FINTAG COMMENT
Top of the pops.
My models say sell but the markets say hang on a minute there is more juice left in this suckers rally. The prediction is we have reached the top. Junk is now mainstream and the Bond market is betting one way on...
THE FINTAG NEWSLETTER @ 22 September 2009
Top of the pops.
My models say sell but the markets say hang on a minute there is more juice left in this suckers rally. The prediction is we have reached the top. Junk is now mainstream and the Bond market is betting one way on...
THE FINTAG NEWSLETTER @ 21 September 2009
FINTAG COMMENT
Sensible.
Today we reach the top of the equity markets, the top of the so called W and slowly but surely the overvalued fake market will crumble. In the meantime we look at some sensible news reporting from newspapers than may soon be non-profit organisations [Editor:...
THE FINTAG NEWSLETTER @ 18 September 2009
FINTAG COMMENT
Conferences.
My intern let me down so I went along myself. I got to the Barbican about 8 30 and had tea with an old guy hovering around the milk. We chatted about Blackberries and uncomfortable chairs.
When I sat down with the 400...
THE FINTAG NEWSLETTER @ 17 September 2009
FINTAG COMMENT
AIFMD.
I know most of you want to read about the fake markets and what the trends are but my mind is elsewhere, most notably that EU Directive.
The FSA are running a seminar today and I shall be sending an intern to twitter on...
THE FINTAG NEWSLETTER @ 16 September 2009
FINTAG COMMENT
Hot off the press.
This is a picture of Stationers' Hall in London. Some Goldman Sachs employees see this every day, staring out the window or picking up their cars from the nearby underground car park. I am sure they haven't a clue what it...
THE FINTAG NEWSLETTER @ 15 September 2009
FINTAG COMMENT
Radical ideas.
I am fed up. The only ideas Obama and the EU have to stop crash 2.0 is to regulate a bit harder, stop tax havens from taking business away from them (remember tax was only ever used to fund wars) and to cap bankers'...
THE FINTAG NEWSLETTER @ 14 September 2009
FINTAG COMMENT
Opinions.
Trading the markets involves no emotion. It requires looking at all risks and finding ways to hedge them or more importantly making money from them. Having political views is fine but these must not cloud one's judgement so when we see Obama trying to...
THE FINTAG NEWSLETTER @ 11 September 2009
FINTAG COMMENT
9/11.
As anniversaries go, this one isn't much fun. Having lived and played (Windows on the World, a place I once dressed up as a pineapple but that is for another day) by the towers for a while as well as being on a...
THE FINTAG NEWSLETTER @ 10 September 2009
FINTAG COMMENT
Woof woof.
So according to the latest propaganda, the world is a safer place and all yesterday's problems are forgotten. Take a look at this FTSE 100 Price Earnings ratio chart. I know PEs are old fashioned but sometimes the oldies are the best. Doesn't it...
THE FINTAG NEWSLETTER @ 09 September 2009
FINTAG COMMENT
The Fall.
No I am not talking about the alternative title to a french novelist's book or the band fronted by Mark E Smith but that time of year when the Autumn arrives and the markets crash.
Sept 19th is what my models say, the...
THE FINTAG NEWSLETTER @ 08 September 2009
FINTAG COMMENT
Time for prayer.
Lehman is in our thoughts and the actions of Hank Paulson are pulled apart by post Labor day journalists. The UK's Darling Chancellor was reported to have told Hank to keep his US cancer and Paulson then promptly got LBIE to put all...
THE FINTAG NEWSLETTER @ 07 September 2009
FINTAG COMMENT
19th September.
A bit like predicting the second coming or the end of the world, if I get the date of the crash wrong there is no need to worry. There will be another time when you will listen to my words because I have got...
