Inflation

  • Is it Inflation or Deflation…A Look at What we have Created
    Posted by on December 16th, 2007 at 5:55 am, Comments: No comments yet

    I have been saying this for two years, but we have both . Clothes and electronics are in a deflationary spiral. Stocks (especially emerging markets), [...]

  • Bearish Evidence Piling Up…Don't be a Blamer
    Posted by on November 18th, 2007 at 1:57 pm, Comments: 2 comments

    This week I posted a rare bearish rant . It got a lot of play. I was just pointing out the obvious. This weekend, the [...]

  • Inflation…It Gets you in the End!
    Posted by on November 2nd, 2007 at 8:45 am, Comments: No comments yet

    Long-Term, inflation will catch up with you and give you some ‘whoopass’. I have written about WINFlation in the past and have long been bullish [...]

  • Sotheby's (BID) on Wallstrip…Don't Pick Your Nose or You May Own it.
    Posted by on October 1st, 2007 at 9:21 pm, Comments: 2 comments

    It’s fitting that Sotheby’s (BID) makes it to Wallstrip before Ebay. Score another one for the bluebloods and Thurston Howell’s of the world. Loveeeee. Sotheby’s [...]

  • 'WinFlation'…Making Money off Inflation…THINK NORTH
    Posted by on July 7th, 2007 at 5:54 am, Comments: 1 comment

    ‘WINflation’ is my new term for making money off inflation. All the smart people talk about it. They have no idea. BUT YOU DO. You [...]

  • Market setting up for a big move? Either way, buying some ValueClick.
    Posted by on November 2nd, 2006 at 8:21 pm, Comments: 3 comments

    Not in the betting mood on the market, but I am definately adding some ValueClick to the portfolio tomorrow. An amazing breakout to all-time highs. [...]

  • Inflation expectations are low
    Posted by on October 23rd, 2006 at 3:29 pm, Comments: 5 comments

    I just saw a chart from Lehman’s Degraaf (enclosed below) that is both shocking but explains some things – to me anyways. Inflation expectations are [...]

  • Running of the Bulls scenario…
    Posted by on September 12th, 2006 at 12:53 pm, Comments: 2 comments

    Oil down another $2 bucks, Gold Bulls being ridiculed and Apple has a yawner of an announcement but barely sells off. Most importantly, Goldman Sachs [...]

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