mc2406

Friday Roundup: Commodities, Emerging Markets

Well said. The professional pols in Washington don't care what happens to the U.S. as long as "the other shoe" doesn't drop until they get theirs and some other sap politician is there to take the fall.


On Nov 13 08:32 PM Mark Bern wrote:
> Even if we can kick the can down the road a few more years,
> I have to suspect we'll end up paying the price eventually and I
> also expect that the price tag (in terms of economic pain) just keeps
> rising the longer we put it off. But, then again, it may prove to
> be enough and everything will be great! Right?

Friday Outlook: Commodities, Global Markets

I agree-- Jobs?- Geitner is talking out both sides of his mouth because the administration doesn't know what to do about jobs. He just asked for another $1.2 Trillion debt increase approval from Congress, while saying that fiscal responsibility is their goal (once jobs are found, of course.) "Coincidently" the 1.2 Trillion additional debt being asked for now would take the administration through the 2010 election cycle.


On Nov 13 07:39 AM enigmaman wrote:

> To make matters worse this admin has no idea what
> is required to create jobs, they no longer talk about these, or foreclosures,
> or the CRE problems, they bury the big problems but then push harder
> on burdensome legislation that will further compromise our economic
> recovery. As usual the only ones that really believe the worst is
> over are those who win no matter the outcome.

Thursday Outlook: Commodities, Global Markets

I think the government will do everything possible to keep the market rosy for the next week or so while the big O is in China, kowtowing to our biggest creditor.

Tuesday Outlook: Commodities, Global Markets

I agree that da boyz are trying everything they can to promote year end bonuses.

Longterm, I still don't see how there can be anything but inflation or huge tax increases (nationalization of 401(k)s?) unless all the drunken sailor spending by the professional pols stops.

Wednesday Outlook: Commodities, Global Markets

Reading Seeking Alpha's Wall Street Must Knows today (and for most of the week), you'd think the market could only be going down fast and soon. Also anyone missing earnings is being crushed versus selective upsides for earnings winners. I think the large volume on down days is a big tell of what will happen after the October year ends.

Tuesday Outlook: Commodities, Global Markets

Make hay while we can. The professional pols have a month away from Washington to put together more pork projects for their special iinterests to inject into future legislation. Watch out for September.

Friday Outlook: Commodities, Global Markets

Inflation may ultimately be an irresistable force, but everything points toward a continued deflationary period, and the Fed can spike inflation with the proper actions long term. Can't see how the market can sustain any prolonged upward movement without inflationary earnings. Plus, the professional politicians don't want the "rich" to get richer from a prolonged stock market rally as long as the people they are pandering to continue to say "off with their heads".\