Harmony monkey

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    • Sun Mar 9th 23:52 PM
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      Rating: 0 0
      Commented on:
      Time to Cut Your Exposure to Investment Banking and Mortgages
      I think we've a few more shoes to drop as far as banks - regional and moneycenter - writing off losses the haven't yet even been able to calculate! Don't forget SKF (Ultrashort Financials)!
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    • Sat Feb 9th 14:54 PM
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      Rating: 0 0
      Commented on:
      At These Prices, It's Time to Go Overweight Quality Financials
      Please read Nouriel Roubini......
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    • Sat Jan 12th 00:43 AM
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      Rating: 0 0
      Commented on:
      India: Emerging Market Opportunity
      With IFN back down to a 14% discount to NAV, I'd guess there may still be some upside left before it's time to consider shorting.....but I'll be using training stops.
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    • Wed Nov 28th 18:09 PM
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      Rating: 0 0
      Commented on:
      Why Now's the Time to Short Emerging Markets
      My bet is that you don't short, if you haven't already. Waiting a bit will likely bring more clarity on the imminent (psychological) rescue of the US markets via another Fed rate cut 12/11 - 50bp possibly - and the re-liquification of the financials. All that the emerging markets need to see is the strong response of our markets to these stimuli to return to their upward bias.
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