Comments on: More Bailouts and Inflation Loom

By: Reviewing My Picks and Investment Theses

Reviewing My Picks and Investment Theses — Mon, 08 Mar 2010 16:00:15 +0000

[...] GRZZX in May, I wrote The Deck is Stacked Against Shorts. A month earlier I warned bears that More Bailouts and Inflation Loom. Shoulda been bargain hunting or speculating on garbage [...]

By: Race to Ruin: PIIGS vs. America

Race to Ruin: PIIGS vs. America — Sun, 07 Feb 2010 20:54:13 +0000

[...] at, and what timeline you use, America has unfunded liabilities of anywhere from $30 trillion to $99 trillion. The higher number comes, surprisingly, from the head of the Dallas Federal Reserve, Richard [...]

By: John Paulson on GMAC and Bailouts

John Paulson on GMAC and Bailouts — Wed, 09 Dec 2009 23:24:58 +0000

[...] He knows this policy is a disaster, long term. But if you can’t change it, why not profit from it? A great example of why it’s dangerous to be short (for now). Back in April I warned bears about this problem in More Bailouts and Inflation Loom. [...]

By: David Tice Sees S&P at 400 in Next 18 Months

David Tice Sees S&P at 400 in Next 18 Months — Wed, 23 Sep 2009 04:17:44 +0000

[...] Events over the last six months have caused me to rethink many aspects of US equities. In April I wrote: Companies with horrific balance sheets are a dime-a-dozen these days. Fundamentals of the economy [...]

By: Marc Faber: Buy Stocks, Foreign Currencies, and Hard Assets

Marc Faber: Buy Stocks, Foreign Currencies, and Hard Assets — Tue, 22 Sep 2009 16:58:09 +0000

[...] More Bailouts and Inflation Loom (April 15 [...]

By: The trend is your friend

The trend is your friend — Wed, 16 Sep 2009 16:22:52 +0000

[...] important to overcome this and realize just how inefficient and wrong markets can be. See More Bailouts and Inflation Loom from April for [...]

By: Unemployment Predictions for 2010

Unemployment Predictions for 2010 — Mon, 29 Jun 2009 23:56:48 +0000

[...] that growth is right around the corner. I don’t see how that’s possible, short of more unsustainable bailouts and “liquidity” programs. Gov intervention is the only thing preventing a total [...]

By: The Case for Deflation

The Case for Deflation — Tue, 23 Jun 2009 01:21:38 +0000

[...] The American public is largely complacent. As long as you don’t raise their taxes or slash their benefits, rebellion is unlikely. But if you jack up taxes or cut spending on the scale required to fix this problem, we may see serious social unrest. It’s really that big of a problem. Which is why I remain in the inflation-camp. For more on the effects of continued government intervention, see “Beware Bears: More Bailouts and Inflation Loom”. [...]

By: Adam

Adam — Tue, 21 Apr 2009 15:29:33 +0000

Not much fun having our fates lie in the hands of a small group of people with conflicted interests…

By: eh

eh — Tue, 21 Apr 2009 08:17:58 +0000

Looking at the (surprising) strength shown by the dollar (every decline is fairly quickly reversed), which should keep the price of commodities in check, it’s not clear where inflation will come from, and when. And that in an environment of ‘quantitative easing’ and the federal government’s gargantuan budget problems. Go figure. Such is the power of US political and military hegemony, I suppose.