Archive for the 'Stock market' Category
China is dumping Treasuries
July 16th, 2010This is very troublesome.
China dumping Treasuries
The $4 Trillion Question
July 15th, 2010I thought this blog post from Barry Ritholtz was excellent. It contains an excellent housing analysis from Dhaval Joshi from RAB Capital. Quick summary: there is $4 trillion too much mortgage debt and 4-5 million too many homes. This is a must read.
Dhaval Joshi on housing
Inflation coming from China?
June 30th, 2010This latest Jeff Matthews post about the possibility of inflation coming from China strikes me as very, very important.
We have clearly benefited in the past from cheap money, cheap labor and cheap natural resources and it seems very clear that all of these very positive trends are reversing one by one.
Jeff Matthews on China
Mel’s Hole Vs. Matt’s Hole
June 16th, 2010Excellent blog post by Paul Kedrosky on Matt Simmons’ claims. Who’s right? No idea.
Mel’s Hole
Fed Bails out Tishman Speyer
June 4th, 2010What’s $100 million to the Fed these days? Disgusting.
Tishman Bailout
Buffett and Goldman
May 7th, 2010This is a great blog post by money manager Jeff Matthews on Buffett and Goldman from the Berkshire annual meeting.
Buffett and Goldman
On a Knife’s Edge
April 15th, 2010“The Greek tragedy of being unable to pay for the debt built up during the years of unprecedented low yields reads across to the rest of our governments all too well. The fact is most of us are living on the same knife edge.”
Read here: Greece is not that different
Eric Sprott Interview
March 29th, 2010This is a must listen interview with Eric Sprott. Summary: He is super bearish still on the sustainability of the recovery and very bullish on gold and silver.
Eric Sprott Interview
Contango’s Strange Foray Into Gold
March 9th, 2010A very, very strange thing happened to a company I follow called Contango Oil & Gas (AMEX: MCF). This is an extremely well-run company that generates tons of cash from natural gas in the Gulf of Mexico. You couldn’t ask for a more efficient and well run company. Consider that Contango has raised $60.5 million […]
Investor A.D.D.
February 9th, 2010From 1940 to 1980, the average holding period that investors held on to stocks was as high as 10 years to as low as 4 years. Then in the 1980s, the holding period started to fall to as low as 1.5 years in the late 1980s, before a brief bounce to two years in the […]