Jason Rines (iThinkBig)

Investment Woes Torpedo Markets

I am going to buy next year after Q1 but will ignore the financial sector.

Monetary Madness: Global Margin Call Underway

We are in deflation. Period. The excess liquidity that drove consumer staples such as food and energy is gone (for now).

Printing would certainly have an inflationary effect on imports such as oil and other common staples, but we shall see how much of that $700 B of liquidity winds up in the hands of a few consolidated players and if the energy/food bubble gets reinflated.

What currency oil is pegged to in the future is an important question for our nation.

A better alternative to this mess would have been to create an excellent energy policy, put the $700 B into regional banks that demonstrated fiscal responsibility these last three years and accelerate the energy market creating millions of jobs. When energy begins shooting back up through the roof, it will be the final coffin of our current economy and the dollar will crash and burn. Russia survived it, Weirmark Germany survived, etc. It is a dreadful yet necessary painful process that cannot be avoided but will be a clearing house of the corrupt in Washington and our financial system.

Global Market Performance: Nowhere to Hide

In June of 2007 I could see this as a perfect economic storm, the oil spike/shock has certainly added a negative twist. Five years till the next bull market and we will be fortunate now to avoid depression like conditions, albeit they would be short-lived. Will Washington get it's head out of it's ass now? That sure would help some, specifically on energy policy.