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DL1947

DL1947
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  • World Currency War II? [View article]
    Does it matter that the currency is devalued by government decree or by its central bank printing tons of money ; I think not it's still a currency war , 21st century style if you wish , but still a war
    Apr 13, 2013. 10:57 AM | 1 Like Like |Link to Comment
  • David Stockman: Don't Shoot The Messenger [View article]
    One of the best articles I have read on Seeking Alpha in a long time . Yes Stockman may come out as abrasive and he ruffles some feathers but he speaks the truth ( I dont know or care of his motives ) but failing to listen to the message will cost America dearly . It is late in the game but we can still make the endgame somewhat less disastrous .
    Apr 6, 2013. 07:40 AM | 1 Like Like |Link to Comment
  • What Analysts Aren't Saying About Friday's Employment Report [View article]
    Good analysis , well done
    Mar 12, 2013. 10:45 AM | 1 Like Like |Link to Comment
  • Jan Hatzius Connects All the Dots [View article]
    Dream on guys , the US is driving again full speed into a concrete wall ; and when it does like in 2008 , all those Wall Street geniuses will complain that nobody but nobody could have seen it coming .
    Nov 14, 2012. 05:50 PM | Likes Like |Link to Comment
  • Government Incapable of Providing Services, Causing Fiscal Cliff [View article]
    Sorry to spoil your party but I live in Canada one of those other countries that provides health at a lower cost with sadly enough Government involvement at least twice as bad as in the US ; so why are costs so high in the US compared to other advanced economy ?
    The answer is simple enough other economies put a ceiling on what the providers of medical services can charge , that's the bottom line . No other solution works .Good luck America until you do that medical costs will continue to rise exponentially .
    Nov 14, 2012. 05:45 PM | Likes Like |Link to Comment
  • The Week Ahead: Greece Will Make Or Break Market [View article]
    Whatever the vote is in the Greek Parliament is , again the Troika will blink and pay because paying means sending funds to greek creditors indirectly which Germany France and others would rather do than directly tax their citizens to save their banks . If Greece exits ( and perhaps later Spain ) and renege on their debts Germany andf France will have to rescue their banks big time with taxpayer money , politicians dont want that to happen . Bottom line the can is kicked down the road and the Troika pays .
    Nov 4, 2012. 08:55 AM | 8 Likes Like |Link to Comment
  • The Week Ahead: Greece Will Make Or Break Market [View article]
    Whether the Greek vote one way or another the Troika will blink and pay as it has always done because paying does not mean giving Greeks money but means giving their creditors ( german french and british banks ) money through the back door which these countries prefer to directly taxing their citizens to save their banks .
    Nov 4, 2012. 08:47 AM | 13 Likes Like |Link to Comment
  • Using The OECD's Leading Indicators To Avoid Both Bull And Bear Traps [View article]
    If both the first and the second Q 2012 GDP are above 0 then ECRI will have had a miss ; I still think they are right but not betting the farm on or against them .
    Dec 28, 2011. 08:18 AM | Likes Like |Link to Comment
  • Do ISM Numbers Mean Recession Is Receding? [View article]
    And with a now stronger US dollar , manufacturers will anticipate slower exports and reduce production which can only lead to a renewed downward trend of ISM manufacturing number .

    Curiously we have not yet heard Tim Geithner commenting that the US strong dollar policy is finally bearing fruits
    Oct 5, 2011. 02:33 AM | Likes Like |Link to Comment
  • Stagflation-Plus [View article]
    It would be an excellent idea ...if there was any money left to be spent .
    Aug 12, 2011. 04:40 PM | 1 Like Like |Link to Comment
  • We're Not AAA? The Empire Is Blind [View article]
    I think Goldman may have been joking and you fell for it ; sounds like a post he would have put up on April 1st .
    Aug 7, 2011. 09:45 AM | 3 Likes Like |Link to Comment
  • Getting Angry at the Ratings Agencies [View article]
    Those who dont like the news ( downgrade ) have no recourse other than to shoot the messenger ( S&P ) , but it does not change the fundamentals .
    Aug 7, 2011. 09:33 AM | 1 Like Like |Link to Comment
  • Today's Best Possible Market Scenario [View article]
    We are getting there faster than you thought
    Aug 4, 2011. 05:05 PM | 1 Like Like |Link to Comment
  • Today's Best Possible Market Scenario [View article]
    I dont think your prediction materialized , but no problem , may be tomorrow
    Aug 4, 2011. 05:04 PM | Likes Like |Link to Comment
  • Bernanke in Denial: Fighting a Rhetorical Rearguard Action [View article]
    Excellent article .
    Jun 9, 2011. 06:57 AM | Likes Like |Link to Comment
COMMENTS STATS
110 Comments
458 Likes