Search results

To a certain extent, we have all been conditioned to expect and factor in inflation in our mindset. That doesn't mean it has to happen. Looking at this move, when we see the long bond yielding 2.63%, its pretty hard not to immediately want to short it. But you can't fight the fed...

Like anyone with an account over 1MM actually cares about what he says. Infotainment.

Please re-read (between the lines). Not everthing is said directly.

Why do we need foreigners to buy our treasuries when we are willing to buy them for 0.0005% yield? And why should we worry about long rates when we have direct intervention and purchasing of them to monetize the debt? There is much that is troubling, it is true, but Globalization III has...

Many moons ago, I roomed with a lawyer who was in his late 30's and specialized in the stage 4 crowd in NYC. He specifically looked for women age 35-40, whom he called 'tickers'. That was because their biological clocks were ticking loudly and having screwed around for 20 years, wanted to...

I somewhat agree with you there. Have been eyeing CAF and the SSEC now for a while and trading in and out to get a feel (or take sure profits and supplement my structural losses). Find it interesting it now trades at a premium again to NAV despite such a major loss from its high. The...

Mentally, I am thinking about 1.05 or higher to enter with high expectancy. But that's just a guess, really.

Above parity now in Asia.

Good post, thank you.

- OJH9 @ 77.90.

Thank you very much for posting the link. I have read Napier's book and have been looking for this information for a while. Good to know what he is thinking. (I'm not a CLSA client).

An acquaintance of mine works at Best Buy. I was planning on purchasing a higher end LCD TV. I had him look up what I paid on it after I had purchased it on cyber monday. It was sold AT COST. Makes sense, 'cause what I paid for it was a steal. (at least this month) Massive...

You gave up nothing but your soul... and in retrospect, your anguish is only that you let it go so cheaply...

RFT, You just changed my opinion of you. Aside - Having read Reminisinces when I was 18, one of the things that I have thought about from time to time is what to do with it, after you have it. At the time, the (fictional) Livermore bought annuities to guarantee an income...

First off, I thought much of Dent's reasoning was sound and agree with him on many of his trends. Concur that the miss in his theory was the propensity to invest in real estate rather than equities. However, much of what he speaks of is quite reasonable, and I re-read that book in 2007 trying...

Astute.

+ OJH9 @ 74.40. Stop around 72ish. Why not. If fails, go short for run down to 50's and turn it around. Anyone have contrary opinions?

Useful post, thanks.

There should be a discussion of what the recession/depression is doing to the affluent, but not sure if here is the place to do it.

Well, so much for free tuition for the under 60k set