“Inside Job” a must see
If you read or see nothing else for the next year, you need to see the documentary “Inside Job” that is currently playing in the theaters. It is about the boom and bust of the economy and markets that we…Continue Reading →
Big Picture
No Surprises for Ben Yet
The market is more or less tracking the scenario we outlined in our September 10th post. Ben is in the catbird seat. Stocks, gold, and commodities are rising. Interest rates are going sideways to up. Apparently from the employment numbers…Continue Reading →
Between Now and 2017
Until the events of yesterday and today I held hope that the current portion of the 17.6 year long cycle (2000 to 2017) had seen its stock market low in 2009. That is no longer the case. As an investor…Continue Reading →
What I See Today…………with update
1. The Long 17.6 Year Economic Macro Cycle which had a small chance of being short circuited by strong financial measures is now a high probability major crash situation over the next three years. 2. Major Change to a country does…Continue Reading →
The Death of the Democrats & the Republicans
In many ways I am more disillusioned in the politics of this country than the day that George Bush had Colin Powell lie in front of the UN about weapons of mass destruction. I was part of the rebellious group…Continue Reading →
More Powerful than Bernanke
From Reuters: Chinese leaders have warned before that loose monetary policies in the United States pose a serious challenge for emerging markets, but rarely in such strident language, a window onto the rising anger in Beijing. “The dollar’s depreciation may…Continue Reading →
Why are Investors Confused ?
These are todays business headlines at Reuters: Somebody needs a head exam, and it is probably Lockhart. China surprises with first rate rise since 2007 Fed’s Lockhart: Quantitative easing must be big Geithner vows U.S. will not devalue dollar
Selling Out Bond Positions Today
There is too much company in the QE 2 play. In Reading Greg Weldon’s letter last night, part of John Mauldin’s Outside the Box series, it becomes apparent that there is too much company in the long bond trade that…Continue Reading →
Bernanke thinks he is the Savior
A lot of good things have happened since January 2009. The Fed kept interest rates low and the Administration got a little stimulus going. These steps averted the Great Depression II. Ben’s worry no doubt, is that the expected Republicans…Continue Reading →
Bubble Lovers
Regardless of how the pundits put it, they all want a repeat of the 1997-2007 Bubble Play. They think they now know how to get out a day before the Bubble bursts the next time. Granted that the current mini-rally…Continue Reading →