Tony Daltorio

Should Biased Bernanke Coverage Matter to Investors?

Ben Bernanke is a bubble-head!

U.S. Treasuries in a Bubble, Not Commodities

I agree with the author...the bubble in US Treasuries is the biggest I've seen in my near 30-year investment industry career.

And when that buuble does burst, look for the possible collapse of many major US financial institutions who have moved their assets from one bubble - mortgage securities to another bubble - Treasuries.

Obama's Fiscal Stimulus Has Saved Jobs

You are correct --- Obama has saved the jobs of thousands of very deserving, and I might add well-heeled, Wall Streeters

After all, as the Goldman exec said - they are "doing God's work".

Q3 GDP: Obviously Fictional

Jeff is spot-on in his article....

One point I'd like to emphasize is the phoniness of the inflation numbers, among all the other government's fountain of mis-information - and that is how many people believe the fairy tale called deflation.

Look at all of the, as I call them, "deflation dummies" who are falling all over themselves to buy Treasuries at near 0% in the biggest financial bubble ever. And all because they believe the fairy tale concocted by Wall Street and Washington about deflation.

Don't they understand that the whole deflation fairy tale was cocncocted so the powers that be could find some investors dumb enough to buy US government debt.

Employment: Neither Quality Nor Quantity

When are both sides in the health care debate going to realize that the whole thing is nothing more than a "fake" issue designed by the elites to distract the public from the real problems - the Fed destroying the Dollar by printing trillions in funny money, the elites in Wall Street & DC continuing to enrich themselves off the backs of taxpayers, etc.

The March Rally May Indeed Have Legs

My 30 years experience has taught me that when the "bubble boys" are back, the market is within a few per cent of the top.....

World Recovery Is in the Hands of OPEC

This article is so wrong in so many ways.....

1) Even considering the use of military force to seize oil assets around the world is why Americans have become more & more unpopular globally.

2) The problem isn't OPEC or "speculators" - it's end of cheap oil, the rise of the emerging world, and vast overconsumption by the United States.

3) I'm so sick of hearing about the bubble in commodities. There are TWO bubbles right now - the US Treasury and stock markets.

4) Finally, there is no comparison between the rampant speculation going on in stocks right now as compared to the minor speculation in commodities. It's like comparing the light of the sun to the light of one firefly.

Dow Breaks 10,000 for 26th Time While Gold Shines

Hey Great White,

Instead of just attacking, why don't you share some pearls of investing wisdom from your basement as you sit in your underwear trading?

I'm sure it will be something like - "I wonder how Steve Jobs is feeling today? Duh, I think I'll buy some Apple....

Dow 10,000: Show Me the (Real) Money

You are missing the big picture - various asset classes run in cycles. For example:

1966-1981 was great for commodities, horrible for stocks.
1981-2000 was great for stocks, horrible for commodities.

We are roughly still in the mid-point of the current cycle - terrible for stocks, great for commodities like gold.


On Oct 18 01:00 PM SDL wrote:

> Your back-checking gold to 1999 for comparison to the Dow, arriving
> at the 280% gain is silly, and misleading to your audience.
>
> One could also have gone back to 1975 when gold past $800 an ounce
> and you would arrive at paltry gain over 34 years of 22%. On an inflation
> based, current value, gold is actually worth less than half today
> what is was 34 years.
>
> If you study the matter with a more scholarly investigation you will
> find that almost any stock exchange you choose from around the world
> has outperformed gold over it's history.

Which Is It: Inflation or Deflation?

You can never work for the Fed - you don't have enough imagination.

The Fed will NEVER stop printing money - they don't give a rat's ass about the dollar or protecting the purchasing power of the middle class.

My prediction is that when the economy starts tanking again, as you said, the Fed and the Treasury will go to direct stimulus of the consumer...they will print up enough money to pay off $10,000 of debt for everyone in debt in the country.

This will free up new "purchasing power" for the struggling middle class and the banksters will be happy too since bad loans will suddenly turn into good loans.


On Oct 18 12:26 PM Gavin G wrote:

>
> Michael
> This is really simple
>
> If Fed had not printed Dollars this way, Deflation would have set
> in quite some time back.
> All the Dollars printed by Fed are getting into commodities, US stocks,
> emerging markets , etc as the paper money of Wall St Banks is trying
> to convert into some real assets.
>
> But when the Fed stops printing or when the Fed is rather forced
> to stop printing of Dollars we will clearly see Deflation in full
> cry.
>
> Deflation is only a matter of when and not if.

The Economy Is in Recovery Mode

I see more and more bullish articles like this with little to back their arguments in the way of data or facts. It's all just 'feel-good' fluff.

Since the "bubble boys" are back predicting sunny skies for the US forever, I will take the other side of the trade and say we are within a few percent of the top.

10 Reasons Markets Will Move Even Higher

I'm seeing more and more people like the author who are very bullish on tech...reminds too much of a decade ago. My recommendation is to short most tech stocks with the exception of Apple.

Jim Rogers on the Next 10 Years

A comment on the commenters:

1) I have followed Jim Rogers advice throughout the decade for both myself and my clients - we are up about 200%.

2) Most foreign people I have come into contact with on my overseas travels speak at least several languages. The only people around the globe who seem to speak only one language are arrogant Americans.

Asset Inflation: The Missing Policy Indicator

Very good article on the dangers of asset inflation. Asset inflation has been ignored not only by Greenspan and Bernacke (what ever happened to taking away the punch bowl?), but also by the deflationists who somehow don't see this massive dangerous inflation staring them in the face (I guess they're stock market bulls).

Are U.S. Markets About to Get Drilled?

Typical American - blaming others for their failings.


On Oct 05 10:18 PM nun wrote:

>
> You have it backwards. China got itself into this mess with currency
> policy. Now it complains endlessly about an undervalued dollar. If
> they didn't behave this way, the "imbalances" would have corrected
> themselves already years ago.