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Archive for the ‘selective default’ Category

$GS screenshot on the most important economies for global markets.

In Arctic Oscillation, Argentina and Brazil, Belgian, Capital Shortfall, Cataclysm, Commodities, crimea, Crisis in Japan, Culture, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), default, demographic, distorted markets, drone invasion, Economic Institutions, El Niño and La Niña, Environment, European Union, Financing Reconstruction, FX, global breadbasket, Global Economics, Groupon legt Traumstart an der Börse, Hedge Fund, ICE Brent Crude oil, IKOS Financial, ipo, latin america, libor, macroeconomic factors, Multibillion, new york city, Nuclear, philanthropy, price volatility in energy, Proprietary, publish, Regulatory demands, selective default, spillover effect, Turbulent Markets on March 15, 2014 at 5:39 am

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U.S. Inventories and Production Levels: Natural Gas & Crude Oil

In Arctic Oscillation, Argentina and Brazil, Capital Shortfall, Commodities, Crisis in Japan, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), Economic Institutions, European Union, Financing Reconstruction, Global Economics, Groupon legt Traumstart an der Börse, ICE Brent Crude oil, IKOS Financial, latin america, Multibillion, price volatility in energy, Proprietary, Regulatory demands, selective default, spillover effect, Turbulent Markets, Uncategorized on February 18, 2013 at 5:13 am

U.S. Inventories and Production Levels.

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The ECB must stop the meltdown by buying GIIPS bonds

In Belgian, Capital Shortfall, Cataclysm, Commodities, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), Economic Institutions, El Niño and La Niña, Environment, European Union, Financing Reconstruction, Global Economics, MF Global, Multibillion, price volatility in energy, Proprietary, selective default, spillover effect, Turbulent Markets on November 30, 2011 at 3:37 am

If the IMF is asked for funds from the EU, it won’t have enough resources for the rest of the worlds emerging markets if there is a contagion.

The fiscal situation in the EU’s GIIPS countries is not good, but it’s not like they were jewels to begin with, they’ve battled these problems for decades, even centuries.

The ECB must resolve this. Today, there exists a real possibility that the EZ might just break apart and countries would return to multiple currencies.

The ECB must stop the meltdown by buying GIIPS bonds as needed.

Statistics in Greece is a combat sport

In Arctic Oscillation, Capital Shortfall, Cataclysm, Commodities, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), Economic Institutions, European Union, Financing Reconstruction, FX, Global Economics, macroeconomic factors, MF Global, philanthropy, selective default, spillover effect, Turbulent Markets on November 28, 2011 at 7:43 pm

Elstat is Greece’s new independent statistics agency. Elstat has been commissioned by the European Commission to “clean up” the statistics, after decades of corruption and inadequacy by the Greek finance ministry.

Yet, Elstat is now facing opposition in the form of an official criminal investigation by the Greek government for “inflating the scale of the country’s financial crisis.

Accusations include delay in diaper aments of loan tranches.

EU Vassals.

In Arctic Oscillation, Belgian, Capital Shortfall, Cataclysm, Commodities, Culture, Cyprus, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), default, Economic Institutions, El Niño and La Niña, European Union, Financing Reconstruction, FX, Global Economics, Hedge Fund, ICE Brent Crude oil, IKOS Financial, latin america, Multibillion, price volatility in energy, Regulatory demands, selective default, spillover effect, Turbulent Markets on November 17, 2011 at 7:47 pm

One, politics in Europe are local, not “European.”
Two, monetary, fiscal, and labor policy are at the core of the problems in the GIIPS.
Third, The EU had better identify itself and make its presence known- finally.

It is her “fight or flight” moment. The Entire EU hangs in the balance, and coupled with that the US economy. Sovereign debt and negative growth are actually spreading.

Mr. Monti and Mr. Papademos must play a role in tightening the fiscal policies and make the structural reforms needed. These technocrats, should provide a positive step in increasing pro investor policy.

Record Month For Bond Holders

In Arctic Oscillation, Cataclysm, Commodities, Crisis in Japan, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), Economic Institutions, Financing Reconstruction, FX, MF Global, Multibillion, price volatility in energy, Regulatory demands, selective default on November 12, 2011 at 6:17 pm

Bond managers have recovered record profits in the past month.
See attached charts, courtesy of Jpm:

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Read this Article America, 11m borrowers “under water”

In Arctic Oscillation, Capital Shortfall, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), Economic Institutions, Financing Reconstruction, FX, Global Economics, macroeconomic factors, Regulatory demands, selective default, spillover effect, Turbulent Markets on November 9, 2011 at 5:20 pm

30m mortgage holders out of 55m are paying above market interest rates… 1% over the average for a new 30 year…
This is quoted from the article: “I answered an ad in 1995 that I thought was for a job related to “security” (as in security guard) but was in fact related to “securities.” That’s how little I knew about the stock market. A few months later I found myself working a phone at a Fidelity Investments call center. Things went well, and by 1999 I was a Merrill Lynch financial adviser and a certified financial planner.”
— How a Financial Pro Lost His House – NYTimes.com
http://www.nytimes.com/2011/11/09/business/how-a-financial-pro-lost-his-house.html

Crisis of Confidence

In Belgian, Capital Shortfall, Cataclysm, Cyprus, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), default, Economic Institutions, Environment, European Union, Financing Reconstruction, FX, Global Economics, Hedge Fund, ICE Brent Crude oil, IKOS Financial, latin america, macroeconomic factors, MF Global, Multibillion, Nuclear, philanthropy, price volatility in energy, Proprietary, Regulatory demands, selective default, spillover effect, Turbulent Markets on November 3, 2011 at 3:59 pm

At this point it really doesn’t matter which way the crisis in Greece goes. The worlds confidence has fallen as bond markets have shown more alarm and the GIIPS have been forced a bailout. Government debt situations and the banking industry and heavily linked GLOBALLY, and more is likely to come (MF GLOBAL).
The fall in confidence has led to a convincing bailout but weaknesses in the Eurozone will still remain. Money is already fleeing the Eurozone, the dollar only an alternative. The Swiss Franc and the Yen are no-longer safe-havens because their central banks have intervened to artificially weaken those currencies.
Today the U.S. dollar is the only really liquid place for cash to go. Greece can get a bailout but she will weaken tomorrow.
The EU has no choice but to leave Greece bankrupt and in chaos. Modern Greece has not been much of a democracy in the last 60 years. Confidence is down. When they re-print the Drachma to pay bills, hyper inflation will be terrible, “contagion” is worse.

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“This is a question of whether we remain in the euro zone. This is very clear. It’s clear to everyone” – Papandreou

In Belgian, Capital Shortfall, Cataclysm, Culture, default, Economic Institutions, Environment, European Union, Financing Reconstruction, FX, Global Economics, latin america, macroeconomic factors, MF Global, Multibillion, Nuclear, philanthropy, price volatility in energy, Regulatory demands, selective default, spillover effect, Turbulent Markets on November 3, 2011 at 3:44 am

Ok, here is the itinerary: The ECB is meeting on November 3rd. The G20 is meeting on November 3-4, The Papandreou is attending on the 2nd day. A Eurogroup meeting will follow on November 7th, followed by an EU Ecofin meeting on November 8.
The Troika was meant to disburse the sixth tranche of the first program in the first or second week of November, as Papandreou returns from G20 weaker we may not see this funding pass.

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Ex-Ikos chair Coward launches illegal hedge fund.

In Capital Shortfall, Cataclysm, Culture, Cyprus, Cyprus Investment Promotion Agency (CIPA), Cyprus Securities and Exchange Commission (CySEC), default, Economic Institutions, Environment, European Union, Financing Reconstruction, FX, Global Economics, Hedge Fund, IKOS Financial, macroeconomic factors, MF Global, Multibillion, philanthropy, price volatility in energy, Proprietary, Regulatory demands, selective default, spillover effect, Turbulent Markets on November 2, 2011 at 7:11 pm

Martin Coward, co-founder of Ikos Financial and estranged husband of Elena Ambrosiadou, is preparing to launch his own hedge fund. The FT reports the fund will be activated next year, using the same state of the art proprietary technology to benefit from high frequency trading that has lead to Ikos’s success.
Although Coward is the original code designer he does not have ownership of it.
Ms. Elena Ambrosiadou has put in place an injunction that is enforceable in the EU (UK & Cyprus) making it illegal for Mr. Coward from talking about Ikos or to any individual connected to the fund, ever.

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The Maltese Falcon built by Perini Navi is a clipper sailing luxury yacht, owned by Elena Ambrosiadou.

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