calvino

Evidence That Big Inflation Is Coming

You assume that the 10k proceeds from the sale of stock was not reinvested back in stocks. It was, and into CDO's as well, and into real estate and international equities. We have just seen a big chunk of wealth erased. Every central bank is now throwing money into this maw. It is true that their capacity is limitless, so let us watch how bonds do now. Last week, not so well.

Friday Outlook: Commodities, Emerging Markets

Good stuff, as usual. The Soviets are in a bind as much as we are. They own lots of Fannie and Ferdie paper. Perhaps the SEcretary of the Central Treasury called them to hasten their exit from Georgia, or else, no taxpayer backstop of their bonds.

Friday Outlook: Commodities, Emerging Markets

Thanks.

Short Selling Opportunity in Stocks, Bonds

Very strong call on the eur/jpy cross. Congatulations is in order!