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Archive for December, 2012

2012/12/31: Quick Post: Techno-Couture Suggestion

December 31, 2012 Leave a comment

© 2012 ROHR International, Inc. All International rights reserved.

And last but not least, as our final ‘outside-the-box’ bit of advisory for 2012…

Ladies, if you’re still having a problem with a New Year’s Eve ensemble that will be the talk of the party, catch this 

You'll be lit even before you imbibe in this one

You’ll be lit even before you imbibe in this one.
Click for the video and interesting soundtrack.

 

Futuristic to a fault, even Lady Gaga will not likely upstage you in this one. 

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2012/12/31: Quick Post: Maybe Happy(er) New Year already for some MF Global clients

December 31, 2012 Leave a comment

© 2012 ROHR International, Inc. All International rights reserved.

After the demoralization of not seeing anything near full funds for many, many months, there just might be some very good news for those with claims against failed US brokerage MF Global.

TWPartlSOMEcustMFGmadeWHOLE-121231

An agreement between bankruptcy trustees settling competing claims between the US and UK wings of the failed form will free up and additional $500-600 million for the main (i.e. US) brokerage unit to return to customers. There are more details in the Washington Post article with the headline noted above, and we suggest the online version for sidebar links to the current Fiscal Cliff negotiation developments.

And there is an ironic twist to all this…

 

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2012/12/29: Quick Post: Appreciation of All We Have as the Holidays Wind Down

December 29, 2012 3 comments

© 2012 ROHR International, Inc. All International rights reserved.

After thoroughly enjoying our sole annual break, there is still time to consider just how fortunate we are for the bounty that comes to us. Neither Gold nor Silver, yet rather the Fruits of the Earth and the relationships with Family, Friends and Colleagues.   

West Deerfield-20121228-00057

 

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2012/12/21: Quick Post: A time to kick back

December 21, 2012 Leave a comment

© 2012 ROHR International, Inc. All International rights reserved.

After warning clients and colleagues of the continued risk of a macro-technical disconnect, (technical trend NOT reflecting macro fundamental factors)  it came home to roost late Thursday. Not that it was some sort of big prediction; more so a ‘shot’ based on the continuing Washington DC Fiscal Cliff negotiation disconnect we were seeing that the mainstream press somehow wanted to ignore. So what next after the markets reflected our inferences? A quick TrendView Market Alert for clients on Friday morning, and off on our sole real annual break.

And what better way to begin than dropping down into the city to hang at Chicago’s Millennium Park ‘Bean’ on a crisp winter evening to listen to carols from the Apollo Choir.

 BEANmilleniumAPOLOchorus-121221

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2012/12/21: Quick Post: Consumer confidence takes a hit

December 21, 2012 Leave a comment

© 2012 ROHR International, Inc. All International rights reserved.

Well it had to happen sooner or later. The highly resilient American consumer has finally taken a hit after months and months of the US Fiscal Cliff shenanigans.  Even the world’s most conspicuous of conspicuous consumers are dialing it back a bit. That may not be such a surprise in its own right, yet does have implications for the incipient global recovery.

And while the current weakening is the topic of this post, we still feel the Fiscal Cliff is merely the tip of a far more troubling economic headwinds iceberg that the US economy will smack into in 2013. Rather than dwell on all that, there was an excellent CNBC chat Wednesday morning with Bankrate.com’s senior financial analyst Greg McBride. The same sort of consumer response he ascribes to the Fiscal Cliff threat is likely going to be the case for higher US taxes which are on the way even if the near term failure is averted.

Bankrate.com's Greg mcBride notes a real dip in consumer confidence... the look of things to come?

Bankrate.com’s Greg McBride notes a real Fiscal Cliff dip in consumer confidence… the look of things to come?

 

 

 

 

 

 

 

 

 

 

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2012/12/18: Cal-Perspective and S&P rip latest Fiscal Cliff whip into heavy holidays

December 18, 2012 Leave a comment

© 2012 ROHR International, Inc. All International rights reserved.

The weekly Report & Event Calendar is available through the link in the right hand column. This week’s Summary Perspective is also now available. Yet there is also a continuing anomaly in the fundamental influences. And it is not just the weakish global economic data, but also the degree to which the equities are ignoring the potential to plunge off the Fiscal Cliff…

The odd part is the degree to which the press is reporting each new development as if it is a step closer to solution, which they are generally NOT. It is a matter of creative permutations of each sides positions being presented, yet…

 

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2012/12/14: Quick Post: Fiscal Cliff impasse deepens as Republicans leave town

December 14, 2012 Leave a comment

© 2012 ROHR International, Inc. All International rights reserved.

Is it really that bad? It seems the problem is what we outlined in earlier analyses on the Republican position. While they are being pressed to provide revenue increases or even actual top bracket income tax hikes (an anathema to many members of their party), the Democrats are also pushing them to specify which spending cuts they would approve. That seems a bit much, as the Democrats are the party with members who are running around asserting that no spending cuts at all may even be necessary.

One must admire the Democrats for attempting a political ploy where Republicans are reviled by some members of their own party for capitulating on either revenues or tax rate increases, and also get to be painted with the brush of the “Mean Old Republicans” who are demanding specific spending cuts.

That is how we reached the impasse yesterday where House Speaker John Boehner bemoaned the lack of any serious proposal from the Democrats, noting that the “slow walk” the Democrats were choosing to use as a negotiating tactic would end up plunging the US off the Fiscal Cliff.

And we know he’s really not bluffing…

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