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July 2009

Recs

33

There Goes Crude...

July 09, 2009 – Comments (17)

No question that one day the limited oil resources is going to cause prices to go through the roof, but when every oil producer and oil producer wanna be put their supply on the market at the same time, the price goes down.  [more]

Recs

31

Still in Deflation Camp

July 07, 2009 – Comments (18)

I can not make sense of the market rally, but contrary to nonsense adages, like the market has already priced in (fill in the blank), the market constantly undervalues and overvalues businesses and rarely gets it right, but over the long term over priced businesses will collapse and under valued will increase.  [more]

Recs

15

Currency thoughts

July 06, 2009 – Comments (5)

Big Picture did a post referring to discussions by the G8 about the US remaining the reserve currency.  [more]

Recs

28

It is all about debt

July 05, 2009 – Comments (4)

There are two blogs that got my attention since my last post.   [more]

Recs

24

What to look for in employment data

July 02, 2009 – Comments (2)

Big picture has a great post on employment data and what the post really says is what you should be looking at in the data.  Taking the numbers at face value simply isn`t enough and an understanding of what the numbers means is very important.    [more]

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