not so funny if those Mega Bank Money Market Funds have been dabbling in SIVs
sitting here waiting to see if they/who can manufacture a bounce
rgds pcm
Why is it taking so long for inflation to get to us? It seems China is taking the brunt of the inflation from us by consuming raw materials, wrapping it up into a widget, and shipping it to us. But those widgets are still cheap right now….has a recession overcapacity been outsourced to China? I’ve been thinking of ways to hedge the onslaught of inflation combined with low interest rates, one approach was to invest off-shore, but the more I think about it, the less appealing it seems to be. Any thoughts?
Barry-
We went to our brokerage firm today, we are scared, there were some people upset and yelling at our broker. We don’t know what to do, I think the Fed won, they always do.
“‘Twere to consider too curiously, to consider so.” William Shakespeare
Don’t expect inflation next year. Bloodbath in housing and recession – yes.
What is the bond market telling you? 10 yr now at 4.32.
Mos supply on existing houses at 10.5
Can’t stop this foreclosure train.
Give it to me in fire-wood, so I can heat the place! T’was the night before Christmas, and all through the house, not a creator was stirring not even the frozen mouse….
Yes, all Euros.
Yes, all gold please.
not so funny if those Mega Bank Money Market Funds have been dabbling in SIVs
sitting here waiting to see if they/who can manufacture a bounce
rgds pcm
Time to start thinking about the psychological impact of triple digit oil. I’ll bet it effects people
and……….with a little more than 15 minutes to the close they have managed to claw back to go positive and …nevermind
are you buying anything????
That’s what I thought.
Ciao
MS
yes michael there is a santa claus
rgds pcm
the 3-4pm gremlins have done it again!
enjoy your weekend
there’s nothing to worry about!
rgds pcm
when do we start hearing from the media about the “santa claus” rally. I think they start it before thanksgiving
“santa claus” rally….
Isn’t CNBC leading the parade on this…lol.
Well, if I need coins my fund manager said he could “break a buck” for me.
Why is it taking so long for inflation to get to us? It seems China is taking the brunt of the inflation from us by consuming raw materials, wrapping it up into a widget, and shipping it to us. But those widgets are still cheap right now….has a recession overcapacity been outsourced to China? I’ve been thinking of ways to hedge the onslaught of inflation combined with low interest rates, one approach was to invest off-shore, but the more I think about it, the less appealing it seems to be. Any thoughts?
Barry-
We went to our brokerage firm today, we are scared, there were some people upset and yelling at our broker. We don’t know what to do, I think the Fed won, they always do.
“‘Twere to consider too curiously, to consider so.” William Shakespeare
Don’t expect inflation next year. Bloodbath in housing and recession – yes.
What is the bond market telling you? 10 yr now at 4.32.
Mos supply on existing houses at 10.5
Can’t stop this foreclosure train.
Give it to me in fire-wood, so I can heat the place! T’was the night before Christmas, and all through the house, not a creator was stirring not even the frozen mouse….