Robert Trudeau

The Credit Crisis and the U.S. Dollar

Inflation to save the economy, then deflation to save it. The difference this time is the extemes it will take. I hope Bernake's helicopter is full of gas and ready to take off. It is interesting that the US is now counting on the global economy to save us versus the other way around. Long live multi-nationals, bring those profits home!

The Credit Crisis and the U.S. Dollar

Screw Ron Paul.

Why The Inflation - Deflation Debate Doesn't Matter

Good article. Of course the Fed oscillates between fighting inflation and deflation. We don't live in a perfect world. You failed to account for the Fed accepting mortgages as collateral for loans in your money supply calculations. Will 100% of the mortgages perform? Wouldn't the Fed accepting non-performing loans maintain the money supply at previously high levels? You are talking balance sheet magic. We are experiencing high inflation that will be followed by deflation, and the Fed will oscillate accordingly.

Waiting and Hoping: A Dangerous Monetary Strategy

SireSage, way to go man! I bet if you let me work the methodology I can get inflation down to 0. The author must be dieting and driving one of those electric cars, because by my old arithmetic today's inflation sure isn't going up gradually. Thank God for all that dirt cheap oversea's labor or we would really be in trouble. Keep the kids working.

Waiting and Hoping: A Dangerous Monetary Strategy

Screw Ron Paul.

Recession Will Be Short and Shallow

Thinkbig, great call on the M/A strategy, and by all means sell the company!

Recession Will Be Short and Shallow

Loved the Fractal Dimension, and the breakout at 1440. I immediately covered my shorts and went long the home builders. This aint gonna be your everyday garden variety 1990 recession. We're facing real head winds here, and your advice is gonna get people in real trouble. This is about more than your typical business cycle.

Recession Will Be Short and Shallow

Screw Ron Paul.

A Little Financial Knowledge Is a Dangerous Thing

Felix, great sketch. Just like the Wall Street Journal, huh. Did you reach a conclusion or did I miss it? It aint the education/information that's bad or good, its what you do with it. Idiots will be idiots whether they are informed or not. You elitist. And by the way, most people should pay qualified experts to assist them in making financial decisions. But good luck in finding one, and remember when you do, he is gonna want to get paid. Nothing wrong with that.

Why New Oil Price Highs?

You're right. It isn't entirely explained by changes in demand or the dollar. Speculation also seems to be part of the problem. But wouldn't negative real interest rates lead to lower prices not higher? Why save or hold dollars when they buy more today? Is this your point? Where are they storing all the rice, wheat, milk, corn, etc. I can understand leaving oil, gas, metals, etc. in the ground but not food. Are we suddenly eating more globally? Wouldn't this have more to do with all the money (yuan, dollars, euros) sloshing around than with negative real US interest rates? The answer can't be so simple. What would you have the Fed do, raise interest rates to bring down commodity prices? Good for me, but bad for the ecomony.

Why New Oil Price Highs?

I don't quite understand what you are saying. Are you stating that commodity prices are up because those accepting dollars in payment are getting a negative real return while holding dollars? I'm not sure what the price of rice in India has to do with interest rates in the US.

Why New Oil Price Highs?

Screw Ron Paul.

Many Investors Seem To Think the Worst Is Over

I like your skepticism. Great picture.

The Real Threat of the Housing Bubble

How does the Fed raise nominal incomes? Is there any limit to the Fed's powers, or is he the wizard of OZ?

Unintended Socialization of the Housing Market and Its Consequences

Trader Mark, thanks for the effort, but do you really believe the government can or will implement this solution. It aint gonna happen. These politicians are blowing smoke up your ass. Stick to the day trading.