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FourthAxis (< 20)

Recs

4

Domestic Deflation, International Inflation

June 16, 2009 – Comments (1)

Alright, I'm going to make this a quick post, and I do not plan on engaging in a multi-comment, multi-thread discussion about "inflation" at this time.  I think we are seeing a period of what I'm calling "Domestic Deflation, International Inflation."  Hopefully it doesn't result in something resembling hyperinflation.  I know that asset prices of all types collapsed around the world.  Consider the cases, U.S. home values, U.S. wages, and extra labor capacity.  All the while many other countries around the world did not make the same overleveraging mistakes as us.  If those countries see an opportunity to pick up raw materials at discount prices, those prices may not last, despite the U.S. growth story.  This can clearly be seen in materials prices.  When the S&P continued to hit lows in march, many materials did not.  Consider Stats Geek's post Inflation is a good sign! Today Seeking Alpha has an article out Chinese Consumer Growth Could Hurt U.S.  Opps!  Really?  Not good news anymore?  [more]

Recs

9

Expensive oil is bad now?

June 10, 2009 – Comments (5)

I'm so confused.  Because...just a few weeks ago expensive oil was a "sign of improvment."  D-bags.  Oil is now at a 1 yr high while unemployment is at a multi-decade high.  Awesome.

Recs

1

Geithner the Landlord

June 04, 2009 – Comments (1)

Geithner Rents Westchester Home After Failing to Sell - Bloomberg
The house? 32 Maple Hill Dr Larchmont NY 10538 - Zillow

 

Recs

5

Eyes on the Dollar

June 02, 2009 – Comments (4) | RELATED TICKERS: UDN , UUP

Because it seems to be falling through resistance from December.  Technically, it could freefall.  Is this the beginning of the hyperinflation?

Recs

2

Yelling at the TV

May 28, 2009 – Comments (0)

I know my girlfriend is tired of me yelling at the TV, so I'm writing. The idea of the U.S. becoming part owner of two auto companies is a brave new idea with which I am not comfortable. This comes in response to the news that is being fed to me. Not fed to me because of an agenda, but ignorance. Ignorance of specifics, history, logic? All three? I'm not sure.

Here is a quick example though. When the economy was "booming" and gas prices rose, it was viewed and reported as... http://www.joshsebastian.com/2009/05/yelling-at-tv.html  [more]

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