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hayekvonfriedman

hayekvonfriedman
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  • Japanese Equities: The Buy of the Decade! [View article]
    Healthy skepticism is just that, healthy. But be skeptical about what is not known or knowable before a full commitment.
    Mar 15, 2011. 02:14 PM | Likes Like |Link to Comment
  • Japanese Equities: The Buy of the Decade! [View article]
    One person's level of commitment is another's level of desperation.
    Mar 15, 2011. 02:09 PM | Likes Like |Link to Comment
  • Japanese Equities: The Buy of the Decade! [View article]
    The broken window fallacy has been renamed "shovel ready jobs." Ignorance is bliss but expensive...Then again all get out of the market what they want.
    Mar 14, 2011. 09:53 PM | Likes Like |Link to Comment
  • Japanese Equities: The Buy of the Decade! [View article]
    Agreed. If this is the buy of the century as one phrased it, then wait for the trend. So what if you don't buy at the bottom when nobody knows where the shoals are and where the real bottom is and all depth finders are unreliable.
    Mar 14, 2011. 09:49 PM | 1 Like Like |Link to Comment
  • Japanese Equities: The Buy of the Decade! [View article]
    The U.S. has many problems, however, none of the items on your list is one of them.

    The U.S. is the first foreign nation to actually assist Japan, while others offer assistance that comes too little too late.
    Mar 14, 2011. 03:34 PM | 2 Likes Like |Link to Comment
  • Japanese Equities: The Buy of the Decade! [View article]
    Good point. How many technical breakthrough areas of support did the BP core melt through before a floor was found?
    Again, at your own peril.
    Mar 14, 2011. 03:18 PM | 2 Likes Like |Link to Comment
  • Japanese Equities: The Buy of the Decade! [View article]
    Earthquakes and tsunamis are not fat-tailed events. They actually occur with periodic predictability. The nuclear meltdown unknown is ignored here...do so at your peril. How many $$$ have been lost betting on a Japanese rebound as the lost decade becomes the lost generation.
    I'm increasing my shorts on Japan.
    Mar 14, 2011. 12:31 PM | 12 Likes Like |Link to Comment
  • Are Smaller Industrials Pointing to a Broader Recovery? [View article]
    I agree Well written and respectful of the distinction between correlation and causation.

    Stimulating more research on my part.

    Thanks.
    Mar 11, 2011. 09:49 AM | 3 Likes Like |Link to Comment
  • Energy Sector Crushed [View article]
    I can only speak for myself.

    Seeking alpha is not about verb-noun tense agreement or even dangling participles, its a community of diverse individuals sharing the common goal of encouraging thoughtful discourse in the pursuit of both absolute returns and risk-adjusted returns.

    This is ain't grammar school. It's about making money and saving capitalism. If it doesn't contribute to achieving either of these objectives then quit clogging up threads with grammar or spelling corrections!

    I don't apologize for doing the same because I'm calling you out on it and as it is fatiguing and a waste of valuable time to go through these tedious and non-amusing missives when the markets are moving.

    If SA keeps it up serious investors will migrate where there is a more focused community.
    Mar 11, 2011. 09:05 AM | 4 Likes Like |Link to Comment
  • On the Myth of Exploding U.S. Money Supply [View article]
    I actually use that same indicator. My observation is just the opposite. Are you writing from Beijing?
    Mar 9, 2011. 09:34 PM | 3 Likes Like |Link to Comment
  • On the Myth of Exploding U.S. Money Supply [View article]
    The unemployment rate is reported to have fallen. If it has indeed decreased it is probably due primarily to shrinkage of the labor force.
    Mar 9, 2011. 09:32 PM | 2 Likes Like |Link to Comment
  • On the Myth of Exploding U.S. Money Supply [View article]
    Oponions my friend.

    Ad arguendo, 20 years is a short time in the lifespan of a nation. I know they, neigh we, will continue because history shows that once a nation begins to pursue the heady elixir becomes a panacea for all ailments fiscal and otherwise.
    Because of Irving Fisher's equation of exchange, inflation was shown to vary directly with and be caused solely by the variations in the money supply, rather than as being a consequence of aggregate demand.

    Because Lucas and others argued that Keynesian economics required remarkably foolish and short-sighted behavior from people, which totally contradicted the economic understanding of their behavior at a micro level and rational analysis.

    Becasue as Hayek, von Mises, Schumpeter, and other Austrians recognized Keynesian economic policies are plain, simply, and fundamentally collectivist; arguing that such theories encourage centralized planning, which leads to malinvestment of capital, which is the cause of business cycles. Hayek claimed that what starts as temporary governmental fixes usually become permanent and expanding government programs, which stifle the private sector and civil society. Murray Rothbard said expansionists has "its roots deep in medieval and mercantilist thought."

    Because, training, education, experience, and a little bird told me so! Again, it's opinion my good man, not all have them anymore...they are what we now call moderates.

    Keynesians just can't help themselves. If a little bit is good, more is better.
    I have backed up my opinion with my investments and am enjoyng the second year of repudiation of one price theory/assumption.

    Good luck investing with this govt. It's everyman for himself. YOu had better KNOW what you beleive and why, and identify the appropriare risk-return relationship.
    Mar 9, 2011. 09:29 PM | 4 Likes Like |Link to Comment
  • On the Myth of Exploding U.S. Money Supply [View article]
    Ask and answer: where does the Federal Govt get the "cash?"
    Mar 9, 2011. 08:58 PM | 2 Likes Like |Link to Comment
  • On the Myth of Exploding U.S. Money Supply [View article]
    Oh really, then send me your corn, cotton, coffee, wheat, soy, crude, coal, Cu, Ag, Au and I will send you $1.00 per exchange unit. That is 100 times what you are offering for treasuries.
    Are you in?
    Mar 9, 2011. 03:55 PM | 2 Likes Like |Link to Comment
  • On the Myth of Exploding U.S. Money Supply [View article]
    "out of the mouths of the starving poor and into"...what used to be called our gasoline tanks, but should now be called, corn bins.
    Mar 9, 2011. 03:50 PM | 2 Likes Like |Link to Comment
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