January 28, 2011 –
It seems like the reality of our underlying economic health is oozing through the media fog. We've had persistently extremely negative media in the US since 2008. [more]
January 26, 2011 –
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RELATED TICKERS: MTW
, VWDRY
, GE
This is a great listen from NPR (about 8 minutes) to understand the problems of America and China happening today. It basically outlines a repeated story of what happens when western companies enter China. [more]
January 25, 2011 –
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RELATED TICKERS: EGLE
, NMM
Ouch! [more]
January 21, 2011 –
Remember all that talk about inflation, deflation, L-shaped recoveries, U-shaped recoveries, Wave-Count-Theory, blah blah blah? We argued on CAPS for sooo many unproductive hours about all sorts of things that all depend on so many assumptions and data points that are all quite silly in the end. That's why economics is a little BS, all the assumptions before you can make any predictions. [more]
January 11, 2011 –
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RELATED TICKERS: WINT
From WSJ: [more]
