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Carl Spackler » Comments » DBC

  • U.S. Treasuries in a Bubble, Not Commodities [View article]
    I like Mark Anthony's hat almost as much as my assistant greenskeeper hat in my Carl Spackler picture! Couldn't agree more with the arguments here - US Treasuries are 150-200 basis points too low. Eventually, just like water, things find their natural level despite man's interference.
    Nov 20 15:22 pm |Rating: +2 0 |Link to Comment
  • Nine Market Predictions for 2009 [View article]
    A lot of your predictions seem probable. Its good to see someone who is neither another perma bull (stocks going to 1200 S&P) or perma bear (S&P will go to 400). I think your spot on for the unemployment numbers. It would be ironic if we saw neither inflation or deflation-but instead just saw 1% - 0% inflation.. Right now investors are either awaiting the greatest inflationary spike in history or they are expecting depression strength deflation. Not a lot of people playing the middle.
    Jan 08 00:19 am |Rating: 0 0 |Link to Comment
  • Tuesday Outlook: Commodities, Emerging Markets [View article]
    Your stuff is always a must-read for me!
    Dec 09 17:01 pm |Rating: +1 0 |Link to Comment
  • Tuesday Outlook: Commodities, Emerging Markets, More [View article]
    This guy always does some great posts - always a must read.
    Sep 30 09:58 am |Rating: 0 0 |Link to Comment
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