Archive - Jun 2014 - Blog entry

If you’re sitting in a job which can be outsourced your clock is ticking.

You can ignore and even downplay for a while, but eventually and as sure as the fundamental law of nature that everything has a cost....

Tittytainment 101...

Inflation is once again soaring in the US. Oil is back above $100 per barrel. Stocks have more than tripled from their 2008 lows, and housing is now more expensive relative to incomes than it was in 2007 for some markets.

Presented once again (6mths and 180 golf rounds forward)...

Disappasionate overview of what to expect from the 2-day FOMC meeting that begins today

Walmart, Tesco, Aldi, Morrissons, Carrefour, Costco. What do they all have in common, apart from the fact that they are supermarkets? They all sell products that are produced under slavery to the people that shop there.

Writings on the wall...

Let’s be blunt here. The Fed has engaged in the single largest monetary experiment in history, betting the US economy and banking system on misguided theories that have little to no evidence of success.

The situation in Ukraine and Iraq have gone from bad to worse. There is the potential for a wider Middle East conflict as the region remains a ‘powder keg.’ Iraq may be the match that sees the region explode into chaos and war - with attendant effects on global oil prices and the global economy.

We believe Jeffrey Gundlach, et al. are wrong regarding the 10-Year Bond yield staying below 2.80% over the second half of the year.

The Neo-Clown circus is still in town...

Straightforward dispassionate overview of the investment climate

More and more investors are struggling...

"The government bond markets right now present one of the most one sided trades I've ever seen in my professional life."