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Confessions of a Macro Contrarian

~ From the Irreverent Research Files of Jack H. Barnes

Confessions of a Macro Contrarian

Monthly Archives: February 2011

…To The Shores Of Tripoli

February 28, 2011

The Empire is stirring. You may not notice it initially and you may not care yet: in time you will. …

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Buy, Sell or Hold: UAL

February 28, 2011

Buy, Sell or Hold: The Libya Crisis and Record Oil Prices Will Ground United Continental Holdings Inc. (Nasdaq: UAL) By …

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Buy, Sell or Hold: Brigham Exploration Co. (Nasdaq: BEXP) is in the Midst of a Blue-Sky Breakout

February 22, 2011

Buy, Sell or Hold: Brigham Exploration Co. (Nasdaq: BEXP) is in the Midst of a Blue-Sky Breakout By Jack Barnes, …

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Moody gets all emotional about German Banks, Downgrades Fly.

February 17, 2011

The sovereign banking situation in Europe continues to deteriorate, as Portugal continues to feel the squeezed by the bond vigilantes. …

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The Irish Get Jiggy Printing Bonds to Each Other

February 17, 2011

You have to give it to the Irish, they always figure out a new way to get around a funding obstacle in their path. When this crisis started back in 2008, they were the first to guaranty bank deposits.

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Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp.

February 14, 2011

Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp. (NYSE: SYY) By Jack Barnes, Contributing Writer, Money …

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Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp.

February 14, 2011

Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp. (NYSE: SYY) By Jack Barnes, Contributing Writer, Money …

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Sysco declares force majeure, raises grocery prices

February 12, 2011

Food inflation driven by freezing weather in Florida during December and in Mexico during February, is hitting the US supermarkets …

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Global Food Prices: Five Reasons to Buy Rice Futures

February 10, 2011

Global Food Prices: Five Reasons to Buy Rice Futures By Jack Barnes, Contributing Writer, Money Morning  The world is finally …

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Suez: Choke hold on world shipping

February 9, 2011

The Suez Canal is one of the most important maritime passages in the global shipping world.  It provides a short …

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