Money Madman

You know, that would be Jim Cramer; here’s an article on him which I found very interesting.  For the full article, click on the title. 
Money madman who declares capitalism is crazy
By Andrew Clark
Host of prime-time TV investment show says the neocon free market is to blame for the crisis.
 

CNBC host Jim Cramer. Photograph: Lisa Carpenter

Excerpts:
"To [...]

Collection of Thoughts on Dollar

This article, on the Dollar, was posted on Seeking Alpha by Eli Hoffmann.
Dollar Doldrums Will Soon Be History – Barron’s
Barron’s says the U.S. dollar could gain 15% vs. the euro over the next year.
How so?
While the Fed is more-or-less at the end of its rate-cutting cycle, European central banks are still on the precipice of [...]

Inflation, or is it Deflation?

Daniel Carroll, compares the financial crisis now to those in previous years and determines that every period is unique.  Here’s his analysis, courtesy of Dan Carroll, of  Vestopia.
 
Comments on Inflation; or is it Deflation?
You can’t read a newspaper article without reading comparisons to a past financial crisis. The conclusions will vary depending upon which time [...]

E*Trade Commentary

Positive commentary on E*Trade by Dean Laster, posting on Seeking Alpha.

Why the E*Trade Shorts Have It Wrong

E*Trade’s (ETFC) management is doing everything right to turn the company around, and their efforts will reap benefits for shareholders sooner rather than later. The stock has obviously taken a serious hit due to its careless investments in commercial [...]

American Express Commentary

 
Here’s an article on AXP by Andrew Horowitz, courtesy of the Disciplined Investor.

American Express (AXP): False Sense of Security?
It is no secret that I am no big fan of the bank and financial sector, particularly the consumer credit divisions. The numbers out from American Express Company (NYSE:AXP), show that during Q1 they saw a 6% [...]

Is Fed Causing A Food Crisis?

Barry Ritholtz discussing the Fed causing the global food crisis, link to an article entitled "Why the Economy is Worse than we know. "

Is the Fed Causing a Global Food Crisis?
Excerpt:   "The Federal Reserve’s irresponsible bailout of Wall Street’s most reckless players is having very significant repercussions, both in the US and abroad. [...]

Truck Nutz

A little off topic, from Mish, for anyone up late at night having trouble sleeping. If something’s bothering you, this could take your mind off it.
Congress Threatens Oil Producers
Before we discuss Congressional threats on oil producers, let’s first consider the Florida legislature’s move to ban fake testicles on vehicles.
Senate lawmakers in [...]

Cool to be Frugal

Thoughts on coolness from Mish.  Do the parents out there reading this agree? 

Cool to Be Frugal
Changes in behavior begin with changes in attitudes. And there’s no better place to build a proper attitude than in the youth of America.
Cool to Be Frugal
Professor Depew was once again on top of the changing attitudes story with [...]

Trade Energy Now?

Trade Energy Now?

Minyanville professor Adam Michael is commenting on the Geopolitics of Peak Oil.
A few weeks ago, I highlighted the fact that the U.S. government was topping off the strategic petroleum reserve at a time when oil prices were over $100 and during an election year. I also mentioned that Vice President Cheney was in [...]

Further Musing on Solar Stocks

Here’s some excerpts from an article written by Jack Yetiv, posted at Seeking Alpha.  He has written previous articles on solar companies, which you can find by clicking on his name. 

Further Musings on Solar Stocks
“Yesterday, my third article on the solar space appeared on these virtual pages. That article built upon my two previous articles, which offered some forward-looking views [...]

Five Things

Five Things You Need to Know: If the Economy Is So Bad, Why Are Stocks Going Up?
Courtesy of Minyanville’s Kevin Depew.

Kevin Depew’s daily Five Things You Need to Know to stay ahead of the pack on Wall Street:
1. If the Economy Is So Bad, Why Are Stocks Going Up?
It’s a classic investment conundrum: The economy [...]

DeVry’s Long Term Prospects

Here’s the long-awaited update on educational service companies by David Tsao. 
DeVry’s long term prospects

Disclosure: I do not own DeVry (DV).
From my last analysis on student lending, I had whittled down the group of for-profit educational stocks to two companies which I thought as possible investments given their minimal exposure to current private lending troubles. The [...]

DeVry’s Long Term Prospects

Here’s the long-awaited update on educational service companies by David Tsao. 
DeVry’s long term prospects

Disclosure: I do not own DeVry (DV).
From my last analysis on student lending, I had whittled down the group of for-profit educational stocks to two companies which I thought as possible investments given their minimal exposure to current private lending troubles. The [...]

Shadow Banking System

Let’s see how this goes.
Quick Hits: The Real Shadow Banking System,
Courtesy of Minyanville Staff.
Business is booming for the business of pawn.
Forget claims the explosion of esoteric derivatives has led to the creation of a "shadow banking system" that operates outside the boundaries of the traditional market for financial services. Much more tangible is the [...]

Deflation

 

Here’s another informative article by Mish.  And yes! it’s working.
Deflation In A Fiat Regime?
I was asked by professor Lance Lewis (and many others) to reply to on a post by Doug Noland called Setting the Backdrop for Stage Two. Before reviewing Noland’s post I would first like to comment on this statement made by Professor [...]