Blog Entries tagged 'Global Macro'

I told you so, from Doo Doo to TARP and back to Doo Doo

reggie@reggiemiddleton.com — Fri, 21 Nov 2008 01:00:00 +0100

First, read the "Doo Doo 32" post, then the "Anatomy of a Sick
Bank", then reference the TARP list (corporate welfare) below (source:US Treasury Emergency Economic DEstabilization Act). Ya' see
anybody familiar??? It's almost like having a crystal ball - filled
with doo doo! I actually believe this particular move was necessary on behalf of the Treasury, and was what I recommended when Paulson originally released his 3 page tome of economic domination (see

WARNING: the Emerge [...]

Performance update for the week of starting 11/17/2008

reggie@reggiemiddleton.com — Tue, 18 Nov 2008 01:00:00 +0100

In the vein of comparing the blog's research to name brand hedge funds, see "Another Name Brand bites the BoomBust!", I have decided to update the performance charts and announce the availability of a new instiutional program that will allow a new higher tier subscriber level to gain access into my outlook in regards to the positions that I have taken. Below you will find the most recent results to all of the performance comparisons that I have made in the last couple of [...]

The new BoomBustBlog.com Socio-economic stratification model

reggie@reggiemiddleton.com — Fri, 07 Nov 2008 01:00:00 +0100

Here is something that should spark some discussion. As I stated in a previous post, I owned and ran a social class discussion, research and study site (from and applied perpsective, I am not a scientist) that became very popular. I offered tools and research that I utilized in my residential real estate investing, and have decided to offer a model to this blog. For those who wonder why I am offering this model here, just think of it as my layman's version of applied behavioral finance theo [...]

Asian and South Asian markets have spiked recently

reggie@reggiemiddleton.com — Fri, 07 Nov 2008 01:00:00 +0100

... but are resuming there slide downward. I have attached a (dated) spreadsheet that decomposes the US publicly traded Asian ETFs that may be of interest to those who want exposure to this sector but don't want to go through the trouble of individual stock. The sheet breaks down sector concentrations and top 10 holdings for each fund.

China

In
China, inflation declined from a 12-year high of 8.7% in February 2008
to 4.9% in August. Though in [...]

Economic contractions AND rising prices, dare Reggie utter the "I" word - Enter a ...

reggie@reggiemiddleton.com — Mon, 03 Nov 2008 01:00:00 +0100

This is part 29 of Reggie Middleton on the Asset Securitization Crisis. If you are new to my blog there is a sidebar below with a full roadmap to the crisis. Before we go on with this installment let's get a firming of the defintion of the term "inflation" with a little help from Wikipedia:

Inflation can be considered a general rise in the level of prices. For increases in the money supply, see the description below. I, being the simpleton that I am, [...]

Corporate welfare

reggie@reggiemiddleton.com — Mon, 03 Nov 2008 01:00:00 +0100

I was very clear in warning about the "everyman for himself" phenomenon back when the first US bailout package was announced in the US. All of the money given banks are going straight to the bank's coffers and nowhere else. It is a farce to believe that banks will act against their own self interest when given money. PNC took the money and bought a bank with a risky loan portfolio to boost deposits, AIG is paying margin calls with its taxpayer money, JP Morgan and Merrill [...]

Global Recession - an economic reality

reggie@reggiemiddleton.com — Sun, 26 Oct 2008 01:00:00 +0100

Global Recession - an economic reality
Part 28 of Reggie Middleton on the Asset Securitization Crisis

The repercussions of the historical events that unfolded on Wall Street in September 2008 are being felt across the global financial system-banks and insurers across the Atlantic and Pacific are beginning to implode at an increasingly rapid pace, held together by the glue of their respective government bailout packages. The crisis, thought to b [...]

It's every nation for themselves, now

reggie@reggiemiddleton.com — Fri, 24 Oct 2008 01:00:00 +0100

First the US bankers threw as much garbage at the world as they could lift, with the US ratings agencies throwing perfume on the trash mid-flight to manage the "stank". Then the Irish guaranteed their bank deposits to an unheard of limit, basically giving the middle finger to the other European banking authorities (you see, money flowed to the "perceived safety of government backed bank funds from an already weakened UK and EU banking system), and now OPEC is cutting product in [...]

The Butterfly is released!

reggie@reggiemiddleton.com — Tue, 21 Oct 2008 01:00:00 +0100

I am releasing the balance of the Butterfly Effect (see The Asset Securitization Crisis Part 27: The Butterfly Effect) to the public in anticipation of the next two installments of the Asset Securitization Crisis to be published to subscribers, probably sometime this week. Before we go on, I would like to thank the loyal supports of my blog. I think this as I sit up at 3 am (my standard blogging time) typing this post into the blog’s text editor, slightly pissed off [...]