investing

After posting the W bottoms on the S&P500 and the Brazil ETF here is our favorite, the Korea ETF (EWY). We learned during the 1997 Asian Financial Crisis never to short Korea and never underestimate the resolve of the Korean people.

Dollar firmer across the board amid month end repositioning; US futures suggest modest decline. Markets likely to remain sensitive to DM economic data; Case-Shiller & FOMC minutes are key today. EM continues trade directionless for now…

Not the classic trajectory and confirmation, not to mention the compressed time frame, but you’ve got to respect the price action. The macro swans are still out, so the question is are they priced? We don’t know and not willing to make a…

Friday’s shift in sentiment spills over into Asian and European sessions; dollar broadly weaker. This week’s attention shifts back to US and EZ data; Japanese select sixth PM (Noda) in five years. Chinese shares were laggard in EM rally…

Reports that hedge funds, with almost no tolerance for short-term pain, have opened the biggest net short positions since early 2008 has driven a relatively low volume short covering rally. We even heard predictions of a 400 point drop…

Global stocks continue to push higher ahead of speech tomorrow; dollar remains soft. Fed unlikely to deliver QE3 tomorrow and therefore markets may be disappointed. Is a potential change in PBOC policy in the pipeline; Hawkish comments from…

Former Fed nominee and Nobel Laureate Peter Diamond spoke to Bloomberg News about how he sees the economic difficulties the United States faces. His view is that America faces a jobs crisis in the here and now and that deficit reduction is…

According to an Ernst and Young (E&Y) report Business Risks Facing Mining and Metals 2011-2012, resource nationalism is the biggest risk companies currently face.

Timing couldn’t be more perfect, no? Maybe we get a bottom in equities on the release date. Go here to the movie’s official website.

Lots of chatter out there about the 2008 and 2010 analog for the S&P500 so we constructed a tracking chart for you.