J. Fredrickson

Friday Outlook: Commodities, Global Markets

Larry Kudlow is that you? I thought you were on vacation? Must be bored and ghost writing as "Gabe Borenstein" on Seeking Alpha's Fry Guy Board. I respect different opinions, but for some reason I find yours repulsive, as in, it sounds like the government spin put upon the American people to make them believe that everything is "fine", "okay" or "alright." When this fantasy ends and the reality becomes more apparent everyone can start making more informed decisions, but due to government "shenanigans" and a fear of "truthiness" this may take longer then anyone expects. I agree with David, "good LUCK to you."

Wednesday Outlook: Commodities, Emerging Markets

I want whatever Wall Street is having! There is something in the water out there. LSD?, PCP?, Ludes? Any other guesses?

Thursday Outlook: Commodities, Emerging Markets

Takes some You know Whats....Big Brace Balls... To Fade the EWZ, i.e. go against the trend.

www.investopedia.com/t...

Wednesday Outlook: Commodities, Emerging Markets

Always look forward to your posts.

Inflation Protection Ideas

The problem with TIPS is the government provided inflation data has been manipulated to the point where it will always underestimate true inflation. So, if true inflation is at 8% and the government says it is at 3%, the TIPS really don't provide protection from the real inflation, the government doesn't have to pay out as much because of the bias number and the general public believes that inflation is tame while seeing their earnings taxed a second time. I am cautious of TIPS for this reason.