tag:blogger.com,1999:blog-8543388.post4692568015133229093..comments2023-12-22T04:23:23.229-08:00Comments on CONTRARIAN ADVISOR MARKET COMMENTARY: UNCOMFORTABLY NUMBMarc Rhttp://www.blogger.com/profile/12875839439615683342noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-8543388.post-85932607166720518572011-04-11T12:33:31.968-07:002011-04-11T12:33:31.968-07:00YOu know the answer to that.
I have some learned i...YOu know the answer to that.<br />I have some learned intelligent friends, a few continue to point to ECRI and other data? but lately it was about the yields on treasuries rising was bullish and because of "improving economy".<br /><br />This is what I offered<br /><br />The economic downturn is pushing the vacancy rate above 50 percent in some communities. Grim future predicted <br /><br />http://research.stlouisfed.org/publications/usfd/page3.pdf this is historic and has no precedent.<br /><br />Case of supply and demand. Record debt and supply. Fed bought $500 b in last 4 months....it is impossible to gauge normal in abnormal world. <br />Thanks for contributing to blogMarc Rhttps://www.blogger.com/profile/12875839439615683342noreply@blogger.comtag:blogger.com,1999:blog-8543388.post-62084770929900477552011-04-11T11:50:37.676-07:002011-04-11T11:50:37.676-07:00Sheeple are bullish. Or maybe not. HFT computers m...Sheeple are bullish. Or maybe not. HFT computers may be pushing up the indices for all I know. Time to book your profits if you played the rally. We will get a decent entry to buy some more silver gold and miners soon over the next few months. We are in a post bubble contraction. As such the Fed buying bonds or MBS will not help because the money will not reach the average joe. Yes it does reach the big players that use it to bid up asset prices but it is ultimately deflationary as the costs cannot be passed on. 2008 redo? Yep. Even today you can see the Fed is unwilling to admit it is causing rising commodity prices. Dont know which planet that Yellen lady comes from. Its such a joke. Same things going on in other places in a different schedule. Take a look at the Mish article on Australia. About to pop there. Guess to comment what will happen to the banks in Australia? How much you wanna bet they will get bailed out with Australian taxpayer money?Anonymousnoreply@blogger.com