Scared Stiff

Friday Outlook: Commodities, Emerging Markets

Keep up the good work, Dave. Don't let the man get you down!

Wednesday Outlook: Commodities, Emerging Markets

Kenny, of course it's far fetched. But I think it's hard to deny the parallels between the way the administration is handling this, and, say, the attack on Iraq. At the very least the $700 billion price tag is just the very beginning.

I do think, however, that putting a ton of new power and cash in the hands of the people who, literally within hours of publicly saying "Everything is just fine!" were saying "The end is nigh!" would be an unforgivably stupid mistake. Clearly, anything Paulson says from here on must be taken with a grain of salt.

Wednesday Outlook: Commodities, Emerging Markets

This whole thing has Bush Administration con job written all over it-- the sense of panic, the secrecy, the political pressure... all with most sensible people wondering, "what am I missing?" What are the chances this is nothing more than W waving his middle finger at the public, picking up a few extra trillion dollars for his cronies on the way out the door?

Tuesday Outlook: Commodities, Emerging Markets

Gabe:
Who says the government is wrong when it doesn't pick winners and losers in our free market? Which of the so called rumors was false? Who says the shareholders are the victims, when it was they who made the decision to buy into the company? You're suggestion that the little guy is the beneficiary here is also laughable... society in general certainly doesn't benefit from a bunch of unqualified home buyers bidding up prices with phony money, and then end up losing pretty much everything. I think you need to turn off CNBC and tune into reality.

Tuesday Outlook: Commodities, Emerging Markets

Frankfurt's also posting all kinds of anti-semitic diatribes. You have to take the bad with the worse I guess.

Thursday Outlook: Commodities, Emerging Markets

I could be wrong here, but I believe that these charts are strictly technical interpretations, with no regard for fundamental factors.

Wednesday Outlook: Caught in a Holding Pattern

Thanks for the great posts... going to miss reading you over breakfast while you're out.