Monthly Archives: April 2010

Froude on the Capriciousness of Crowds

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Sentiment on Britain – then and now!

  Feb 3rd 2007   Mar 27th, 2010 UK Trade Weighted Exchange Rate Whereas, on the other hand, sentiment about our brothers across the Atlantic seems rather more positive today 19th April 2010   Given extreme positioning, and signs of … Continue reading

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PPI Crude Materials YoY

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Return to Spending on Education & Healthcare

Via Clarium’s “Save Now, Invest Later” report

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TOPIX Bank Index

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Japan Nominal Gross Capital Formation

Maybe another year of stagnation so setup completes.  But intriguing that we have completed 5 waves down and close to target.

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Overend & Guerney

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Blame the Banks?

 

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