Archive - Sep 14, 2009 - Blog entry
Fired Up? Ready to Go?
Submitted by Leo Kolivakis on 09/14/2009 23:32 -0500A year after Lehman collapsed, what have they learned on Wall Street? Absolutely nothing. That's pretty much what I see on Wall Street and at the large "sophisticated" Canadian public pension funds. Behind the rhetoric, it's business as usual. Who needs risk management when the markets are on fire and you're looking to shoot the lights out?
You Can't Do Good and Do Well on Wall St.
Submitted by Bruce Krasting on 09/14/2009 18:21 -0500The President asked the banks to do 'good'in his speech today. That isn't going to work. An old story of a bad deal.
Does gold already price in the future inflation that may or may not happen?
Submitted by Vitaliy Katsenelson on 09/14/2009 14:31 -0500Inflation is a possible but not a guaranteed outcome of what is taking place in the economy today. Deflation or a muddle-through economy with very low nominal growth are possible and probable outcomes.
Good morning, worker drones: This Week In Mayhem
Submitted by Project Mayhem on 09/14/2009 08:01 -0500Project Mayhem reviews the most important financial and geopolitical news of the past week and takes a look at the week ahead.
SSTF - What to do? The Funds Thinking
Submitted by Bruce Krasting on 09/14/2009 07:25 -0500The SSTF pointed me to their web site. They provide information regarding the range of alternatives available to "fix" the problem. In my view they have come up with nothing that will work.
David Rosenberg: This Is Your Last Chance
Submitted by thetechnicaltake on 09/14/2009 07:23 -0500The growing divergence between lower 10 year Treasury yields and higher equity prices continues.
