Blog Archives

US Economy: A post-winter Housing recovery on board, S&P helps global cues

A battered set of global Financial markets were likely pleasantly surprised by US housing data after Europe could not hang on to gains in the afternoon. That means a better global financial markets opening tomorrow as US Housing starts, holding

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Posted in Amitonomics, US

Paulson’s Advantage plus lost again, Banks have a lot going for them … | Fund Strategy Insight

.. but Paulson lost only 1.5% down in February February fund data firmly drives home the point of bank recovery having stalled mid month after the housing loan settlement in 49 states got most of them off to a new

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Posted in Financial Markets

Selecting FOUR investments for 2016 | Investing Insight

It’s Feb 29 and a good time to commit to your knowledge of the Macro. As John Paulson have discovered, making macro mistakes is easy and the debate can last. though we have already done the research and it should

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Posted in Financial Markets

John Paulson misses BankAm upswing, Wells Fargo and Citi | Fund insight

While he still owns JP Morgan and Hartford (HIG), his $157 mln position in JP Morgan Chase is not half as profitable as the near 50% revival in Bank of America in the 6 weeks of 2012 at $8 and

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Posted in Banking, Financial Services, Investments, US

Some good end of the year reminders

A list of the men who made Wall street from our friends Matt and Bess at Here is the city  It’s tough to come up with a list of true Wall Street legends, as so many have got their detractors

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Posted in Bailout Nation, Banking, Financial Services, US