by Jürgen

‘Green’, ‘Carbon Credits’ and ‘Cap and Trade’ have been overly present in the economical RSS feed during the past months. Besides popping up with a metronomic regularity, real decisions have continuously been postponed though, leaving traders and the business world with the financial burden of a regulatory vacuum. The UN Climate Change Conference in Denmark in December is intended to change this. Although this looks still far away, the real economic intra-country negotiations will be prepared the coming two months. Time for some anticipation.

by Markus

Within a year the International Monetary Fund (IMF) is altering from a rainbow chaser to one of the most important supra-national collaboration and settlement platforms on earth. The traditional spring meeting last weekend has obviously created tensions between the members when it came to turning G20 summit committment to factual decisions. If I was China´s president [...]

by Dino

The S&P 500 is up 28% from its March 9 low of 676, although the index lost ground this week, while the Nasdaq logged in the seventh consecutive positive week, and is up 33.5% since the March 9 low. Is it green shoots or mold? In an April 1st post, When in doubt, listen to [...]

by James

  Weak macroeconomics have come to the fore in Russia this week, as the state statistics agency released a slew of key first quarter data points verifying the severity of the situation.  The economic circumstance is messy in the developed world too. Given that the world’s supply chain froze completely in 4Q08, it would have [...]

by James

? MM Co-founders Markus Schuller and James Beadle will join exceptional quality panels to disucss aspects of the financial crisis at an event organised by the International University of Monac on May 4th, 2009: Panel 1: THE EASTERN EUROPEAN FINANCIAL SYSTEM – IS IT A BOMB TAKING DOWN EUROPE? This panel will discuss the current [...]

by James

  Trend following is one of the trickiest investment strategies. While it sounds simple, it often involves trading against more prudent and logical styles, such as valuation. Such appears to have been the case recently. The market has had momentum (although it is slowing) and direction, but for sometime now has been apparently diverging from [...]

by Markus

To all financial engineers in the world. Fasten your seat-belts. Financial analysis was never faster before. IBM’s combination of hardware and software crunches financial data at an unprecedented rate. IBM’s system improves upon the current type of financial trading systems, which collect data from numerous different sources around the world, including constantly fluctuating prices of [...]

by James

Ok, he’s not moving markets. But Steven Schork is one of the most astute commodities market commentators. Today, counter to the upward market (which is largely thanks to Goldman and the Financial Accounting Scam Board) Bloomberg is running his recent interview about commodities as an asset class. His points about the lack of a fundamental [...]