Friday, June 26, 2009

Greenspan

Alan Greenspan predicts that the Fed will have to raise interest rates
to double-digit levels in coming years to thwart
inflation... read more

Monday, June 22, 2009

Economic world war ahead? Let's learn the lesson of Pearl Harbor

We can meet most of our needs ourselves. And what exactly are you going to do with all the factories you have built and the hundreds of millions of inhabitants you need to feed?" ...read more

Wednesday, June 17, 2009

Bubbles and Bailouts

Bear Bull Cycles

Throughout history, secular bears have had average durations of 17 years. These great bears follow great bulls, which also happen to average 17 years... read more

Thursday, June 11, 2009

housing

note that ITB is back to single digits...
housing will not lift the US out of the slime.
neither will autos, and other consumer demand items.
technology is the mantra....and commodities also provide the inflation
hedge.

almost hit 5% on 30-yr
and 4% on the ten-year.

Tuesday, June 2, 2009

Inflation

looks like inflation concerns are starting to surface (bonds down & gold up). the implications for stocks are not clear for the short term. long term big inflation will produce dow 60,000 in 15 years. i know it sounds crazy, but it has happened before.

stocks for now have very little to do with fundamentals. all technical. there are times when fundamentals are the key, but for now it is technicals and the trend is your friend.

Experts Fear U.S. Will Suffer Zimbabwe-Level Inflation

Investing experts now worry that inflation in the United States will approach that in Zimbabwe because the Federal Reserve will be reluctant to raise interest rates...read more

Monday, June 1, 2009

Inflation

Looks like the inflation cat is trying to run loose.
Gold up!
Bond down!
Assets heading north