Investing and Trading News, with a Contrarian, Sarcastic Twist!
In his latest GMO Quarterly Newsletter, Jeremy Grantham (eloquently, as always) continued to channel his “inner Malthus” to deliver grave warnings on resource limitations that he anticipates humanity will face with increasing severity and urgency as the 21st century rolls on. You may remember that Grantham’s Q1 newsletter focused on what he called a “paradigm […]
My pal Jonathan Lederer, President of Lederer Private Wealth Management, compiled an excellent FAQ regarding the debt ceiling issue, with his take on a recommended investment approach. Jon was kind enough to allow me to republish his piece here. Debt Ceiling Q&A By Jonathan Lederer, President, Lederer Private Wealth Management With less than three days […]
First up, a lengthy Rogers interview with Frank Curzio, which is excellent, thanks to the length and depth that Curzio allows for Rogers. Here’s the link. You can hear that Jim is quite cautious right now – citing very little enthusiasm for anything, except for North Korea, agriculture, and his trusty exercise bike. This WSJ […]
The evidence is beginning to pile that this “recovery” has no clothes – BEA reports: Included in the BEA’s first (“Advance”) estimate of second quarter 2011 GDP were significant downward revisions to previously published data, some of it dating back to 2003. Astonishingly, the BEA even substantially cut their annualized GDP growth rate for the […]
Is Gold a Sure Thing? by Carl Swenlin, President and Founder, DecisionPoint.com With global politicians (and a great many of their constituents) unable to come to grips with impossible levels of debt and spending, it seems that gold is an easy and certain way to hedge against the disaster that seems unavoidable. The logic seems perfect, […]
Hindsight is 20/20, they say…and when you’re an economist, hindsight is often all you’ve got! The GDP revisions are coming in, and telling us what anyone engaged in US business knew full well – the recovery was not as robust as the stats indicated. Those damn lies! I would also add that if we’re down […]
Regular readers likely are casting a skeptical eye at the latest Greek bailout. When should we take this gift of respite to go short questionable European paper, and the euro itself, you ask? First let’s turn to one of our favorites, legendary hedge fund manager Felix Zulauf, who spoke some sense into Barron’s Alan Abelson: […]
It makes a lot of sense to me. Too bad it’ll never be considered seriously, because it’d expose the shell game the Fed is orchestrating. In sum, Ron Paul wants the Fed to cancel the $1.6 trillion in Treasury debt it holds – it is a joke, after all.
Looking for stock values? Sy Harding writes why you should consider foreign markets – many of which are currently in oversold conditions, and have room (unlike the US) for further monetary easing to juice things up a bit. —- Being Street Smart Sy Harding Why Foreign Markets are Better Bets than US July 22, 2011 […]
PMO Buy Signal: Financial SPDR (XLF) by Carl Swenlin (This is an excerpt from July 22, 2011 issue of the blog for Decision Point subscribers.) In our ETF Tracker Daily Report, which tracks over 90 index and sector ETFs, there is a section that tracks the status of PMO buy and sell signals for these […]
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