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D&D Note (5-29-2012) The next US jobs report (for May) will determine just about everything for the FED. Next FOMC meeting is in the third week of June – same time as the Greek elections. Could we see QE3, another LTRO, further RRR reduction in China? Simply put investors will have a glimpse into the … Continue reading
D&D Note (4-16-2012) Spain continued to rain percentage points on their sovereign debt where the bond yields rose above 6% which is the highest level we’ve seen in quite a few months. Despite all the pain in Spain the DOW surged 71.82 points thanks to the banks. However, the Nasdaq was under huge pressure with … Continue reading
D&D Note (3-21-2012) Oracle of Omaha Warren Buffet has a million dollar bet with a selection of hedge funds on wether the S&P 500 index will do better in returns than the hedge funds at the end of the 10 year time period (concluding Dec 31 2017). At first in 2008 Buffet fell way behind … Continue reading
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