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  1. M

    FOR ALL YOU ET genii

    A high IQ during childhood and youth unfortunately has been found to have no correlation with - adulthood success at work - income - adult mental health From what I remember from university, it appears 'simple' factors such as childhood nest warmth and childhood self-confidence are much...
  2. M

    Beating the coming inflation

    I'd say: 1. Half of the investable assets in a basket of good trendfollowing managed futures funds in order to benefit from volatility in commodity prices 2. There were periods in the 70s & early 80s when short term CDs beat every other investments as stocks churned sideways and bonds got...
  3. M

    Author predicted crisis, predicts inflation

    On "authors" and "timely predicting hyperinflation". What about this one? # Hardcover: 264 pages # Publisher: Beaufort Books (April 1985)
  4. M

    Beating the coming inflation

    I'm not saying it's impossible, just unlikely. it would be like a child that touched a hot stove plate going right back touching that hot plate again after it got burned.
  5. M

    Massive Deflation or Massive Inflation?

    I'd say a slow 10-20 year period of anemic G7 economic growth as debt is paid down, credit contracts, excess production capacity is being consolidated, household and corporate balance sheets are being compressed in a decade-long healing process. US 10 year annualized real GDP and CPI inflation...
  6. M

    Beating the coming inflation

    Rosenberg
  7. M

    Beating the coming inflation

    Couple of attachments on this topic, for anybody interested
  8. M

    Beating the coming inflation

    I am sorry, how can there be any future material inflation with consumers and corporate debt at 250% of GDP? Where is the inflation going to come from unless we're talking about a national government default? All I understand is the "government is going to monetize the debt". How is that going...
  9. M

    VIX etf?

    Not an ETF, an ETN: Ticker VXX
  10. M

    Personal economic observations part I

    A mall full of gold coin and guns&ammo stores? :cool:
  11. M

    Beating the coming inflation

    It's a possibly, but then I have to wonder why "money printing" didn't work to reignite inflation in the 30s then? Why then will it "surely" bring about instant high inflation today? Annual Change in Money Supply: What if global credit - just like in the 30s - is being "destroyed" at a...
  12. M

    Beating the coming inflation

    Still shaking my head how so many say and think "high inflation is surely coming, make no mistake about it"? When? How? What chips have to fall into place for inflation to run high, given the current environment? - record corporate and private household debt (compare to the 70s...
  13. M

    Crazy Move in JPM the last hour & 15 minutes.

    Short AVB, KIM, BXP. Boy did I get creamed on these :cool:
  14. M

    Wells Fargo projects record first quarter profits

    You won't be missed, good riddance.
  15. M

    Why can't americans admit they messed up the economy?

    You mean they threatened to convert their US $17m in total currency reserves into EUR? Wow. Bush probably pulled the trigger when he heard that!
  16. M

    Wells Fargo projects record first quarter profits

    Time to average down in your quadruple 4x short ETFs??
  17. M

    Author predicted crisis, predicts inflation

    Uhm no he's not right "longer term." Comparing 1974 and 2008/2009 has nothing to do with a "long term outlook", it's simply factually wrong. One of the key things Bernanke is actually getting right is respecting the "great debt unwind" aspect of things; something this author says is "wrong...
  18. M

    Hospitality Properties Trust Suspends Common Share Dividends

    I am sure the REIT will be up 40% tomorrow on the "good" news, that has been the pattern in that sector lately :cool:
  19. M

    Author predicted crisis, predicts inflation

    So far all data -- industrial production, debt to GDP, commodity prices, global trade, unemployment etc. etc. speaks in favor of "Bernanke's theory" (if that really is his theory). Arguing this is a cyclical contraction alongside 1974 driven by excess capacity and rising input prices, I am...
  20. M

    Gs....................................

    He asked "Anyone trading GS?". We all know you're not trading GS nor anything else.
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