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I beg your pardon? What books are you talking about exactly?

China has the right recipe for good GDP growth: lots of capital, natural and human resources. As long as they mantain the order and the people marching, they will keep getting more powerfull, specially relative to the US and Europe.

Yea, also, Stock_trad3r is actually Roubinis alterego, it is pretty obvious and most of you probably already realized that :D

In that tidbit from Mankiws book he imples that the liquidity trap is avoided via inflation; once nominal interest rates are near zero, only surges in price indexes can púsh real interest levels down. I dont know if the market is having a inflationary bias recently, I think he is more like...

Ok I admit, I was thinking that maybe you were serious, until this post that is... :D

I never implied that the Fed would lose the control of its monetary policy, I just mentioned that it is a possible thing to occur (eventhough I actually think it wont happen). Scrabino mentioned the Japan case and, while there was not inflation there, it was another example where the CB lost...

Look what I have just found, posted yesterday over The Economists site: Ready to roll again Jun 11th 2009 | SÃO PAULO From The Economist print edition Among the last to fall into recession, Brazil may be among the first to grow out of it...

you got it!

I think it would be more accurate to state that Brazil enterED recession, two quarters ago. A 0.8% contraction is like a luxury considering the global context and the brazilian economy is showing signs that it already has started to rebound during the current quarter. By the way, last...

What I wrote was that there are possible scenarios where the Fed (or any CB for that matter) would lose control over its monetary policy, it is proved in theory and empirically. Is the US economy about to enter in this stage? I am not willing to answer this question but seems like you already...

That is not always valid. There is a case when rates are considered too low by the market and inlationary expectations are rising and the yields will start to rise as well. If the Fed try to counter it by buying more treasures it will lift inflation expectations and the yields will rise even...

Keynes called this phenomena liquidity trap.

When people say "trader" what comes into my mind is someone making short term bets using tape reading, superb money management and gut feeling, and in this case the king is Steve A. Cohen during the 1980-90s. If somebody knows a trader (according to the above mentioned definition) that is...

Fundamental analysis get things wrong at least as much. Fact is most market analysis is BS, technical or fundamental. There are a lot of lazy ass people in the chartist group though, I will give you that.

The Godfather III had Pacino, Francis Coppola, Puzo, Garcia etc and it still sucked. They ruined a great character that was stabilished in the two first movies. Sounds like Wall Steet II is going through exactly the same path. GG trying to make peace with his daughter and warning everyone that...

I totally agree, I mean... "Gekko is cautioning Wall Street that the “end is coming” — but nobody is listening. So Gordon is obsessed with trying to repair his ruptured relationship with his daughter." That is so NOT Gordo. I have faith M. Douglas will not apply for this stuff. What...

Sure, down 4% today heheh. I shorted above de 50k mark, I know guys that are sub 40 short, these are dead. May the power be with GS, look where they got rid of some Chinese bank stocks!

You tell me, I got heavily short on Ibovespa 3 weeks ago and it is not a good experience to watch in my T&S screen all those gringos buying brazilian stock like there is no tomorrow!!

Hey I have. Human beings are on the right path. I know it is not perfect but look at the Dinossaurs... they never did anything agaisnt nature and it crushed them down to exctintion!