Investing and Trading News, with a Contrarian, Sarcastic Twist!
Here’s a great look at the upcoming midterm election by geopolitical expert George Friedman at Stratfor. It’s an excellent service that takes a look at geopolitical situations around the globe, and breaks down the likely actions of various parties. George does their best stuff, in my opinion, and I was glad that they allowed us […]
Here’s a fantastic historical review of inflation by Columbia Business School Professor Frank Byrd. One of the best presentations about what really drives inflation. The whole preso is well worth a watch. The best part is around minute 19, where Byrd makes a key point – which is that the cost of capital has been […]
Bond King Bill Gross writes that the Fed’s QE2 announcement will likely “mark the end of a great 30-year bull market in bonds.” From his latest PIMCO investment outlook: We at PIMCO join with Ben Bernanke in this diagnosis, but we will tell you, as perhaps he cannot, that the outcome is by no means […]
I think our pal Brian Hunt hits the nail on the head in his DailyWealth piece– he talks about the only thing you need to consider right now when placing a trade: Knowing whether it’s “risk on” or “risk off” is the single biggest factor in any trade you make right now… If you’re long […]
Casey Research’s Chris Wood took an interesting look at the practice of stock buyback’s today. I liked his breakdown, and was actually surprised to see that companies are terrible timers of their own stock! Chris writes: Stock buybacks have been in the news a lot lately. Sitting on piles of cash and too nervous to […]
Today, Bloomberg was quick to post a headline trumpeting the end of deflation: Deflation Disappears With Bond Market Showing Growth Oct. 25 (Bloomberg) — The bond market is showing Federal Reserve Chairman Ben S. Bernanke will succeed in sparking inflation after the smallest gain in core consumer prices in half a century increased concerns that the […]
Is the Fed Sorry It Promised QE2? October 11, 2010 by Sy Harding, Editor of the Street Smart Report The Fed has had stocks and gold spiking up since early September, and the dollar plunging, first on hints that it might consider providing another round of ‘quantitative easing’ if the economic recovery continued to worsen, and […]
There’s been quite a bit of speculation that the November elections could be a bloodbath for incumbents, with a sweeping wave of austerity kicking ass and taking names. But the futures markets are currently showing that austerity votes are likely to disappoint in next month’s elections. Starting right here at the major nexus for irresponsible […]
Well, it’s about time! The dollar is AT LAST starting to “show some signs”, as play-by-play guy Marv Albert would say: Source: StockCharts.com At the beginning of this month, we listed 3 reasons the dollar was due to rally. Reason #1 was an intermediate term trend that appeared to be heading up since 2008: Since […]
The Outlook for Real Estate, Including the Ban on Foreclosures and its Effects David Galland interviews real estate professional Andy Miller, Miller Frishman Group In 1990, following the real estate debacle of the 1980s, Andy Miller co-founded SevoMiller, Inc. The company provided workout services for major financial institutions throughout the country and also began buying […]
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