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Daniel Herkes » Comments » EPI

  • Friday Outlook: Commodities, Global Markets [View article]
    The dollar purchases are interesting. I suppose the bet is on that the commodity prices have reached the asset bubble phase. That make the dollar look pretty good. Jeez, what a choice! The up/down flat-line market thrashes on. The squid feeds on CDS's, and the hapless investor (me) cannot get a trade in edgewise. My money is not at all valuable, and the commodities and equities, are valued in said currency.
    Nov 06 06:33 am |Rating: +1 0 |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    Up and down. But the end result will be a flat market. Are there earnings, except Cash for Fords? The unemployment rate is is still around 10 percent. The trading appears to be machines hedging pennies.
    Nov 03 06:26 am |Rating: +1 0 |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    I expected a small rally myself, until the housing numbers came! I'd have to read all of these charts differently to draw another conclusion. If Mr. Fry just puts the information out there, I'm willing to make my own mistakes. I make plenty of mistakes. . . As per another article this morning, employment is defiantly a leading indicator - now.
    Oct 29 06:44 am |Rating: +10 0 |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    The cat had one heck of a bounce this time.
    Oct 27 06:41 am |Rating: +3 0 |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    I think all those dead loans are starting to be a problem. How long can any bank hide bad assets? Here in N. Illinois, and this is subject to locale, people stand around at the gas pumps, in grocery store lines - wherever - and talk about the "economy." Again, subjectively, people are worried and skeptical. The trust is going fast.
    Oct 22 06:50 am |Rating: +5 0 |Link to Comment
  • Wednesday Outlook: Commodities, Global Markets [View article]
    If not collapse, then a weak slow growing economy with a lot of slack. The 800 unemployment gorilla sits in the room. How about those contributions? Wow.


    On Oct 21 05:51 AM Rantor wrote:

    > Why is no one talking about the fact that the profits at many of
    > these companies is on a lot less total revenue. CAT down 44% year
    > on year! That is not good news and speaks to the bigger trend in
    > the economy, collapse.
    Oct 21 07:17 am |Rating: +3 -1 |Link to Comment
  • Friday Outlook: Commodities, Global Markets [View article]
    Thank you for the summary. You have an objective perspective as far as I can tell. When this bubble pops the other half of the W will emerge. It is just a matter of when.
    Oct 16 06:41 am |Rating: +5 0 |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    I liked the Al Gore reference.
    Sep 22 07:27 am |Rating: +2 -2 |Link to Comment
  • Friday Roundup: Commodities, Emerging Markets [View article]
    We all will. People get sick, and there is really no point in blaming them for it. Smoking aside, just breathing the air around you can lead to some diseases. Todays healthy habit, ie. drinking a lot of water, might actually be bad for you - bottled water might have Pb in it.


    On Sep 19 05:22 PM logicalman wrote:

    > REALLY OFF THE SUBJECT, BUT, WHO WILL PAY FOR THE LONG TERM CARE
    > OF OLD SMOKERS WHO WILL NOT GIVE UP, OR FOR THE NEW SICKOS TAKING
    > UP THIS DISGUSTING HABIT???
    Sep 20 10:23 am |Rating: +1 0 |Link to Comment
  • Friday Roundup: Commodities, Emerging Markets [View article]
    Another good question would be "Who will pay for their long term care related to injuries received in the line of duty?" Vietnam was dangerous, and so is Afghanistan. I just wish we would learn to mind our own business - "son of a gun, better change our act."


    On Sep 18 11:53 PM LKofEnglish wrote:
    > As Jerry and
    > Boys said, "it ain't no luck, I learned to duck." And that is a
    > request for 40,000 additional soldiers to Afghanistan, no? forget
    > how expensive that is just to create and deploy for a minute and
    > ask--whose gonna pay those guys once they get there? You?
    Sep 19 07:44 am |Rating: +6 -3 |Link to Comment
  • Friday Outlook: Commodities, Global Markets [View article]
    Amen & ditto.


    On Sep 11 04:48 AM JD of OZ wrote:

    > Dave, I really appreciate the time you take to share these charts
    > and your insights. I (like thousands of others I reckon) look forward
    > to your posts every day. Thanks mate!!
    Sep 11 06:36 am |Rating: +5 -1 |Link to Comment
  • Wednesday Outlook: Commodities, Global Markets [View article]
    Thank you for putting this all together. The charts and annotations are really neat, and a rookie, such as myself, appreciates them. The base commodities are really being manipulated by our debtor the Chinese. But, the dollar is so low now, the bubble over there might well break too. We've committed financial sins, and they financed the sinning, so to speak.

    What a total mess. The indexes of the markets in the States are thrashing, to borrow a computer term. low volume, limited numbers of investors, and the 800 lb. gorilla of the Fed. in the room.

    I never worry about things beyond my understanding or control. I am nervous about the winter and the whole employment thing. People get all kinds of ideas when they don't work enough. Thanks
    Sep 09 05:41 am |Rating: +7 0 |Link to Comment
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