Blogs
Are Labour's Fortunes Turning?
Submitted by Leo Kolivakis on 09/07/2009 14:01 -0500But even when employment eventually picks up, it will be the most meager recovery ever and the pick-up in activity will likely be in sectors like education, health care, infrastructure and alternative energy.
Will gold shine again?
Submitted by Vitaliy Katsenelson on 09/07/2009 09:50 -0500The thinking of the so-called gold bug often takes on a variation of this form: While in the bunker (or any other variance of the “world-falling-apart” scenario), you cannot pay for food with paper money or a stock or bond certificate.
Good morning, worker drones: This Week in Mayhem
Submitted by Project Mayhem on 09/07/2009 07:01 -0500Project Mayhem reviews the most important financial and geopolitical news of the past week and takes a look at the week ahead.
Investor Sentiment: Marking Time
Submitted by thetechnicaltake on 09/06/2009 14:43 -0500There is little follow through on either side of the equity markets. Outsize bets in either direction are not warranted.
Who is going to buy gold?
Submitted by Vitaliy Katsenelson on 09/06/2009 10:33 -0500This is the first in a series of what some may consider as “gold bashing” articles. I am not short gold in any shape or form. I am simply presenting the other side of the argument in response to what I deem to be dishonest, gold-pimping commercials that we are subjected to all day long on TV. I may be wrong, but I am honest.
Imperialism and Financialism: A Story of a Nexus?
Submitted by Leo Kolivakis on 09/06/2009 10:17 -0500In the opinion of many, the growing severity of recent financial, economic and military crises suggests that this ability has been greatly reduced and that U.S. hegemony is now coming to an end. The highly publicized nature of these imperial misgivings makes this latest version of the nexus seem persuasive.
What makes us invest more?
Submitted by J.D. Swampfox on 09/05/2009 09:08 -0500We have two choices for what to do with our savings: 1) we can “park it” in existing assets (stocks, bonds, mattresses), or 2) we can invest it in new capital formation. What makes us choose one over the other?
Cap Public Sector Pensions?
Submitted by Leo Kolivakis on 09/05/2009 07:35 -0500A doubling of the pension rate is terrible news? I got a better idea, why don't we also cap public sector pensions in North America? Any politician courageous enough to propose this idea here? Of course, that means a cut in their own gold plated pensions.
Gold and Systemic Crisis
Submitted by Project Mayhem on 09/05/2009 05:23 -0500Presently many otherwise intelligent and capable individuals in America do not seem to understand the origins of the financial crisis -- and the multiple aspects (or shall we say 'tentacles'?) of its origination.
An Insider look at Ginnie Mae MBS
Submitted by Bruce Krasting on 09/04/2009 20:48 -0500A analysis of busted Ginnie Mae MBS. This comes from a Wall Streeter who prefers to remain Anon. Scary stuff.
Is there any upside in American Express?
Submitted by Vitaliy Katsenelson on 09/04/2009 14:15 -0500Financial stocks had a huge run up from their bottom. Many have doubled and tripled, but are they still cheap?
A Metro NYC Real Estate Horror Story
Submitted by Bruce Krasting on 09/04/2009 11:13 -0500How much money was lost in RE this morning in my neighborhood? At least $50mm. A very sad and troubling real estate deal has proved to be a wake up call.
If You Believe All The Negative Hype About Commercial Real Estate, I've Got A Few Thousand Vacant Office Buildings To Sell You
Submitted by Benjamin N. Dover III on 09/03/2009 23:28 -0500That gasping sound you hear coming from the commercial real estate market just means it's alive and kicking.
Denninger: ‘nuff said
Submitted by J.D. Swampfox on 09/03/2009 23:18 -0500I feel it appropriate to help distribute Karl Denninger's video response to the currently in vogue effort of the government-subsidized media to discredit those AMERICANS who question current government policy and who suspect that the economy will get worse before it gets better.
Hedge Fund Heave-Ho?
Submitted by Leo Kolivakis on 09/03/2009 22:17 -0500Like I said at the start of this post, the world is awash with liquidity, so keep buying them dips and pay attention to the hedge fund heave-ho. It looks like things are getting bubbly all over again.








