Archived Posts:
Jul 19, 2010: “One-Year Anniversary” – a brief review of the main articles of my blog within the past year
Jul 12, 2010: “Back To Safe Heaven” – a personal viewpoint on the inflation environment and the UST bonds
Jul 1, 2010: “South America 4, Europe 3” – a personal viewpoint on the 2010 FIFA World Cup winner
Jun 15, 2010: “FA, TA or FA&TA” – a detailed explanation of the technical analysis and fundamental analysis
Jun 6, 2010: “Between Fame And Pain” – a witty commentary on the trader’s choice between career and personal life
Jun 1, 2010: “TARP Barometer” – an update of the banking federal stimulus plan – TARP
May 26, 2010: “Weapons of Mass Destruction (III)” – an introduction to the basic concepts of Collateralized Debt Obligations (part 3)
May 23, 2010: “The Name Of The Game” – a personal viewpoint on the upcoming 2010 FIFA World Cup
May 19, 2010: “The Return To Risk Aversion” – a personal viewpoint on the new trend amongst investors of flight to safety
May 13, 2010: “Why Bother To Vote?” – a personal viewpoint on the competence of our governments
May 8, 2010: “Money vs. Politics” – a personal viewpoint on the political game involved in the Greece rescue plan
May 4, 2010: “The Chinese Communist Bubble” – a personal viewpoint on the Chinese real-estate bubble
Apr 28, 2010: “Slaughtered PIIGS” – a personal viewpoint on the effects of the recent S&P downgrades on Greece and Portugal
Apr 27, 2010: “The Beginning Of The End” – a witty commentary on the recent Arizona immigration bill
Apr 21, 2010: “Believe It Or Not” – a witty commentary on the Goldman Sachs quarterly earnings conference call
Apr 18, 2010: “SEC vs. Goldman Sachs” – a witty commentary on the recent Goldman Sachs’ fraud charges
Apr 14, 2010: “(Phil)ing Tigeresque” – a personal commentary on the 2010 Masters at Augusta
Apr 12, 2010: “CEO Wall Of Shame (II)” – a witty commentary on the former Citigroup CEO testimony
Apr 7, 2010: “Back Into Junk Bonds” – a detailed analysis of the high-yield US corporate debt markets outlook for 2010
Apr 2, 2010: “The Black Gold Rush” – a personal viewpoint on the oil price dynamics over the last 10 years
Mar 30, 2010: “Banks’ Free Lunch” – a witty commentary on the US banks’ preferential treatment by Washington
Mar 26, 2010: “EUR:USD – The Sultan Of Swing” – a personal viewpoint on the 2010 outlook for the EUR:USD pair
Mar 22, 2010: “Greece: Leave The Euro!” – a personal viewpoint on one the possible solutions Greece has in fixing its problem
Mar 17, 2010: “CEO Wall Of Shame” – a witty commentary on the former Bear Stearns CEO interview
Mar 11, 2010: “EMF – EU’s Piggy Bank” – a detailed analysis of the recent proposal to create an IMF-like institution for EU
Mar 8, 2010: “China – The Wonderland” – a detailed analysis of the inflationary pressure in China
Mar 4, 2010: “Health Care Bill – Do Or Die” – a detailed analysis on the health care bill that is debated in the US Congress
Feb 28, 2010: “CDS – The Usual Suspect” – a witty commentary on the complete misunderstanding of the CDS product
Feb 24, 2010: “UK – Behind The Curve” – a detailed analysis on the economic outlook for UK
Feb 21, 2010: “Deutschland Uber Alles” – a personal viewpoint on the role Germany plays in EU-16 budget deficit problem
Feb 18, 2010: “To(yo)tal Recall” – a personal analysis of the worldwide recall announced recently by Toyota Motors
Feb 14, 2010: “Old World vs. New World” – a personal analysis of the GDP growth perspective for US and EU
Feb 10, 2010: “PIIGS Sacrifice” – a personal analysis of the budget deficit problem within the EU-16 zone
Feb 5, 2010: “The Power Of Money” – a short analysis of the finance lobby’s bargaining power in Washington
Feb 2, 2010: “Growth Without Jobs” – a personal viewpoint on the 2010 unemployment rate in US
Jan 28, 2010: “Greece – Another Tragedy” – a detailed analysis of the recent developments within the sovereign debt market
Jan 23, 2010: “Washington vs. Wall Street” – a short analysis of the latest initiatives to overhaul the banking systems
Jan 13, 2010: “Fear Factor” – a detailed analysis of the stock markets’ implied volatility
Jan 10, 2010: “Food Prices – Danger Ahead” – a personal viewpoint on the short-term bullish trend in food prices
Jan 5, 2010: “Golden Fever” – a personal viewpoint on the long-term bullish trend in gold
Dec 26, 2009: “Shop Till You Drop” – a detailed analysis of the 2009 holiday shopping season retail sales
Dec 23, 2009: “Remembering The 1989” – a personal interpretation of the 1989 events in the Communist Romania
Dec 17, 2009: “EUR – On The Verge Of Breakdown” – a personal viewpoint on the probability of collapse of the Eurozone
Dec 15, 2009: “Austria – EU’s Weakest Link” – a detailed analysis of the recent developments within the Austrian banking sector
Dec 10, 2009: “Sovereign Debt Crisis” – a detailed analysis of the recent developments within the sovereign debt market
Dec 6, 2009: “USD Carry Trade” – a detailed analysis of the current carry trade strategy
Nov 27, 2009: “Home $weet Home (III)” – a detailed analysis of the residential mortgage business (part 3)
Nov 24, 2009: “Becoming A Trader (II)” – a personal viewpoint on the trading profession (part 2)
Nov 20, 2009: “Becoming A Trader (I)” – a personal viewpoint on the trading profession (part 1)
Nov 17, 2009: “Home $weet Home (II)” – a detailed analysis of the residential mortgage business (part 2)
Nov 13, 2009: “China – A Financial Time Bomb” – a personal viewpoint on the Chinese economic reality
Nov 10, 2009: “Home $weet Home (I)” – a detailed analysis of the residential mortgage business (part 1)
Nov 6, 2009: “Is Is Good To Be King” – a short analysis of the ballooning US foreign debt
Oct 30, 2009: “The Election Conundrum” – a witty commentary on the economic common sense demonstrated by the presidential candidates
Oct 27, 2009: “Weapons of Mass Destruction (II)” – an introduction to the basic concepts of Collateralized Debt Obligations (part 2)
Oct 23, 2009: “The State of Global Recovery” – a detailed analysis of the global economic recovery downside risk
Oct 19, 2009: “The Real Unemployment Picture” – a detailed analysis of the real unemployment rate in US
Oct 16, 2009: “Black Monday – Deja Vu” – an illustration of the biggest one-day percentage drop in the history of the NYSE
Oct 12, 2009: “Weapons of Mass Destruction (I)” – an introduction to the basic concepts of Collateralized Debt Obligations (part 1)
Oct 10, 2009: “Greed – The Name Of The Game” – a witty commentary on the stratospherically high Wall Street bonus policy
Oct 7, 2009: “Nothing New Under The Sun” – a short analysis of the Japan-style two-decade long economic recession
Oct 3, 2009: “In NBR We Trust” – a detailed analysis of the monetary policy engaged by the National Bank of Romania
Sep 29, 2009: “The Bear Market Rally” – a personal opinion on the near-term possible pitfalls in underestimating the recession
Sep 27, 2009: “The Machiavellian Watchdog” – a witty commentary on the credibility crisis around the credit rating agencies
Sep 23, 2009: “US Taxpayer – The Universal Savior” – a personal commentary on the price of the recession paid by the US taxpayer
Sep 19, 2009: “Upside Down Meritocracy” – a witty commentary on the leadership skills demonstrated by the our government
Sep 15, 2009: “The Next Big Thing” – a commentary on the on-going trade dispute between the big two powers: USA and China
Sep 11, 2009: “Magic Crystal Ball” – a personal opinion on the predictibility power of some macroeconomic indicators
Sep 9, 2009: “Inflation vs. Deflation” – a personal opinion on the near-time trend of this controversial macroeconomic indicator
Sep 6, 2009: “Rising Phoenix” – a perspective on the emerging markets junk bond credit spreads
Sep 2, 2009: “Fundamental FX Triad” – a personal opinion on the foreign currency markets around the world
Aug 27, 2009: “Options Trading 101” – an introduction to the basic derivatives trading products with an working example
Aug 22, 2009: “The Square Root Recession” – few experts’ opinions and my personal viewpoint on the shape of the current recession
Aug 8, 2009: “From Panic to Euphoria” – a personal analysis of the recent stock market rally around the world
Aug 5, 2009: “Are We Out of the Woods” – a personal opinion about the end of the global economic crisis
Aug 2, 2009: “Three Strikes – A Strikeout” – a witty commentary on the economic forecasting work produced by some prestigious public and private institutions
Jul 26, 2009: “Quantitative Easing” – a very detailed technical article on the monetary easing policy engaged by the Federal Reserve
Jul 19, 2009: “Financial Meltdown in CEE” – a comprehensive research paper on the effects of the global financial crisis on the Central and Eastern European Credit Markets (presented at the September 2008 Economic Conference hosted by the National Bank of Romania
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