Of the 16 ETF’s, 16 commodities, and 5 major stock indexes that I follow, everything other than bonds and the dollar are up since September 1. Ben got his way through the speculators. Now we will find out how trickle down…Continue Reading →
Archive for December 2010
Getting out of Short Bonds. The TLT ETF that we shorted at 93.70 on a trade recently will be exited today. The durable goods numbers indicate that things are not all well in fairy land.
Unless we get some radical changes in the technical indicators we will not be posting between now and early January.
We have done a little research recently on how gold works in deflation. Along with having to read a lot of articles on the coming end of the world in the Gold related material I have come to the following conclusions based…Continue Reading →
While we will have a lot more to say the first week of January I do think that as a broad overview 2011 will be the year of the outside event. Unlike 2010 when the Fed controlled the market, other…Continue Reading →
It should be apparent to all of my readers that QE2 was not in my Macro view of the economy this past summer. In fact there were times in the early summer when I praised Ben Bernanke and I felt…Continue Reading →
During the night I awoke with a start, no it wasn’t Santa, he comes in a couple of weeks, no it was the realization that Bernanke is insane. To be nice he isn’t dumb, he was probably the type who…Continue Reading →
This is the day when Bernanke could moderate his approach and let congress and its Fiscal Policy carry the day. There is no question in my mind that QE2 and tax cuts for the wealthy will be what incites the…Continue Reading →
This is a little late today, but a confluence of events over the past two weeks is bringing together many pieces of my research from over the years. It is difficult to know where to start but since we do talk…Continue Reading →
All this noise in Washington involving people who really don’t want to do anything. Let’s act now, have the Depression and get it over with. Just 12 easy steps to get rid of the excesses since 1982, cut deficits, and get to…Continue Reading →