OnMargin

Oil to Retest $40/Barrel by Year-End?

I think the baby boomer commentors provide some interesting insight into the future psyche of the politician/ Washington/ FED. The baby boomers are going to pound the table that they deserve their payments as they paid into the system for years (see comments above). Baby boomers = powerful voters. Rather than discussing the merits of whether people should be entitled to their entitlements.... I rather bet on money printing and repayment of entitlement in "worth (space) less" dollars.

Long commodities long-term... I defer to RL on the short-term....

Time to Venture Out of the Cave?

Doubtful things are going up and away from here, but the doom and gloom has limits. For investors (as opposed to short-term speculators) I have tried to compile a list of articles/ interviews from value investors or prominent bears....

consequencesunintended...

Reading both ends of the spectrum will hopefully allow people to form their own conclusions as opposed to relying on "experts" or the "smart money" (read: madoff)

Government's Ponzi Scheme: 1000 Times Worse than Madoff's

if you really want to get up in arms watch IOUSA... 30 min version is out for the those with ADD. posted the link on my site.

Today: Stimulus; Tomorrow: Hangover

Good post. Probably time to think about adding cheap inflation insurance to a portfolio. Martin Wolf (FT), James Grant (Bloomberg TV) and Accrued Interest have had interesting thoughts on the risk of inflation over the last few days.

10 Predictions for the Global Economy

I echo a lot of the comments regarding too little too late....

A lot of interesting stuff is being written by perma-bears or value investors over the last 2 months who are getting bullish... not market cheerleaders but guys who warned off excesses for years.

posted some of the materials on my site, if interested.

After Watching 60 Minutes, Fitch Takes Hatchet to Alt-A Mortgages

Interesting what Tilson had to say about the equity markets in light of a frightening economic/ housing picture. Tilson wrote an article for the FT today regarding his bullish stance on U.S. equities.

Time to Cautiously Get Back in the Game

A constructive post. Many prominent bears and value investors are preaching something similar. Easy to sell fear and darkness - much more difficult and insightful to be constructive. That being said, the market is significantly off its low - caution might be warranted in the short-term.

More Stocks Making New Lows Doesn't Guarantee We've Hit Bottom

I have compiled a list of articles and interviews over the last 60 days from bears/perma-bears/valu... investors. Many from the people who warned of the excesses. Interesting thoughts... Valuation has and always will be more an art than a science. Charts and data are helpful and necessary, but sometimes a little historical narrative is helpful.

I have no idea where the market goes in the short-term (no one does) but I not ready to build an ark either.

consequencesunintended...

More Fun with Levered ETFs

Paul -

Any idea how these levered ETFs execute their trades. Do they accumulate trades until late in the day and then execute? Any thoughts/ theories into if levered ETFs add to late day sell-offs?

Is It Time to Buy? What History Shows

I have compiled a list of articles and interviews over the last 60 days from bears/perma-bears/valu... investors. Many from the people who warned of the excesses. Interesting thoughts. Valuation has and always will be more an art than a science. Charts and data are helpful and necessary, but sometimes a little historical narrative is helpful.

I have no idea where the market goes in the short-term (no one does) but I not ready to build an ark either.
consequencesunintended...