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Archive for the 'global macro' Category

A Posteriori Analysis of Global Markets, Written A priori.

Try Match.com – One Week Free Back in May, dear Capitalists, Investment Capitalist, where one may find quite a few more articles that can lead to “actionable positions and analysis” if read by the astute, skilled market operator. I can’t tell you what to short or when and at what price. I’m not a market timer, [...]

APPLE, BAIDU, BAC, C, WFC, DIS etc…

Try Match.com – One Week Free On March 19th, 2008, I made a little long term play when I called the bottom of the market at the very time and price right here on the blog, with a few well-timed follow ups, like this one. By the time we posted this article about the 11 [...]

Final Cascade?

Magazineline.com Back in May, dear Capitalists, Marketwiz came public with an aggressively bearish pound on the table. Those of you that embrace and absorb the rare but valuable posts that come from this site and its sister site at LinkedIn where the same conversations are posted in Proprietary Traders Worldwide, readers were told to get [...]

Saudi’s Begins to Accept Persian Hegemony in the GME

Free 10GB Photo Storage in the Cloud In a characteristically well written article by STRATFOR; assumptions extensively postulated by Investment Capitalist over the past 5 years are now becoming well fortified realities. Investment Capitalist’s in-depth analyses of the Greater Middle East (GME), its’ history, borders and allegiances created alongside the UN Charter post-WWII;  Especially in a “post-Osama” Obama [...]

Microsoft + Skype = Netscape Redux?

Try Match.com – One Week Free Let’s look at Skype’s acquisition by Microsoft 10, 20, even 50 years from now. The first thing I noticed was the cancellation of: “Skype Me Now” Moreover, Skype remains downloadable for Android regardless of the acquisition and iPhone is still on the boards as well. No proprietary moves thus [...]

Lakers Embarrass While Bynum Brings Shame

Magazineline.com Here’s an excerpt of a Skype conversation with a friend in Russia, clueless as to what I’m even talking about, but perfect oratory for blogging off topic for once, non market chatter, only about the catastrophe that just occurred. I’m upset the LA Lakers were beaten 4 games to zero while they were the [...]

Iraq, Iran and Surging Oil Prices

Magazineline.com By George Friedman The United States told the Iraqi government last week that if it wants U.S. troops to remain in Iraq beyond the deadline of Dec. 31, 2011, as stipulated by the current Status of Forces Agreement between Washington and Baghdad, it would have to inform the United States quickly. Unless a new [...]