Month: April 2012

  • Kudlow Effect

    Fed this week indicated they were holding off on QE3 just in case their real Constant Quantitative Easing All The Time Every Day Forever shows some stalling.  Buying time for corporate America to get their balance sheets in order by cutting jobs and gaming earnings has about run its course and now the Fed is…

  • Duped

    Markets set up participants by producing apparently recognizable patterns only to then present a completely different form and outcome.  The ability to fool investors and traders into profound directional gaffs is repeated without fail with slightly altered timing.  Dupes are always being created by chance and necessity.   Corporations need dupes such as analysts in order…

  • Bernanke Company Store

    Article in the New York Times about the purchases of large amounts of distressed homes by private equity folks looking to turn profits by making these homes rental units. Seen as an alternative to other current returns in the market place, these ambitious folks are buying blocks of homes at supposed deep discounts. Turning the…