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Unconventional Thoughts
November 28, 2014
Unconventional Thoughts A transcript of the November 25, 2014 conference call. Audio Link of Conference Call Handout (also shown below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/112514.flv” width=”600″ height=”495″ description=”” player=”3″ autoload=”false” autoplay=”false” loop=”false” autorewind=”true” splashimage=”https://www.biancoresearch.com/bianco/wp-content/themes/twentyten/images/splash.jpg” /] <Click above to view webcast> [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=225″] Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/112514.mp3|titles=Conference Call ]
Newsclips
1986: How Little We Know About Crude Oil Production
November 28, 2014
Bloomberg.com – Oil Bust of 1986 Reminds U.S. Drillers of Price War Risks The last time that U.S. oil drillers got caught up in a price war orchestrated by Saudi Arabia, it ended badly for the Americans. In 1986, the Saudis opened the spigot and sparked a four-month, 67 percent plunge that left oil just… Continue reading 1986: How Little We Know About Crude Oil Production
Newsclips
Is The Dollar Bull Move Overdone And Ready To Reverse?
November 28, 2014
Bloomberg – Dollar Bulls Amass Record $48 Billion Stake in Rally Among the hedge-fund crowd, no currency comes close to the dollar in terms of appeal. Together with other large speculators, the lightly regulated pools of capital have pushed net bullish-dollar positions to a record $48 billion, data from the Commodity Futures Trading Commission in… Continue reading Is The Dollar Bull Move Overdone And Ready To Reverse?
Newsclips
Hedge Funds Lowering Fees For Longer Lockups
November 28, 2014
The Wall Street Journal – Hedge Funds Seek to Tie Up Money for Longer Managers Are Offering Lower Fees in Return Hedge-fund managers are increasingly persuading investors to lock up their money for longer—in many cases more than double the typical one-year period—and dangling lower fees to close the deal. Managers say tying up investor… Continue reading Hedge Funds Lowering Fees For Longer Lockups
Newsclips
Sunday’s Swiss Gold Referendum
November 28, 2014
The Wall Street Journal – Nostalgia for Gold Pressures Central Banks in Europe Swiss Vote Sunday Could Force SNB to Raise Holdings of Precious Metal Gold hasn’t played a significant role in global monetary policy for decades and central bankers hope it stays that way, even though some have used gold’s symbolic allure to try… Continue reading Sunday’s Swiss Gold Referendum
Newsclips
OPEC
November 28, 2014
The Wall Street Journal – OPEC Leaves Production Target Unchanged Brent Crude Price Plunges to Fresh Four-Year Low OPEC members rejected calls for drastic action to cut their oil output, keeping their production ceiling unchanged and suggesting the cartel is bracing for lower prices longer term. The decision on Thursday sent crude prices into a… Continue reading OPEC
Newsclips
Bond Market Liquidity
November 28, 2014
The Financial Times – Gillian Tett: In parched bond markets, sparks are dangerous Last week Mark Carney revealed an extraordinary statistic. According to the governor of the Bank of England, it now takes seven times as long for investors to liquidate bond portfolios as in 2008. The reason? Eight years ago investment banks and brokers… Continue reading Bond Market Liquidity
Newsclips
Regulate The Fed
November 28, 2014
The Wall Street Journal – Peter J. Wallison: The Fed Needs More Than an Audit The central bank’s expansive regulatory powers should be subject to congressional and executive branch oversight. With Republicans soon to hold majorities in the House and Senate, many commentators are speculating that the Federal Reserve will receive much more critical attention… Continue reading Regulate The Fed
Newsclips
The Entrepreneurial Spirit
November 28, 2014
The Wall Street Journal – New Entrepreneurs Find Pain in Spain Startups Face Cratered Consumer Market, Scarce Capital, Dense Bureaucracy and Culture Averse to Risk For many in the eurozone, where government budget cuts and corporate layoffs have left more than 18 million people out of work, the only way to find work is to… Continue reading The Entrepreneurial Spirit
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Cartoons
November 28, 2014
None Today
Charts of the Week
Unconventional Thoughts
November 26, 2014
Unconventional Thoughts A transcript of the November 25, 2014 conference call. Audio Link of Conference Call Handout (also shown below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/112514.flv” width=”600″ height=”495″ description=”” player=”3″ autoload=”false” autoplay=”false” loop=”false” autorewind=”true” splashimage=”https://www.biancoresearch.com/bianco/wp-content/themes/twentyten/images/splash.jpg” /] <Click above to view webcast> [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=225″] Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/112514.mp3|titles=Conference Call ]