Accountability, transparency and audit trail in Government spending and contract awards bullish for bonds
Peter Oberois
Nov. 11, 2006

The election is over. The Government has moved dramatically to the center. The mandate is clear. It is all about bringing accountability, transparency and audit trail in Government spending and contract awards. That will expose the corruptions. That will make the government smaller and efficient.

It is bullish for bonds and the bond market is reacting positively. The budget deficit will now be challenged and brought down sharply. The accountability and transparency in trade management specially with China will bring trade deficit lower too.

The long bond rates will plummet in this environment of rejuvenated fiscal management (pay as you go) coupled with the current super stagnation in the economy.

Accountability, transparency and audit trail in Government spending and contract awards bullish for bonds
Peter Oberois
The long bond rates will plummet in this environment of rejuvenated fiscal management (pay as you go) coupled with the current super stagnation in the economy.
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Use of broad money supply can uncover the stealth liquidity driven inflation – Fed and ECB differ on over monetary strategy
Sam Adelton
The prices are going up without appropriate rise in salaries. The inflation and stagnation is hidden below the rug through the mechanism of counting inflation with little regard to the broad rise in money supply.
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After US $8 billion acquisition of Anglo-Dutch Corus India Tata group is set to eneter the list of Fortune 500 companies
Media Release
Currently the other six Indian giants are Indian Oil, Reliance Industries, Bharat Petroleum, Hindustan Petroleum, Oil and Natural Gas Corp and State Bank of India.
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Sarbanes-Oxley gone but corporate boardrooms’ worst nightmare has just started that can push Dow to 5000
Peter Oberois
Sarbanes-Oxley law that requires publicly traded companies to review controls for ensuring accurate financial reports and have them tested by outside auditors is gone but corporate boardrooms nightmare just started....
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Chinese threat of not investing in dollar after Democrats took control of Senate and House can cause stock market turmoil
Fred Day
It has started with the Dollar. The effect will soon spill over into the US Treasury market. The resultant interest rate adjustment can cause stocks to do down sharply.
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Lower oil demand shows world economies have started contracting – stock markets vulnerable
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The worldwide stock markets are ready for a massive correction. Most likely it has topped out and entered a multi-decade bear market. The apparent stagflation has changed into slow but steady deflation.
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3M deal just the start – as hedge funds and conglomerates download their Pharma holdings buying opportunity starts
Marla Guthrie
3M agreed to sell its global branded pharmaceuticals business to multiple buyers for a total of $2.1 billion. This is just the start.
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Last cheer for Tech stocks as Cisco comes out bullish on revenue from high-speed Internet and video downloads
Joe Weinman
The net effect is very serious. All on a sudden the tech stocks will find nothing more left sell. Consumers all on a sudden will refuse to borrow any further after being bored with same old stuff for the last5 ten years.
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