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I know I should have been reading everyday, but I just began last week. In your opinion, what is the top news to look into? opinions on top issues?

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Comments (12)

  • Asatar's picture

    Disconnect between markets and economic fundamentals / reality.

    Corporate earnings - mostly above expectations but often only top or bottom line and frequently due to accounting trickery

    Ongoing LIBOR scandal

  • jake_f's picture

    Not a lot going on. One of the most boring two-month periods I've had as a credit investor. Look at a chart of JNK (Junk Bond ETF) or SPY. Up and to the right, rally mode, which is great unless you're a distressed investor!

    Apple is collapsing, or has collapsed, really. A lot of trapped longs there.

  • frooter's picture

    "Apple is collapsing, or has collapsed, really. A lot of trapped longs there."

    replace that with "e mini s (s and p futures)"

  • Waymon3x6's picture

    Apple just released a 128gb ipad, RIMM is releasing their BB10 tomorrow and throwing up an add for the superbowl, should be interesting to watch. Otherwise earnings - like Asatar said are pretty meh (apple sucked, netflix kicked ass and the rest were borderline) Go watch the carl icahn vs ackman interview on CNBC if you have a chance too

    Otherwise go here and read to your hearts content: http://marketsnacks.com/

    “I like Ackman,” Mr. Icahn said. “I’ll tell you why I like him. Anyone that makes me a quarter of a billion I like.”

  • In reply to Asatar
    theworks9's picture

    Asatar:
    Corporate earnings - mostly above expectations but often only top or bottom line and frequently due to accounting trickery l

    This!!

  • Asatar's picture

    Waymon3x6:
    Apple just released a 128gb ipad, RIMM is releasing their BB10 tomorrow and throwing up an add for the superbowl, should be interesting to watch. Otherwise earnings - like Asatar said are pretty meh (apple sucked, netflix kicked ass and the rest were borderline) Go watch the carl icahn vs ackman interview on CNBC if you have a chance too

    Otherwise go here and read to your hearts content: http://marketsnacks.com/[/quote]

    I would strongly disagree with Apple's earnings "sucking". They were pretty damn impressive. I think I read somewhere that Apple made more profit this quarter than Amazon has in it's entire life, havn't had a chance to verify yet though.

  • puax's picture

    1y1y Eonia hit 50bps. Boom!

  • slowdive's picture

    The most important thing is to understand the drivers behind the current risk rally. This would include the Federal Reserve, the OMT/removal of European tail risk, rebound in China, asset rotation, etc. Just the basics. Next would be to understand the big trends, like historically low interest rates (on a multi-year basis, they have backed up a bit recently), Japan's dilemma and recent policy shift, peak corporate margins, housing rebound, fiscal debate, monetary policy mismatch in EU, why the financial crisis occurred...

  • AnalystMonkey2769's picture

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  • Unforseen's picture
  • SirTradesaLot's picture

    adapt or die:
    What would P.T. Barnum say about you?

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