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October 2009



Increasing global food output by 70% !!!

October 19, 2009 – Comments (2) | RELATED TICKERS: MON , POT

"A record 1 billion people worldwide are hungry and a new report says the number will increase… The U.N. Food and Agriculture Organization (FAO) "says global food output will have to increase by 70 percent to feed a projected population of 9.1 billion in 2050".   [more]



Time to short US retailers

October 19, 2009 – Comments (0) | RELATED TICKERS: XRT

From the late1990's through 2008 there was a massive increase in debt taken on by US consumers which added roughly $2.8T of unsustainable funds to the economy.  Now at some point the savings rate must return to positive territory and the recent economic recession combined with high unemployment should drive a large-scale deleveraging among consumers.  The question is not if the correction will happen, but how rapidly this adjustment will take place.    [more]



Stock market up too much, too soon

October 07, 2009 – Comments (3)

I think the time to get out of stocks is upon us - most economists seem to be in agreement that the recent stock market frenzy does not align with underlying fundamentals.  Why not get out now, wait a quarter or two for a correction and then get back in?   [more]



Will the US suffer a 'lost decade' like Japan?

October 02, 2009 – Comments (3)

Some interesting insights from Simon Johnson of MIT about the state of the world economic situation.  I think he is a bit extreme in his position overall but I am in total agreement with the third paragraph where he expects the US to suffer a Japan-style lost decade.    [more]

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