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fransgeraedts (99.92)

August 2010

Recs

16

Teaparty -look who is paying!

August 29, 2010 – Comments (26)

This frightens me.

http://tiny.cc/iphxu and http://tiny.cc/8i5p0

fransgeraedts

Recs

29

floridabuilder

August 26, 2010 – Comments (14) | RELATED TICKERS: LEN , TOL , SPF

Attention! grin... All hands on deck!

I just noticed that Floridabuilder has turned his last builderstocks from red to green. As far as i can see he has no longer any builder redthumbed.

As he is our go to go guy when it comes to the developments in that sector i think that that is highly significant.

Any suggestions on what it means?

fransgeraedts

Recs

9

Where in the US? a question for help

August 25, 2010 – Comments (21)

It is possible that i would relocate to the US in two or three years time. I would have to travel all over the states. Therefore good airline connections would be vital. I can imagine living in a city or near it.(if the airfield is not farther then an hour.) Also important is that there is a good university in the city. Any suggestions?

frans geraedts

Recs

13

Join the unions!

August 23, 2010 – Comments (30) | RELATED TICKERS: AAPL , WMT

Collective anger and its targets: one of the most important subjects when studying a society.  [more]

Recs

6

The real China heroes; unwarranted pessimism (3)

August 22, 2010 – Comments (0) | RELATED TICKERS: FXP , YANG

a flashpoint for the debate about globalization and its consequences for the US has of course been the transfer of manufacturing jobs from the US to China. I believe many of those that comment on that here in Caps are to pessimistic about the future of the US-manufacturing and the effects of globalization on the US economy. See my earlier posts.  [more]

Recs

14

Double dip, state of play 10

August 20, 2010 – Comments (22) | RELATED TICKERS: QID , SKF , SCO

The chance of a double dip of the world-economy (creating a recession in many national economies and a growth-recession in others) has risen substantially. I am positioning my Caps picks accordingly.  [more]

Recs

9

Stronger then you think; a nuanced view of american manufacturing; unwarranted pessimism 2

August 16, 2010 – Comments (8) | RELATED TICKERS: AAPL , FXP , YANG

There is an interesting inquiry going on in caps at the moment about the weaknesses and the strengths of the american economy in general and american manufacture in particular. Participating are Donnerv, Lordrobot, Freemarkets, Dwot, ChrisGraley, russiangambit, leohaas, tomlongrpv and many others. Read my take on the situation and the comments that it provoked in my earlier post Unwarranted Pessimism.   [more]

Recs

13

Mismanaging a golden age; the global structural output gap; the long view (5)

August 15, 2010 – Comments (5)

I want to introduce a different use of the word output gap. (Its reappearance in the economic debate is a sign of a renaissance of keynesianism. I applaud that renaissance. I would however wish for a renaissance that is also a reworking. We need a neo-keynesian approach just as we needed a neo-classical one. And we need a general theory of economics that can put both in context.) I want to call it : the global structural output gap. What i am aiming for is a thought experiment. What would world GDP be if all societies would be using the best economic practices? And what is the real world GDP now? The difference between the two is the global structural output gap.  [more]

Recs

14

Financial Disarmament

August 12, 2010 – Comments (2) | RELATED TICKERS: SKF , FAZ , FAS

Should we not simply prohibit the use of the more complex derivatives?Should we not simply prohibit trading techniques like HFT? Should we not simply prohibit every institution that manages other peoples money to trade on the financial markets for its own account? Should we not simply prohibit the use of commodity futures except for producers and users? Should we not simply prohibit the trading of any financial instrument outside regulated markets? Should we not simply prohibit banks do do any transaction or hold any instrument "of the books"?   [more]

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18

Unwarranted pessimism

August 10, 2010 – Comments (11)

Erosion of trust (specially in the political institutions) and unwarranted pessimism (specially with regard to the strength of the economies) haunt the western societies. That is dangerous. They could turn into selffulfilling prophecies.  [more]

Recs

1

Unwarranted pessimism

August 10, 2010 – Comments (0)

Erosion of trust (specially in the political institutions) and unwarranted pessimism (specially with regard to the strength of the economies) haunt the western societies. That is dangerous. They could turn into selffulfilling prophecies.  [more]

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3

what is wrong with the world economy

August 10, 2010 – Comments (2)

Profits are to high; taxes and wages are to low.  [more]

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5

Irrational Exuberance -how to prevent large scale speculation; a challenge to the community

August 09, 2010 – Comments (6)

Lets begin with a quote from the ever popular Alan Greenspan.   [more]

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7

Investing in trust

August 06, 2010 – Comments (2)

One of the biggest problems of our time is the erosion of trust within western societies. That erosion takes place all over but the most important is probably the loss of trust in politics.  [more]

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4

What is wrong with the world economy

August 06, 2010 – Comments (3)

Profits are to high; taxes and wages are to low.

fransgeraedts

Recs

10

"Like IBM understanding that the mainframe terminal is a PC-to-be; innovating Caps 8

August 05, 2010 – Comments (2)

Donner was getting angry about bloggers that are plugging investmentletters. I understand Donner and the pluggers but think the real problem lies elsewhere. The Motley Fool underestimates Caps hugely.  [more]

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4

Mismanaging a golden age; the long view (4); globalisation.

August 03, 2010 – Comments (1)

Three values give direction to our pursuits; freedom, wealth, happiness. They are not coincidental. They are the necessary outcome of a historical learning proces.A proces that is with us from our very beginnings, from the first word unward. But only recently, in the last fivehundred years, the inquiry into action has begun in earnest. Those three corevalues are the necessary result of that pragmatic investigation.  Freedom turns behavior into action; wealth gives that action an outward goal; happiness an inward.   [more]

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