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bubble in Japan ? 29 May 2013 | 11:19 pm
As you may know the Japanese stock market has more than doubled in the last seven months. Last week The Economist featured the Japanese prime minister on its cover as superman. A couple of days later ...
Bull 16 May 2013 | 11:19 pm
Here is the latest cover of The Economist. It shows an imagage of a bull breaking through a wall, presumably the wall represented by the previous all time high points the Dow and the S&P had reached i...
things can always get worse - but will they? 21 Mar 2013 | 11:19 pm
Here is a daily bar chart of the euro priced in dollars. The EUR.USD is very much on the markets' mind now with the Cyprus banking system hanging by a thread. But after a downard adjustment to this n...
Conservative Contrarians Take Note 6 Mar 2013 | 09:30 pm
The bottom two images are today's front pages from the Chicago Tribune and the New York Times. Both note that yesterday the Dow closed at historical highs. I think the Tribune headline captures the sp...
Hyperinflation ahead? Not. 22 Feb 2013 | 09:11 pm
In this post I explained why I thought that fears of imminent high inflation resulting from the Fed's quantitative easing policy were misplaced. Here is a post by Mark Perry which reports the latest ...
Buy ? Maybe not. 18 Feb 2013 | 08:25 pm
Thanks to Paul Montgomery and Elliott Wave International for bringing my attention to the latest cover of a special, February 18 issue, of Maclean's magazine. Maclean's is the Canadian equivalent of T...
more reasons for concern 3 Feb 2013 | 10:06 pm
Here is an image of the Chicago Tribune's front page today. It is really about the stock market, not the economy. The graph to the right shows the Dow industrials for the past 7 years. This article a...
Doom and Gloom about the US economy 3 Feb 2013 | 10:03 pm
A few days ago I received an e-mail from a friend of mine which asked my opinion about the prospects for the US dollar and the US economy. Below is his e-mail (in italics) and my reply. Carl, I have...
interest rates and the economy 1 Feb 2013 | 10:23 pm
What determines the level of the 10 year note yield (top chart)? I'd say that this yield depends on investor expectations about two things: the real rate of growth in the economy and the rate of infla...
I' mmmmm baaack! 28 Jan 2013 | 12:52 am
It's been more than a year since I have updated this blog. I have been dealing with a number of personal issues and consequently updates for this blog have been low on my list of priorities. Of more s...
