Monthly Archives: June 2013

China’s Catch-22

Posted on June 25, 2013 by Mal Spooner

I considered the title “bad news is good news” but it seems the phrase ‘Catch-22’ from Joseph Heller’s book is more appropriate. A dictionary describes it as “a problematic situation for which the only solution is denied by a circumstance … Continue reading →

Posted in Random Thoughts | Tagged appreciate, Bank of America, bull, china, Chinese, Citibank, composite, credit, currency, DAP, debt, depreciate, economic, economy, exchange, expansion, exports, fertilizer, financing, goldman, greenback, growth, interest, investors, liquidity, loan, mal, malvin, market, maverick, maverickinvestors.com, money, Morgan, nitrogen, nomura, people's bank, rates, remnimbi, RMB, shanghai, spooner, treasuries, trillion, U.S.$, urea | 1 Comment

“We’ve been expecting a sell-off because..” What BUNK!

Posted on June 20, 2013 by Mal Spooner

Well I just have to laugh-out-loud. We know what the market is doing: NEW YORK (MarketWatch) — U.S. stock futures fell sharply on Thursday, along with Asian and European equities as well as gold prices and bonds after the Federal … Continue reading →

Posted in Random Thoughts | Tagged 500, bearish, bernanke, bonds, business, fed, investors, mal, malvin, market, maverick, maverickinvestors.com, monetary, QE, s&p, sell-off, selloff, spooner, stimulus, stock, television | 5 Comments

China will be the next big surprise!

Posted on June 10, 2013 by Mal Spooner

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading →

Posted in Random Thoughts | Tagged 500, america, bonds, boom, china, commodities, composite, corporate, crisis, dividends, economies, economy, energy, europe, exports, fertilizer, financial, funds, GDP, global, hedge, industrial, inflation, institutional, investing, investors, Japan, mal, malvin, markets, maverick, maverickinvestors.com, mining, monetary, north, production, profitability, resources, retail, s&p, sales, shanghai, spooner, steel, stimulus, stock, strategists, surprises, U.S.$, US$ | 6 Comments

Did your strategist predict this market? Get a new strategist!

Posted on June 6, 2013 by Mal Spooner

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading →

Posted in Random Thoughts | Tagged 500, banks, barclays, bonds, bubble, capital, cash, companies, compliance, crisis, derivatives, EFT, equities, fixed, flows, income, insurance, interest, investors, losses, mal, malvinspooner, market, maverick, maverickinvestors.com, post-financial, prices, rates, redemptions, rise, s&p, selling, spooner, stock, stocks, treasury, ubs, US$, yield | Leave a comment

BONDS – Where we go from here!

Posted on June 3, 2013 by Mal Spooner

But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading →