Archive for May, 2012

  • How The Retail Investor Was Lost Forever
    Posted by on May 28th, 2012 at 3:32 pm, Comments: 0

    My Buddy Chicago Sean had a great post last week discussing how “The Next Flush Might be a Generational Bottom”. To sum up his post, he made the argument that because there is so much negativity surrounding the stock market…

  • Oil Reaching a Major Inflection Point
    Posted by on May 22nd, 2012 at 10:50 pm, Comments: 0

    Oil has sold off pretty dramatically over the past month. While I did not expect oil (or gas) prices to stay over the $100 mark for an extended period, I did not expect the sell-off to the low 90s this quick.

  • Why Bonds Never Became a Short
    Posted by on May 17th, 2012 at 11:04 pm, Comments: 0

    The Bull US Bond Market continues, as today marked an all-time closing low of 1.70% in the 10 year US Note yield ($TNX). I noted a few weeks ago that bonds were at a crossroads, and that it was do or die.

  • Did QE2 Really Cause Inflation?
    Posted by on May 16th, 2012 at 12:03 am, Comments: 0

    Did the Federal Reserve’s “Money-Printing” monetary operation cause any long term boost in commodity prices? Was the run-up in commodity prices we saw during QE2 because of non-fundamental effects?

  • Is The Treasury’s Surplus In April A Good Sign For The Economy?
    Posted by on May 11th, 2012 at 2:20 am, Comments: 0

    There was a report yesterday (May 10) that the US Treasury had recorded a surplus in April. This simply means the US government collected more taxes (receipts) than it spent (outlays). The total surplus amounted to $59 Billion, which was the first surplus recorded since September 2008 (over 42 months ago).

  • Its Accounting Identities, Stupid
    Posted by on May 4th, 2012 at 12:16 am, Comments: 0

    I ran across this nice little cartoon video in the blogosphere that explained the “Three Sectors’ Financial Balances”. The video below describes how its impossible for all three sectors of the economy (The Government, Private, and Foreign Sector) to all run Surplus accounts.

  • I See Cheaper Gas In The Future
    Posted by on May 1st, 2012 at 12:45 am, Comments: 0

    One thing I’ve noticed is the very similar pattern of gasoline when compared to Last year. There are a couple of things that are similar to last year which gets me thinking that we might see cheaper gas in the future.