http://talesfromthefuture.vox.com/library/posts/page/1/ A Not So Random Walk On the Business Of Technology, Energy And Other Stock Picks... en Vox Sun, 15 Nov 2009 03:52:48 +0100 Copyright 2009 http://blogs.law.harvard.edu/tech/rss http://talesfromthefuture.vox.com/library/post/obama-in-japan-fun.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/obama-in-japan-fun.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/obama-in-japan-fun.html?_c=feed-rss Sun, 15 Nov 2009 03:52:48 +0100 <p class="enclosed-assets" style="margin-bottom: 10px;"> <a href="http://talesfromthefuture.vox.com/library/photo/6a00fad68cf28b00050123ddbd9d8c860b.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a4.vox.com/6a00fad68cf28b00050123ddbd9d8c860b-50si" alt="Obama bows " /></a> <br style="clear:both;" /> </p> What Obama didn't say: "I implore your country and the rest of Asia to continue buying our USD treasury notes..." Getting serious again, Japan already has enough in-house debt problems: "Japan may already be past the point of no return," he ((h... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/obama-in-japan-fun.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b000501240b78eb2c860e?_c=feed-rss">Send to a friend</a> </p> japan usa default deficit obama twitter usd einhorn jpy currency defaults talesftf http://talesfromthefuture.vox.com/library/post/golden-survivor-goldman-sachs-on-a-roll.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/golden-survivor-goldman-sachs-on-a-roll.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/golden-survivor-goldman-sachs-on-a-roll.html?_c=feed-rss Mon, 09 Nov 2009 00:17:36 +0100 Why is GS a more powerful force than ever in Investment Banking ? Good article here... Goldman is coining it again for two reasons. First, global markets are booming — up 50% from the credit-crunch lows, as new money, much of it from governments,... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/golden-survivor-goldman-sachs-on-a-roll.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b000501240b7637d0860e?_c=feed-rss">Send to a friend</a> </p> rant banks 2010 gs goldman sachs investment banking banken zero hedge http://talesfromthefuture.vox.com/library/post/die-drei-gefahren-an-den-b%C3%B6rsen-commercial-real-estate-consumer-credits-consumer-confidence.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/die-drei-gefahren-an-den-b%C3%B6rsen-commercial-real-estate-consumer-credits-consumer-confidence.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/die-drei-gefahren-an-den-b%C3%B6rsen-commercial-real-estate-consumer-credits-consumer-confidence.html?_c=feed-rss Sun, 01 Nov 2009 18:32:42 +0100 <p class="enclosed-assets" style="margin-bottom: 10px;"> <a href="http://talesfromthefuture.vox.com/library/video/6a00fad68cf28b00050123ddb8db6b860b.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a3.vox.com/6a00fad68cf28b00050123ddb8db6b860b-50si" alt="11/3/2009 Peter Schiff On Fast Money: How To Really Make America Great" /></a> <br style="clear:both;" /> </p> Vor einem Monat besprach ich in diesem Blog drei längerfristige Gefahrenherde für die westlichen Börsen. Plakativ jeweils mit einem I beginnend beschrieben (Irankonflikt, Inflation, Interhoch). Dieses Mail soll es um mittelfristige Gefahren gehen... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/die-drei-gefahren-an-den-b%C3%B6rsen-commercial-real-estate-consumer-credits-consumer-confidence.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b00050123ddcc5465860c?_c=feed-rss">Send to a friend</a> </p> real estate usa 2010 consumer credit cards george soros consumer confidence prognosen peter schiff makroökonomie wilbur ross http://talesfromthefuture.vox.com/library/post/time-to-cash-in-your-equities.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/time-to-cash-in-your-equities.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/time-to-cash-in-your-equities.html?_c=feed-rss Wed, 28 Oct 2009 12:58:36 +0100 Yes, I ((still)) think so. I argued the same since the end of September 2009 in the blog already. Good article posing the same question... Tom Slocock, chief executive of Deutsche Private Wealth Management, says investors also have to try and gau... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/time-to-cash-in-your-equities.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b00050123ddb593bd860b?_c=feed-rss">Send to a friend</a> </p> technical 2010 deutsche bank prognose aktien bladestocks updown updown.com bladetrading technicals http://talesfromthefuture.vox.com/library/post/roubini-aktuell-wall-of-liquidity-der-dollar-ist-der-neue-yen.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/roubini-aktuell-wall-of-liquidity-der-dollar-ist-der-neue-yen.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/roubini-aktuell-wall-of-liquidity-der-dollar-ist-der-neue-yen.html?_c=feed-rss Tue, 27 Oct 2009 05:35:49 +0100 Der Dollar ist der neue Yen: "There is a wall of liquidity…chasing assets," Roubini told "Squawk Box." "Now we are in the mother of all carry trades," he added. Wie man seit mehr als einem Jahr beobachten kann: Der USD und US-Staatsanleihen korr... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/roubini-aktuell-wall-of-liquidity-der-dollar-ist-der-neue-yen.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b00050123f173ac36860f?_c=feed-rss">Send to a friend</a> </p> usa cnbc dollar yen forex prognosen roubini http://talesfromthefuture.vox.com/library/post/halloween-2009-fun.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/halloween-2009-fun.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/halloween-2009-fun.html?_c=feed-rss Sun, 25 Oct 2009 14:23:07 +0100 <p class="enclosed-assets" style="margin-bottom: 10px;"> <a href="http://talesfromthefuture.vox.com/library/photo/6a00fad68cf28b00050123dddc9785860d.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a5.vox.com/6a00fad68cf28b00050123dddc9785860d-50si" alt="Halloween2009" /></a> <br style="clear:both;" /> </p> Little Professors scare you... BOO ! <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/halloween-2009-fun.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b00050123ddc8ecbe860c?_c=feed-rss">Send to a friend</a> </p> fun usa makroökonomie indikatoren http://talesfromthefuture.vox.com/library/post/roubini-aktuell-markets-moved-too-far-too-soon-too-fast-october-2009.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/roubini-aktuell-markets-moved-too-far-too-soon-too-fast-october-2009.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/roubini-aktuell-markets-moved-too-far-too-soon-too-fast-october-2009.html?_c=feed-rss Mon, 05 Oct 2009 20:32:50 +0200 Nouriel Roubini, chairman of RGEMonitor.com, said the markets moved too far, too soon, too fast. He shares his outlook with CNBC... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/roubini-aktuell-markets-moved-too-far-too-soon-too-fast-october-2009.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b000501240b64ea56860e?_c=feed-rss">Send to a friend</a> </p> usa news cnbc 2010 prognose roubini rezession http://talesfromthefuture.vox.com/library/post/tradingportfolio-performance-q3-2009-und-kurzer-ausblick-auf-2011.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/tradingportfolio-performance-q3-2009-und-kurzer-ausblick-auf-2011.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/tradingportfolio-performance-q3-2009-und-kurzer-ausblick-auf-2011.html?_c=feed-rss Fri, 02 Oct 2009 13:05:08 +0200 <p class="enclosed-assets" style="margin-bottom: 10px;"> <a href="http://talesfromthefuture.vox.com/library/photo/6a00fad68cf28b00050123ddd0d4e7860d.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a7.vox.com/6a00fad68cf28b00050123ddd0d4e7860d-50si" alt="Bladetrading_20091002" /></a> <a href="http://talesfromthefuture.vox.com/library/photo/6a00fad68cf28b00050123ddbd7db6860c.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a6.vox.com/6a00fad68cf28b00050123ddbd7db6860c-50si" alt="Bull Q4 2009 ((Source: Marketwatch.com)" /></a> <br style="clear:both;" /> </p> Wie angekündigt noch der aktuelle Auszug des Updown-Tradingportfolios per Börsenschluss 2. Oktober 2009 ((damit sind die Verluste in den ersten zwei Oktobertagen schon enthalten)). Die Positionen sind alphabetisch angeordnet: Die Performance li... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/tradingportfolio-performance-q3-2009-und-kurzer-ausblick-auf-2011.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b000501240b637b57860e?_c=feed-rss">Send to a friend</a> </p> usa update twitter statistik ausblick bladestocks bladetrading tftf 2.0 arbeitslosenzahlen http://talesfromthefuture.vox.com/library/post/marc-faber-aktuell-zu-usd-und-inflationsgefahr.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/marc-faber-aktuell-zu-usd-und-inflationsgefahr.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/marc-faber-aktuell-zu-usd-und-inflationsgefahr.html?_c=feed-rss Thu, 01 Oct 2009 18:11:09 +0200 <p class="enclosed-assets" style="margin-bottom: 10px;"> <a href="http://talesfromthefuture.vox.com/library/video/6a00fad68cf28b00050123ddd07e41860d.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a1.vox.com/6a00fad68cf28b00050123ddd07e41860d-50si" alt="Inside Look - Gloom, Boom &amp; Doom (Part 3)" /></a> <a href="http://talesfromthefuture.vox.com/library/video/6a00fad68cf28b000501240b63248f860e.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a7.vox.com/6a00fad68cf28b000501240b63248f860e-50si" alt="Inside Look - Gloom, Boom &amp; Doom (Part 2)" /></a> <a href="http://talesfromthefuture.vox.com/library/video/6a00fad68cf28b00050123f16694d8860f.html?_c=feed-rss" style="float:left; margin-right:6px;"><img src="http://a0.vox.com/6a00fad68cf28b00050123f16694d8860f-50si" alt="Inside Look - Gloom, Boom &amp; Doom (Part 1)" /></a> <br style="clear:both;" /> </p> Drei interessante Videoteile ((von unten nach oben ansehen, bin grad editierfaul :) )). Ein Interview mit Marc Faber auf Bloomberg vom 22. September 2009... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/marc-faber-aktuell-zu-usd-und-inflationsgefahr.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b00050123ddd07e65860d?_c=feed-rss">Send to a friend</a> </p> bernanke inflation fed usd emerging markets marc faber prognosen http://talesfromthefuture.vox.com/library/post/die-drei-drohenden-gefahren-an-den-b%C3%B6rsen-iran-inflation-und-interhoch.html?_c=feed-rss nobody@vox.com(Tales From The Future) http://talesfromthefuture.vox.com/library/post/die-drei-drohenden-gefahren-an-den-b%C3%B6rsen-iran-inflation-und-interhoch.html?_c=feed-rss http://talesfromthefuture.vox.com/library/post/die-drei-drohenden-gefahren-an-den-b%C3%B6rsen-iran-inflation-und-interhoch.html?_c=feed-rss Wed, 30 Sep 2009 07:15:20 +0200 Drei der wichtigsten Gründe warum ich momentan einen hohen Cashbestand ((ca. 60% im Tradingportfolio)) halte und die nächste Berichtssaison abwarte: - Iran-Gerangel mit dem Westen ((bei einem Konflikt mit den USA/Israel vor allem auch höhere Oelp... <p style="clear:both;"> <a href="http://talesfromthefuture.vox.com/library/post/die-drei-drohenden-gefahren-an-den-b%C3%B6rsen-iran-inflation-und-interhoch.html?_c=feed-rss#comments">Read and post comments</a> | <a href="http://www.vox.com/share/6a00fad68cf28b00050123ddcfe7c3860d?_c=feed-rss">Send to a friend</a> </p> japan usa china news iran robertson inflation prognosen geldpolitik makroökonomie staatsverschuldung bladetrading julian robertson rge monitor