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Please read my latest and post your comments here:
http://pensionpulse.blogspot.com/2010/06/from-hysteresis-to-hysteria.html
Thank you,
Leo Kolivakis
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Mauldin markets total return strategies, thats his primary business, therefore it serves his purposes to be both a bull and a bear from time to time.
john maulden has been a feel good guy for ten years
his stuff is superficial ,,he dancings with the devil on one hand then sets in his office watching baseball games in texas .with his other hand
he needs to look slick ,, not ruffel feathers
hedge his calls . tap dancing to the tune of yankee doodle dandy
if you want marshmellows of information he is your go to guy
I agree that Mauldin is mainstream and consensus and thus he has not ruffled feathers. But he has been rolling over the past few months and has been taking on a more negative point of view, much more negative than he has in the past.
At the beginning of 2009 he said we were going to muddle through and he repeatedly made the case. He has been back tracking lately. Try reading him now. This isn't your father's Mauldin, though he's not a ZH'er by any stretch of imagination. But he is changing his view towards negative.
Thank you for defining yourself. We can clearly understand your perspective now.
/Blessings and peace./
National bank of Canada is going to become a black hole just like Citi and BofA when the Canadian housing market implodes, as will 2 of the Big 4 in Australia when their housing bubble implodes. China will take them both down when it has its "stroke" in the next 1 - 2 years. The USA is done as a "growth" engine, absolutely done.
I know it may be difficult to comprehend, but the collapse of a credit bubble is not something you would be used to seeing in your lifetime Leo. This is not a "business cycle", nor is it a standard "recovery". This is the system checking out.
There are only so many ways data can be spun. And when it doesn't resonate with the real world, like most of us in the small/medium size business world see every single day, those of us with only the slightest intuition see the obvious, it is just bullshit.
You're going to have to start getting these calls more accurate dude. You were spinning this "great jobs report" line in December of last year. So far you're 0/6. Reality has to bite at some point.
Good luck to you.
Steve,
It already has started w/a vengance.
"when the Canadian housing market implodes"
Garth Turner, on Howe Street, has been on this for months.........well, it's Official.
THE LAW OF LEO
Anything is possible if you don’t know what you are talking about.
If the clothes fit, they’re ugly
"Leo" is either just a sockpuppet trolling rage bait to rile up ZHers and drum up the comments count, or else he is the most clueless and hopelessly ignorant and pollyannish friend of the banksters in the world, and has earned his rightful place as just another pro-establishment parrot defending the financial status-quo on CNBC.
Either way, Leo, please die already. You bring absolutely nothing of value to this site with your simplistic and wildly blinkered permabullish crap, which only serves to discredit ZeroHedge by showcasing your specious mainstream arguments and propaganda.
From now on, any post by "Leo" = automatic "flagged as junk"
Fuck you Leo.
Sadly we can't junk the articles.
Nor vote to give them zero stars, instead of the minimum one star as of now.
I would give this post by Leo -1 star if I could.
(But for what it's worth, I do think it is unfortunate that after 20 junkings of a particular comment, that comment disappears from the thread. Not only does that leave ambiguous holes in the conversation, but it would be better for readers to make up their own minds whether a particularly comment is worthwhile or not. In that regard, and in ONLY that regard, I regret seeing Leo's initial comment above disappear.)
Consumer confidence in the US in last 10-15 years is based on how the stock markets are behaving. Irrespective of how the fundamental economy is doing a falling stock market coupled with BP madness itself could be enough to drive the DD.