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2010 August at Trader’s Narrative


Archive for August, 2010



Morning Notes For August 27th 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

German consumer climate will see further improvement in September 2010, following a strong rise in August sentiment. Largely driven by a strong rise in economic and […]

Morning Notes For August 26th 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:
Initial Jobless Claims: Survey 490K Actual 473 Prior 500 Revised 504

Last week’s spike in claims likely reflected GM’s failure to hire back workers not laid off in the first place […]

Meanwhile, Back In Greece…

Greece’s sovereign debt problem has fallen off most people’s radar or it has been replaced with other, fresher concerns like the housing market in the US, the possibility of a ‘Double Dip’, etc.
At what turned out to be the April top for the S&P 500 index, I mused whether the Greek bond market was […]

Morning Notes For August 24th 2010

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

The largest egg recall in U.S. history comes during recent consolidation in the industry, as a shrinking number of companies produce most of the eggs found […]

The following is a guest post by Charles H. Dow Award winner, Wayne Whaley (CTA) of Witter & Lester. If you would like to be privy to his daily market comments and model ratings via daily email, free of charge, email him at wayne[AT]witterlester.com with the subject title “ADD ME TO DAILY EMAIL”.
I may be […]




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