Tue 2008-10-07 00:00 EDT
Jesse's Café Américain: China Admits to Currency Manipulation, Dictates Terms for Support of US Sovereign Debt
China admits; Currency Manipulation; dictate terms; Jesse's Café Américain; sovereign debt; supports.
Tue 2008-10-07 00:00 EDT
``the present sentiment of panic is typically one that presents useful opportunities for gradually scaling into market exposure, as uncomfortable as it might feel over the short term''
2008; Begins; Hussman Funds; October 6; weekly market comments; wisdom.
Tue 2008-08-19 00:00 EDT
"US$ is very under-valued relative to the euro on a purchasing-power-parity basis"; "recent intermediate-term trend reversals in the commodity markets removed the pressure that had previously been preventing the US dollar from moving back towards fair valuation."
Dollar; gold; Mish's Global Economic Trend Analysis; Steve Saville.
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"
Wed 2008-05-28 00:00 EDT
by The Federal Reserve Bank of San Francisco; real short-term interest rates should consider actual inflation relative to Fed target, economic activity relative to "full employment", and short-term rate considered consistent with full employment
Wed 2008-05-14 00:00 EDT
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... chilling TBAC report on deteriorating federal budget balance, urges increased issuance of long-term debt
Thu 2008-03-27 00:00 EDT
"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.
Wed 2008-03-26 00:00 EDT
Winter (Economic & Market) Watch >> Mad Max Check Out Time; "The lender of only resort to the shark in suits black box crony capitalists has caused quite a splash. It is clear to me that the Pig Men will line up around the block to get the kind of terms offered in the JPM-BSC Ponzi finance liquidation"
Thu 2008-03-20 00:00 EDT
Deflation Watch; Japan s; naked capitalism; short term rates fall.
Sat 2007-09-15 00:00 EDT
2007-09-03; "I don't believe it's possible or useful to make short-term market forecasts"; "problems for financials are just beginning"
2007; Financial; Hussman Funds; problem; September 3; weekly market comments.
