25
Sep
2008
Posted by John as economy
Is it time to start preparing for the next boom-bust cycle?
I can remember sitting in a graduate economics course back in the fall of 2001 that was being taught by a very bright man, who, like our current Fed Chairman, held a degree from MIT. However, unlike Dr. Bernanke, our professor actually understood the effects [...]
22
Sep
2008
Posted by John as Investing & Trading
So how can you profit in the future given where we are at currently in this particular boom bust sequence?
In a prior post titled “I don’t trade stocks… I trade theories” I wrote the following:
“I don’t invest in financial securities, I invest in theories. At any particular present moment, the markets have embraced a certain [...]
07
Sep
2008
Posted by John as Investing & Trading
The Fannie & Freddie bailouts will help with sentiment in the short run, much like the Bear Stearns bailout, as we will likely see a general rally in equities on Monday and for a few days after that. This short term correction (rally) against the long term trend may take some of the indices [...]