Daily Tweets: Buffet Favors Real Estate; France is Delusional; Sign of Easing Tension in the South Sea

June 19, 2012



In the US, Austrian True Money Supply rose +12% last year ~ stephen johnson

Buffett Extends Real-Estate Bet With $3.85 bid for Mortgages business and loan portfolio ~ Bloomberg

"At no time during the day did the specialist intervene in sufficient volume to slow the rapid deterioration of the market in IBM" ~ SEC on the 1962 flash crash

$USDX positioning looks stretched ~ FT


US debt chart: quite a bit of potential deleveraging inflation.



Eurogroup’s Wieser: Fiscal Union Will Require Constitutional Changes ~ Dow Jones

Socialists Win French Parliament Control, boosts Hollande’s mandate ~ Bloomberg – This really does not end without France getting in trouble. Hollande’s plan is to raise taxes and reduce the retirement age, accelerating the process.


China’s Wen Tempers Stimulus expectations: 55% has been allocated to clean energy or subsidies for fuel-efficient cars  ~bloombergThe composition of China’s stimulus program can provide an a measure of the degre of corruption: more fixed asset investments, equals more corruption.

PLA’ Gen. Ma Xiaotian indicates softer China stance in South Sea ~ The Diplomat

Another China meltdown article ~ businessinsiderfeels crowded, but no panic yet

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