Robert Jung

Fed Talking Leverage Reduction: Like a Crack Dealer Handing Out 'Just Say No' Stickers

You are the winner for "Best Article Title". Thanks

Falling Dollar Erodes Non-U.S. Investors’ Returns

Doubleguns is spot on. Connecting the dots, even the President is concerned - Major Garrett interview on Fox - Obama commented that the US Gov't borrowing and spending might be pushing the US into a double dip recession.

Go Bearcats.


On Nov 18 07:52 AM doubleguns wrote:

> When the dollar carry trade collapses they will have an opportunity
> and incentive to sell, sell, sell and make a very nice profit. Of
> course this will totally destroy the US stock market and our treasury
> bubble.
>
> The roller coaster ride is still climbing the hill to the next drop.
>
>
> This is going to be more frightening than the "Son of Beast" drop
> at Kings Island Cincinnati.

Why the Stock Market Should Crash

Great article. I have been wondering if we've been in a recession, depression, decession or repression since 2000. It looks like we are mirroring history - 30's and 70's. If this is the case, we are probably half way through the trouble.

The government is engineering its story so as to paper over the truth. What will the catalyst be to move us out? Change in human behavior, not the government. We have had one big party know it is time to pay the tab.

The Financial Body Count: Pension Risk Increases

It seems to me that one can only conclude that the Fed "must" inflate asset values.

Do We Goldbugs Finally Have Your Attention?

I don't buy it. I recommend one look at the total return of gold over different time intervals. Yes, over the past 5 years the performance looks great, +20% annualized. But over the past 20 years it's averaged roughly 3.5%. Gold may continue to run short-term given the crazy governmental spending and Volcker's influence (re-inflation of assets), but I am of the opinion it's a "Bigger Fool" play.

If you invest in gold you are committing one of the big three investment mistakes - "Track Record" investing.

If you're an investor it's not for you. But it if you like gambling it's better odds than Vegas.

The Unsustainable Lie of Inflation

The truth will set you free - great read! Sadly, America in general wants/needs to believe the lies. Ignorance is bliss, right???

Interestingly enough, Hollywood is indirectly telling America that the government is lying to them - The new weekly program "V" is pointing it out the lies. But, I fear/doubt the general population gets it. I am not a fan of Hollywood in general, they added to this "dumbing/numbing down" of America.

Keep up the good and spread the word. Hopefully our Children will be able to pay the bill we have created.

Case-Shiller 2nd Derivative Problems?

How much influence does the first time home buyer credit have on the past three months increase? As the credit tails off is pricing following, it looks like it. Could it just be artificial.

New Home Sales: Is 'Soar' the Right Word?

Welcome to the "state" run media.

The Market Bubble Is About to Pop

Perfect Article, Spot On! My research agrees.

Private Equity: Making Great Investments, And Making Those Investments Better

Spot on.

Cramer's Mad Money - Paul Krugman Is Wrong (8/10/09)

Plain and simple - Cramer is an actor, his producer was with the Jerry Springer Show.

It's July 2009: Where's That Promised Recovery?

Is it an L shaped recovery or the start of the next recession, Depression, or decession, what ever you want to call it? I am looking to the 30's and 70's for insight. I know history doesn't repeat, but it sure does rhyme. I'd appreciate your thoughts.


On Jul 01 11:41 AM Mad Hedge Fund Trader wrote:

> End of the year says Janet Yellen. I spent the evening with Dr. Janet
> Yellen, the president of the Federal Reserve Bank of San Francisco.
> She thinks that thanks to the government’s tax cuts and spending
> programs, we will be out of the recession by the end of this year.
> After massive inventory liquidation, the auto industry in particular
> is poised for a rebound. Financial markets are now in better condition
> than we imagined possible six months ago. However, the pace of the
> recovery will be frustratingly slow, and it could take several years
> to return to full employment. Since the majority of the Fed board
> members feel that inflation will be stuck at 2% for years to come,
> deflation presents a greater risk than inflation. We are not by any
> means out of the woods yet. Rising energy prices and interest rates
> are a potential drag on the economy. Commercial real estate is at
> the top of her worry list, as falling rents and capital values could
> create a downward spiral, further impairing the banks. China’s wishes
> for an alternate reserve currency are impractical. Answering questions
> as only a UC Berkeley professor can, she further confirmed my belief
> that we are looking at an “L” shaped recovery at best. However, she
> did pour some cold water on my idea that the TBT has further to run.
> “Inflation running up to untoward levels doesn’t make any sense,”
> she averred.

Ken Lewis: The Government Made Me Do It!

The next revolution is at hand.

Fixing CNBC

CNBC is there to SELL advertisement time, "period".

They are in business to make a profit. So they will do what it take to make a profit. I personally don't think they are biased in their reporting; at least not like the national news programs.

The world is not and will not ever be fair. This is the problem with "the everyone gets a trophy" group. If you just ignore "media matters" you take away their power.

I hope America stops it mouth breathing, drooling, lazy behavior and starts to educate themselves. Don't be spoon fed from the left nor the right. Neither provides the answer.

Be responsible for yourself and your family and quit relying on "Uncle Sam".

The Coming Depression: See It Clearly Through Historical Eyes

Response to SW Richmond. Being a 46 year old and the son of depression era father, I take exception to your comment:

"This group has failed miserably, and continues to fail, at every step of the way, at recognizing this downturn for what it is."

It is the front-end of the Baby Boomers (55-63 year old), not the tail-end, gen X, and Ys. We are not the "Hippies" who over indulged at every turn of our lives. And if you have some evidence to the contrary, remember we were the student to our older siblings.

The 30 to 40 years are not the people in power or were not ones in power when the mess began. Could it have been your generation by chance? Remember that these problems began over 25 years ago.

In addition, there have been many papers on depression cycles which note that the US enters a depression roughly every 75 years. Greenspan financially postpone the last one so it didn't occur on his watch.