Mon 2008-12-08 00:00 EST
``I dont think its prudent to automatically assume that any of this will result in inflation at any time in the forseeable future. We remain in a deflationary debt collapse, and until I see evidence that this slide is beginning to reverse, I want no part of any major committment to an inflation trade''
fact; Faithful; Looming Inflation; matter; Wall Street Examiner.
Mon 2008-11-10 00:00 EST
by John B. Judis, The New Republic; The Democratic majority: It emerged!
Tue 2008-10-07 00:00 EDT
Tue 2008-08-26 00:00 EDT
The End of the Beginning - Developments in the Credit Crisis, by Satyajit Das (Prudent Bear); 2008-05-27; ``limited recognition of the massive de-leveraging of the global financial system that is under way.'' ``The banking systems ability to supply credit is significantly impaired and will remain so for the foreseeable future.'' ``Changes in financial markets will have a significant impact on many companies that now rely on financial engineering rather than real engineering'' Das proposes: ``holdings and values of risky assets held by banks and investment banks must be accurately determined...Risky assets must be valued on a hold-to-maturity basis...Mark-to-market accounting should be suspended...Capital levels should be set on a bank-by-bank basis by regulators...Capital requirements should be eased...government [should] guarantee of all major bank liabilities''
Tue 2008-08-12 00:00 EDT
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"
Tue 2008-07-08 00:00 EDT
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"
Thu 2008-03-27 00:00 EDT
Wal-Mart "elling the major record labels to lower the price of CDs or risk losing retail space to DVDs and video games"
Mon 2008-01-07 00:00 EST
"increasingly enthusiastic about the emerging 'dispersion' in valuations"; distinguish alpha, beta, risk free returns; alpha responsible for majority of the returns in the Strategic Growth Fund over time
2008; hinges; Hussman Funds; January 7; mind; Pandora's Box; weekly market comments.
Mon 2007-12-17 00:00 EST
Bear In Mind > Wipe out on Wall Street: Derivatives credit risk; ACA Capital hedge counterparty CIBC takes 3B markdown; major investment banks "dead men walking"
Fri 2007-11-09 00:00 EST
Ambac, MBIA; major banking collapse forseen, by Elaine Meinel Supkis
Wed 2007-09-12 00:00 EDT
Fed "embraced every bubble in history"; Greenspan "consistently wrong at every major turn in his entire history as Fed chair"
1998; Conditions; Greenspan; Mish's Global Economic Trend Analysis.
Fri 2007-09-07 00:00 EDT
by Jessica Silver-Greenberg, BusinessWeek (1/4); college student credit card debt
