tag:blogger.com,1999:blog-2335748440449035592.post5054130176303164545..comments2008-11-01T14:52:42.068-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2335748440449035592.post-24084312820301020772008-11-01T14:52:00.000-04:002008-11-01T14:52:00.000-04:00Read an article yesterday (one of the 8 Million RSS feeds I subscribe to) that noted the heavy investment by Europe in foreign emerging market debt. In particular, it noted that Switzerland hold an estimated 90% of Hungary's capitalization debt. (Nice to know we aren't the only debtor nation!) <BR/><BR/>The thrust of the article was that as a result, as the world economy tanks, the Euro will be punished and the Dollar will maintain it's preeminence. <BR/><BR/>Makes sense.... jeganjeganhttp://www.blogger.com/profile/05850061548373752817noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-59180070587067239742008-11-01T05:05:00.000-04:002008-11-01T05:05:00.000-04:00“Suppliers of oil, coal, grains and consumer products from Chicago to Mumbai are losing sales” – Sales in Mumbai is down implies the downside in the demand side. India is of one of the largest export markets. Except the nationalized banks, major private sector banks keep their finger crossed, countering the market rumor each now and then.<BR/><BR/>Lisa<BR/><BR/><A HREF="http://www.jobsearchdigest.com/hfsd" REL="nofollow">Hedge Fund Jobs</A>Lisahttp://www.blogger.com/profile/08641464404648506660noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-36607438839288791292008-10-31T17:56:00.000-04:002008-10-31T17:56:00.000-04:00Just mentioned this in one of your other articles, but, if you overlay KOL and UDN (Inverse dollar ETF), you'll see they trade pretty much in tandem. My feeling is look at commodities either when the dollar turns down again, or if it breaks out of it's pairing with the inverse buck... <BR/><BR/>jeganjeganhttp://www.blogger.com/profile/05850061548373752817noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-55243171085673336952008-10-31T13:39:00.000-04:002008-10-31T13:39:00.000-04:00Explains why the BDI has plunged. Is this a leading or lagging indicator of the letter of credit issue?Stonefoxcapitalhttp://www.blogger.com/profile/00583540825602471042noreply@blogger.com