Archive - Jun 22, 2011 - Blog entry

Culture, culture, culture...it's the culture you Eurocratic dopes!

"Sheu, an optimistic and philosophical man, often compared the United States with his original home in communist China. He told his associates and others that while in China whistleblowers were usually killed or imprisoned, he was certain that in the United States of America those pursuing justice would ultimately prevail. With this philosophy, Sheu was confident that if his story were known by the press and authorities, no one would dare harm him." It appears he was wrong...

Imagine being told that you need to do something in life and you attempt to do it, but the person that’s very insistent that you do X takes his other hand and actively goes out of his/her way to prevent you from attaining X while each passing moment in time said person begins to label you as “lazy” or not trying hard enough?

It will be a fun experiment to see if we can truly strip a government down to the singular function of taxing the citizens to give money to banks - consider it a practice run for their vision of the US.

With mainstream acceptance of my presumptions of the potential of serial sovereign debt defaults, its time to take a more realistic look at how it may happen & the potential consequences.

We read about and hear it every day in the media, and accept it intuitively, but is there really a significant relationship between gas prices and consumer spending, or is it just another convenient excuse for when financial/economic data comes in below expectations?

Must be the season of the QE bitch...

I want to be clear here. The US Dollar is ultimately a doomed currency. But it remains the “flight to safety” trade amongst global currencies (along with the Yen and most of all, Gold). Europe is far worse off than the US. And China’s now seeing a liquidity crisis of its own. With that in mind, we need to consider that the US Dollar may in fact be predicting another deflationary collapse.

Nine months after I debuted the Margin Compression Thesis on CNBC (along with the JPM issues), the MSM is finally pulling out of their lovefest with Apple and at least trying to become a tad bit more objective. In the meantime, Goldman still has Apple on its CONVICTion buy list as it sells nearly half a billion dollars of stock into its loyal customers buy orders. Where, oh where, can you get halfway decent, unbiased research these days?

Nearly all of Japan's corporate pension funds, which collectively manage more than $900 billion, have lowered their guaranteed yield in the last decade from about 5.5 percent to below 3.5 percent on average, and are now looking at hedge funds and other alternatives to juice their returns...

'And don't spend your time lookin' around...for something you want that can't be found'