Archive - Jun 25, 2010 - Blog entry
Will We Have Inflation, Deflation, or Hyperinflation? Part 2
Submitted by Econophile on 06/25/2010 23:00 -0500This is Part 2 of a major four part series dealing with what I feel is the primary question investors must now answer: is our future to be inflation or deflation? The answer has vast implications to our investment planning and decisions for the near term, and possibly for our long term. It is a very complex question with a lot of moving parts involving economics and politics.
The G20 and the Dollar
Submitted by Bruce Krasting on 06/25/2010 22:04 -0500I think Obama and Geithner will get roasted up in Toronto this weekend. Does it mean anything to the dollar? We will see Sunday night.
Close But No Cigar!
Submitted by Leo Kolivakis on 06/25/2010 21:59 -0500Parliamentary pensions, a lavish Bastille Day garden party and ministers’ Cuban cigars are to be sacrificed in the name of economic recovery as the French government seeks to show that ministers are sharing the pain of their austerity drive.
Congress Pimps Out the American People
Submitted by George Washington on 06/25/2010 14:59 -0500... to Johns who have insatiable lusts.
Oil Spill Might Be Making Natural Seeps Larger
Submitted by George Washington on 06/25/2010 13:09 -0500But BP would try to deny it ...
Fannie Talks Tough
Submitted by Bruce Krasting on 06/25/2010 11:48 -0500Some thoughts on the Fannie news this week. We do not know all of this story. Some guesses and a suggestion.
Why the Yield Curve May Not Predict the Next Recession, and What Might
Submitted by EB on 06/25/2010 09:18 -0500Gone are the days when "green sh#%ts" was bleated daily on CNBC amongst a chorus of permabull snorts. Even the experts now recognize the recovery as a BLS swindle, and it is important to reintroduce the possibility of not only a low growth future, but one of outright and persistent contraction.
Don’t Get Sucked Into Natural Gas.
Submitted by madhedgefundtrader on 06/25/2010 06:33 -0500Margin calls from losing positions have forced hedge funds to free up cash by covering shorts in natural gas. Real demand isn’t coming until we have vastly more pipelines, power plant conversions, and above all, storage, than we have now. Until then, the big production companies are going to race to out produce each other, praying they can use volume to offset price cuts, creating a huge weight on prices. (CHK), (DVN), (UNG).
On Shorting Stocks, Double Dips and the UAL/CAL Merger
Submitted by Reggie Middleton on 06/25/2010 04:30 -0500I have released my opinion of UAL and CAL as candidates in my short portfolio listing, as well as the detailed logic behind the decision.
Will We Have Inflation, Deflation, or Hyperinflation?
Submitted by Econophile on 06/25/2010 01:17 -0500This is a major four part series dealing with what I feel is the primary question investors must now answer: is our future to be inflation or deflation? The answer has vast implications to our investment planning and decisions for the near term, and possibly for our long term. It is a very complex question with a lot of moving parts involving economics and politics. This is Part 1.
