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Tommy the Cork

Tommy the Cork
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  • Secular Stagnation Or Regular Recession? A Summary, Investment Implications And Paddle Boats [View article]
    Fiscal policy is the biggest drag once the nature of the regulatory, administrative state is considered. A road to nowhere.
    Dec 30, 2014. 11:37 AM | Likes Like |Link to Comment
  • Caterpillar: Impressive Earnings, But Wait On The Sidelines [View article]
    I'm dizzy from the spin in CAT's reported results...
    Oct 24, 2014. 08:08 AM | Likes Like |Link to Comment
  • GSEs near deal to re-ignite mortgage lending [View news story]
    Face it, the feds are insane...
    Oct 18, 2014. 10:31 AM | Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    Mellon was right.
    Oct 17, 2014. 01:16 PM | 1 Like Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    Let markets clear....
    Oct 16, 2014. 12:59 PM | Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    At what cost? The 'benefits' certainly have little relationship with the costs. $11 trillion in debt and $3trillion in gdp.Doesn't sound like a good deal to me but I'm not a member of the political class.
    Oct 16, 2014. 08:04 AM | 2 Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    The lack of demand is putting pressure on commodity prices. You'd think the transports would be soaring if energy demand was stable. Folks are broke and in hock.

    Obama had a two pronged model. 1st the Spanish 'green economy' and secondly a manufacturing and export boom supported by a declining dollar while our trading partners would sit quietly by as their economies were hollowed out.

    Stupid is as stupid does.
    Oct 11, 2014. 09:33 AM | 3 Likes Like |Link to Comment
  • The Stock Market Is Still Broken [View article]
    The omnipotent central bank narrative may be coming to an end. The curtain has been drawn back.
    Oct 11, 2014. 09:22 AM | Likes Like |Link to Comment
  • ITG warns on Macy's [View news story]
    So what? Consumption is only 69% of gdp....(yikes!)
    Oct 7, 2014. 10:31 AM | Likes Like |Link to Comment
  • NRF: Holiday sales to improve 4.1% [View news story]
    Bet they're not even close, if history is any guide.
    Oct 7, 2014. 08:28 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Should Stock Investors Fear Current 'Divergences'? [View article]
    great article although I can't get rid of the nagging feeling that the wind-down of unprecedented monetary policy will deliver a shock to the system. How much of the upside of asset prices has been due to that policy? What is the downside to 'normalization'?
    Sep 21, 2014. 09:02 AM | Likes Like |Link to Comment
  • Stocks fall as retailers' weak Q1 results, Plosser comments weigh [View news story]
    the consumption / debt economy begins to hit the skids....
    May 20, 2014. 04:31 PM | 1 Like Like |Link to Comment
  • The Wal-Mart Economy [View article]
    The stock market and the real economy are two different things in a 'wealth effect" policy environment . Today effects are important, causes are meaningless.
    Mar 6, 2014. 12:37 PM | Likes Like |Link to Comment
  • The Wal-Mart Economy [View article]
    The stock market is hitting new records. Why take real risks (plant, equipment, new employees) when we have a stock market on easy money steroids with a free central bank put to boot!? BTW, I don't believe my new shares require health care insurance!
    Mar 6, 2014. 12:27 PM | 2 Likes Like |Link to Comment
  • The Wal-Mart Economy [View article]
    Why is "capex" so low? Aren't rates effectively at zero? Isn't 'investment capital' essentially free at the present time? What is the usual fate of free money? Easy come easy go? Why is the labor force participation rate so low when retirement savings are yielding almost nothing unless channeled into what were once considered inappropriate investment vehicles? Do you remember the MBS security fiasco? Yield chasing? Thank heavens residential real estate never declines in price!

    Malinvestment grows out of price signals generated by political rather than market forces. Creating supply through production is difficult enough. Over-regulating the productive sector doesn't exactly encourage risk taking.
    Mar 6, 2014. 12:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
63 Comments
208 Likes