Tue 2008-10-07 00:00 EDT
Mish's Global Economic Trend Analysis: Real Price Of Gold Soars
``Deflation is here and now, the only question now is how long it lasts''
Gold Soars; Mish's Global Economic Trend Analysis; real price.
long Topic in The Credit Debacle Catalog
Sun 2008-08-24 00:00 EDT
Guest Commentary
The Great Consumer Crash of 2009, by James Quinn (Prudent Bear); ``the tremendous prosperity that began during the Reagan years of the early 1980s has been a false prosperity built upon easy credit''; ``We have outsourced our savings to the emerging economies, along with our manufacturing jobs.'' ``the gathering storm has arrived. It will be long, painful and destructive.''
Tue 2008-08-12 00:00 EDT
Jesse's Café Américain: Long Term Gold and US Dollar Charts
Jesse's Café Américain: Long Term Gold and US Dollar Charts; "doubt this is a major trend change...dollar is at serious resistance, and gold has strong support"
Mon 2008-08-04 00:00 EDT
Is the U.S. Banking System Safe? - Seeking Alpha
Is the U.S. Banking System Safe? by James Quinn - Seeking Alpha; "The U.S. banking system is essentially insolvent. The Treasury, Federal Reserve, FASB, and Congress are colluding to keep the American public in the dark for as long as possible...When you see a bank CEO or a top government official tell you that everything is alright, run for the hills. They are lying."
Wed 2008-07-09 00:00 EDT
naked capitalism: Wolfgang Munchau: Maybe the Economists Are to Blame After All
"policies to avoid recessions do more damage in the long run than letting slumps run their course."
blames; Economist; Maybe; naked capitalism; Wolfgang Munchau.
Tue 2008-07-08 00:00 EDT
naked capitalism: "Eight hundred years of financial folly"
Carmen Reinhart, Kenneth Rogoff; long-run historical financial crises; major capital inflows are highly correlated with near-term debt crises; Yves: "we are in the same position as Thailand and Indonesia, circa 1996, except we have the reserve currency and nukes"
Fri 2008-06-27 00:00 EDT
Mish's Global Economic Trend Analysis: Is The Inflation Scare Over Yet?
"Destruction of credit via massive writedowns..., accompanied by sharply rising unemployment rates, falling wages, and curtailment in credit lines everywhere is simply not an inflationary environment"; "ery likely new all time lows in the 10-year treasury yield and 30-year long bond are coming up"
Wed 2008-05-14 00:00 EDT
naked capitalism: Wolf, Becker, and Posner on Oil (With a Shocker From Posner)
Richard Posner suggests "heavy taxes on oil or (better) carbon emissions"; lack of political will imples "democratic failure" to address long-term problems
Sun 2008-05-04 00:00 EDT
The Wall Street Examiner >> I Didn't Write This, But...
The Wall Street Examiner >> I Didn't Write This, But... chilling TBAC report on deteriorating federal budget balance, urges increased issuance of long-term debt
Thu 2008-03-27 00:00 EDT
Ticker Classics: A Long Term Investment Timing Signal That Works
"buy the SPY...when the 20 week moving average crosses the 50 week moving average by more than 1%, and you go to cash (or treasuries) when the 20 week moving average crosses the 50 week moving average in the downward direct by more than 1%."
Long Term Investment Timing Signal; Ticker Classics; working.
Tue 2008-01-22 00:00 EST
Money Matters: The Lone Ranger's Silver Bullet Rate Cuts Saves Markets
by Elaine Meinel Supkis; "When Britain and France used the Long Depression to expand their empires, both Germany and the USA used this time frame to build rail roads, ports, navies, farms, factories and educational centers. As France and England denuded their home states to increase invasive military power that took in the raw resources of the world, their people got weaker and their incomes fell and they went hungry and in rags in slums or fled their homelands to the New Worlds."
Lone Ranger's Silver Bullet Rate Cuts Saves Markets; money matters.
Fri 2007-11-30 00:00 EST
naked capitalism: Counterparty Risk Problems With Credit Default Swaps?
(45 trillion notional CDS outstanding; counterparties "concerned about collecting from hedge funds that were long"?
Counterparty Risk Problems; Credit Default Swap; naked capitalism.
Thu 2007-09-20 00:00 EDT
Calculated Risk: Fed Funds Rate Cut: Watch Long Rates
Fri 2007-09-07 00:00 EDT
Econbrowser: Borrowing short and lending long
by James Hamilton; new bank-like institutions have evolved outside existing regulatory structures, issuing commercial paper and buying securitized debt