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  • Don't buy the hype, Gary Shiller says - "stocks are anything but safe." The stock market is rising because Fed policy is making it rise, but the economic recovery is much less than meets the eye. Housing isn't any better, Shiller says, expecting another 20% drop. So is anything worth investing in? Treasury bonds.  [View news story]
    The name is Shilling and he is a perma perma perma bear... and i don't think i added enough permas....
    Mar 22, 2011. 05:39 PM | 5 Likes Like |Link to Comment
  • Events in Libya make crystal clear why gold offers such attraction - it does not rely on a government for its value. Gaddafi is thought to have nearly $7B of the metal stashed in-country, enough to finance a war for several years. Selling or swapping the gold will prove difficult, but not impossible.  [View news story]
    So buying Gold helps a terrorist???
    Mar 22, 2011. 10:35 AM | Likes Like |Link to Comment
  • Interview With Merrill Lynch's Ethan Harris: Middle East Is the Top Economic Concern [View article]
    Ethan Harris is a first rate economist....
    Mar 22, 2011. 08:09 AM | Likes Like |Link to Comment
  • Shaken: 10 Economic Disasters Threatening Global Financial Markets [View article]
    or 10 reasons why Butler might make it to the Final 4....
    Mar 22, 2011. 06:42 AM | 6 Likes Like |Link to Comment
  • The Balance Sheet Recession Continues [View article]
    In the first quarter of 2006 Household debt service was 1.331 trillion
    government debt service was 354 billion and personal savings was
    212 billion and GDP was 13.184 trillion....1.331 + .354 - .212 / 13.184...
    11.2 ( 4q 2010) household debt service is 1.352 trillion
    government debt service is 416 billion and personal savings is 625
    billion and GDP is 14.861 trillion.....1.352 + .416 - .625 / 14.861...
    7.7%......a painful process short term but a necessary step for the long a reference point 2000 was 10.4%...1995 8.5%...1990...9.1% and 1985 7.0%
    Mar 22, 2011. 05:08 AM | 2 Likes Like |Link to Comment
  • One reason big banks opposed the upcoming release of Fed emergency lending data is because the public would draw conclusions about the banks' condition, right or wrong. But with the panic conditions in the rearview mirror, maybe that's what should be happening.  [View news story]
    Old Old news....but count on someone to extrapolate and make
    it the future....
    Mar 21, 2011. 01:19 PM | 3 Likes Like |Link to Comment
  • Feb. Existing Home Sales: -9.6% to 4.88M vs. 5.15M expected. Inventory of unsold homes +3.5% to 3.49M; months supply 8.6. Median sales price -4.2% Y/Y to $157,000. Home sales are constrained by "unnecessarily tight credit, and a measurable level of contract cancellations from some appraisals not supporting prices negotiated between buyers and sellers," NAR's Lawrence Yun says.  [View news story]
    Median existing home can be had now for 109 ounces of Gold....
    Mar 21, 2011. 10:45 AM | Likes Like |Link to Comment
  • Hyperinflation: More Than Just a Monetary Phenomenon [View article]
    Excellent article...if the Dollar is going to no longer be the reserve currency there must be a replacement.... a lot of the demand for Gold is a direct result of the growth of developing nations and a zero interest rate policy....
    Mar 21, 2011. 08:49 AM | 6 Likes Like |Link to Comment
  • 5 Signs the Bull Market Is Intact [View article]
    I agree with you Tack...I believe as long as Baa rates below 7% we
    can grow...also Zirp is going to end soon ( gradually) with a .50 3 mo.
    libor probably by the end of the year and a 1% or higher 3 mo. libor in 2012. This is not dangerous for the market because the spread
    between Baa yields and 3 month libor is so wide....
    The tricky thing about government spending is while it was necessary to prevent a depression it now must get out of the way.

    Politicians unfortunately are not that adept ( Democrat and Republican is a fool the other a hypocrite)..
    Mar 21, 2011. 05:35 AM | 2 Likes Like |Link to Comment
  • 5 Signs the Bull Market Is Intact [View article]
    "I believe that the number one threat to the bull market is higher interest rates, especially corporate bonds."

    Excellent....something a lot of people miss..
    Mar 20, 2011. 07:49 PM | 3 Likes Like |Link to Comment
  • What Happens When QE2 Ends? [View article]
    Unfortunately I cannot post my charts on the SA reply platform...
    Mar 20, 2011. 05:22 PM | 4 Likes Like |Link to Comment
  • What Happens When QE2 Ends? [View article]
    Bottom line tell me where you think the 10 year will be after QE2....and more importantly where will the Baa yield be??

    P.S. I remember the 70's and one of the components that existed then was rapid
    job growth too

    1970 01 71006.916666666700
    1971 01 71330.416666666700
    1972 01 73787.750000000000
    1973 01 76901.500000000000
    1974 01 78382.916666666700
    1975 01 77071.250000000000
    1976 01 79507.000000000000
    1977 01 82599.500000000000
    1978 01 86829.166666666700
    1979 01 89934.750000000000
    Mar 20, 2011. 02:24 PM | 3 Likes Like |Link to Comment
  • So What's With the Bank Dividends? [View article]
    "I've long argued that one of the big scams with bank balance sheets is that these loans are, as second lines, worthless if there is a mortgage default and the home is worth less than the first."

    Give us some real numbers not words....what percentage of
    loans and their amounts as second liens have no recourse and are negative equity???....and what percentage and amount would actually default...the number is much lower than you think.
    Please give us an example...not just words....
    Mar 20, 2011. 01:22 PM | 8 Likes Like |Link to Comment
  • 5 Upsides to Global Turmoil [View article]
    So where will the 10 year treasury go when QE2 ends???
    Mar 20, 2011. 06:14 AM | Likes Like |Link to Comment
  • Analysts say every $10 increase in the price of a barrel of oil shaves another 0.5% off global growth. With Western forces now pounding Libyan targets, Reuters' oil price/GDP calculator may be useful for projecting this year's world GDP.  [View news story]
    Need a little better explanation,,,this is the yearly change in average yearly oil price
    correct??? I use the y-o-y change in Oil price as an early indicator
    of stress on the economy....
    Mar 20, 2011. 03:51 AM | Likes Like |Link to Comment