EJ on how consumer sentiment measures the DOW

cassandra on the troyan rabbit

• porsche's cornering of VW turns from troyan horse into troyan rabbit
  

macro man on 30Y Treasury Swaps:

• USSW30 makes a substantial move.
• might increase US consumer borrowing costs
• which are highly correlated to equities ... Hmmmmmmm
  

transtrend bought by robeco

• robeco acquired transtrend in 2008
• issues bond with 70% zero coupon + 30% cta
  

Vitol energy trading

• uses dodgy practices, trading oil with embargoed serbia via warlord bribe
  
• dominates nymex, avoids position limits, cftc oversight by trading ice, dubai
  

Henry Markram on autism as intense world syndrome:

[...] We discuss how excessive neuronal processing may render the world painfully intense when the neocortex is affected and even aversive when the amygdala is affected, leading to social and environmental withdrawal. Excessive neuronal learning is also hypothesized to rapidly lock down the individual into a small repertoire of secure behavioral routines that are obsessively repeated [...]

ambrose reports on china and john paulson loading up on gold.

• seasonally gold declines at the end of may, and languishes through the summer
• The Big One to continue: Europe and China haven't yet exposed losses.
• ambrose predicts deflation, citing A Edwards and a country list of neg. inflation numbers