JLarkin

Four Reasons We're Headed Even Higher

Jason, you contradict yourself right here, "Housing has hit a bottom. The rate of decline of economic data is showing improvement." If economic data is still declining, no matter the rate, then we have not hit bottom, right? The rise in housing is seasonal! I'm not sure why you malign Doug Kass, I understand his record is very good. How good is your record from 2007 - 2009?

More Asset Bubbles and a Dollar Primed for Collapse

Alexander, you sound a lot like Peter Schiff.

Gary Shilling: Say Goodbye to the Great Gatsby Era

A very good article, as opposed to so much mediocre stuff that one reads on SA. Roubini, Shilling, Schiff have all gotten it mostly right, and got a few things wrong here and there. Schiff was wrong about foreign markets decoupling from the US and wrong about the dollar, at least up til now. CNBC's even talking about a correction, so it seems we are going to bounce along S&P 700 to 900 or some other range for a while.

I'd like to see some good articles about deflation vs. inflation. All the fiat money that is being created vs. all the wealth being destroyed, do they offset one another? Why did the dollar strengthen?

Lesson from Sweden: Aggregator Bank Will Fail

This article is spot on! The media have it backwards, referring to nationalizing the banks as if it were a bad thing. Allowing insolvent banks to fail will allocate resources to better managed entities. Let capitalism work!