Contributing Editors' Blog Entries
Investor Sentiment: Waiting For The "R" Word
Submitted by thetechnicaltake on 11/29/2009 - 14:01 Investor Sentiment I am just waiting for someone on CNBC to utter the "R" word: resilient. When you hear that word, make sure you run for the exits.
Bankers Want to Continue Protecting Us?
Submitted by Leo Kolivakis on 11/28/2009 - 22:42 To claim that our pension system is working is simply ridiculous. The bankers will defend their profits but they're not delivering the goods at a reasonable cost.
Dubai: Floating on an Island of Debt
Submitted by asiablues on 11/28/2009 - 21:15 Dubai On a global scale, Dubai World's debt problem seems relatively minor, but it illustrates the impact from one tiny country in an increasingly interconnected world. The Dubai news also cast doubt over the strength of the U.S. economic recovery, and the prospects for a bottoming of property prices.
DuBubble DuBurst
Submitted by George Washington on 11/28/2009 - 03:09 Background to, and fallout from, Dubai debt crisis.Putin for Pensions?
Submitted by Leo Kolivakis on 11/27/2009 - 21:52 I think Putin is onto something. Now, if only we can figure out a way to redistribute income from Wall Street crooks back into the pensions they keep plundering.
The Case for Depression: Dollar Collapse
Submitted by Expected Returns on 11/27/2009 - 15:59 The history of the dollar is one marked by a dominance unrivaled in history. Following the Bretton Woods Agreement of 1944, which established the dollar as the global reserve currency, Americans have enjoyed an era of unprecedented wealth and prominence.
More Reggie Middleton on Commerical Real Estate
Submitted by Reggie Middleton on 11/27/2009 - 13:28 Real estate Reggie Middleton I know you have heard a lot of negative stuff about commercial real estate, but most of it was after the fact, and the new stuff just doesn't seem to convey the gist of how far underwater many players actually are - or will be...
US mint halts sales of gold and silver eagles
Submitted by Project Mayhem on 11/27/2009 - 11:48 US mint halts sales of gold eagles, gold once again hits all-time highs, Tungsten comes back in fashion, Council on Foreign Relations propaganda rag asserts total dollar collapse "well before 2030".
Counter Trade Dubai
Submitted by Bruce Krasting on 11/27/2009 - 10:48 Dubai Is Dubai a head fake? I think so. The main event is still in full swing.Markets Gap Down 3 pct., Sovereign Nations Nearing Default or Firesale, Can't Say I Didn't Warn You
Submitted by Reggie Middleton on 11/27/2009 - 03:41 default The chickens are (just) starting to come home to roost...Is Dubai's Sovereign Risk Overblown?
Submitted by Leo Kolivakis on 11/26/2009 - 23:53 Dubai Sovereign Risk Sovereign Risk The global liquidity rally has legs to run, so don't get too flustered by Dubai's debt woes.Micro and Macro Economics – “It Stinks”
Submitted by Bruce Krasting on 11/26/2009 - 21:08 Macro conditions are driving micro economics. An example.
Turkey Day Readings
Submitted by inoculatedinvestor on 11/26/2009 - 02:10 Turkey Some things I am thankful for this year: John Hussman, The Baseline Scenario, AIG, inept government regulators, and of course, Goldman Sachs. Absent these I would have nothing interesting to write about. So, without further ado, here are some interesting links for those of you who are not enticed by the Cowboys vs. Raiders game.California Rumblings?
Submitted by Leo Kolivakis on 11/26/2009 - 00:58 What's going on in Los Angeles will soon be going on across the US and developed world. Don't think for a second that tough fiscal measures won't be taken to shore up public finances. And this will certainly mean curtailing pension benefits for new and existing public sector employees.