mufti amin

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Markets

just came across this chap.
excellent input well worth reading.

http://hussmanfunds.com/wmc/wmc140127.htm

though i became very bullish back in spring 2009 because of the "wealth effect",
based on several factors, i became very cautious two months ago.

forget the first paragraph in the essay and ignore the Funds section.
there are numerous very interesting data points in the article.

one element that i suspect he is not properly incorporating into his analysis is the next surge in inflation.

i believe that he has been a bear for some time. thus missing out on the 2013 surge.

also, check out the links.

btw: the following quotes from obama's state of the union are very informative. are obama and yellen in the process of abandoning the "wealth effect"?

"Today, after four years of economic growth, corporate profits and stock prices have rarely been higher, and those at the top have never done better. But average wages have barely budged. Inequality has deepened. Upward mobility has stalled. The cold, hard fact is that even in the midst of recovery, too many Americans are working more than ever just to get by; let alone to get ahead. And too many still aren’t working at all.

So our job is to reverse these trends."

                                 "And while the stock market has doubled over the last five years, that doesn’t help folks who don’t have 401(k)s.
                                 That’s why tomorrow I will direct the Treasury to create a new way for working Americans to start their own
                                 retirement savings: MyRA. It’s a -- it’s a new savings bond that encourages folks to build a nest egg."

Bubbles

global risks

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defense spending

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Obama, our friend

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abu mazen- jewish state

a gift from abu mazen!

probabilities & gambling

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land swaps

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and the upper westside and lawrence should be swapped into israel!

$100 Oil

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Rabbi Spero

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oil in australia?

read hired Barclays Bank to find an investment partner for the next stage of the project, costing $150-$300 million.

zionist christianity

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Sentimentality is the abiding temptation of the Left even as callousness is the abiding temptation of the Right.

evangelical zionists

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rome

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Islam replaces Christianity in Europe

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game theory solution to conflict

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debt ceiling response

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deficit and funding

krugman is correct: "We would, once again, be signaling that the financial industry gets special treatment because it can threaten to shut down the economy if it doesn’t."

why are people warning about stopping medicare and soc sec payments?
ss and medicare payments should not come from general gov't accounts!!??
let medicare and ssa sell some of their assets if necessary. those sales do not increase the gov't deficit.
medicare funding
Medicare is not bankrupt

soc sec funding
see jack lew statement


Why can't the SSA sell some of its treasury security holdings? It would not increase the gov't debt. those bonds were already issued and are already part of the $16.999T debt ceiling!
I do not understand what all these people are talking about!

sunni shia

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