Rokjok777

Global Markets in Review: Share Prices Too Far Ahead of Economic Reality

There are entire DECADES where cash was the best-performing asset class. No fun, though....


On Nov 22 01:36 PM Advill wrote:

> Maybe it´s true but:
>
> Real estate will be depressed in the mid term
> Inflation is around the corner
> Commodities are already higher than economy
> Trillions of TARP money moving around......WHERE DO I INVEST MY MONEY
> ? perhaps is the daily question moving billions each day and my small
> account too!
>
> Rgds

Thursday Outlook: Commodities, Global Markets

To see Da Boyz move this thing around like it's their little toy is disgusting.
These markets are supposed to be about millions of people considering millions of pieces of information about companies and arriving at a view of their prospects for earning money. That's what price discovery is supposed to reflect. They're NOT supposed to be about 6 insiders using inside information and public money to turn it into some kind of big rigged game.
I'm actively looking for ways to earn returns without having to be a part of this casino. Sad, sad state of affairs.

The Critical Slipping Cog in the Global Financial Machine

Superb. Call B. Obama immediately, they could use some good critical thinking at this stage. Seems to me that he's recycling old remedies with little new inputs. And I voted for him!

Bretton Woods Redux: The Real Bridge to Nowhere

Excellent post. The solution is to strengthen US finances and balance sheet, there is no other option than a continued USD-based financial system. Perhaps in 15 years there will be, the euro took 15 years to negotiate, but the world knows we have no other choice except for the patient to get better.

Risk Management in Trending Markets

Superb. You have separated your emotions from the asset allocation decisions better than any other SA writer I've seen. Wanna manage my portfolio?