kanundrumperceptionisreality.blogspot.com
Perception is Reality: The Governator, Munis and You
http://kanundrumperceptionisreality.blogspot.com/2008/12/governator-munis-and-you.html
By Brian Kelly, founder of Kanundrum Research WWW.KANUNDRUM.COM. Tuesday, December 2, 2008. The Governator, Munis and You. The states are in trouble and the water is beginning to flow over the dam. Yesterday, the Governator. Arnold Schwarzenegger, declared a fiscal emergency in California claiming that the state could run out of money by February. As well, the National Conference of State Legislatures ( NCSL. And National Governors Association ( NGA. Currently, 30 year Aaa. General obligation bonds, it i...
kanundrumperceptionisreality.blogspot.com
Perception is Reality: Who is the Pilot on this Flight to Safety?
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By Brian Kelly, founder of Kanundrum Research WWW.KANUNDRUM.COM. Monday, December 15, 2008. Who is the Pilot on this Flight to Safety? If you are like me you have probably been asking yourself who would buy T-Bills with a 0% yield; it just does not make sense. The popular answer is "Treasuries are experiencing a flight to safety," but who is the pilot? In October, foreigners sold. 34 billion of long term treasury securities, while purchasing. Even with the unprecedented run-up in outstanding US debt, for...
kanundrumperceptionisreality.blogspot.com
Perception is Reality: Moving on Up Like George and Weezie
http://kanundrumperceptionisreality.blogspot.com/2008/12/moving-on-up-like-george-and-weezie.html
By Brian Kelly, founder of Kanundrum Research WWW.KANUNDRUM.COM. Tuesday, December 30, 2008. Moving on Up Like George and Weezie. Thanks to the continued and growing interest in Perception is Reality, I am moving the site to accommodate our expansion. The new address is http:/ perceptionisreality.kanundrum.com. I have written a new book titled Blowing Bubbles: How to Identify and Profit from Market Bubbles. It can be downloaded at the new site on the Blowing Bubbles page. There was an error in this gadget.
kanundrumperceptionisreality.blogspot.com
Perception is Reality: The Tailwind in the Gold Market
http://kanundrumperceptionisreality.blogspot.com/2008/11/tailwind-in-gold-market.html
By Brian Kelly, founder of Kanundrum Research WWW.KANUNDRUM.COM. Tuesday, November 25, 2008. The Tailwind in the Gold Market. Composition of the Delta-Adjusted Global Hedge Book. Q3 07 vs. Q3 08. Forwards and Gold Loans. The following tables are based on data from GFMS and compiled by Societe Generale in the report "Global Hedge Book Analysis." These tables illustrate the changes in delta-adjusted volume during periods of different gold prices and volatility. Move in Volatility (%). For most of the curre...
kanundrumperceptionisreality.blogspot.com
Perception is Reality: Where is the Thank You for Oil Speculators?
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By Brian Kelly, founder of Kanundrum Research WWW.KANUNDRUM.COM. Sunday, December 7, 2008. Where is the Thank You for Oil Speculators? Indeed, looking at the COT data for 2008 it is easy to see that speculators increased their long positions ahead of the price spike in July. This was enough evidence for the Congress and even John McCain to publicly indict speculators without giving them the ability to defend themselves. Subscribe to: Post Comments (Atom). There was an error in this gadget. The financial ...