Shopping Cart
Your Cart is Empty
Quantity:
Subtotal
Taxes
Shipping
Total
There was an error with PayPalClick here to try again
CelebrateThank you for your business!You should be receiving an order confirmation from Paypal shortly.Exit Shopping Cart

Fame Capital

Financial Assets & Markets Expertise

My Blog

Blog

Global Market Thoughts

Posted on December 7, 2012 at 7:29 AM
Third Test ...
 
Interesting Action in China Stocks today - looks like focus coming back to Infra plays on the back of expectations around policy initiatives to spur gdp growth, now that the new leadership is in place - continue to be long here (esp Cement)
 
The usual first friday of month drama about NFP to be enacted today - no real view on the number & Sandys impact or lack thereof on the outcome - but the theme of US biz cycle turning should continue to be the driving theme for markets (given core view around resolution of the US cliffhanger) - Sell TYH3 at current 133-27+ levels (and ride the drama of nfp if it moves against you - keep position small 20% of 'limit' into the number, and increase size post number) ! Good Luck !!
 
Someone showed me a Bank of India USD perp today callable apr/17 - looks attractive at 8% yield levels - esp if you can get leverage ... smallish issue size & likely to get called ... unlike some other western bank perps (eg hsbc) wherein the 'libor spreads' if not called, are at levels which would make issuers not wanna call.
 
Would yoiu sell a Gold XAU put at 1500 strike 1 year maturity (spot at 1700 today) ? Something to think about - premium about 1+% of notional ... You have to hope that Soros/Paulson keep adding to their position 'if' gold drifts lower (low probability esp in such ultra loose monetary environment) !

Categories: Financial Markets

Post a Comment

Oops!

Oops, you forgot something.

Oops!

The words you entered did not match the given text. Please try again.

77 Comments

Reply Stock Trading Journal
6:53 AM on April 4, 2013 
After a long time I got something fresh and quality content on related topic. I searched a lot for the related material but got almost replica work. Keep it up! It is really very informative
Reply renault can clip
9:27 AM on April 27, 2013 
This is a very good information! This page is very informative and interesting to read. I really appreciate what you do here. I enjoy that part of it bit by bit. I have been looking for such informative pages and information.mty
Reply Stock Future Tips
10:21 AM on May 14, 2013 
The post is written in very a good manner and it entails many useful information for me. I am happy to find your distinguished way of writing the post. Thanks.
Reply commodity tips
7:37 AM on May 15, 2013 
Wow, this was a top quality post. In theory I'd like to write like this too, taking time and real effort to make a good article.
Reply bellabluestudio
1:17 AM on May 21, 2013 
Wow! This could be one particular of the most helpful blogs We have ever arrive across on this subject. Basically Magnificent. I am also a specialist in this topic so I can understand your hard work.
Reply celine trapeze
12:09 PM on May 21, 2013 


To share celine bags , Bags is its main backbone . In 2013 , green numerous of Bags inject the market. which detonate Bags 's unsalted fad . Celine Doctor bag make fresh Medieval Period 's correct atmosphere
Reply dralarluka1987 blog
5:37 AM on May 28, 2013 


Thanks for your write-up . Another point is that as a bachelor includes not only challenges in capturing hottest extraordinary Bags . also hardships in establishing the best Bags suited to the needs you have most especially situations in maintaining the quality of in your Bags . This really is very results in being and visible for those students a Bags that can satisfied their hard eye this is reasonably trouble to discover .
Reply Replica Parmigiani Fleurier watches
7:20 PM on June 17, 2013 
Thanks for your publication; wild style. Many thanks sharing your article.
Reply Swarovski Watches
1:27 AM on June 20, 2013 
We have many years of watch designers names are imitation hand with design experience, so,

whether it is man, or woman's gold watch, you can find on our website, in order to provide

better, higher quality replica omega watches, our design have been making efforts to obtain

from the world watches watches inspired by a drill so that every table, even a watch, have

done the most linked to. I hope you can buy on our site to your favorite replica watch, at

the same time, and we welcome wholesale watch dealers
Reply rolex watch prices
2:25 AM on June 24, 2013 
Cathedral Length Veil Manolo for the Brides
Reply Jaeger-Lecoultre
5:21 PM on July 3, 2013 
Good post !!An impressive share! I just forwarded this onto a coworker who has been conducting a little research on this.
Reply Jacob & Co watches
2:32 AM on July 6, 2013 
It' really a cool and useful piece of information. I glad that you shared this helpful information with us.
Reply Nike Swoosh High Heels
6:28 PM on July 25, 2013 
Your concept is excellent,Its very well writte!!
Reply Air Max 2011 Mens
4:27 PM on August 1, 2013 
Good post,and like it very much,i will share it.
Reply Womens Nike Air Max 2013
1:40 PM on August 7, 2013 
Your content is very good, I really like it, maybe this is the best I have seen the article. Today there are new and have it tomorrow
Reply Womens Nike Air Max 2013
2:37 AM on August 8, 2013 
Your content is very good, I really like it, maybe this is the best I have seen the article. Today there are new and have it tomorrow
Reply Air Jordan 6
9:02 AM on August 12, 2013 
Good post !!An impressive share! I just forwarded this onto a coworker who has been conducting a little research on this.
Reply Air Jordan 6
5:29 AM on August 13, 2013 
Good post !!An impressive share! I just forwarded this onto a coworker who has been conducting a little research on this.
Reply Nike Jordan 23 High Heels
1:06 AM on August 24, 2013 
Thank you! I permanently wanted to write on my blog something like that.
Reply ロレックス偽物
1:44 AM on September 26, 2013 
ロレックスコピー新品種類