with Oli | Strategies


Posts Tagged ‘CDS’

Bears still in command …

Dienstag, Oktober 21st, 2008

No change … bears are still in the market’s driver’s seat
Lehman CDS settled … no big damage … but no bounce
Another FED program to stabilize the market … no effect
Why?
- Still redemptions hit the hedge funds and others.
- Deleveraging continues.
- Emerging markets keep imploding … today Argentina.
- Quarterly earnings are not good enough to get […]

Bears are back, what’s now Hank?

Mittwoch, Oktober 15th, 2008

From the open … until the close … SELL pressure …
JPMorgan, Wells Fargo, Coca Cola … all better … all did not matter
All economic data was weak … Beige Book superweak
Friday expiration … let’s see, who still has to sell because he sold puts “riskfree”
Key for the market seems to be the Lehman […]