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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

20 February 2011

Finance is awesome.

Swap contracts for Saudi Arabia, used as a measure of confidence although the country has no debt to insure, jumped 11.5 basis points to 138 last week, the highest since July 2009.
Posted by Matthew Talty Colvard at 11:49 PM

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About Me

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

Blog Archive

  • ▼  2011 (5)
    • ►  September (1)
      • Trice Burned
    • ►  August (2)
      • Breathtaking...
      • Live! Tonight! The Depressions feat. D.J. Demand D...
    • ▼  February (1)
      • Finance is awesome.
    • ►  January (1)
      • The $124,000 Query
  • ►  2010 (21)
    • ►  October (1)
      • Weighing the US Dollar
    • ►  August (1)
      • Debt is the New Equity
    • ►  June (1)
      • Knees and Toes
    • ►  May (8)
      • Inflation
      • Stop freaking out, you know you're okay.
      • Moody Blues
      • Re: Letter to Trichet
      • Letter to Trichet
      • Dance Casa
      • Thirty-Nine Percent
      • Holy shit.
    • ►  April (1)
      • Strong demand for U.S. Debt Auction
    • ►  February (4)
      • Homage to Clyfford Still
      • From Gregor.us
      • Luxury Goods
      • Risk on.
    • ►  January (5)
      • Non-Specific Observations of the Energy Markets
      • Missed Connections
      • Here we go!
      • Sovereign Default Swaps and Corporate Risk Premium...
      • Debt Deflation : The Echo of Inflation
  • ►  2009 (31)
    • ►  December (3)
      • Art Market Rules
      • Short Term Dollar Strength on Recognition of World...
      • Forecast
    • ►  November (2)
      • Real Estate- Unqualified Japanese Example
      • Ignore the Hype.
    • ►  October (1)
      • Asset Reflation
    • ►  September (1)
      • Time to go.
    • ►  July (2)
      • Checking in on the December 6th portfolio realloca...
      • Overdue Analysis
    • ►  May (1)
      • More of the same.
    • ►  April (1)
      • Some guidance from 1933-37
    • ►  March (4)
      • Phronesis
      • They're not all capitalist pigs...
      • Hmm...
      • Update:
    • ►  February (3)
      • "But the Depression has also been misunderstood. ...
      • Une "Demode" Portrait du Volatility
      • a LURID PICTURE of VOLATILITY
    • ►  January (13)
      • "This is the most facile portrait of what caused t...
      • Ambergris
      • Czech Modern
      • Fuck John Galt
      • Perspective from Satyajit Das
      • Fuck...
  • ►  2008 (35)
    • ►  December (4)
    • ►  November (6)
    • ►  October (11)
    • ►  September (14)

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