Thoughts on Japan from John Maynard Keynes. This economist is more powerful today than he was when he was alive. I wonder what he would really say about the Nikkei. Also some interesting information from the CIA. I am always looking for 'clues'.
Something is going to happen with our pal Tim Geithner. My guess is that it happens sooner versus later. The White house chatter on this is just smoke. The question is, who is coming in and what might they do?
The 2009 calendar year numbers for the Social Security Trust Fund are in. These numbers confirm that the Fund is badly off track. Is there a fix to this systemic problem?
Bernanke gave us an insight into his thinking this weekend. If you think he is going to get tough this year with monetary policy you can forget it. The Carry Trade is alive and well folks....
Marla S. did a piece today about the Agencies that got me thinking. The story of the Battle Ship USS Fannie Mac and the terrible accident that occurred.
How big a deal is Greece? Potentially real big. This story has all the pieces for something to get out of control. If the potential for chaos exists, the markets tend to gravitate towards it. Every day we seem to get a bit closer.
If the economy is to recover, the price of Nat Gas will have to move higher. Exxon bet a reasonable portion of the 'ranch' on gas with the XTO deal. I think it is a good bet. Exxon's good news is going to be bad news for everyone else. Same old, same old.
