The Credit Crisis Financial Stocks Short Journal

Discussion in 'Journals' started by Daal, Aug 14, 2008.

  1. They also increased the job loss for 2009 by nearly 1,000,000 w/their benchmark revision - that's another 80K loss/month for the entire year.

    I've got an idea for the BLS ... why not just classify everybody w/o a job as 'not looking for a job'. That way the UE rate will be 0%. Unemployment problem solved. 4 more years!
     
    #1301     Feb 5, 2010
  2. Daal

    Daal

    Commodities getting obliterated, I wonder where the fomc hawks will get their 'inflationary pressures' now
     
    #1302     Feb 5, 2010
  3. http://2010.therussiaforum.com/news/session-video3/

    Full video from that Russian Forum ... Faber moderating, panel includes Hendry, Taleb, and a couple of other guys whose name I don't remember. One of them seemed especially sharp.

    Worth watching the full thing. Hendry has his first big monolouge around the 14 minute mark. He's pretty full of himself, but I love the guy. Nice cap to a nice 5 week run:cool:
     
    #1303     Feb 5, 2010
  4. Daal

    Daal

    Nice find, I appreciate it :cool:
     
    #1304     Feb 5, 2010
  5. You guys speak Russian?:confused:
     
    #1305     Feb 5, 2010
  6. Sorry to persist but did you guys watch it in English the video?
     
    #1306     Feb 6, 2010
  7. There's a little button on the bottom right that you can click on and change it to english.
     
    #1307     Feb 6, 2010
  8. Oops. Thanks a million.:D
     
    #1308     Feb 6, 2010
  9. Any idea on Taleb's idea of a 100% risk free portfollio composition? Thanks.
     
    #1309     Feb 6, 2010
  10. From Niederhoffer's site ... a chart of how different asset classes are stacking up in 2010. The most hated asset classes - Treasuries and the Dollar - have the best returns. The most loved asset classes - commoditites, stocks, gold/silver - have the worst.

    [​IMG]
     
    #1310     Feb 8, 2010