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XMFSinchiruna (27.60)

October 2009

Recs

16

Help Your Fellow Fools to Avoid This Scary Stock

October 30, 2009 – Comments (5)

Happy Halloween, Fools!  [more]

Recs

31

Capmark and CIT ... harbingers of persistent systemic risk

October 27, 2009 – Comments (11)

Please don't overlook the significance of these failed institutions. They are each a very big deal in their own way. Due to CIT, retailers and other consumer-focused business are scrambling to find alternate lines of credit within a still stagnant credit market. The banks would still rather sit on slightly leveraged free gov't capital than lend it out to Mom or Pop or anyone else for that matter.   [more]

Recs

16

Heavy Equipment sector call ... 1 year later

October 26, 2009 – Comments (4)

One year after predicting that mining equipment specialists like JOYG and BUCY would outperform their more diversified competitors like TEX and MTW, the outperformance by the specialists has materialized in earnest as diversification transitioned from asset to hindrance in a deeply impaired industrial base.  [more]

Recs

30

A Tale of Two Recoveries: Our Unfortunate Macroeconomic Reality in One Bloated Nutshell

October 22, 2009 – Comments (15)

These are the best of times, and these are the worst of times. The distinction lies in your position on the globe.   [more]

Recs

25

John Williams of Shadowstats: $7,150 is the inflation-adjusted equivalent to gold's 1980 peak.

October 21, 2009 – Comments (8)

I missed this little gem during my first read-through. I'm glad Iopened the article for a second look.  [more]

Recs

24

Gold Overload

October 12, 2009 – Comments (5)

Gold Overload:  [more]

Recs

18

To invest successfully, you must maintain balance ...

October 12, 2009 – Comments (0)

 ... like this pooch  [more]

Recs

31

Sinchi's Collected Works - grouped by topic, and in reverse chronological order

October 07, 2009 – Comments (16)

With a shout-out to Bays for reminding me to do this, until we get our TMF profile boards tracking both articles and blog posts, here is a compilation of all my articles in reverse chronological order ... this time grouped by category.  [more]

Recs

28

Squawk's Dishonorable Media Circus

October 07, 2009 – Comments (4)

Is anyone else blown away by the new low to which the financial media has sunk? I just flipped on CNBC to get a live gold quote, and thought I was catching C-Span-like coverage of a Congressional hearing on the economy .... only to discover that it's actually the Squawk anchors sitting below the participating reps in a collective interview designed to mimic a congressional hearing.  [more]

Recs

52

Gold

October 06, 2009 – Comments (54)

... any questions?  [more]

Recs

49

The Recession is Over

October 05, 2009 – Comments (1)

 ... the Depression is just beginning.

Recs

43

History Will Not Judge Krugman Kindly

October 02, 2009 – Comments (58)

I have grown quite weary of the Nobel Prize.  [more]

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