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TJ Marta

 
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  • U.S. State Deficits: Any Relationship to Political Leanings? [View article]
    I performed a subsequent analysis for Barron's using a scoring system (1 point each for states' governor, lower house and upper house) and found a similarly strong correlation with the degree of redness/blueness and debt. I need to publish that addendum. Thanks for asking.
    Oct 20 08:19 AM | 1 Like Like |Link to Comment
  • U.S. State Deficits: Any Relationship to Political Leanings? [View article]
    I'm already on record as profoundly anti-Keynesian and pro-Hayek / Friedman, and this article was not intended to address that.
    Oct 20 08:17 AM | 1 Like Like |Link to Comment
  • U.S. State Deficits: Any Relationship to Political Leanings? [View article]
    The analysis is one dimensional, but not "horribly" simplistic. Debt is an issue right now, and so I wanted to focus on debt.

    You seem to want to tie in government debt/expenditures with job creation. That dog won't hunt. Government might get workers to build a bridge, but our economy doesn't rely very much on those kinds of jobs. Any notion that the government creates jobs and therefore, a lasting robust, dynamic economy, was disproved by the US experience of the Great Depression as well as that of the USSR and its collapse.
    Oct 20 08:16 AM | 1 Like Like |Link to Comment
  • U.S. State Deficits: Any Relationship to Political Leanings? [View article]
    This would be interesting, although at least the Wikipedia "red"/"blue" measure spanned five elections and so hopefully isn't that skewed by the recent (or any one) election.
    Oct 6 05:37 AM | 1 Like Like |Link to Comment
  • U.S. State Deficits: Any Relationship to Political Leanings? [View article]
    Love the nom de guerre!
    Oct 5 03:51 PM | 1 Like Like |Link to Comment
  • The Great Recession Is Over. Long Live the Great Deleveraging [View article]
    Agreed - Art Cashin from UBS/CNBC would agree with that sentiment.
    Sep 29 08:52 AM | 1 Like Like |Link to Comment
  • The Great Recession Is Over. Long Live the Great Deleveraging [View article]
    Economic/Historical soul mates, we are!
    Sep 29 08:51 AM | Likes Like |Link to Comment
  • The Great Recession Is Over. Long Live the Great Deleveraging [View article]
    Thank you for the comments on The Great Recession is Dead - Long Live the Great Deleveraging! They provide ideas to address next week, particularly in fleshing out some of the details. Much appreciated. And glad someone out there is making money!
    Sep 22 04:29 AM | 1 Like Like |Link to Comment
  • U.S. Economy: The 'Big Lie' - Or Just Not Paying Attention? [View article]
    No. In fact, I emphatically deny it. Tell me, when do you think the Great Depression actually ended? Anytime before millions were slaughtered in WWII (wiping out excess human capacity) and, thankfully, the good guys won?
    Jul 7 10:38 AM | 9 Likes Like |Link to Comment
  • To Optimists on the U.S. Economy: Curb Your Enthusiasm [View article]
    Don't tell them that!:) or they'll cut our social security and medicare benefits! Seriously, I'll bet that intergenerational crisis does, indeed, occur before this mess is all over.
    Feb 4 07:39 PM | Likes Like |Link to Comment
  • To Optimists on the U.S. Economy: Curb Your Enthusiasm [View article]
    Ouch! I, for one, idealistically believe in American exceptionalism and the Shining City on a Hill. I also believe that many, if not most, Americans have forgotten the terrible price of that philosophy and place in history. Instead of leadership, we now seek approval and consensus. The rest of the world, long resentful of America's supremacy after WWII, no longer sees the US as a rightful steward of world power. America's young adults face the crisis of returning this country to its full potential, or riding it into the dustbin of history.
    Feb 4 07:01 AM | Likes Like |Link to Comment
  • Proposed Bank Curbs: Latest Step in the Great Deleveraging [View article]
    HERE HERE. What happened to boring bankers!?
    Feb 4 06:50 AM | Likes Like |Link to Comment
  • Proposed Bank Curbs: Latest Step in the Great Deleveraging [View article]
    I agree that without some artificial demand, rates head higher. Note BoJ being talked about instituting a bond purchase program. I have also heard talk on several of Americans being forced to buy Treasuries, perhaps through their 401(k)'s. It might just come to such a "taking" of property.
    Jan 26 03:13 AM | Likes Like |Link to Comment
  • Proposed Bank Curbs: Latest Step in the Great Deleveraging [View article]
    Thanks for your response. I believe that we are moving to a critical point in the federal government's "mission creep" into our daily lives such that there will be continued backlashes like Massachusetts. My concern is that the inertia of big government will prevent any major overhauls that I would advocate. Cheers, TJ
    Jan 26 03:10 AM | Likes Like |Link to Comment
  • Equities: A VIX Sell Signal [View article]
    Good point re the taxes. Taxes, like guns, aren't so bad pointed in someone else's direction! ;)
    Jan 19 08:18 PM | 1 Like Like |Link to Comment
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