I have been saying this for two years, but we have both . Clothes and electronics are in a deflationary spiral. Stocks (especially emerging markets), real estate, oil, chemicals, food, travel and entertainment are in an inflationary spiral. One look at the long-term charts of gold and the US dollar show you what’s happening. MONEY …
Tagged: Inflation
Bearish Evidence Piling Up…Don't be a Blamer
This week I posted a rare bearish rant . It got a lot of play. I was just pointing out the obvious. This weekend, the media is having a FIELD DAY with the lenders. CNN has it all figured out. The lender’s are to blame for the mess. Please…The borrowers are just as guilty for …
Inflation…It Gets you in the End!
Long-Term, inflation will catch up with you and give you some ‘whoopass’. I have written about WINFlation in the past and have long been bullish about it (it really was a profitable call so far). BUT, we are reaching stress levels that make me nervous though. First, we are happy here, but our friendly freezing …
Sotheby's (BID) on Wallstrip…Don't Pick Your Nose or You May Own it.
It’s fitting that Sotheby’s (BID) makes it to Wallstrip before Ebay. Score another one for the bluebloods and Thurston Howell’s of the world. Loveeeee. Sotheby’s has embraced technology to stay a leg up on arch rival Christie’s. It is also the world’s oldest auction house. Here is their Wikipedia page . Here is their Google …
'WinFlation'…Making Money off Inflation…THINK NORTH
‘WINflation’ is my new term for making money off inflation. All the smart people talk about it. They have no idea. BUT YOU DO. You spend money.You read. You know this war we are waging in the middle east will not stop. I am long the stock market because my WINflation play is that the …
Market setting up for a big move? Either way, buying some ValueClick.
Not in the betting mood on the market, but I am definately adding some ValueClick to the portfolio tomorrow. An amazing breakout to all-time highs. In reading about the business, I am amazed no one has made a play for them and emailed a smart friend just that this afternoon. Value Click continues to benefit …
Inflation expectations are low
I just saw a chart from Lehman’s Degraaf (enclosed below) that is both shocking but explains some things – to me anyways. Inflation expectations are extremely low. Retail stocks are acting giddy. Best Buy, Nordstrom, Abercrombie, American Eagle, Gymboree are all running at or near all-time highs. HUH! Harley Davidson, a favorite of shortsellers for… …
Running of the Bulls scenario…
Oil down another $2 bucks, Gold Bulls being ridiculed and Apple has a yawner of an announcement but barely sells off. Most importantly, Goldman Sachs hosed their clients in record proportions for another great quarter. Canali suits on me boyzzzz. The bulls are smiling today and I am glad to own some tech on days …