Archives 6/20/09

Hyperinflation Could Hit US In 5-10 Years: Dr. Doom
Deflation is much worse than hyperinflaton, and that's where we're headed over the very long term no matter how much money the fed prints.

Unemployment of 10% Spreads, Risking U.S. Recovery
That's some bad. So much for shovel ready projects...lol. Obammi is toast come 2012.

Business Outlook: Why Consumer Spending Won't Drive a Recovery
Consumers will continue to save money. A 25 year debt/credit bubble is unwinding.







Obama's Reforms: Regulation or Strangulation?
Bernanke and Geithner are shills of wall street and members of the globalist elite. The punch bowl won't be removed until it's too late.




Commodities Today: The Correction Has Arrived
Let's speed it up already. Oil should be at $40.







Stocks Bull Market Bullish Bias
A long, rambling, but interesting article with good charts.

MV Weather Report: Market May Melt Up in the Heat of July
I agree that we could see SPX @ 1000 soon along with usual rise in gas, oil, and food.

Repaying TARP Costs JPMorgan $1.1 Billion (JPM)
More proof that this whole financial 'crisis' was a $2 trillion dollar scam on taxpayers.

Shaking Up Wall Street
Wall street doesn't need to be shaked up; it needs to be shaken down.

Consumer Debt Not So Scary After All
Total credit market debt as a percentage of GDP has risen from 130% of GDP in 1952 to 350% of GDP today...This is NOT sustainbale.

S&P to Decline Toward 850: Charts
We may see a rally as high as 1200 in the short term, follwed by a steady decline to 200-400 by the end of the next decade.

Warning II!
I concur. This is a false rally. Eventually March lows will be rested, and then some.

Stock Market Headwinds as Inflation Pressures Remain
In spite of rising inflation the market will keep rising, but eventually the deflationary spiral will resume.

Obama is a big spender
Was this the change that Obammi promised? Or a continuation of George W. Bush's deficit spending?

CrackedBerry
Or maybe it's because we're in the worst recession in 70 years. RIMM should be at $40.

Why the Fed Isn't Igniting Inflation
This is a load of BS. Grain and energy prices are once again surging like they did in the Summer of 2008. Gas is up 50 days in a row.

Obama's False Financial Reform
The only way we can stop wall sreet is to save more. A democrfacy that isn't indebted is a more active one.

Credit Card Loss Rate At All-Time High
This is the start of a deleveraging process of a 25-year credit bubble.

The Fear of Inflation
We'll see if inflation isn't a big deal when gas is $6/gallon...putz

Republicans Killed Capitalism, Not New Regs
Capitalism never died. It just needed to be tempered down. Neocons, not classical conservatives, are responsible for this mess we're in.

If History Repeats, Gold Will Surge Soon
I concur. Gold should see 1100 by end of year.

Economy, bailouts take slight toll on Obama's approval rating
There is a definite possibility Obammi will be a one-termer.

How To Profit From Gold's Next Move Higher
Good analysis, good charts. Gold is going much higher.

Citigroup is a Buy: Bove
Nah...Citi is dead money. BAC is better, but long term both stocks are headed much lower.

The Great Reflation Continues Amidst a Tsunami of Debt
The great American era of debt and comsumption is drawing to a close...good article.

The Top 10 Recession Stocks
Of that list I would only buy PCLN and AAPL.

Hirschhorn: Navigating Range-Bound Markets
Short term indicators indicate more upside. That's why I'm long (for now)

CPI Reading Gives the Economy Breathing Room
Then why the hell is gas and food prices surging like it did between 2002-2008? Once again the little people get squeezed.

How One Growth Fund Manager Has Made 20% This Year
That's not so impresive consideirng the fund lost 50% in 2008. Also, the S&P 500 is up 36% from March lows, so its kinda hard not to make money.

Quantitative Easing Impact on U.S. Dollar and Treasury Bonds
Yea...the 10 year treasury bond is a huge bubble waiting to burst, and the dollar is due for a huge comeback.

U.S. Dollar: Breakout on the Horizon?
The dollar has been on a downward trajectory since 2002, and it will remain that way until the deflationary spiral picks up again. Short term bearish on dollar. Long term bullish.

Is It Too Quiet Out There?
A quiet market before the breakout? A short term target of 960 on the SPX seems feasible.

Oil at $250 Is Pipe Dream Without Chinese Boom: William Pesek
Oil may peak at $100-120 in the short term and then plunge to $15-30 as the deflationary sprial gets underway.



Charts and Coffee
takeareport
Barron's
Bloomberg
BusinessWeek
CNBC
CNN (Money)
Economist
Entrepreneur
Far Eastern Economic Review
Financial Times
Forbes
Fortune
LA Times (Business)
Marketwatch
MSNBC (Business)
New York Times (Business)
New York Post (Business)
Portfolio
Reuters (Business)
Silicon Valley
The Street
The Times (Business)
USA Today (Money)
Wall Street Journal
Yahoo (Finance)
Angry Bear
BankersBall
Blog Maverick
blog.pmarca.com
BloggingStocks
Trading Help Desk
Brad DeLong
Crossing Wall Street
Deal Flow (Business Week)
DealBook (New York Times)
Dealbreaker
Dealscape
Debtonation
Digital Rules (Forbes)
Footnoted
Thecenterlane

Good Morning Silicon Valley
HedgeFolios
Infectious Greed
Knowledge@ Wharton
Kudlow's Money Politic$
Long or Short Capital
Macro Blog
Manufacture This
Mish's Global Economic Trend Analysis
New Economist
Paid Content
River Twice
Tech Dirt
The Oil Drum
The Street Light
Ticker Sense
Under the Counter
Stanley Bing
Felix Salmon
Justin Lahart



Copyright 2007-2009 iamned.com financial opinions updated daily