If you watch CNBC, Bloomberg or Fox Business and read any of the hundreds of financial publications printed every day you’ve likely heard an onslaught of investors who say “the [ … ]
Tag: economy
THE INFLATION INFLECTION POINT?
The recent moves in the currency and commodity markets are indicating that we could potentially be at an inflection point in terms of the deflation/inflation debate. Gold and oil have [ … ]
SHOULD GM FILE FOR BANKRUPTCY?
GM must be allowed to file for bankruptcy. These bailouts are becoming ridiculous and detrimental at this point. The U.S. Treasury cannot be everything to everyone. From converting investment banks [ … ]
LONG-TERM RECOVERY IN THE MAKING
From 1980-1990 Sweden was going thru a massive real estate boom. By 1992 the bubble had burst, home prices had fallen 50% and the government began nationalizing their banks. Their [ … ]
IS THIS A “BAILOUT”?
We have a major capital problem at the U.S. banking level. What Ben Bernanke and Hank Paulson are essentially proposing is an asset swap. The Fed will take on the [ … ]
ARE STOCKS OR PROFITS WRONG?
Although corporate profits have fallen off a cliff in recent quarters, the market has remained rather bullish. The red line is a measure of non-financial profits. Profits are the mothers [ … ]
THE CRISIS IS EVOLVING
The credit crisis is evolving. And in my opinion it is evolving into its riskiest phase since it began. There is a large contingent of investors who are convinced that [ … ]