Edward Janeck

Fear of Higher Taxes a Cause of Sell-off

That is simple economics. But, will it make the country worse? Maybe on the corp. side. But, not for the average person.

Bonds: No Inflation Threat in Sight

Markets are not always right, other wise there nobody would beat the market. One of the best trades right now is -short the 30 bond or if you like etf's short TLT.

Dollar and Oil Are Manipulated by ECB and Fed

The Fed reserves the right to intervene in any market any time. You will never hear about it.

Stagflation and the Limits of Growth

The US is going to have problems for at least a couple of years, it has bad fundementals. That is why I'm short. China on the other hand has had a big decline but has great long-term fundementals. High saving. Over $1 trillion in reserves. Short the US-go long China.

What If What Economists Taught Us Is Wrong?

I remember Greenspan saying a couple monthes age that Fed policy is only right 60% on the time. I think that say everything.

Mid-Year Report: Is a Summer Turn-around Still Possible?

The market will end the year down. Maybe we will have a crash latter in the year. I think we will see another 1%-10% down from here. Eli Broad thinks this is the worst recession since WWII.

Global Market Performance: Nowhere to Hide

All markets are down but, when some start to come back, there will be winners and losers. US will be a loser, China will be a winner.

Path Dependency in the EU and U.S. Economies

I think our Fed is to political. Ever since daddy Bush blamed Greenspan for his election loss. Fed is scared to let the economy clean itself out.

CreditSights: Guardedly Optimistic About U.S. Loan Market

I think you are way to early. Spreads are widening again. Wages are rising to take on more debt. I think the credit crisis has another year to play out. That is why I'm short.

On Country Selection

China is down 54% over the last year. China is a great investment right now. It is a fast grower and because of the pull back is also a value play. One thing I am sure about is in 10 years China will out perform the US-many times.

Short Week Was Plenty Painful

Everyone likes to talk about stock for the long run, but between 1966-1981 they went nowhere. Sometimes they go down for long periods. like know-Nikkei down 12 days in a row

Just How Bad Was June?

I don't think we will see 1400 again this year. I think we are in for a long recesssion. That is why I'm short!

That Was Ugly

I don't think the S&p 500 will see 1400 again this year. Over the weekend Peter Schiff spoke to Barron's. He thinks the U.S is in trouble. I will tell you why @ theinvestingspeculator...

Market Preparing for a Double-Dip Recession

We are already in recession. Saying we are going to have a double-dip recession is like arguing about what religion is the best. It's impossible to know. The sure thing is that we are having high inflation and the Fed has no good options. I will tell you why @
theinvestingspeculator...

Preparing for the Fall, Part II

I think he right. I don't think the S&P will see 1400 again. That is why I'm short. I will tell you why @
theinvestingspeculator...