I’m struggling to find a different way to say the same thing again… Ah, the hell with it. The 10-12 month cycle projection is...
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Radio Free Wall Street
Posts Tagged ‘ Inflation ’
SPX Update: A Discussion on QE3 and the Market’s Potential for Disappointment
Since "to QE3 or not to QE3" is once again the big question on investors minds, I'm going to share my thoughts on this before we get to the charts.
The Federal Reserve Board meets next week, and as has become somethi...
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Retail Sales Not Too Bad
While the media was trumpeting a miss on retail sales, the truth, as usual, was somewhat different than the media message. The major media outlets reported that a 0.1% gain missed analysts’ consensus estimate of a gain of 0.3% for the month of December. As usual, the report was stated in seasonally adjusted terms,...
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Social Security – January 2012 and Beyond
The January 2012 numbers for Social Security (SS) show a mixed picture. The results mirror what is going on in the economy. There is clear evidence that revenues at SS are recovering; there is equally clear evidence that America’s social expenditures...
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Strap in for a Wild Week!
By Phil of Phil's Stock World This chart from the NYTimes pretty much says it all: The average annual inflation-adjusted return for the S&P 500 has been in decline since the late 90s, the decline only paused in the 00s and that fooled us into thinking it was a recovery...
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On Trading Central Tendency
It’s been about a week since the Federal Reserve announced its new policy of providing information to the public regarding the direction of US interest rates. The new policy is not, generally, a surprise. The Wall Street Journal’s Jon Hilsenrath to...
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A Historical Cycle Bodes Ill for the Markets
January 6, 2012
A Historical Cycle Bodes Ill for the Markets
By FLOYD NORRIS
AT the turn of the last century, it was widely accepted that American stocks were virtually certain to be good long-term investments. Now, far fewer people are confident of...
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How the European Debt Crisis Could Smother Fiat S.p.A. (PINK: FIATY)
Around this time last year I warned you that the Eurozone debt crisis would trample the Italian economy and take carmaker Fiat S.p.A. (PINK: FIATY) down with it.
To profit from this debacle, I told you to short Fiat. Since then, the stock...
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Gold “Monetized” Honestly vs. Dishonestly
We look at two current contrasting cases of monetization of gold -- one is honest and promotes monetary soundness and stability, the other is dishonest and promotes further financial and monetary crisis. Can you guess which form is being executed by the lay public, vs. the monetary authorities and big banks?
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Another Reason for Stocks to Tank in 2012: Jobs
Though nobody seems to notice, stock prices are correlated to employment, which is trending down.The Federal Reserve would have you believe that Monday morning ramp-and-camp and rumor-mill rallies in the last five minutes of trading are signs of a heal...
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Market Correlation Data Proves Fed Inflation Paradigm Is Bunk
Correlation data between oil and the stock market suggests the Fed's inflation and recession-fighting paradigm is bunk. The Fed is wearing blinders, and looks set to run the economy into a ditch because of it.
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Productive Employment
It seems that layoffs are happening almost daily:
http://www.bloomberg.com/news/2011-12-06/citigroup-to-cut-4-500-jobs-on-slumping-
revenue-take-400-million-charge.html?cmpid=yhoo
One can argue that most if not all financial related jobs are of very ...
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Don’t Blame The Millionaires
There is no reason for the media to be blaming “millionaires” for wealth inequality. Yes, they too have benefited from the lowest tax rates in history for those on top. However, there is a huge conceptual difference between the millionaires (or even billionaires) and the trillionaires.
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Opinion: Black Friday: Another Crushing Economic Disappointment
Since Bloomberg refused to do this, I'll take the liberty of doing it for them. Shadowstats watchers know that U.S. inflation has been hovering close to 10% all this year. Therefore, to engage in a meaningful comparison of Black Friday 2011 with Black ...
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Very Slow Growth in 2012, Then Long Bear to 2020
“Top advisers see very slow growth in 2012.” That headline is screaming at Americans in “InvestmentNews: The Leading News Source for Financial Advisers” and most trusted. ...
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"Be Fed chairman for a day" simulation
Friday Night Irony: According To The Fed, Just Over One More Year Of ZIRP Will Lead To 38.36% Annual Inflation
. . . in an extremely ironic twist, it is none other than the San Francisco Fed, which operates the "Be Fed chairman for a day" simulatio...
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The “Sovereign Debt Standard”
Sovereign debt is thought to be safe because, as we all know, nations always pay their debts. While individual nations go bankrupt from time to time, we maintain our faith in sovereign debt because the majority of nations don’t. But what happens if several nations go bankrupt in a very short span of...
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ES 1249.75 -1.50 gunning for green
EUR CL ES NQ YM etc. all jumped at once. Don't see any news. Either somebody knows something, or else someone is putting on the squeeze play.
Correlation is running so high, everything is just jumping or dumping together. Risk-on/Inflation trade, o...
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Lower growth,higher inflation and higher unemployment is bullish
No reason needed to load the portfolio using full margin with 20 times leverage....
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Global Wealth Distribution
As we have discussed, from 1979 to 2007, inflation-adjusted incomes of the top 1 percent of households increased significantly versus the rest of the wage earners (i.e., the remaining 99%). Those even better off, the top 0.1 percent (the top one on...
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Dear Ben: It’s Time For Your Volcker Moment
IN October 1979, inflation was running at more than 10 percent a year, and the Federal Reserve’s gradual interest rate increases weren’t solving the problem. So Paul Volcker, the Fed chairman, dramatically changed how monetary policy was conducte...
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You Tube: The education of Ben Bernanke
Maybe this has already been posted: An MGM inflation propaganda film from 1933. Must've been the only thing bernanke remembered from his academic years. But someone forgot to tell him you've either got to convince people without jobs and money that ...
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The Financial World has Twisted itself into a Curious Shape
In both Europe and America the financial sector has been on the edge of disaster for the last three years. Each time a crisis flares up, the fixers rush in with a remedy. Bailouts, TARPs, TALFs, ZIRPs, QEI, QEII and now the ‘twist’.
In its lat...
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Bill Gross apologizes to investors, says economy is doomed
Funny, just yesterday afternoon we pointed out the irony of nobody caring about the fact that Bill Gross had loaded up the boat on the long end of the yield curve, a gamble that obviously meant one thing: He sees no growth or inflation ahead -- esse...
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Comstock: Keep Your Eye on Declining Private Debt
We have seen some statistically significant results from very wise stock market pundits where anyone would be foolish not to be cognizant of the results. These results are important, but not nearly as important as what is taking place in the macro ...
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SPX and VIX Updates: Bears Running Out of Real Estate
Yesterday, the Fed announced that it will continue to keep interest rates low "until late 2014 or until we all get fired, whichever comes first." The market immediately rallied, as hopeful investors cheered the news that the Fed&nb...
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