The Three-Headed Monster

I did three segments Tuesday on Yahoo Tech Ticker at the Nasdaq: 

Here is the second piece, on Inflation, the weak economy and the Credit Crisis:

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Source:
Ben Bernanke vs. the Three-Headed Monster   
Aaron Task
Yahoo Tech Ticker, Jul 15, 2008 07:00am EDT
http://finance.yahoo.com/tech-ticker/article/39310/Ben-Bernanke-vs.-the-Three-Headed-Monster;_ylt=Agy5nIydkMETYzvP1Evig4lk7ot4?tickers=%5EDJI,%5EGSPC,%5EIXIC,SPY,DIA

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What's been said:

Discussions found on the web:
  1. Movie Guy commented on Jul 16

    .

    I’m going to cruise in the ’70 Olds 442 convertible this weekend.

    If we’re still afloat next weekend, I’ll fire up the ’67 442 4-speed or the Lingenfelter Suburban.

    What the hell. A few last good rides.

    What’s your plan, Barry?

    .

  2. Douglas Watts commented on Jul 16

    Barry, I respectfully disagree. There has been real, documented and strong growth in Bensteinery thus far in quarter three. This is a horse that you can ride all the way to the rodeo.

  3. dave54 commented on Jul 17

    MONETIZATION IS THE GOAL,
    so the Fed and Treasury Dept.
    coordinate on a policy where
    inflation only gets lip-service,
    simply because if our paper
    [Bonds, Notes & T-Bills]
    ever stopped selling at
    low (1.5 to 5.5%) rates
    it would be game over –
    We’d have to sober-up
    and balance our budget;
    ’08 deficit about $470 bil.
    Therefore the dollar sinks,
    and food & fuel prices rise,
    indirectly taxing consumers.
    Voters, needing higher wages
    then elect Democrat majority’s.
    We will be lucky if in fifty years a
    dollar is worth five cents because
    with trillions in under-funded liabilities,
    a dollar worth one penny seems more likely.

  4. Jeff commented on Jul 17

    MS, GOOG, MER all getting killed in after hours.

  5. Mike in NOLa commented on Jul 17

    Barry,

    Not that I have any room to talk, but that set and camera angle with you sitting in profile seems to show that the food must be pretty good in your neck of the woods :)

  6. Mike in NOLa commented on Jul 17

    BTW, what you said made a lot of sense.

  7. Jurgen commented on Jul 17

    Barry,

    just a small note; do you want to use that many analogies when explaining things?

  8. michael schumacher commented on Jul 17

    MER is STILL above yesterday’s closing price.
    With that report (3X estimate loss) how it remains there is yet another mystery….

    They will be raising yet more capital and with a cooperative MM they will get it higher in spite of this.

    It “should” be under 25 in AH yet remains almost 2.75% ABOVE yesterday’s closing price.

    Free market my ass….

    Ciao
    MS

  9. VJ commented on Jul 17

    $5 Billion.

    And you know they’re still lyin’. How many times are they gonna revise it ?
    .

  10. Eren commented on Jul 17

    good call for the current rally. i was two days early, ouch.

    i expect this rally fails around 1320-1344 for SP500.

  11. Steve Barry commented on Jul 17

    I’m very happy I stayed long QID. Tomorrow, hell may be unleashed on the Street. Today was an unbelievably great day for QID. The Dow rose 207 and QID gained 16 cents, owing to the fact it closes trading at 4:15 and was aided after the bell by a GOOG disaster. GOOG with a short ratio of 1.23 is free to really tank tomorrow. Then MSFT, largest QQQQ component by far, with short ratio under 1 tanks after their earnings. Chart looks like it will easily go below 20 soon. MER is a disaster too. And to top it off the 10 day MA on put/call DECLINED today, giving the market even more leeway to tank. A bad number from Citi and Dow futures could be down 200.

  12. dave54 commented on Jul 17

    GEN. PAULSON: Men, all this stuff you’ve heard about America not
    wanting to invest, wanting a weak dollar, it’s a lot of hoey. Americans
    traditionally love capitalism. All real Americans love positive~cash~flow.
    When you were kids, you all admired the champion marble shooter,
    the fastest runner, big league ball players, the toughest boxers…
    Americans love a winner and will not tolerate a loser. Americans
    play to win all the time. I wouldn’t give a hoot for a man who lost and
    laughed. That’s why Americans have never lost, and will never fold
    in a recession… Because the very thought of losing is hateful to
    Americans…Now I want you to remember that no one ever made
    money by hiding in cash. He made it by making the other fool hide
    in cash….The Coalition Forces defending Baghdad were attacked by
    radical militiamen. The Coalition Forces were proud and brave but
    they couldn’t hold. They were massacred. Arab women stripped them
    of their weapons and their armor and cloths, two thousand years ago.
    I was there. Now there’s another thing I want you to remember. I don’t
    want to get any messages saying that “we are holding our position.”
    We’re not holding anything. Let the Fed do that. We are advancing
    constantly and we’re not interested in holding onto anything except
    equity. We’re going to hold onto it and we’re going to take-it-higher
    big time. We’re going make our numbers and we’re going to generate
    cash like an Arabian oil field. Thirty years from now, whern you’re sitting
    around your fireside with your grandson on your knee and he asks you,
    “What did you do in the Great Market Correction of 2007-09,” you won’t
    have to say, “Well… I hid under my desk.” We’re gonna keep fighting. Is
    that CLEAR? We’re gonna trade all night, we’re gonna trade the next
    morning. If we are not VICTORIOUS, let no man come back solvent!
    You’re going back to your desk, boy. You may take a hit or two, and you
    may even go bust, but you’re going back to the fighting. Either that, or I’ll
    stand you up before a human resources counselor. Why, I ought to fire
    you right now, you…[Pulls his Blackberry; At that, the V-P of Sales leap
    forward and hustled the account manager out of the office. Paulson keeps
    shouting at the employee’s back] “Get him out of here! Take him back to
    the front office! You hear me? You coward!*

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