verygreen

This Recession Ain’t Over

Really like your articles analysis with lots of facts--raw data.

Do you use other economic indicators: from OECD, or IMF? It seems they provide very different conclusions regarding world wide recovery pace. OECD is more in line with CFNAI, but IMF is telling that U.S. will recover first, have a better GDP than Europe that posted in WSJ.

Why Gold, If Deflation Is the Threat?

Very interesting post, made some clear point by simple logics. I read your another article regarding U.S. national debt/GDP, most debt are from banks and personal. Business debt is just small portion of all. It means in stock market, most companies have a good balance sheet.
I don't know how banks related to govenment, as long as they don't transfer banks debt into govenment balance sheet----tax payer's money, stock market shouldn't devaluate that much.

The Great Reflation Continues

How can we fnd out when fed pritn money?
Could you explain more about that "This is proof of concept that fresh money in the hands of select (read elite) players, moves stocks, regardless of the reported fundamentals. This price action is not investing; it’s not even speculation. It is front-running hyped media.."
Does that mean that govement is buying to stablize the stock marlet?
Thanks.

After Wall Street's Broken, Who Pays the Piper?

Great article, but one thing I didn't get from this article is that WHO got those money by selling CDs ($60T= one year whole world GDP) & CDO ($600T= 10 times whole world GDP)? The institution AIG, Citi bank, Bank of America, J.P Morgan, who issued those great creative products got taxpayer's money from bailout one after another to survive. Seems someone carries those giant money going another planet to spend or burn. Then it will take 10 years to get U,S, checkbook balanced with exporting and sharing this misery with whole world. If not, that should be a paper loss, and then the situation would be less serious. Did anyone have some answer? Thanks.

After Wall Street's Broken, Who Pays the Piper?

One thing I didn't get from this article is that WHO got those money by selling CDs ($60T= one year whole world GDP) & CDO ($600T= 10 times whole world GDP)? The institution AIG, Citi bank, Bank of America, J.P Morgan, who issued those great creative products got taxpayer's money from bailout one after another to survive. Seems someone carries those giant money going another planet to spend. Then it will take 10 years to get U,S, checkbook balanced with exporting and sharing this misery with whole world. If not, that should be a paper loss, and then the situation would be less serious. Did anyone have some answer? Thanks.
Susan

Bond Expert: Friday Wrap

I have a question: if this article is true, will U.S. be a Tantanic to sink very soon?
"The $55 trillion question
The financial crisis has put a spotlight on the obscure world of credit default swaps - which trade in a vast, unregulated market that most people haven't heard of and even fewer understand. Will this be the next disaster?"
from:money.cnn.com/2008/09/...