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Poor Matthew's Almanac

Extra Credit / Required Reading:

  • Dollar Strength on Recognition of Worldwide Crappiness
  • Robinson Crusoe and the Subjectivity of Desire
  • Reflections on Today, from Henry Clews, 1908.
  • Art Market Rules
  • The Long View... 1885-2009
  • Forecast: The Battle Between Paper and Tangible Assets, A Personal View
  • Tobin's Q
  • Luxury Goods
  • After the Gold Rush...
  • The Gaussian Fallacy and other Bullshit Baby Boomer Epistomologi
  • Douchebag of the Noughties
  • Synopsis of the Panic of '08
  • You Know its a Bubble When...
  • Quantitative Easing
  • Vallejo, CA

04 May 2010

Thirty-Nine Percent

39% of investors in the iShares/FTSE Xinhau A50 China Index ETF have lent their shares to short sellers. In the words of the immortal Drake, "Who the fuck are y'all?"
Posted by Matthew Talty Colvard at 11:44 PM

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Matthew Talty Colvard
Bedford-Stuyvesant, New York
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Time Capsule 11/19/08

  • * "Quantitative Easing Target Plane" 1-3 month T-Bills to zero
  • * VIX: S&P 500 will move 25.9% up or down w/in 30 days
  • * 2-year TIPS breakeven: -0.38%
  • * TED Spread: 211 bps
  • * 30-year swap: 33 bps below T-Bond
  • * Baltic Dry Shipping Index: down -92.6%
  • * Mei Moses Art Index: down -21.4%
  • * Liv-Ex Wine Index: down -7.4%
  • * "Ebay-Whip Inflation Now (WIN!)" Indicator: 100% unconcerned
  • * 2:1 odds Charlie Rangel demoted

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      • Inflation
      • Stop freaking out, you know you're okay.
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      • Holy shit.
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