The Position Makers

It is seriously amazing how predictable things are when you take a step back and look at the big picture. Do you guys remember my post on January 2nd of this year speaking about Gold, Oil, and recession? If not, go ahead and read it (Oil hits $100 a Barrel, Gold hits $850, Dow Drops…). […]

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it’s important to distinguish between the effects of inflation/deflation and relative exchange rates. the us dollar has been on the decline relative to other world currencies but during the recent january rate cuts, it has been relatively stable
http://quotes.ino.com/chart/?s=NYBOT_dx
so you’re right, the us$ has less purchasing power overseas and we import some of our goods […]

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“History Repeats Itself”
Can we all agree on that statement? If so, then there WILL be another recession at some point in time. It is usually not something that happens over night, but there has been warning of this for some time now. Real estate prices dropping, the sub-prime mortgage fallout, more credit card debt and […]

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What a way to start the new year huh? Today Oil futures hit $100 per barrel for the first time ever. Gold also surged past the $850 mark and the stock markets are all dropping. This can’t be a good sign for the new year. 2008 seems to be the turning point for this economy. […]

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just minutes after the fed announcement of a 1/4 point reduction in short-term interest rates, the market crumbles.
looks like there was a full 1/2 priced in more than i realized. Hedges are already kicking into the Green. I’m still very bearish on the financial sector, etfc’s recent downgrade by S&P to ‘Sell’ […]

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For some of us, we haven’t lived long enough to experienced what it is like to live in a deflationary spiral. Compared to what Japan has been experiencing in the past 15 years, is the US headed toward something similar?
The dollar rebounded from all time lows and looks to be breaking out again. […]

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