ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Wednesday, July 15, 2009

 

bob rodriguez


via zero hedge -- a half-hour with bob rodriguez of first pacific capital. comments on the economy begin after 10:15.

after 15 minutes, he calls "green shoots" a "head fake", and FPA has stayed out of all but the highest quality credits.

after 19, his comments on the "explosion" of the treasury market he sees coming after the current crisis, in "five to seven years". more after 23:45.

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