Pullease

The Journey into Deflation

U.S. Future Inflation Gauge at 10-Month HighReuters
September 04, 2009

(Reuters) - A gauge of U.S. inflation pressures rose sharply to a ten-month high in August, indicating that deflation is unlikely under current economic conditions, a research group said on Friday.

The Economic Cycle Research Institute's U.S. Future Inflation Gauge (USFIG), designed to anticipate cyclical swings in the rate of inflation, rose to 89.6 in August from 84.6 in July.

The index has now risen from a 51-year low in March to a ten-month high, said Lakshman Achuthan, managing director at ECRI.

"Thus, the risk of deflation has clearly dissipated for now, but inflation is not yet a clear and present danger," he said.

The July USFIG annualized growth rate, which smoothes out monthly fluctuations, shot higher to 6.5 percent from negative 8.8 percent in July, revised from negative 8.6 percent.

The gauge was pushed higher by rising commodity prices, said Achuthan.

Why I'm Long Mortgage REIT Chimera

Keep in mind that the PPIP will be barging into that market (MBS) with $45 Billion and bidding up the whole market shortly. This has gotten no coverage. The CIM book value should scream. These MBS are one of the best bond investments extant right now. Just ask John Paulson!

The Wonders of Mark-to-Market: Simultaneously Well-Capitalized and Insolvent

Please look at a real life case. In 1981, every money center bank was up to their eyeballs in Latin Debt trading at 10 cents. If we had M2M then, every single bank would have been insolvent. They were allowed to hold these loans, eventually package them as Brady Bonds and sold to (ultimatley) profitalbe investments.

Price to Panic is just stupid.

Financials: Bottoms Happen When Everyone's Convinced They Won't

Tom Brown was a bank analyst for Smith Barney in the era he mentions....early 1990's. I remember hearing him literally POUNDING THE TABLE over the squawk box one morning, suggesting buying Bank America -- a $4 per share. He was laughed at by nay sayers then as well. My clients weren't laughing years later. They're listening now.

Nationwide WiMAX: Who Benefits?

Scott....you have absolutely no idea of which you speak...or you are a shill / consultant for the legacy crap. Wimax works...at 60 mph...at fantastic speeds. Would GOOG/INTC/etc invest Billion$ in a technology that "that works in some circumstances"? Our country is quickly losing all edge in mobile broadband with the legacy complacency you spew...nice work!

This is a 4G technology that is available today...as opposed to the LTE "promise" of > 2 years from today. Comparing the offering of today's mobile providers and WiFi speaks to your knowledge of this OFDM mobile technology.

Boondoggle?...you will be eating your words.

Merck, Schering-Plough: Confessions of a Vytorin Patient

I concur with WaneNet, as I have an almost exact historical experience. It lowered my bad numbers, raised my good ones and lowered my triglycerides. NONE of the other statins did any good for me. I've never heard of plaque removal as the benchmark for success in any of the other drugs. I bought size in the convertible preferred after it collapsed at ~ 150. I'll get > 9% yield, and most of the upside as this gets worked out. I would also point out that a takeover is a distinct probability. They have one of the best pipelines / stock price extant. Shorts will get creamed on this one.

Nu Horizons' Awful Quarter: Stock Rises Anyway on Herd Mentality

It would appear that you are, and have been wrong on this stock.

Nu Horizons: Is This Time Different?

Andrew,

I believe you're missing the more obvious "difference" in NUHC to all the others you've mentioned. The Memec/Avnet merger opened an immediate slam dunk hyper growth opportunity for them, as they both picked up new talent and the customers. No other disty company is sporting growth of eps in the same ball park as NUHC. Yes margins are low, yet the demand creation end seeds are about to be sewn....while regular business comes in over the gunnals. This is a "one off" situation that won't last forever, but it's getting better before it gets worse, imho. Shorting is a bad bet this time. Good luck.