Tag Archives: european crisis worsens

Who’s sick of being pessimistic? Me and the market.

January 19, 2012

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Earlier this month I said So we could see a de-coupling between economic outcomes and market performance particularly should quantitative easing recommence in the US, Europe and the UK I really think this is and remains a tradable investment theme in at least the first part of 2012 and the equity market, as represented by […]

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So, is the market overcooked?

October 28, 2011

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A wave of relief washed over markets from around 12 noon our time yesterday as the first hints at the details of the Euro plan hit the market. This wave of relief turned into a surge overnight as market players reassessed the future outlook. At the close of play the Dow was up 2.86%, the […]

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Europe IS getting their act together – in their TIME

October 27, 2011

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  Last week I wrote that the markets timeframe and European policy makers were at odds and that while Europe sought a long term solution the market just wanted to get on with it. So while it is easy to worry about all of the problems that arise or potentially could arise I think the key, […]

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More market noise but underlying global economy deteriorating

October 19, 2011

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Euro volatility used to mean that the EUR/USD exchange rate had moved up or down and bounced around. These days it means that some European politicians has opened his or her mouth or, increasingly, some British newspaper has “broken” a story late in the day which has got things moving. Such was the case again overnight […]

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Thoughts on markets today – I don’t trust the rally

October 13, 2011

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What a difference a week and the plan for a plan can make to the performance of markets. After last week’s pessimistic crescendo there was always going to be a snap back as we discussed at the time and with the continuing fresh news coming out of Europe of more plans for plans and saving […]

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Finals time musings – what Collingwood and Geelong have that Europe lacks

September 26, 2011

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It’s footy finals time and whatever your game of choice there is something consistent about the teams which are still going at the business end of the season – they all may have some individual brilliance but they play as a team. I got to thinking about the parallels between the European malaise and footy on […]

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Even European insiders are worried as the European crisis worsens

September 20, 2011

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Italy was downgraded by S&P this morning on the basis of their debt level and other things and it has served to underpin the poor price action in European equities overnight, knock Dow and S&P futures out of their slumber and wacked the AUD and EUR which look headed a couple of cents lower. I’ve […]

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