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http://www.bloomberg.com/apps/news?pid=20601087&sid=aZdNrsyBKvrU&refer=home May 15 (Bloomberg) -- Eastern European economies from Romania to Slovakia shrank in the first quarter as recessions in their western partners slashed demand for exports and crippled foreign investment in the former...

Here is an interesting RGE article that casts some light on the current imbalances (US deficits vs. surplus in China/Asia) and how this might play out http://www.rgemonitor.com/globalmacro-monitor/256564/rge_monitor__navigating_towards_bretton_woods_3

You should argue with Mr. Steinbrück. Didn't he proclaim just a few months ago how the "German banking system is far superior to the anglo-saxon model"? :cool:

Roubini should know better. Gold did terrible during the 80s and 90s even though consumer prices gained ~100% from 1980 to 2000. Gold is not a systematic risk-free inflation hedge. It is a risky asset.

South Africa has one of the worst crime and murder rates globally and is socially unstable in "normal times" -- riots, rape and brutal murders are daily headlines people got accustomed to. This guy must be wetting his pants thinking about the scenes playing out in the streets of Capetown and...

Shocker!! An entire nation built solely on supplying a debt-laden world with products nobody can afford (anymore) is suddenly in trouble. Who would've thunk?!

And then you find floating dead bodies washed ashore of gold bugs from 1981, tech bulls from 1999 and commodity bulls from 2008. Fundamentals always look great before markets top out. Regarding Rogers, I always wondered why we don't see a recent track record of his investments and instead...

www.csidata.com has delisted stock data in their institutional package.

The volume of non performing corporate loans in China over the next couple of years could be mind boggling.

That's good news for the owners of those 3 or 4 US homes left that don't have a new kitchen or a giant jacuzzi yet :cool:

"Assets in the Renaissance Institutional Equities Fund dropped 32% to about $19 billion from a high of around $28 billion" - Quote from Spring 2008. "Through three main funds, he oversees $25 billion in assets, primarily relying on complex computer models to select trades." - Quote from Jan...

Last name starts with "Gold..."? Sorry thats when I stop listening :cool:

Looks like he is in the "know" about the European Banking system :cool:

Bank CEOs meeting with Paulson last summer. He made them an offer they couldn't resist :cool:

There is no such thing as a good market timer.

-17% YTD, not 32.9%... tiny difference :cool:

Translation: I hope I can ride up another commodity bubble and this time get out before it pops.

Gotta love this guy :cool: http://www.bloomberg.com/apps/news?pid=20601087&sid=aEeXKEd16xDM&refer=home May 12 (Bloomberg) -- European Central Bank Governing Council member Axel Weber said he sees “no need” for the ECB to buy further private assets to support lending. “I...

To construct your own "Tice SPX forecast" indicator, simply take yesterday's SP500 closing price and multiply it by 0.5 :cool:

I read a lot of analysis how the Chinese stimulus plan was "working". The matter of the fact is the Chinese are adding tons of NEW capacity to a heap of EXCESS capacity in one gigantic leveraged bet the world economy will rebound and demand for Chinese exports will come bounce back to old...