{"id":385690,"date":"2010-03-03T18:06:44","date_gmt":"2010-03-03T23:06:44","guid":{"rendered":"http:\/\/mortgagenewsclips.com\/2010\/03\/03\/markets-economy-paolo-pellegrini-andrea-merkel-lower-volatility-el-erian-on-resetting-economics-of-living-longer\/"},"modified":"2010-03-03T18:06:44","modified_gmt":"2010-03-03T23:06:44","slug":"markets-economy-paolo-pellegrini-andrea-merkel-lower-volatility-el-erian-on-resetting-economics-of-living-longer","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/385690","title":{"rendered":"Markets & Economy: PAOLO PELLEGRINI, Andrea Merkel, Lower Volatility, El-Erian on Resetting, Economics of Living Longer"},"content":{"rendered":"

\"bill-coppedge-dec09-1\"<\/a> \"original<\/a> <\/p>\n

 <\/p>\n

\"pragmatic-capitalist\"<\/a> <\/p>\n

GURU OUTLOOK: PAOLO PELLEGRINI – this is the guy who helped Paulson short subprime<\/strong> – … He says we are essentially papering over the problems with more debt.  We are simply adding more debt to a debt-laden world while China adds more exports to a saturated market.  He says the problems in Europe are a harbinger of these continuing issues.    Thus far the massive stimulus has been successful in jumpstarting the global economy, but is nothing more than a temporary respite from the longer-term structural problems that remain. 
Pellegrini\u2019s favorite trades in 2010 are the following four:
Short US fixed income
Short US equities
Short US dollar
Long commodities
<\/strong>The Pragmatic Capitalist<\/a>
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\"business-insider-money-game\"<\/a> <\/p>\n

Sorry Merkel, The Bond Market Just Called Your Bluff –<\/strong> Vincent Fernando – Money Game at Business Insider<\/a>
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\"zerohedge\"<\/a> <\/p>\n

Why We\u2019re on the Slow Boat to Nowhere<\/strong> – Submitted by madhedgefundtrader – Brace yourself. Nothing is going to happen. A portfolio manager\u2019s worst nightmare, and a trader\u2019s dream come true. Selling out of-the-money-strangles, last year\u2019s suicide trade, could be this year\u2019s steady earner. The VIX will continue to bleed to lower levels<\/strong>. Hiding out in the currency crosses. (SPX), (FCX), (VIX), (USO), (GLD), (TBT), (TBF) – Zero Hedge<\/a> <\/p>\n

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\"investment-news\"<\/a> <\/p>\n

Pimco’s El-Erian: We’re halfway through a ‘multiyear resetting of the global economy’ – <\/strong>By Drew Carter – Investment News<\/a>
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\"econ1\"<\/a>   \"economist_logo\"<\/a> <\/p>\n

can we afford this? – Golden years – Time spent in retirement has sharply increased<\/strong> – From The Economist online<\/a><\/p>\n

\n<\/img><\/a> <\/img><\/a> <\/img><\/a> <\/img><\/a>\n<\/div>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

  GURU OUTLOOK: PAOLO PELLEGRINI – this is the guy who helped Paulson short subprime – … He says we are essentially papering over the problems with more debt.  We are simply adding more debt to a debt-laden world while China adds more exports to a saturated market.  He says the problems in Europe are […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-385690","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/385690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=385690"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/385690\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=385690"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=385690"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=385690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}