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....

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.