GE collapse?! No, never...unless...

Scary Drop in Velocity of Money: Is Deflation Knocking?

Of course it will lead to inflation. Later. Later, as in, next week you aren't going on a shopping spree. As in next month you aren't going to go for that dream vacation. As in next year you aren't going to deman that raise.

Because there are 35 million others waiting for your spot.

A 2 or 3 trillion dollar injection into the economy isn't going immediately offset the close to 10 trillion dollar contraction due to the recent, massive losses.

Deflation first. Then, sure, inflation.

Did Bernanke Save the World?

Green shoots! Recession over! Analysts agree! Economists see V-shaped recovery!

...I'd say short the markets now.

Bernake did a swell job of delaying the problems. But I'm not sure, is lending growing again? Are prime loans improving? Mortgage cure rates looking better?

Goliath companies injected with tons of cash, oil at 2007 levels, and China inventory build-up slowing - on the one hand.

On the other hand, Chicago government just shut down one day of work a week, half your friends have heard of someone struggling to find work, your company isn't on a hiring spree, and I don' t think you're upgrading your home right now.

Sure there'll be a recovery. But it isn't today, isn't tomorrow, isn't next week or next month or next quarter. Next half? Next year? That's what the markets an analysts are saying. But I don't think they're buying a vacation home right now either or getting a pay raise just yet. And definately not 40% - 70%. I'll buy back into long's in 3 - 6 months or when I hear the sky's falling again.

Markets Aren't as Benign as They Look

Economy is stabilizing!
Green shoots!
Recession is over!
Oil is at 2007 price levels!
Beating all estimates!
Analysts say buy stocks!
shhh......
....don't tell anyone anything else.
Bankrupt banks? Credit card defaults? Prime mortgage defaults? Record unemployment? Unaccounted foreclosures?
...only the worries of regular folks. Nothing for bankers and politicians to worry about. Bailing out another buddy's bank is, well, only taxpayer money.

usdebtclock.org (but some analysts, bankers and politicians tell me this could be fake)

General Electric: Genuine Risk of Collapse?

you throw 700,000,000,000.00 (yes, that is 700 bil. for those that can wrap your heads around this) at the financial, next AIG and insurance. Why not follow with the auto industry? What's another 700 billion? 600 billion was just marked for defense as well. Heck, might as well give GE and other too-big-to-fails another 700 billion while we're at it. It's all just the taxpayers money, anyway (tongue in cheek), besides, they are all too big to fail...

Why Is Everybody Selling as Buffett Is Loading Up?

Most talk. Warren walks.

China: Holiday Thoughts on Misunderstanding Data

Outstanding, informative, and accurate article. Data, correct or otherwise, can always be interpreted and defined from various angles and positions. What matters most are the percieved realities, as these are what affects market vectors, regardless. Only with hindsight are we able to fully appreciate and reveal accurately data causality. However, what affects tomorrow are the movements now defined by perception, which do not have the luxury of such analysis.