Monthly Archive: November 2009

Deflation trade returning? 16

Deflation trade returning?

While Americans were on holiday, the last couple of days have seen some exciting market action. Stock indexes around the world declined roughly 3-8%, “safe” US and German government bonds rallied, and the dollar...

Trading notes 10

Trading notes

I thought I’d make a quick post here to update some of my thoughts on the markets. Here’s the S&P 500: – Most major world markets and US indexes look more or less like...