Archive - 2012 - Blog entry

The $10 trillion global black market is now the world’s second largest and fastest growing economy.

All you need to read.

The real outlook of Monetary Easing vs Treasury Yields

Stocks usually follow the Fed, but this time when the ECB pumped, so much of it flowed into the US that not only Treasuries, but also stocks, got a lift.

The bulls have the ball in their court and are on the cusp of turning this recent price move into a multi-month barn burner.

Enter the the Dragon: "Destroy the image and you will break the enemy."--Bruce Lee

But those Shanghai office towers across the river in Pudong were already standing empty a decade ago – not that you would know from any contemporary reporting. Former Prime Minister Rhu Rongji publicly pleaded with provincial bureaucrats to stop fabricating figures because it made it impossible for him to know what was going on.

For the Fed to continue ZIRPing, Twisting and QEing, it has to support the policy with a bleak assessment on the economy. 

Is the whole cloud storage model dead after the Feds took down the 800 pound giant of online storage?

One big happy family ...

Don't get fooled again...

Beer, wine, mood, and San Francisco real estate –with more predictive power than is allowed by law.

I am going to say that the bull trend in the Dollar is "definitely" over.

So while we can debate the state of the economy and the importance of valuations, we cannot debate the shrinking and absent volume.

I'm not, neither should you...