This site has featured evidence of economic weakness in the U.S. for some time, basically since last spring. Now that the Fed agrees so heartily as to add QE on top of Operation Twist, I start looking for buying opportunities in economically-sensitive assets; this being a total reversal of the stance I adopted in May [...]
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To those who care about such things, the silence of the media about the extraordinary events around Ron Paul’s campaign is deafening. Some see conspiracy. I don’t. I see the expected reaction to a paradigm shift — a complete change in the concepts we use to make sense of our politics and culture. An excellent [...] COMMENTARY Arianna Huffington just wrote an “important” op-ed, “Delevering in a Delevering World“. I know flummery when I see it: On Monday, I was in Newport Beach to speak at the annual client conference of PIMCO, the world’s largest bond investment company — whose CEO Mohamed El-Erian is a frequent and very popular HuffPost blogger. More than [...] News Corp. said it will close its News of the World newspaper, a dramatic move to quell a scandal over the U.K. paper’s controversial reporting tactics, which have led to allegations that, in its pursuit of scoops, it intercepted [hacked] voice mails of celebrities, murdered girls and terrorist victims James Murdoch, News Corp.’s deputy chief [...] By Jeff Harding Following along with yesterday’s article, “Tell It Like It Is,” this morning’s headlines were: New York Times: Consumer Prices Hold Steady, Easing Inflation Fears Bloomberg: Consumer Confidence in U.S. Declines on Job Losses, Inflation Is Contained Same news, different emphasis. Are things getting better or worse? [...] |
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