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Notes From Underground: A Few Bits of Information In Support of Some Previous Notes 21 Aug 2013 | 08:09 am

First, Bloomberg News [BN] ran a story yesterday, “Spain Lenders’ Bad Loan Ratio Reached Record 11.61%.” This is up from 9.65% a year earlier. All we continue to read and hear from the press and finan...

Notes From Underground: Who’s COO COO For CoCos?!?!? 19 Aug 2013 | 03:48 am

The newswires over the weekend were quiet except for the continued mounting tensions in Egypt.  At this juncture It is too difficult to measure the impact of the political crisis on global financial m...

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Notes From Underground: A Few Bits of Information In Support of Some Previous Notes yrah53.wordpress.com 21 Aug 2013 | 08:09 am

First, Bloomberg News [BN] ran a story yesterday, “Spain Lenders’ Bad Loan Ratio Reached Record 11.61%.” This is up from 9.65% a year earlier. All we continue to read and hear from the press and finan...

Notes From Underground: Who’s COO COO For CoCos?!?!? yrah53.wordpress.com 19 Aug 2013 | 03:48 am

The newswires over the weekend were quiet except for the continued mounting tensions in Egypt.  At this juncture It is too difficult to measure the impact of the political crisis on global financial m...

Notes From Underground: Buy Apple, TWEET, TWEET (Or So a Little Birdie Told Me) yrah53.wordpress.com 16 Aug 2013 | 05:35 am

(Or, SO GOLD IS A VERY RATIONAL INVESTMENT) The tweet heard ’round the world makes those who claim GOLD is an irrational investment appear to be the true FOOLS. In 140 characters, one man’s opinion ad...

Notes From Underground: The Japanese Look to Taper Taxes? yrah53.wordpress.com 14 Aug 2013 | 06:02 am

The Nikkei index rallied strongly overnight as the Abe Administration floated the idea of possibly cutting Japanese corporate taxes if the consumption tax increases is instituted. The ABE Government i...

Notes From Underground: Global Macro In a World of Rising Big Data yrah53.wordpress.com 13 Aug 2013 | 07:28 am

The new buzz word from the realm of the “talking heads” is BIG DATA. When we mention FACEBOOK and the other social media companies, the discussion leads to big data. The issue of Snowden and the NSA i...

Notes From Underground: I Report The Body Of News Electric yrah53.wordpress.com 12 Aug 2013 | 04:38 am

There was no main theme during the last week as the global financial markets try to measure Chinese growth while attempting to weigh the impact of a FED tapering of its quantitative easing program (QE...

Notes From Underground: Fiscal Tapering (CNBC’s Santelli Exchange) yrah53.wordpress.com 12 Aug 2013 | 03:27 am

Click on the image to watch Rick and I dive into Thursday night’s blog.  

Notes From Underground: A New Tapering That Is Needed yrah53.wordpress.com 9 Aug 2013 | 04:52 am

Japanese Prime Minister ABE may need to taper, but this would be a fiscal tapering as he may want to take a Greenspanian approach to raising the sales tax and drip feed the increase into the economy. ...

Notes From Underground: An Addendum to the German Elections yrah53.wordpress.com 7 Aug 2013 | 07:53 am

As we await the outcome of the German elections in September, we at Notes From Underground would like to point out  a few posts in which we alluded to the German elections. The first one is from June ...

Notes From Underground: Sometimes Nothing Is A Pretty Good Hand (Cool Hand Luke) yrah53.wordpress.com 7 Aug 2013 | 07:20 am

I have been laying low as the news is just a constant regurgitation of old themes and the media trying to create buzz in a listless global market. The China slowdown is a story for the autumn. The FED...

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