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  • It's becoming crystal clear that the Fed and the public are hearing two different things in the word "inflation," and Floyd Norris tries to dig into the correlation between inflation and stocks.   [View news story]
    Look to corporate bond yields.....
    Mar 5, 2011. 09:01 AM | Likes Like |Link to Comment
  • If you think you're going to get rich long-term from stocks tied to $100 oil, think again - despite supply-related bumps, crude's never been a real gainer when adjusted for inflation. (And chances are you already own plenty of oil-related stocks.)   [View news story]
    Dang...who is posting for SA this morning...Searching for Negative News...I guess playing to the audience....
    Mar 5, 2011. 08:58 AM | 8 Likes Like |Link to Comment
  • It's a “game changer," David Rosenberg says, referring to the five times in the past 70 years when oil prices doubled within a two-year time frame. "All but one involved a recession for the U.S. economy and that was in 2005 during the height of the credit and housing boom, which acted as a huge offset. But oil prices did keep rising... so the recession may have been delayed... not derailed.”   [View news story]
    Does Rosenberg get a royalty for each bearish statement he makes???
    Mar 5, 2011. 04:21 AM | 1 Like Like |Link to Comment
  • Update: S&P 500 Priced in 'Hard Assets'  [View article]
    How about Hard assets to housing prices....Gold can't keep you
    warm...
    Mar 4, 2011. 06:46 AM | 2 Likes Like |Link to Comment
  • "If you look from the beginning ... of the U.S. to now, the long-term trend has been up; there will be market fluctuations where it will go down, but in 10 years (it will be worth more)." S&P circa 2000? Housing circa 2006? Farmland circa 2011? Take your pick.   [View news story]
    Never buy and hold...always trade between asset classes...
    Mar 3, 2011. 06:16 PM | 1 Like Like |Link to Comment
  • Paul Vigna skewers Jim Cramer as an "insufferable jackass": "He’ll never be honest with his viewers, because being honest apparently isn’t how you get viewers on CNBC... He knows stocks are overvalued. He knows stocks are rigged. But he still tells people to buy them."   [View news story]
    Psssst...the market is not overvalued....but keep believing it....OK??
    Mar 3, 2011. 06:09 PM | 11 Likes Like |Link to Comment
  • "We are going into a recession, damn it!" says John Taylor of currency hedge fund FX Concepts, due to rate hikes coming as easy monetary policy ends. He foresees a 4%, 3%, 2%, 1% rate of annualized GDP growth by quarter. U.S. stocks will continue rising for another few months, at which point the "coming recession" will take over, he says (video).   [View news story]
    Damn it!!!
    Mar 3, 2011. 03:09 PM | 11 Likes Like |Link to Comment
  • New Jobless Claims: Can the Numbers Be Believed?  [View article]
    Conspiracies everywhere...I have a call for tomorrow...Karl won't believe the number...
    Mar 3, 2011. 02:17 PM | 3 Likes Like |Link to Comment
  • ADP Employment: More Lies?  [View article]
    Karl " it's all lies....oncoming headlights" Denninger....Opinion Leader #2...scary
    Mar 3, 2011. 10:23 AM | 7 Likes Like |Link to Comment
  • Feb. ISM Non-Manufacturing Index: 59.7 vs. 59 expected and 59.4 prior (>50 denotes expansion). Prices index rose to 73.3 from 72.1. Employment rose to 55.6 from 54.5. New orders fell to 64.4 from 64.9.   [View news story]
    It is a breadth index not a volume index...meaning the economy can go
    a lot higher....these numbers are very good compared to that troublesome thing called....history....
    Mar 3, 2011. 10:20 AM | Likes Like |Link to Comment
  • Feb. ISM Non-Manufacturing Index: 59.7 vs. 59 expected and 59.4 prior (>50 denotes expansion). Prices index rose to 73.3 from 72.1. Employment rose to 55.6 from 54.5. New orders fell to 64.4 from 64.9.   [View news story]
    Business Activity Highest level in History ( since 1997)
    Mar 3, 2011. 10:09 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: -20K to 368K, nearly a three-year low, vs. 400K consensus. Continuing claims -59K to 3,774,000.   [View news story]
    Good numbers y-o-y NSA wise...California unfortunately still flat....
    Mar 3, 2011. 08:37 AM | 1 Like Like |Link to Comment
  • Measuring the Performance of the Ivy Portfolio  [View article]
    Excellent...follow the Ivy...not Shiller 10...you get protection fron bear
    markets ( which the Shiller 10 gives you) and get to participate in the
    bull market ( which the Shiller 10 doesn't unless it is generational low)
    Mar 3, 2011. 07:30 AM | Likes Like |Link to Comment
  • Fed Has Destroyed Confidence in U.S. Dollar  [View article]
    Dollar Index... day of QE2 announcement...76.40

    Yesterday.....76.96

    P.S. Day of Lehman announcement...78.49
    Mar 3, 2011. 05:25 AM | 1 Like Like |Link to Comment
  • Bernanke gets an earful from Ron Paul: "Congress and the Fed are symbiotic because the Congress spends and they know there is a moral hazard involved because they know that if interest rates go up, the Fed accommodates them. So the Fed really facilitates this spending... the Fed is involved with our deficit and encourages it as well as the Congress."   [View news story]
    The 1590 on his SAT,,,not a bad score for God....
    Mar 3, 2011. 04:29 AM | Likes Like |Link to Comment
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