Media Appearance: The Kudlow Report (12/07/10)


Back on the Kudlow Report at 7:00 pm this evening with Jim Rogers . We are discussing the Markets, the Fed, the new Tax Deal, and Jimmie’s favorite asset class Commodities.

My takeaway:

• Tax deal on top of the QE2 is a positive for the economy, adding potentially $900B over 2 years

• As far as Equities are concerned, it is a short term net positive; Same for Commodities.

• One would imagine this would be dollar negative, but given the woes in Europe, perhaps not so much.
• This could lead to the final gasp of the great Bond bull market that began in 1982;

• Ultimately, this is likely to end with a significant pain across all asset classes.


Video is posted here.

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