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Friday links: the reflation trade
Abnormal Returns —
... investor, but when put to the test, it turns out that, really, you’re not.” (Felix Salmon)
“Equity issuance soaks up money that might otherwise have been used to drive the market higher.” (Economist)
Five winners in the finance sector post-meltdown. (Deal Journal)
Don’t “tune out” Peter Schiff! (Time)
Some perspective on some prospective sovereign ...
Weekend Linky Dinks
UpsideTrader —
... again. I want to thank personally all those that have given everything when they certainly had better things to do. Have a great weekend. For what it’s worth, Greenspan still thinks the banks need more loot. Roubini, Soros, Krugman and others on the economy . Why Grantham changed his mind. The best banks. Why a GM bankrupcy would be a disaster, suppliers hanging by a thread. New hedge funds will be smaller and smarter. Why doesn’t Peter Schiff get the same love as Roubini? Interesting view of asset allocation by ...
Readings
Paul Kedrosky's Infectious Greed —
Britain looks to the land of the rising sun with envy (Telegraph) South Korean politics: Death of a leader (The Economist) The importance of irrelevant alternatives (TheEconomist) Peter Schiff's media bookings are down 75-85% (TIME) No V-recovery coming in U.S. (Morgan Stanley) Argentina: The superpower that never was (FT) Professor Robert Shiller warns Britain may suffer a double recession(Times Online) NYT writer Edmund Andrews ...
Memorial Day links
The Mess That Greenspan Made —
... Prudent Bear • Lawmakers consider $1.50-per-pack cigarette tax - LA Times • A tribute to the real Memorial Day - MarketWatch • 'We're out of money' - Drudge Report MARKETS/INVESTING • Gold on verge of historic breakout? - MarketWatch • Oil falls ahead of OPEC meeting - CNN/Money • Investors await housing, consumer confidence news - AP • Market Internals Suggest Heightened Concern - Hussman Funds • Why We Should Listen to Peter Schiff's Bad News - Time • Assessing the risk of a ...
Five Things for Tuesday, May 26
Minyanville —
... credit expansion comprised a span of more than 20 years, many people, including Washington politicians and mainstream economists, are making the mistake of focusing only on the supply of credit. The demand, they assume, will always be there. And that is a false assumption. Yes, inflation will one day be a reality, but that reality is so far into the future it might as well be behind us. Recently in Time magazine, Peter Schiff was trotted out as the poster boy for doom & gloom: " Why We Should Listen to Peter Schiff's Bad News ." According to the article, Schiff believes ...
Short & Long-Term Investing, Peter Schiff & Don Luskin.
Stefan Karlsson's blog —
Don Luskin quotes, shall we say selectively, from a Times article about his arch-enemy, Peter Schiff. Here is the part that Luskin quoted: "...[Peter] Schiff's TV bookings are down 75% to 85%, says his younger brother Andrew, who handles p.r. for him. About the only things written about him lately have been negative--the result of financial blogger Michael (Mish) Shedlock's pointing out that Schiff's investment recommendations were money losers in 2008. How could a bear have managed to lose money last year?" Here is the sentences that followed, ...
Peter Schiff on Fox
The Mess That Greenspan Made —
Peter Schiff talks about the price of gold and a possible run for Senate. According to this report in Time yesterday, since markets crashed last fall, there has been a dearth of demand for Peter to speak about how things are going to get even worse. ...
