couldmarxberight.blogspot.com

Could Marx Be Right

Could Marx Be Right. Monday, February 23, 2009. Deducing the true character of Obama from the Citigroup incident. The details of the Financial Rescue Plan has yet to come out. . How about at the tangible book value? That's certainly generous relative to today's market valuation to banks, but it wouldn't be the most egregious thing that's been done by the government so far. That would give the government a 45% stake in Citigroup. I've heard a lot arguments. None of them makes sense. If somehow Cit...Enoug...

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Could Marx Be Right | couldmarxberight.blogspot.com Reviews

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Could Marx Be Right. Monday, February 23, 2009. Deducing the true character of Obama from the Citigroup incident. The details of the Financial Rescue Plan has yet to come out. . How about at the tangible book value? That's certainly generous relative to today's market valuation to banks, but it wouldn't be the most egregious thing that's been done by the government so far. That would give the government a 45% stake in Citigroup. I've heard a lot arguments. None of them makes sense. If somehow Cit...Enoug...

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Could Marx Be Right | couldmarxberight.blogspot.com Reviews

https://couldmarxberight.blogspot.com

Could Marx Be Right. Monday, February 23, 2009. Deducing the true character of Obama from the Citigroup incident. The details of the Financial Rescue Plan has yet to come out. . How about at the tangible book value? That's certainly generous relative to today's market valuation to banks, but it wouldn't be the most egregious thing that's been done by the government so far. That would give the government a 45% stake in Citigroup. I've heard a lot arguments. None of them makes sense. If somehow Cit...Enoug...

INTERNAL PAGES

couldmarxberight.blogspot.com

1

Could Marx Be Right: February 2009

http://couldmarxberight.blogspot.com/2009_02_01_archive.html

Could Marx Be Right. Monday, February 23, 2009. Deducing the true character of Obama from the Citigroup incident. The details of the Financial Rescue Plan has yet to come out. . How about at the tangible book value? That's certainly generous relative to today's market valuation to banks, but it wouldn't be the most egregious thing that's been done by the government so far. That would give the government a 45% stake in Citigroup. I've heard a lot arguments. None of them makes sense. If somehow Cit...Enoug...

2

Could Marx Be Right: The Genesis

http://couldmarxberight.blogspot.com/2009/02/genesis.html

Could Marx Be Right. Friday, February 6, 2009. I've been following the events unfolding in the world from the point of view of an investor. Even though I grew up as a bottom-up value investors focused on security selection, I have spent the better part of the last 2 years focused on big picture, i.e. being a macro-oriented investor. After reading ndk's excellent post on why US can't deflate unilaterally. Is it possible for the world economy to go into a 30-year Dark Age of Depression?

3

Could Marx Be Right: The yuan peg and the inevitable US deflation

http://couldmarxberight.blogspot.com/2009/02/my-epiphany-on-inflationdeflation.html

Could Marx Be Right. Friday, February 6, 2009. The yuan peg and the inevitable US deflation. Whether deflation or deflationary spiral will happen in the US is a big topic I've been pondering for months. I'm always inclined to agree with the deflationists because of the underlying picture I see in the economy. But some insights inspired by ndk's post. What dawns on me is that US cannot stop its trade deficit. Subscribe to: Post Comments (Atom). Deducing the true character of Obama from the Citi.

4

Could Marx Be Right: The gold trade

http://couldmarxberight.blogspot.com/2009/02/gold-trade.html

Could Marx Be Right. Monday, February 16, 2009. Enough people have been bullish on gold that I wanted to write something about it so as to help myself think about this trade. . Hedge funds bought gold at $800 which are up almost 20% now and I didn't. So I can be justifying myself out of missing a good trade. But below are the reasons why I think not. It all boils down to what kind of deflation we're talking about. Classical economics fail to describe our current predicament. It means money supply is pois...

5

Could Marx Be Right: Deducing the true character of Obama from the Citigroup incident

http://couldmarxberight.blogspot.com/2009/02/deducing-true-character-of-obama-from.html

Could Marx Be Right. Monday, February 23, 2009. Deducing the true character of Obama from the Citigroup incident. The details of the Financial Rescue Plan has yet to come out. . How about at the tangible book value? That's certainly generous relative to today's market valuation to banks, but it wouldn't be the most egregious thing that's been done by the government so far. That would give the government a 45% stake in Citigroup. I've heard a lot arguments. None of them makes sense. If somehow Cit...

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couldmarxberight.blogspot.com

Could Marx Be Right

Could Marx Be Right. Monday, February 23, 2009. Deducing the true character of Obama from the Citigroup incident. The details of the Financial Rescue Plan has yet to come out. . How about at the tangible book value? That's certainly generous relative to today's market valuation to banks, but it wouldn't be the most egregious thing that's been done by the government so far. That would give the government a 45% stake in Citigroup. I've heard a lot arguments. None of them makes sense. If somehow Cit...Enoug...

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