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February 2009



+936 points REDUX

February 27, 2009 – Comments (2) | RELATED TICKERS: GE , FCX , DBE

While I've been generally bearish for a long time (evidence caps score I suppose), colleagues call me a perma-bear, I think the time for dispair is behind us.  While I don't foresee any major economic rebound in the U.S. anytime soon, I think it is likely we are about to settle into a "nice" stagflation for quite a few years (read my previous blog).  While that is not a sexy thought by any means, for investors it shouldn't be so bad.  I'm not going to go into detail why I think this, as it's out there already if you look around.    [more]



Middle Age

February 14, 2009 – Comments (1) | RELATED TICKERS: GE , JPM , BMY

Middle Age  [more]

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