Bull against bear

Financial markets, macro economics, politics and everything else concerning the global markets. The writer is a long time investment banking operative in the nordic markets. The blog is usually updated once a week with specific trading advice. On a monthly basis, the goal is to provide a strategy update. In addition to that, there will be posts of more general content, housing bubbles, investment strategies and more.

June 26, 2008

the consumer


Inte konstigt att stackarna är lite nere...

Anmärkningsvärt att equitydelen minskade även då housing var +20% y/y. Det kallas Home Equity Extraction/ohållbar ekonomisk tillväxt/konsumtion/kreditexpansion.


Det gör ont när det tar slut...

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