28
Feb
2008
If Bruce Lee was an Investor
Posted by John as Investing & Trading, strategy and tactics
I am not into martial arts or anything like it, but I am a huge fan of the “Bruce Lee approach to life.” Mr. Lee summed up his philosophy very eloquently when he said the following “Absorb what is useful, reject what is useless, and add what is uniquely your own.” This is [...]
15
Feb
2008
Bernanke, Paulson & Greenspan agree: It’s getting worse…
Posted by John as Market Action
When bureaucrats actually start admitting a degree of truth, its time to be concerned. Most realize that the US is already in recession, of course, its difficult to prove when no one can use the warped and manipulated government statistics to gauge the actual state of objective reality. But the recession theory gained [...]
14
Feb
2008
Playing The Currency Market…
Posted by John as forex, strategy and tactics
Understanding currency moves over the intermediate and longer term is a matter of understanding which ones are “relatively least miserable…” In my view, currencies are analogous to a group of individuals that are arguing over who is more miserable. The country that is relatively less miserable will see its relative price rise.
Governmental and [...]
17
Dec
2007
RE: Greenspan Sees Early Signs of U.S. Stagflation
Posted by John as Market Action
A few posts back I wrote that what we were increasingly likely to get here in the US is stagflation. One of the headlines in a Reuters article today was “Greenspan sees early signs of stagflation.” I am sure this does not come as a surprise to him, given the role he played [...]
13
Dec
2007
It was not enough, and he is scared…
Posted by John as Market Action
I wrote the other day that I thought Bernanke would ease 1/2 a point. Given the state of the financial markets, that is what he should of did. Before I go any further, let me say that I am looking at this in light of the economic & social framework that is currently [...]