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  • What's The Culprit Behind Recent Retail Sales And Jobs Weakness? [View article]
    It is not going to be easy as the Welfare is being fracked itself. Take Obamacare for example. How many people are on the lifetime zero dollar benefit? Do we know? Or even a better case: folks who fudge the data abusing the 'just sign up, please' state of the program. I know a feller with a nice shiny red Mercedes boxster and a frontline beach condo in Miami who brags that he pays less for the same coverage now. And that 24/7 line at the border..
    Apr 10, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Central Bank Balance Sheets [View article]
    In fact, DJ Commodity Index (as one of many) is falling with no bottom in sight..
    Sep 4, 2014. 10:51 PM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    Russia was preoccupied with internal problems even at $100 level. That's why they make the move in the first place: to associate the troubles they have with the nefarious foreign conspiracy..

    I repeat: when was the last time economic or human cost stopped them?

    As opposed to the "West" Mr Putler knows what he wants and how to get there. Finlandization of Europe is his near term goal. European security is non-existant. Germany has two motorized armor divisions and one airborne brigade. Swiss and Greeks have more Leopards than Germany. Unless we allow the changes of German and Japan Constitutions the West is done. Molotov-Ribbentrop 2.0 is in the works after Putin visits Normandy in May. Ah, btw, in case few noticed, Germany goes by EU moniker nowadays, they took Europe without a single shot.

    You can dream up any price per barrel and totally miss the point. It's about "triumph des willens", here is a proof : Leni Riefenstahl can be proud of them

    The West is lead by spineless Daladiers and Chamberlains of today.
    May 11, 2014. 05:12 PM | 2 Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    They lost the Cold War, but they were not finished. That was a mistake..
    May 7, 2014. 10:00 AM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    There was a fall of Soviet Empire, but there was no fall of the culture. That is what the West doesn't understand.

    When was the last time that Russians were stopped by economic or human losses?

    You are not dealing with rational Western whores on that theater, you deal with mentally crippled nation, not just the leaders. I was born there. The longer you live there, the harder it is to stay sane. They understand shock all right.

    I agree with the US abstinence from hot involvement. Limited exposure strategy worked for USA in the previous wars very well. Soft containment is a good strategy, let them implode and all that. The problem is you may have to wait for too long, they are too rich to be wise. And judging by the speed the oil CEOs are tripping over themselves to personally meet with Putin and give him assurances that they fully understand the benefit of cooperation, nothing will happen in terms of sanctions at all.

    I wouldn't watch Baltics. Too linear, too logical. Watch Kazakhstan instead.
    May 7, 2014. 03:13 AM | Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    Budapest Accord of 1994 doesn't count as a treaty? US is a guarantor of Ukrainian integrity..
    Apr 27, 2014. 12:48 PM | 3 Likes Like |Link to Comment
  • Crisis In Ukraine: What Now For U.S. Stocks? [View article]
    his net worth is well over 300B
    Apr 27, 2014. 12:48 PM | Likes Like |Link to Comment
  • Ukraine Crisis: U.S. LNG Can Help, But Not The Way People Think [View article]
    NG aside: Russia and Finland had that disparity too, when Soviet Union invaded Finland. Don't underestimate people fighting for their own land. Besides, Ukrainians realize that West is impotent and don't expect much of a real help.. Just another variable that is not in equation yet.
    Mar 17, 2014. 02:55 PM | 1 Like Like |Link to Comment
  • Bond Market Flashes Warning To Stocks: Stocks Don't Listen [View article]
    Jimmy Rogers covered his short US bond position
    Apr 8, 2013. 03:17 PM | Likes Like |Link to Comment
  • S&P 500 Target 2000: Going Once, Going Twice... [View article]
    Just moved my cash from Bank of America to a local CU. Nobody knows what is actually on the books with these Too Big To Fail entities. You had to see their faces at the bank. Also, we used to enjoy the same crew at the bank office for ~ 15 years, knew them all by name. Now I see the third complete crew change in 4 years. I was not as concerned about the bank in the height of Lehman scare as I am now.
    The author's thesis of no inflation that he based on some Gov data is a big credibility hit. Just a kind reminder that this country was built on distrust of Gov and .. get out and shop!
    Start of the month is down, so is the start of the quarter - not good signs.
    Apr 8, 2013. 05:26 AM | Likes Like |Link to Comment
  • A Pound Of Flesh: A Medium-Term Outlook For GBP/USD [View article]
    Betting 1.5 by the end of the month
    Feb 22, 2013. 04:08 AM | Likes Like |Link to Comment