Wizler

Awful Investing Advice of the Day, Distressed-Mortgages Edition

with that article he is lining up some suckers to buy those bonds from him...a quick profitable flip is what sell siders like right? Nothing like some PR tactics to generate interest...oops did I just say that

Inflation or Deflation: Which Will Win?

inflation/deflation is not an either or scenario. we are on the path to have both. longer term housing prices are attached to personal incomes.

right now the liquidity has stopped the hemorrhaging but not created sustainable incomes, in fact with the dropping dollar and a net import country there will be inflation on consumers goods, further reducing incomes.

if the gov put money into programs that created long term income streams, like R&D and health services, rather than pumping liquidity, housing would rebound sooner.

the growth in assets over the last ten years was pure financial engineering and needs to correct however painful if we want to get on a sustainable growth path (not to say the gov can not facilitate a softer landing)

shifting the debt burden from the people who over stretched their credit to all taxpayers is going to be an expensive way to deter the inevitableright now we are on a path to falling assets and inflation

An Obituary for the Paper Industry

what about the upside from printing all the new $$'s?

Will Deflationary Forces Overwhelm Global Fiscal Stimulus?

how about using all that taxpayer cash to fund intellectual infrastructure, R&D and improving healthcare. Drive real income that will grow over time with a smarter and more efficient workforce/industry.

Propping up over leveraged asset prices will not end well. I agree with using the financial tools for softing the landing but prices were out of control, houses, energy, food. Some deflation is good after the debt fueled inflation that peaked last year.

Report from Europe: M&A May Save the Day

bulls are running in NJ too

www.sfgate.com/cgi-bin...

Report from Europe: Setting Up a Down Day for the Dow?

shows what kind of skills you need to be a trader on wall st

U.S. vs. China: Has Trade War Begun?

great points on the situation and what the short term future may hold

however, I refuse to believe that health care and consumer lifestyle drove the evil US corporate giants to China. Look at German automakers. they have a higher cost base, drinking and smoking workers, but continue to innovate and export. The Mini and the Smart car are great examples of innovating to meeting consumer needs.

Any ass that was reading the stats in the back of the economist could see the ballooning deficit, but no one blinked. Do you want to tell consumers they have to pay more for thier clothes and kids toys. Not on my watch.

Time for some innovation and accountability for consumer actions

Wednesday Outlook: Commodities, Global Markets

what is going on in olde Mexico...I have seen decent energy consumption growth and with some good oil news...any nice trends?

Dollar's Downward Move Not Really About Safe Haven Status

how about increased risk appetite and the carry trade pulling the dollar down....are the S&P and the greenback still highly co-related?

agreed the fundamentals are bad for the $ but what is the impact of the leveraged bulls?

Friday Wrap: This Market's Running on Empty

iphones in China could be good for AAPL! And their chip supplier.

September Cometh

only 42% have seen a rise....hmm that almost rounds up to half

Preview from Europe: Have Markets Reached the Bernanke Top?

Interesting, are the markets really forward looking, or do they drive confidence that drives the economy (reflexive in Soros terms) or are we getting the dead cat bounce from huge gov stimulus.....going to be an interesting fall, let's see where the heavy volume leads, if any

Preview from Europe: Mid-Day Sell-Off

you have some readers here in the Lowland too (Nederland)

China's Credit Bubble and the Balance of Trade

I am not advocating debt wealth or saying there is not a bubble brewing in China. But it could be a long long time before it pops.

Given the higher savings rate of the Chinese and the relatively high capital requirements on mortgages, there is potentially a lot of upside before a pop.

The middle class in China is more than the US and EU combined. So longer term, China could drive WAY more consumption than the mature western economies ever did.

My guess there will be some big bubbles and troughs along the way.

Buy low sell high young man

Finally: Congressional Pushback Against Taxpayer-Funded Wall Street

OK my research is limited, but I'll bet taxing to fund wall st is underpinning the current push to "reform" healthcare. Don't insurance companies have close to 1/3 of institutional assets?

Seems logical to cut out the middle man and just provide health care, not health insurance. The insurance numbers game of premiums of many to cover costs of the few may have worked in the past. But with an aging/ailing population I am not convinced this model still works.

Not to mention you wall st guys are expensive, so adding money management fees, transaction fees and potential losses will make this even harder.

Check out the San Francisco and the federal health care clinics set up under Bush Jr.

Taxe vices, smoking, drinking, driving etc. C'mon Obamasan, where is the change we can beleive in?