StockMongerCom

Global Capital Asset Death Spiral

Nice explaination. Obviously this short-term wait and see until next year plan amidst broken/black box balance sheets is a recipe for uncertainty and bear pourage. Next the auto companies will be lining up, and then the auto loan companies, and then the credit card companies, and then the homeless deadbeat on the corner will vote them out because his patrons will have nothing left after taxes to give him. The goverment better auction the mortgage products off instead of having a trigger finger on the supply of homes to shoot down prices at their whim.

Buying Gold for Oil Like George Soros

Historic ratios aren't complete garbage, but they are not fundamentals. The fundamentals of future demand and supply determines price. The X factor is human emotions of fear and greed. The parabolic rise of oil indicates the latter. Position- short crude oil, short China, long CSC, and looking to short financials on 200 MDA test.