I analyze macroeconomic issues from a fundamental perspective, and I analyze market behavior from a technical perspective. Original macroeconomic analysis can be found here and both macro analysis and commentary can be found on my Caps blog. If you like or appreciate my analysis, please add yourself to my Following List

Thursday, August 19, 2010


Current thoughts. This could be the "big one", but I have some nagging doubts about it. I am highly short, so I would be quite happy for a breakdown. But this still has the feel of an OPEX game to me.

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