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Pax Americana

Pax Americana
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  • The Long Case For Towerstream Corporation [View article]
    Great work Lance...i follow all your vids on you tube.....
    Apr 4 05:15 AM | Likes Like |Link to Comment
  • Looming Problem For Japan [View article]
    Japans demographic profile is the major cause of the majority of her problems, the only saving grace, being the case that most JGB, are purchased by the Japanese themselves.
    Mar 2 03:03 PM | Likes Like |Link to Comment
  • How Fiscal Ideology Trumped Job Creation [View article]
    The debate may be moving to a consideration of the "Anglo Saxon" business model, whereby profits and eps , are preeminent in the mindset of your average CEOs, and his/her willingness to cut headcount at the least sign of a downturn, and leaving Skill shortages as a consequence in the uptick. As opposed in the blue corner , Germany, we see German company;s holding on to their skilled workforce, and putting them on shortime, and their is a far greater cooperation between local "Landers", and their respective heads of business, in strategic planning
    Jun 9 03:17 PM | Likes Like |Link to Comment
  • Coffee, Food and Beverage ETFs Flat Before Starbucks Earnings [View article]
    (sbux)..Margins are under considerable strain from, coffee, although they are hedged until 2012, and oil and labor costs are adding to the mix..On the plus side is the exponential global expansion, starting with doubling their footprint in Korea, and also making inroads into China and India..At present SBUX are overexposed to the continental US, with over 73% of generated Revenue coming from this sector.......
    Apr 30 09:37 AM | Likes Like |Link to Comment
  • The Implications of a Downgraded U.S. [View article]
    $200t dollars in mandated federal spending, on social security, Medicare, etc.These are the real figures, not the $14.3 of National debt, normally quoted. America needs to cut its Military spending, in proportion to the the new paradigm, of a shrinking Federal budget, and start reducing its global influence, before "push comes to shove"....
    Apr 19 07:05 AM | 1 Like Like |Link to Comment
  • Iceberg Ahead: Fate of the U.S. Dollar Titanic Sealed by Last Week's Budget Deal [View article]
    "American" fiscal indebtedness, really began in 1971, when Nixon withdrew the United States from the Gold Standard, at the exchange rate of $35 - troy/oz, subsequently, this measure allowed the US government to print dollars, without the worry of sufficient gold Inventory.
    Apr 15 05:07 AM | 1 Like Like |Link to Comment
  • Iceberg Ahead: Fate of the U.S. Dollar Titanic Sealed by Last Week's Budget Deal [View article]
    China is already creating the semblance of a" International Bond market", based in Hong kong, using the Yuan as its foremost currency. The Chinese also have extensive bi-lateral agreements with many countries around the World predicated on the payment of goods, by means of the Yuan. The Chinese policy , concerning T/Bonds, is to stealthy move from medium term Bonds to short term bonds, and reduce their holdings in T/Bs, as concerns their total oversea;s exposure. Their Again, the deliberate creation of 300m middle class consumers, will negate their reliance on the USA.
    Apr 14 12:29 PM | 1 Like Like |Link to Comment
  • Iceberg Ahead: Fate of the U.S. Dollar Titanic Sealed by Last Week's Budget Deal [View article]
    "America power", has for the 150 years been predicated on a strong and vibrant domestic economy, and will soon face the possibility of Financial collapse, which will have major consequences for Western influence in Asia especially, and force China;s , near abroad to come to an Agreement the PRC, regarding defense and Economic cooperation. Action!, and some form of political bi-partisan consensus on balancing the Budget, needs to happen in the medium term to signal to the markets , of a change in direction in Washington...
    Apr 14 06:49 AM | 4 Likes Like |Link to Comment
  • Strong Economic Outlook Boosts Turkey ETF [View article]
    Turkey also, has been using unconventional means ,to control inflation , via raising capital reserve requirements on domestic banks, this method avoids the unpleasant side effects of Interest hikes, which would harm the broad market Economy. Their influence, will eventually extend into the estimated 100m Turkic peoples, who reside outside of her borders.
    Apr 13 06:43 AM | Likes Like |Link to Comment
  • Inflation and Deflation: Navigating the Curve in the Road [View article]
    The Federal Reserve, numbers for the march commercial banking capital reserves , include the fact that over 45% of the $1.5T , are being directed by foreign banks, thereby fueling global inflation, through third world Asset Allocation.....a new bubble may be forming inadvertently by the actions of QE2.....
    Apr 11 09:38 AM | 1 Like Like |Link to Comment
  • Fed's Monetary Policy Cannot Be Conducted in Isolation [View article]
    "The value of the US dollar is higher than it would be if it were not the Reserve Currency of the World", ..The dollar Index {DXY] has fallen considerably these last few Qtrs, at what level of Fed interest rate would be needed if the Dollar was not the Global Reserve Currency...?
    Apr 11 05:32 AM | 1 Like Like |Link to Comment
  • Nusbaum Positions for Q2: Bullish on Energy Producers, Avoiding Japan, EU, Munis [View article]
    The Japanese situation as everybody is aware is becoming ever more complex, as, a Investment destination because of the Natural disasters, although the Nikkei, proably is good value, at these levels, it still does not imply a realignment at higher levels, on the plus side, most Japanese debt is held by their own citizens, many of their Corporates have outsourced industrial capacity, out side Japan. On the minus side, an Aging population , would infer a lack of retail demand, in the economy. Another serious matter is the lack of discussion on Immigration, this being a sensitive issue , of which the Japanese have not got to grips with yet...
    Apr 11 05:18 AM | Likes Like |Link to Comment
  • Whistling Past the Expanding Graveyard as Spain Goes 'On the Clock' [View article]
    RE;..buyitcheap.....Fair point!
    Apr 7 09:53 AM | Likes Like |Link to Comment
  • Whistling Past the Expanding Graveyard as Spain Goes 'On the Clock' [View article]
    The Keynesian Economics presently in force in America, has at least brought the admittedly distorted unemployment rate down from 10.2% to its present 8.8%, and the American economy is growing at an Annual rate of 3%, conversely the UK economy has contracted last Qtr, with rising real unemployment ,and a struggling retail sector, facing up to a clapped out and scared consumer.....
    Apr 7 08:54 AM | 2 Likes Like |Link to Comment
  • Investing in Today's Market: Disciplined or Delusional? [View article]
    The market is presently operating on "Federal Reserve Steroids", as the Fed is buying longer term Securities to give succor to this exuberant market. All Commodities (soft) or otherwise will experience even more inflation, during the next decade, as the global population, and the expected creation of 300m, middle class Chinese consumers really "kicks in", also as one reads the Transcripts of many S&P 500 companies, it comes home to you the massive transfer of Industrial production and Know how to Asia,is on going and unstoppable.....
    Apr 6 05:08 AM | 1 Like Like |Link to Comment