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    • Fri Mar 28th 14:56 PM | Rating: 0 0
      Commented on:
      The Fed is Deflating: 10 Reasons Why
      When the Fed releases $200B of bonds for collateral, that collateral must go out an get cash FIRST before buying assets, so there’s is no net gain loss of currency (M1) since the banks must get the cash by exchanging those new bonds for cash SOMEWHERE ELSE. The Author is right, Banks don't create cash…

      …and the perma-inflationists are wrong. M3 doesn't correlate that’s why the Fed dropped it. M3 is useful only to people trying to market gold to you and their big gamble junior mining stocks.

      If the Perma inflationists were right - if M3 was "the tell" - gold would be much higher after all these years of M3 growth, that's why they've created the non-falsifiable “Central Bank conspiracy" to delude the people who buy their gold and gold stocks.

      If you want gold, buy GLD. GLD will end their marketing routine since it's cheaper, easier. Bt I’m sorry to say will not outperform in the long haul… Unless… you want to track the future gold price? Look at the trend in Indian weddings, not M3.

      Inflation is always and everywhere a fiscal problem (with the help of the big market maker, the Fed, swapping treasuries for cash.) Sure those rare Zimbabwes and 1930's Germany printed tons of money, but that's 1,000% increases of M1, not 3% increases in M1.
      View article »
    • Thu Mar 27th 07:39 AM | Rating: 0 0
      Commented on:
      Ben Stein and Bear Stearns: Getting It Wrong
      If messianic shorts are in control and will drive prices to zero, then Ben Stein will do the little guy a favor by recommending that they buy the the double shorts.

      Are the secret cabals also shorting houses? Did they all go long in 2003? Does he name any of these people? Does he track their trades?

      He's just another shill trying to save the "Bush tax cuts."

      As for Ben Stein's wacky paranoia, he learned from the master, Nixon.
      View article »
    • Fri Mar 21st 12:01 PM | Rating: 0 0
      Commented on:
      Thursday Outlook: Where's the Big Fall?
      Quant funds make money in very short term swings, make up half the volume day-to-day. They can continue to step in and make money on the way up and down. Even in days with 100 point hourly, three hundred point daily swings. No human can do these sorts of trades. Two-hundred-factor models running on servers in Weekawken can.


      To quote Ted Nugent, "I got you in a stranglehold, Baby. You best get out of the way."
      View article »
    • Wed Mar 19th 21:40 PM | Rating: 0 0
      Commented on:
      March Madness: CBS Wins No Matter What
      Beat men huh? Lemme see your bracket(s) after the Final Four.

      Best of luck all, but sounds like CBS won't need it.
      View article »
    • Mon Mar 17th 12:34 PM | Rating: 0 0
      Commented on:
      What Role Did Langone Play in Spitzer's Downfall?
      BS. If Ken Langone had this info last year - or two years ago - he would have run with it. He's making it up so he can get a little extra glory, a little extra doubt in his nemesis 's mind.
      View article »
    • Mon Mar 17th 08:21 AM | Rating: 0 0
      Commented on:
      Warning Signs of a Modern Depression: See 1990 Japan
      I'm not sure Europe and Japan will be forced to " support us." Politically, the antipathy toward George Bush's America is too great. Who's going to get votes with a "let's help the US" mantra?

      Also, with so many inflation indicators among the many deflation indicators, I find it challenging to make a confident prediction of a general move in either direction.

      The one overwhelming qualifier I do see is 'poorer.'
      View article »
    • Sun Mar 16th 08:47 AM | Rating: 0 0
      Commented on:
      The End of the Bear Market?
      Looking to history as you do, we had a massive stock market rally when Cap Gains taxes were a bit higher in the Ninties, Sixties etc. We've had no equity gains in this decade with lower cap gain rates. Cap gains taxes have no correlation whatsoever with equity gains.
      View article »
    • Thu Mar 6th 14:25 PM | Rating: 0 0
      Commented on:
      Comparing Income Taxes: Clinton vs. Bush
      And give Bush another edge, with the dollar down 50% against the Euro, those tax payments are way cheaper.

      The Bush coalition: Patriots until they're asked to pay for it.

      I'll sacrifice for this country, those who won't can leave.
      View article »
    • Fri Feb 29th 08:12 AM | Rating: 0 0
      Commented on:
      Applauding Hank: Treasury Secretary Rejects Keynesian Mortgage Bailout
      The other day the caps on Fannie and Freddie buying in mortgages from lenders were taken off. The FHLB has already bailed out Countrywide and continues to loans billions.

      To say that the government isn't already bailing out the lenders flies in the face of the data.

      Paulson's policy on bailouts is identical to his policy on the strong dollar: Bull.
      View article »
    • Mon Feb 18th 17:01 PM | Rating: 0 0
      Commented on:
      Housing Market Tracker - No Slump for the Wealthy
      I don't mean to be a spoil sport... but if people are listing their homes for high prices, why does that mean they'll get that price?

      On the only sale above you don't know they price. And on the other data you're looking at historicals. And a link on remodeling?

      Where's the data?
      View article »
    • Sun Feb 10th 08:40 AM | Rating: 0 0
      Commented on:
      Rebalancing Can Be Hazardous to Your Portfolio
      By letting your winners ride, you're increasing the riskiness of the portfolio, so of course if you don't rebalance your returns go up on average. The problem is when you tend of the years to go from a 60/40 allocation to an 80/20, your risk is greatly increased, hence the increased returns.
      View article »
    • Sun Jan 27th 14:52 PM | Rating: 0 0
      Commented on:
      Can Wall Street Pin the Rap on Societe Generale?
      If this is one tenth correct, it's a brilliant piece.

      The asymmetric incentive for bankers (a very well-protected industry in the West, if you win you get a bonus, if you don't you work elsewhere) extends to the high incentive to be secretive.

      With there access to discount windows, ability to merge to "too big to fail" size and ease of self-financed adventurism, the banks need to start looking a lot like the utilities industry, and pronto.
      View article »
    • Thu Jan 10th 14:19 PM | Rating: 0 0
      Commented on:
      Clinton and Obama: Hedge Fund Killers
      So, these guys have to pay the same rate as everyone else, and you think that will "Kill the entire industry?" What industry has been killed when the managers of that industry are forced to pay the same tax rates for their work as everyone else? Do you have any examples of this?

      Mutual fund managers pay the same tax rates as everyone else and they haven't all "gone out of business."

      Tax rates are much higher on the owners / managers in many European and Asian countries that have active hedge funds. You don't see them "going out of business."

      You give no reason for this, you just state it. If they are still making profits, but paying the going income tax rate, what makes this industry so unique that the entire industry will "go out of business?"

      This is such bull. Do you realize how lame these arguments are? How foolish they sound to people. What is the reason that these people will ALL stop investing in their hedge fund systems and PE formulas?

      I say we try it and see.
      View article »
    • Tue Jan 8th 11:02 AM | Rating: 0 0
      Commented on:
      Ignoring the Politics of Recession
      Governments don't declare recessions, the NBER National Bureau of Economic Research does. And they use a formulaic definition
      View article »
    • Mon Dec 31st 15:24 PM | Rating: 0 0
      Commented on:
      Is the Chip Industry at a Bottom?
      Possibly, especially if new chips will be able to sepelcheck haedlines.
      View article »
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