Disclaimer: marketreflections.com is not politically associated with any political organization, and often uses “political incorrect” language in its analysis. It is politically “neutral” and provides...

"Hide brightness, nourish obscurity" ________________________________________ 060107 Tao Guang Yang Hui (躹âÑø»Þ), or "Hide brightness, nourish obscurity" Marketreflections.com Watching today¡¯s wresting of bears and bulls with each other, particularly on those mega caps...

my daily post at http://www.itulip.com/forums/showthread.php?t=1289

051707 What is the next elevator for wolfs to shoot down? marketreflections.com “No absolute reference frame”, Einstein said. Wolfs probably understand that very well. Once they find that market participants have a fixation on an “absolute reference frame”, whether it is about a...

051707 Has Bill Gross's clock slowed? Marketreflections.com Between an ideologue and a chartist, as one of my postings titled, I struggle everyday. But, let start with Bill Gross first. Bill Gross, uneasily sitting on the rising front end of the yield curve, with his huge bet on 2Y...

When CCP discounts, Uncle Sam buys Marketreflections.com I have defined the CCP discount in my previous writing: since “911” and China’s joining of WTO in Nov 2001, and the ever improving comradeship between Uncle Sam and Comrade CCP, the twin captains of global capitalism train...

050707 The “perfect twin engines” of global capitalism train US economic “macros”: GDP real growth rate 3.9 2004 3.2 2005 3.3 2006 2.1 2007 (projected) Productivity: about 3.0%, 2000 –2005, about 2.5% 2005-2007 Inflation as measured by spread...

Don’t fight the Fed, just ignore him Because we are all smarter than Bernanke, That is, of course, one of the most market participants’ “beliefs”. In fact, Ben, and the Fed have been fairly correct, clear and consistent in their view of US economy, if “ambiguous” about their rate...

AAPL, the American idol not because Looprumers.com says Apple's iPhone could gain as much as 6% of the U.S. mobile market by next year. In a broader sense, Steve Jobs, together with Bill Gates, Michael Dell and Steve Case, all have charmed and fascinated American growth investors, and...

Rich is bullish, and bullish is rich This is of course one of the “extremist theories” subject to dispute. IBD reported today that among wealthy Americans (at least $5M net, excluding primary residences), total asset invested via hedge fund were 2.5% now via 1.7% last year; 17% of...

What is capitalism and democracy? A “capital weighted average” Having stayed around in a few places, seeing “socialism”(close to but not really what Marx had in his mind), European and US capitalism, I have to say that US capitalism is the capitalism in its “strongest form”...

“Gone with the Wind” If you are an investor, you really need to chew US economic numbers, and the chewing almost becomes both a science and an art. The growth is .., the inflation is.., actual vs. expected, etc. Sometimes, my readers complain that they don’t know what I am really...

Invest with trend, trade with MMs Trading, daily or swing, is largely a game with MMs, or market makers, particularly of those WS firms, such as GS, ML, and UBS, which are also among the 21 so-called primary dealers of bonds, who trade directly with the Fed. Functionally, MMs are supposed...

Pricing a world on board the global capitalism train co-captained by US & China Briefly scanning through “A global history: from prehistory to the 21st century, by L.S. Stavianos”, I can’t find any period in human history where almost the entire population on earth of different...

You just don’t want to be outsmarted, by nobody Rich or poor, strong or week, communist or capitalist, we all have to play in this increasingly popular capitalism game, as long as we are alive. Except for a few incidents here and there such as the recent killing of Chinese oil workers in...