Category: EconomyBy Michael on Apr 22, 2008 in Economy, Stock Market | 1 Comment
I’ve long wondered how long current supplies of all kinds of commodities (natural resources) will last given how rapacious humans (especially Westerners) can be. After watching ‘Human Footprint’ on National Geographic Channel last week I was more convinced than ever that I needed to be long every conceivable hard commodity and probably most of […]
By Michael on Dec 9, 2007 in Economy, Stock Market | Comments Off
Here’s a good interview with Barry Ritholtz from Friday’s WallStrip Chat:
Tags: Interviews, WallStrip
By Michael on Aug 18, 2007 in Economy, Stock Market | 5 Comments
The Chairman posted a link to an article about a “bank run” on Countrywide Financial Corp. (CFC) . I just had to shake my head and laugh after reading that article. I’ve been watching that company, which happens to hold my mortgage, closely this year. Back in March when the subprime/credit concerns […]
By Michael on Jun 26, 2007 in Economy, Stock Market | 4 Comments
PIMCO’s Bill Gross covers the Bear Stearns/subprime crisis in his July 2007 investment outlook, which is entitled “Looking for Contagion in All the Wrong Places”. Here are some snippets:
Many of these good looking girls are not high-class assets worth 100 cents on the dollar. And sorry Ben, but derivatives are a two-edged sword. Yes, […]
By Michael on Mar 13, 2007 in Economy, Stock Market | 7 Comments
I’m not sure what just caused this air pocket in the market but these note from the Mortgage Bankers Association (MBA) that hit right at noon must have contributed to the slide:
12:02 MBA says U.S. MORTGAGE DELINQUENCY RATE 4.95 PCT IN Q4, UP FROM 4.67 PCT IN Q3 AND FROM 4.70 PCT IN Q4 […]
By Michael on Feb 13, 2006 in Blogging, Economy, Stock Market | 3 Comments
It’s carnival time! No, not that carnaval but the much more exciting 9th edition of the Carnival of Investing. For the uninitiated, this carnival consists of recent articles about investing from the blogosphere. Without further ado, here are this week’s submissions:
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By Michael on Nov 14, 2004 in Blogging, Current Events, Economy, Misc, Stock Market, Technology | 16 Comments
Welcome to week 57 of the Carnival of the Capitalists. This is an exciting weekend for me, yesterday this blog was highlighted in Barron’s and today I get to host the carnival. I encourage all of my new visitors to visit the blogs listed below. You may be surprised at the high quality […]
By Michael on Nov 12, 2004 in Economy, Stock Market | 3 Comments
In case you missed it (like I did), CNBC is re-airing ‘The Age of Wal-Mart‘ Sunday at 9 PM, again at midnight (12 AM Monday) and at 10PM on Monday. I’ve seen clips of it and read/heard some comments about it and it seems intriguing. (The Donald even called in to congratulate David […]
By Michael on Nov 11, 2004 in Current Events, Economy, Misc, Technology | Comments Off
From Fast Company — The future is something to get excited about again. Here’s our look at the surprising people, ideas, and trends that will change how we work and live in 2005.
By Michael on Oct 25, 2004 in Blogging, Economy, Stock Market | Comments Off
Cap’n Arbyte wrote an interesting article entitled ‘The Productivity of Stock Trading‘ which does a great job of explaining what traders ‘produce/create’ and how they contribute to the economy. If any of you traders have been feeling like slackers you should read that article. (Link via this week’s Carnival of the Capitalists)
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