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Michael Chandler  

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  • Return To Bretton Woods: Economic and Investment Implications [View article]
    Great article. I often wonder what the net effect would be if the major sovereignty's were not to show up for our auctions but also dump their existing holdings. I think we would find out how vunerable we really are. Again great thought provoking article
    Oct 10, 2012. 09:11 AM | 2 Likes Like |Link to Comment
  • 'It's The Economy, Stupid!' [View article]
    BTW I love this article has stirred up some emotions we as a country need this dialog.
    Oct 1, 2012. 08:08 AM | 2 Likes Like |Link to Comment
  • Yellen Should Be Frank About The Labor Force Participation Rate Decline [View article]
    Well Done
    Jul 22, 2014. 11:56 AM | 1 Like Like |Link to Comment
  • Natural Gas: The Next Great Growth Area [View article]
    Great discussion. Thanks all for your comments.
    Mar 31, 2014. 09:24 AM | 1 Like Like |Link to Comment
  • Natural Gas: The Next Great Growth Area [View article]
    The numbers came from Boone Pickens who is probably the best energy minds of our time. None the less the use of natural gas is economically feasible today in many areas to include fleet vehicles, buses, and many municipal vehicles. It will be the center of the coming energy revolution. It will be some time before individual vehicles will play a major role.
    Mar 16, 2014. 07:07 PM | 1 Like Like |Link to Comment
  • The Unraveling Of The Affordable Care Act [View article]
    I actually believe many premiums will fall depending on each individual situation. I do know that unless something is drastically done to curb healthcare cost itself, those that see substantial decreases will be on the backs of the healthy younger individuals. I think that is the point. Its not republican or democrat issue. Its an American issue. Lord knows Washington has not been a good example on either side of the aisle. I am very glad to see your premiums have fallen
    Nov 26, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • The Risk Of Runaway U.S. Inflation With A Fed In Handcuffs [View article]
    Great article thanks for writing it. I have 2 thoughts for inflation to move upward you would have to have demand/consumption coming from somewhere. Many demographic studies indicate spending habits are changing accordingly. Many say lower consumption for many year's. I would love to hear your thoughts on that. Your point about QE is a good one. At one point in the 50's the Feds bought most all of the t-bill issuance but naturally by not buying long term debt the unwinding was certainly easier and certainly less subject to capital losses in an inflationary environment. Thanks again
    Aug 1, 2013. 02:51 PM | 1 Like Like |Link to Comment
  • We Have To Change Our Culture In America [View article]
    Great point David. Must be something about Detroit, like cost of doing business because mismanagement of City Finances. Unit cost of production was certainly higher or they would not have lost their competitiveness. Interesting to note the Government bails out GM and Chrysler not any that you mentioned. Wonder why that is? Where is the money going to come from to cover pensions? Thanks for your comment.
    Jul 31, 2013. 03:25 PM | 1 Like Like |Link to Comment
  • We Have To Change Our Culture In America [View article]
    This maybe my favorite comment. Thanks
    Jul 31, 2013. 03:06 PM | 1 Like Like |Link to Comment
  • We Have To Change Our Culture In America [View article]
    Done by the Senate Republicans based on data from CRS.
    Jul 31, 2013. 02:53 PM | 1 Like Like |Link to Comment
  • We Have To Change Our Culture In America [View article]
    That would be the ones in which we could not compete. Toyota was building a better product for around $15.00 per hour less than Detroit could.
    Jul 31, 2013. 02:40 PM | 1 Like Like |Link to Comment
  • We Have To Change Our Culture In America [View article]
    Very well said
    Jul 31, 2013. 09:48 AM | 1 Like Like |Link to Comment
  • S&P 2162: Understanding The 'Fed Model' [View article]
    Great piece, over the years this model has been used by many to evaluate the market from a macro perspective. My near term concerns are around consumption rates. Lack of growth here could easily drive the earnings yield down, much like what happened in Japan. If you look at demographics it spells out slower consumption ahead for a while.
    Feb 4, 2013. 09:21 AM | 1 Like Like |Link to Comment
  • Basel III A Game Changer For Both Gold And Faux AAA-AA Sovereign Debt [View article]
    If you look at the macro trends you will see gold moves up and down with inflation since 1951. If you believe it is a hedge against inflation then it might very well be a hedge against a bond portfolio. Might be a helpful tool for the banks in managing it's tier one capital.
    Dec 26, 2012. 03:29 PM | 1 Like Like |Link to Comment
  • A judge lets stand the FHFA's lawsuit against JPMorgan (JPM) accusing the bank of misleading Fannie and Freddie into buying as much as $33B of poorly underwritten mortgages. [View news story]
    JPM didnt want or need bail out. Thery tried to turn it down and the government made them take it.
    Nov 6, 2012. 05:23 AM | 1 Like Like |Link to Comment
COMMENTS STATS
129 Comments
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