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  1. American in Paris on Inflation More Likely in Germany, China than U.S., U.K.: Correct. M1 grew strongly during Japan's Lost Decade(s), but... more »
  2. Bloatee on Inflation More Likely in Germany, China than U.S., U.K.: The third camp is "Administered Inflation" i.e inflation as a... more »
  3. metricon on Inflation More Likely in Germany, China than U.S., U.K.: Japan shows that rampant money printing does not necessarily lead... more »
  4. damienhaas on Global Trade Remains Strong Even After Stimulus Ends: You talk about trading imbalance being address by this crisis but... more »
  5. vvvvviking on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Gee, this guy is long PMI, possibly the single most leverage name... more »
  6. LKofEnglish on Looking Beyond U.S. Employment for Signs of Recovery : the great "push cart wars" are now upon us. more »
  7. User 504692 on Looking Beyond U.S. Employment for Signs of Recovery : I would say, we shouldn't look beyond JOBS....that is going to be... more »
  8. bdp1ConsultingLtd on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: Good article. The BDI reflects positional supply / demand... more »
  9. hardmanb on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: I don't think this article accounts for the huge "shadow... more »
  10. MortgageInsider on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Interesting but you missed something important. Anout half of the... more »
  11. mderenthal on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Interesting, original article IGI. more »
  12. woollyB on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Well, prices still have not returned to levels that traditionally... more »
  13. parkwood on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: It is because of the bubbles in the BDI. Not like the stock market... more »
  14. Djvu on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: good post. I am looking for SEASONALITY affect in BDI ? how much... more »
  15. Djvu on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: good post but what about the recent decline past 1 week - a 15%... more »