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javajag

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  • The Fed's Paint-By-The-Numbers Delusions About The Labor Market [View article]
    Full disclosure, I am a real Stockman fan. His recent book was great reading.
    What is disclosed by him, but unsaid in political circles is that the Fed, and in fact the entire government, is in a fiscal race with China to ward off the "deflation" that would surely arrive if labor worked at the China price.
    By undervaluing their currency for decades and adopting a mercantilist posture China has created an arms race to the bottom of the manufacturing/labor market.
    The bubbles Stockman describes are the tortured twists and turns the entire fiscal/monetary establishment must make in an attempt to ward off this labor rate underpricing by China. So it is easy to throw stones at the Fed, but it is much deeper than that.
    It is political and economic delusions from both sides of the elected isle.
    Unless and until the political class has a frank talk with China and other low wage manufacturers and/or we adopt some form of protectionism/mercantile import policy this game will go on for a while.
    Stockman is right of course that when it ends due to its inherent unattainability (and in China's case that could be very soon) there will be even more pain.
    Nov 15, 2014. 07:24 AM | Likes Like |Link to Comment
  • Fed Tapering Scenarios: The Winners And Losers On Wednesday [View article]
    Excellent, what an insightful clear analysis. You have articulated what is in the air and graphically shown possible outcomes. I have been thinking along these lines but could not articulated it as you have done. Bravo. As for now I have covered my bases by having positions in all of your asset classes. Thanks again.
    Jun 18, 2013. 05:53 AM | 6 Likes Like |Link to Comment
  • Alan Abelson Died: Lives On Through A Generation He Defined [View article]
    James, Thank you for getting this thread going. I too was deeply impressed by Alan's writing. He reminded me of my favorite essay writer, George Orwell. Alan's clarity, wit and clear prose served as a platform for his original thinking.
    While an agent at William Morris, I had the great good fortune to get to know him a little. In the early 1980's I was in the television department. One day I called him up and suggested he have his own show. He responded very positively. We had a few delightful lunches and talked about the project for a while. He even quoted me in a column about the true nature of the Hollywood studio setup. I was just thrilled at our relationship.
    Ultimately, there would be too many compromises for the show to be developed. Alan would not let his integrity be questioned for even one minute.
    We lost contact but I read him until the end.
    I occasionally write about economic policy and China and the Mid-East. I judge every article I write against his and always come up far short. He is the benchmark for great writing.
    I will really miss him.
    May 14, 2013. 08:23 AM | 1 Like Like |Link to Comment
  • Bank Of America: You'll Pay Up When The Consensus Gets Cheery [View article]
    Thanks, great real detailed analysis. I am a long term holder.
    Apr 19, 2013. 07:40 AM | Likes Like |Link to Comment
  • 5 Stocks To Buy Well Positioned To Rally In 2013 [View article]
    Thanks for the analysis, I own three your picks...based on intuition. I have held F, BAC and C for a while and am now positive, I agree these are long term calls on recovery.
    Dec 6, 2012. 05:57 AM | Likes Like |Link to Comment
  • Obesity In America: An Investor's Perspective [View article]
    Thanks, really smart article, very timely, the budget , healthcare and other policy implications are just huge. I think the obesity crisis will dwarf the smoking/tobacco crisis as a matter of future focus. This simply cannot go on...so it wont. jr
    Aug 31, 2012. 08:00 AM | Likes Like |Link to Comment
  • The Vanishing American Default [View article]
    The script that the congress is following is one that is very familiar to fans of the WWF. The World Wrestling Federation and its smackdown shows follow a formula that includes: threats, chaos, unintended events, certain death, near recoveries, and audience participation. During any one match there are a dozen hair raising 180 degree turns that thrill and chill. In the end its always the same however, the winner is the guy in the white hat and evil is always vanquished. In the case of this budget show the media and it's default histrionics play the role of the ring announcer, breathless at every turn. The script for both shows is already written only the clueless would live in a state of suspense at the outcome.
    Jul 27, 2011. 10:27 AM | 1 Like Like |Link to Comment
  • Shipping Our Economy, Our Jobs and Our Prosperity to China [View article]
    Brilliant article. Not only do I agree but have written about similar subjects. Here are some of my posts:

    worldwide-java-jag.blo...
    Premier Wen Jiabaos Chicken

    worldwide-java-jag.blo...
    Comrade Capitalism

    worldwide-java-jag.blo...
    Bejing Duck

    worldwide-java-jag.blo...
    Ji Sheng Parasite

    worldwide-java-jag.blo...
    Henry in China
    Jul 7, 2010. 02:46 PM | Likes Like |Link to Comment
  • Is a U.S.- China Economic War on Its Way? [View article]
    Brilliant article. I have said many of the same things. You can read them here.

    worldwide-java-jag.blo...
    Premier Wen Jiabaos Chicken

    worldwide-java-jag.blo...
    Comrade Capitalism

    worldwide-java-jag.blo...
    Bejing Duck

    worldwide-java-jag.blo...
    Ji Sheng Parasite

    worldwide-java-jag.blo...
    Henry in China
    Jul 6, 2010. 05:09 PM | 1 Like Like |Link to Comment
  • In a Word, The Problem Is Debt [View article]
    Tom,

    Either great minds think alike or like minds or great. I loved your blog. Its an insightful as they come. Permit me to perhaps give an explanation for some of this and to describe a secondary problem. Its contained in my Java Jab blog. Please see the link below. I would love you to post a response and let me know what you think about NFMP.

    worldwide-java-jag.blo...
    May 27, 2010. 11:56 AM | Likes Like |Link to Comment
  • Will China Implode and Bring the U.S. Down With It? [View article]
    Brilliant analysis. Very useful and helpful. You have clearly done your homework. Here is my take on the China economy. Its more of an overview than your trading strategy, but it might be useful.

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    May 11, 2010. 10:52 AM | Likes Like |Link to Comment
COMMENTS STATS
11 Comments
9 Likes