Contributing Editors' Blog Entries
The Economy in Q3
Submitted by Econophile on 09/28/2009 - 17:49 Where IS the economy going? Ben Bernanke says we've turned the corner and the economy is in recovery. Don't assume that is the case. It isn't. The data has too many negatives to assume that everything is going to re-set to pre-2008. The prospect of deflation and then stagflation is a more likely scenario.
Money Markets are the New Suspenders
Submitted by EB on 09/28/2009 - 14:34 The Financial Times recently reported on the Fed’s latest exit strategy to eventually contain the inflation zombie...TD touched on this last Thursday, and we will expand upon it here as it is particularly relevant to our ongoing theory that it is the proceeds from permanent open market operations (POMOs) and their close cousins that are driving equities. Though this may be received wisdom to ZH readers, the Fed has done us the favor of providing additional evidence through the FT story. A bit of background, as we are new contributors to this forum:
Good morning, worker drones: This Week In Mayhem
Submitted by Project Mayhem on 09/28/2009 - 08:01 Project Mayhem reviews the most important financial and geopolitical news of the past week and takes a look at the week ahead.
Biz Booming at Geithner's Private Bank
Submitted by Bruce Krasting on 09/27/2009 - 21:44 One of Timmy G's smaller responsibilities is the $60 billion Federal Financing Bank. They're doing a "heck of a job". My bet is it's going to cost us one way or the other. The FFB might be the new lender to the FDIC. It looks like they have already filled out the loan forms. Sheila B. will love the pricing. They are giving the money away.
Gold: What's Next?
Submitted by Gordon_Gekko on 09/27/2009 - 16:52 So, predictably, Gold was hammered ahead of the “G-20” (nice little acronym for a criminal ruling elite, isn’t it? – more like mafia family heads getting together if you ask me) meeting in Pittsburg, Pennsylvania this weekend. What didn’t help matters...
Does Asset Allocation Still Work?
Submitted by Leo Kolivakis on 09/27/2009 - 11:18 As the nature of markets evolve, you need to understand how collective inflows are influencing the trends in each asset class and changing the relationship between them. Rebalancing is crucial, but so is understanding what is going on in each asset class and how developments in one asset class will impact other asset classes.
UK Weekend Reading - 27-Sept-2009
Submitted by Raymond Shaw on 09/27/2009 - 05:15 Must and interesting reads for your weekend ponder. Some Evans-Pritchard goodness, cash calls, horse manure and a lot more.The United States of America vs. Andrew Hall
Submitted by Econophile on 09/27/2009 - 01:44 Andrew Hall All this for a measly $100 million paycheck? He only made $2 billion for Citigroup.
What will drive interest rates up?
Submitted by Vitaliy Katsenelson on 09/26/2009 - 20:20 In investing, it's important to think unconventionally and creatively while at the same time considering risks - no matter how remote or unmanageable they are. I keep thinking: What would drive our interest rates up in the US?Fed's Warsh on QE - Form Over Substance
Submitted by Bruce Krasting on 09/26/2009 - 10:56 Warsh Fed Governor Warsh wrote his 'Blog'on QE. He may have penned the words, but not without Bernanke's approval. This was intended to calm the concerns over QE. It did not work for me.Who Is Eyeing Clean Energy?
Submitted by Leo Kolivakis on 09/25/2009 - 23:09 There is a clean energy revolution going on and it's just in its infancy. Those who can't see it are either blind or hopelessly ignorant. If pension funds are smart, they will start thinking about investing opportunistically in this sector now.
Jim Cramer: Called This One Too!!!
Submitted by thetechnicaltake on 09/25/2009 - 14:27 Jim Cramer Jim Cramer calls a top in Treasury Bonds. So it must be.Rydex Market Timers: All In
Submitted by thetechnicaltake on 09/25/2009 - 09:07 Rydex Yesterday's mini sell off has brought out the dip buyers.Key Price Levels: Mission Accomplished
Submitted by thetechnicaltake on 09/25/2009 - 07:41 There probably is a lot of back slapping going around at the Fed and Treasury Department these days as the markets have risen on a flood of liquidity.