phdinsuntanning

Five Charts to Rule Them All

hold your sword Macleod, anything that we all does not know? I pay your latte if oil get 30 in winter times again. Keep your head.

Bye-Bye Dividends

easy money times are over guys...

Please, Let October Be the Worst of It

"Lenin is said to have declared that the best way to destroy the
capitalist system was to debauch the currency. By a continuing process
of inflation, governments can confiscate, secretly and unobserved, an
important part of the wealth of their citizens. By this method, they
not only confiscate, but they confiscate arbitrarily, and, while the
process impoverishes many, it actually enriches some," John Maynard
Keynes, "The Economic Consequences of the Peace," 1919.

Bailout Cost, per Taxpayer, by Income

probably the US economy will grow more than 7%, even 14% in next years, but only in dollar terms, not in hard currency...

Bailout Cost, per Taxpayer, by Income

more reasonable would be a IMF rescue funded by Japan and neighbors, I guess it will happen even with bailout...

Bailout Cost, per Taxpayer, by Income

Richard, what coupon and terms are you assuming? who will buy the bonds issued for the bailout and at what cost, with US inflation in the range of 7% - 12% they will need a good premium to ride this wave, remember the Venezuelas 2018? 13,75%, and these ones are not oil backed...

A 360 View of Returns (July 2008)

very good job Richard, it gives a sectoral - global view, I learned a lot with the summary! Challenging times

And They All Fall Down: No Broad Stock Index Is Up

what you expected with Texas in charge!

Rate Cut On the Horizon? Not If, When

if the Fed does that, the dollar is dead: investors taking care of US government spending (China, Russia, Middle East) will move somewhere else to get some yield, maybe some local recession can help but I don't see any.

FOMC Caught In a Catch-22

and one you didnt mention, lower rates and the dollar will sink: imported inflation!

No Liquidity Crisis? Then Why Are the ECB and the Fed Increasing the Money Supply?

1. FNM
2. destructive
3. Yen/US = 1

Inflation Too High For Your Taste? Stop Eating and Driving

during inflationary times, the price of all nonessentials fall and the price of necessities shoot up! The statisticians know this fact but rather than honestly discuss it, they play number games that hide reality.