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I heard pimco is already stalking this corpse

How can you forget the healthiest sector of the economy, the stock market :D

I'm not sure this will be a big thing very fast. The link says lots of stuff will be sent to Comprehensive Income. Its the net figure that people really love. The stuff that will make to net is not likely to make a big impact Dont get me wrong, this hiding game wont last forever. Net income...

True. The US economy ex-government propup is what will define things like when the recession will be declared over(They look at income less transfers) and what the fed/white house will do. Cristina Romer had an economist.com article saying how fiscal/monetary stimulus withdraw could lead to a...

I dont have a clue what anaconda wrote as he is in my ignore list. But I'd suggest you read a bit on george soros to understand why there is no single 'equilibrium' that the government needs to stay out of the way for the market 'to get there'. The bank bailouts stopped liquidity runs and...

Its quite possible Austrians are correct that interest rate manipulation driven by the central banks creates 'malinvestments' however they are incorrect in what solution needs to be taken to address the bust when it comes. That happens because the dont take into account that the 'fundamentals'...

A point Rosenberg "The market is really trading higher on momentum because if truth be told, valuation metrics seem very stretched, with the trailing P/E on operating earnings (the earnings that are adjusted to take out everything that is bad) now at 24x; and on reported earnings, the multiple...

"The decrease in real GDP in the second quarter primarily reflected negative contributions from nonresidential fixed investment, personal consumption expenditures (PCE), residential fixed investment, private inventory investment, and exports that were partly offset by positive contributions...

Looks like housing is putting a headfake http://www.businessinsider.com/henry-blodget-housing-bottom-no-the-mother-of-all-head-fakes-2009-7

Soon: "Nikkei reaches another record on the BOJ announcement that the Nikkei Index will be added to the CPI. One BOJ governor said 'This should put our deflation troubles behind us, the outlook for Japan looks very good, I'm fully invested right now, its time to buy' "

Is this a Tudor Jones moment for the stock market? http://www.businessinsider.com/chart-of-the-day-history-repeating-2009-7 It does seems that the 29-30 period is a resonable guide here(massive fear following by stock buying like they are running out of shares), that rally peaked a little...

I think this is the right link http://www.marketwatch.com/story/japan-deflation-deepens-at-record-pace-in-june-2009-07-30

Just liquidated my C corp bonds I had Purchased at 77c on dollar and sold at 87c plus interest. Interestinly enough when I posted about this idea I was met with wide spread skepticism yet when I had a short idea I didnt face much resistance. The shorts mostly went into trouble after and the...

But I believe it can be countered. This data suggests the spending and investment was fueled by a decline in the personal and corporate savings rate. So as I said before, betting on a V shaped recovery is betting the savings rate is going back to 0%. Or the some kind of great corporate...

Here are the arguments for a V shaped recovery http://www.ft.com/cms/s/0/3c4c37ba-7c51-11de-a7bf-00144feabdc0.html 1-"History provides abundant evidence that the deeper the recession, the stronger the bounce" - Well the IMF research with a somewhat large sample contradicts this, financial...

As it currently stands it doesnt provide much of a advantage to own C corps. But a return to 1960-70 tax rates are possible. During that period it was better to your activities through a corporation since the top personal income tax rate was so absurd(70%, against a 50% corp) Most of the...

The way I structured my Fed Futures trade I should gain about 15-20% of my networth if the fed does nothing in the next year or so(thats on top of other gains). My worse case(that is still resonably possible) scenario, if they go in a hiking rampage I should lose about 20-25%. Of course there is...

UFC just signed Fedor Emanilenko http://latimesblogs.latimes.com/sports_blog/2009/07/fedor-emelianenko-ufc-finalizing-deal.html The guy is a beast yet its a bit like Tiger Woods, perhaps fading him every match would show a long-run profit. I wonder what kind of odds he will get in his first...

http://latimesblogs.latimes.com/sports_blog/2009/07/fedor-emelianenko-ufc-finalizing-deal.html

The was some underlying 'reason' for the move, but the price of oil also carries the forward looking view of buyers and sellers, if everyone stars to believe in peak oil the price goes up today even if there is a surplus in production. That is because everyone will try to guarantee supplies now...