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  • Money Appears to Be Tiptoeing Back into Emerging Markets [View article]
    "Last year, the yen literally beat the performance of 177 currencies."

    What are the chances that this will repeat in 2009? I am short FXY (via puts).

    Also, if Japan money is moving into emerging markets, what do you think China is going to do with all those dollars when they see the USD heading downward?

    BTW, they must have made a very nice profit on all those treasuries they own, so they shouldn't complain (but they will) when values go back down as interest rates rise.
    Feb 12 01:42 am |Rating: 0 0 |Link to Comment
  • Wrong Great Depression Lessons Will Haunt Equities in 2009 [View article]
    Like more heroin is the answer for the addict.


    On Jan 01 01:01 PM Griz wrote:

    > I have one question: Is more credit the answer?
    Jan 01 16:41 pm |Rating: +1 0 |Link to Comment
  • Wrong Great Depression Lessons Will Haunt Equities in 2009 [View article]
    Once again, the world will not end this year.
    Jan 01 03:15 am |Rating: 0 -1 |Link to Comment
  • 2009 Economic Forecasts Ignore Demographic Shift [View article]
    The US dollar has to fall in value. We are taking on more debt than we can service. To keep interest rates and payments from overwhelming us, the Fed will buy Treasury debt. This will increase the money supply and lead to inflation and a drop in the dollar. That in turn will reduce debt service burdens as well as reinflating asset (e.g., housing) prices. We will all have more dollars but be poorer.
    Dec 30 00:31 am |Rating: +1 0 |Link to Comment
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