Everyone is excited this morning by Ron Baron’s prediction on CNBC of a 50,000 Dow, where can I buy? Read the article here, Baron is just another artifact of an old investor group that lived at a time where the heart of…Continue Reading →
First, I have to say that with my defensive stance I would be better off trading the economy or total employment than the S&P 500. Why, because the S&P 500 trades off the pain in America. Since 2007 the S&P…Continue Reading →
Big Stakes: Inflation or Deflation A betting person would say that the chances of deflation replacing inflation are very low after years of an inflation based Federal Reserve Monetary Policy, in fact the gold market is saying that the probability is…Continue Reading →
Our economic situation, our meaning the world, as we all have a problem, is the hot debate topic in the political arena these days. David Brooks of the NYT has over time written a lot of good analyses of various…Continue Reading →
1. Ben is about to lose a play: Yesterdays blurb by the WSJ “The Fed considers a new “sterilized” bond purchase program, still aimed at boosting the economy, but also designed to calm inflation fears. With this plan, the Fed…Continue Reading →
With no real new news in the world this morning, Greece is still in trouble, we have to look around. Here is an article from Sundays NYT that caught my attention. http://www.nytimes.com/2012/02/05/opinion/sunday/the-death-of-the-cyberflaneur.html
There is no question that the CEO’s of the Fortune 500 companies put company before country, and much, probably the majority of the investment community would agree with that focus. Since the beginning of this country the battle between US…Continue Reading →
As we await Bernanke and the Fed to talk to us today, maybe it is time to take a look at bigger things like the fight to make the middle class stronger and the Apple effect, I’m talking about the…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 →