stockideastomoney.blogspot.com
Stock Ideas to Money: America the Producer?
http://stockideastomoney.blogspot.com/2013/01/america-producer.html
Stock Ideas to Money. Friday, January 11, 2013. In my last article I highlighted the following:. The Bush-era lower taxes have added a general stimulus to the economy, enabling individuals to purchase more products and services because of a higher after-tax income. The aggressive monetary policies that have fueled falling interest rates have added significant stimulus to the economy, especially in industries requiring debt financing like housing and autos. Every time the market falters. What I do find in...
stockideastomoney.blogspot.com
Stock Ideas to Money: April 2013
http://stockideastomoney.blogspot.com/2013_04_01_archive.html
Stock Ideas to Money. Wednesday, April 17, 2013. Curtains for Monetary Policy? In this article I argue that we may be reaching an end game for monetary policy. As economies continue to sputter and the central banks continue to pursue extraordinary measures, the question should be raised: What are we accomplishing? And, at what long-term cost? The question is: Does this asset appreciation mean we reach an " escape velocity. Whip-like economic snap or a Bernanke-Tube Man. The recent weakness in bank earnin...
stockideastomoney.blogspot.com
Stock Ideas to Money: November 2012
http://stockideastomoney.blogspot.com/2012_11_01_archive.html
Stock Ideas to Money. Wednesday, November 14, 2012. The Nose in the Book Penalty. Last year, in the run-up to the debt ceiling, I wrote. How the Democrats were advocating a pro-inflation policy of stimulus while Republicans were advocating a pro-deflation policy of austerity. The outcome was ultimately a stalemate that led to the status quo, enabling on-going stimulus deficit spending combined with monetary easing. Not surprisingly, the argument has quickly devolved into a type of class warfare. The ...
stockideastomoney.blogspot.com
Stock Ideas to Money: Everyday Price Index (EPI) Helps Illustrate Sagflation
http://stockideastomoney.blogspot.com/2012/03/everyday-price-index-epi-helps.html
Stock Ideas to Money. Friday, March 9, 2012. Everyday Price Index (EPI) Helps Illustrate Sagflation. An interesting gauge of inflation is the Everyday Price Index, or EPI. This measurement has recently received more interest lately because it shows an increase of 8%. In prices last year, thus raising fears of hyper-inflation. The two points I take away from the EPI data are:. 1) Increasingly volatile prices due to aggressive monetary policies. 2) Moderating real income growth for the average American.
stockideastomoney.blogspot.com
Stock Ideas to Money: Economic Growth of 4% in 2013?
http://stockideastomoney.blogspot.com/2013/02/economic-growth-of-4-in-2013.html
Stock Ideas to Money. Monday, February 4, 2013. Economic Growth of 4% in 2013? A few predictions for 2013. Global economic growth of 3.5%. Accelerating from 3.2% in 2012 (Source: IMF). US economic growth of 2.0%. Accelerating to 3.0% in 2014 (Source: IMF). US Retail sales growth of 3.4%. With on-line sales growth between 9% to 12% (Source: NFR). What do these predictions have in common? Like most predictions, they are likely wrong. How can I be so sure in my "prediction? On young workers (and thus potent...
stockideastomoney.blogspot.com
Stock Ideas to Money: May 2012
http://stockideastomoney.blogspot.com/2012_05_01_archive.html
Stock Ideas to Money. Tuesday, May 1, 2012. April was About Positioning, Nullifying Performance. My IRA was basically flat in April as I built up positions in Chesapeake Energy (Ticker CHK) as the stock declined. At the end of the month about 5.5% of my IRA was invested in CHK. Offsetting this decline was better performance by my 30% position in the ETF Proshares Short S&P 500 (Ticker SH), which increased modestly as the index declined about 1.5% during the month. Subscribe to: Posts (Atom).
stockideastomoney.blogspot.com
Stock Ideas to Money: September 2012
http://stockideastomoney.blogspot.com/2012_09_01_archive.html
Stock Ideas to Money. Monday, September 24, 2012. We live in a bubble baby. A bubble's not reality. You gotta have a look outside. Nothing in a bubble, is the way it's supposed to be,. And when it blows you'll hit the ground. Living In A Bubble. In the last article. By repeatedly stimulating the economy through monetary policies, the bad capital decisions remain viable and likely even encourage additional poor capital allocation decisions. All this results in more volatile prices as fundamental defla...
stockideastomoney.blogspot.com
Stock Ideas to Money: The Fed's Vicious Cycle
http://stockideastomoney.blogspot.com/2013/05/the-feds-vicious-cycle.html
Stock Ideas to Money. Thursday, May 2, 2013. The Fed's Vicious Cycle. One of the most common misconceptions is that inflation risk is rising due to the growth in money supply. This misunderstanding is largely driven by the headlines of the Federal Reserve buying $85 billion of securities each month, in addition to other central banks' actions. In normal times this level of aggressive purchases would indeed spur the money supply, but we are not in normal times. Let's review a few things:. Working on publi...
stockideastomoney.blogspot.com
Stock Ideas to Money: Curtains for Monetary Policy?
http://stockideastomoney.blogspot.com/2013/04/curtains-for-monetary-policy.html
Stock Ideas to Money. Wednesday, April 17, 2013. Curtains for Monetary Policy? In this article I argue that we may be reaching an end game for monetary policy. As economies continue to sputter and the central banks continue to pursue extraordinary measures, the question should be raised: What are we accomplishing? And, at what long-term cost? The question is: Does this asset appreciation mean we reach an " escape velocity. Whip-like economic snap or a Bernanke-Tube Man. The recent weakness in bank earnin...
stockideastomoney.blogspot.com
Stock Ideas to Money: Pro Deflation Republicans vs. Pro Inflation Democrats?
http://stockideastomoney.blogspot.com/2011/07/pro-deflation-republicans-vs-pro.html
Stock Ideas to Money. Tuesday, July 12, 2011. Pro Deflation Republicans vs. Pro Inflation Democrats? It's no secret, the U.S. has a debt problem. John Mauldin and Jonathon Tepper bluntly state the problem below in their book " Endgame: The End of the Debt Supercycle and How it Changes Everything. A book I just finished and recommend to anyone interested in a thoughtful, well researched, analysis of the debt issues in the world. One Theoretical Democrat Path Forward. Either private debt needs to be reduce...
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