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  • Global Investment Themes in Eight Charts [View article]
    The trend in place is the trend to believe. Where can it end but with some further inflation? The question is what policies are ahead of US when it become evident that many of the stimulus parts are not working or were never designed to work? I think inflation is just a matter of time, in the meanwhile enjoy the deflation while it lasts.
    Aug 25 16:43 pm |Rating: +2 0 |Link to Comment
  • June Postmortem: World Markets, The Dollar, The Banks [View article]
    A waste of your time and ours. Nothing that is not obvious or worth reading.
    Jul 02 15:42 pm |Rating: 0 -1 |Link to Comment
  • U.S. Tops List of Countries with the Largest External Debt [View article]
    Does this note serve some purpose?
    Jun 21 15:23 pm |Rating: 0 0 |Link to Comment
  • The Global Economy: Is Deflation the Next Macro Story?  [View article]
    too wordy as usual for this writer. The deflation scenario has been in track for some time and given the size of the world housing markets it is the prime mover. The flood of fiat currencies are puts on the future productivity of the each issuer, but other than that fiat is just a medium of exchange with little value. How will it come out? When the governments realize that both supply and demand for money are the key to a recovery. For The Big Freeze is the path: keep looking at Japanese history; it is a long ride.
    Oct 06 09:03 am |Rating: 0 0 |Link to Comment
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