September 2009
20 posts
By accepting a larger investment weight in conditions that have historically...
– Another money quote from John Hussman
Streetsblog Capitol Hill » How Much Would Most... →
I love the IBM Smarter Planet marketing pitch. There’s some cool research coming out their labs as well.
With all the twists and turns of fate that small-business owners confront, might...
– In the Hunt - Finding the Path to Success by Changing Directions - NYTimes.com
macroblog: Is the output gap showing? →
From the Atlanta Fed, pointing in the direction of deflation via decelerating services CPI and unit labor costs.
A theme I’m seeing heat up is “inflation in things we need, deflation in things we want.” The charts in the linked post show this, to some extent ie core goods ticking up, core services/wage growth trending down. That has the potential for an ugly situation.
George Soros Theory of Reflexivity MIT Speech →
I read this transcript today thinking it was from a recent appearance. Turns out it’s from 1994. No matter, the ideas are just as relavent, if not more so, today. Soros is a bit extreme for me politically, but you cannot challenge his trading acumen and his original thoughts as a philosopher. This is a great walk through of his theory of reflexivity, which challenges the notion that...
Test driving the Dutch bike
China Set to Buy $50 Billion in IMF Notes -... →
As someone said in the article, the symbolism counts for something.