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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (113500)	8/6/2010 8:35:21 AM
From: Hawkmoon	Read Replies (1) \| Respond to of 116555

You can't HANDLE the truth ... ;0) “Consumption is already at a dangerously low level,” said Pettis, author of the “The Volatility Machine,” a 2001 book that examines financial crises in emerging markets. “If it doesn’t begin to rise very quickly, China has a problem because household consumption will continue to drop as a share of GDP.” Emphasis on exports and investments have caused domestic consumption to fall to 35 percent of gross domestic product, the lowest of any major economy, from 45 percent a decade ago, Societe Generale AG says. bloomberg.com

To: TobagoJack who wrote (113500)	8/6/2010 2:09:11 PM
From: Cogito Ergo Sum	3 Recommendations Read Replies (2) \| Respond to of 116555

Message 26735510 uh oh! Message 26735519 where's the mutton ? Message 26735522 can we put paid to the dream of a resurgent US consumer.. (folly... as IMO hard working American boomers really are not dumb... they get the news.. or are at least learning) THX to russet

To: TobagoJack who wrote (113500)	8/7/2010 9:42:50 AM
From: carranza2	Respond to of 116555

Let's talk darkly: Message 26738712

To: TobagoJack who wrote (113500)	8/9/2010 3:28:29 PM
From: Cogito Ergo Sum	Respond to of 116555

From: CommanderCricket 8/9/2010 3:21:48 PM of 138860 Soros has a large position in IOC. Owns more the 5% of the stock. Will Soros' Hedge Fund Match His Gloomy Outlook? indieresearch On Monday August 9, 2010, 2:28 pm Billionaire financier and political activist George Soros is never shy about his opinions on the markets. In June, Soros explained, "The collapse of the financially system as we know it is real, and the crisis is far from over," at the Institute of International Finance in Vienna. He later said, "I think a [European] recession next year is almost inevitable given the current policies," according to Reuters. As for the U.S., Soros thinks regulators are mismanaging stimulus efforts, which he believes should continue until demand for 10-year treasury bonds returns. Given Soros' gloomy outlook for the global economy, it will be interesting to see where his hedge fund, which is now actively managed by his two sons, was adjusting its stakes in Q2. Energy names Petroleo Brasileiro (NYSE: PBR - News), InterOil Corporation (NYSE: IOC - News), Hess (NYSE: HES - News), and Weatherford International (NYSE: WFT - News) were all among Soros Fund Management's top-15 U.S.-listed equity holdings entering the second quarter. As a whole, the energy sector got beat up following the BP (NYSE: BP - News) disaster in the gulf of Mexico, but some of the hedge fund's oil and natural gas plays are among the top performers from its end-of-Q1 portfolio over the last month. Elsewhere, Monsanto Company (NYSE: MON - News) rebounded sharply in July following a dramatic second-quarter slide. Soros entered Q2 with 3.2 million shares of the beleaguered fertilizer giant, so it will be interesting to see whether the fund was buying on the dip or selling to cut its losses in the three months ended June 30. During the first quarter, Soros' fund was selling AT&T (NYSE: T - News) and buying Verizon Communications (NYSE: VZ - News) while paring its stake in the massive SPDR Gold Trust (NYSE: GLD - News), and buying more of bank J.P. Morgan Chase & Co. (NYSE: JPM - News). Investors won't be sure where Soros stands now until later this month, when the deadline for end-of-Q2 filings hits. At tickerspy.com, members can track Soros' latest holdings, see a graph of their combined performance, and be notified when his new holdings are made public. Message 26742113