Saturday, February 28, 2009

No treasury bubble....yet.

Still worried about a deflationary sprial rather than inflation.

Thursday, February 26, 2009

Defense.

It's not a good sign when "defensive" stocks keep falling.

Monday, February 23, 2009

On the precipice.

Seriously. This is the edge.

The canary on its last tweet?

To state the blatantly obvious: up or stable is good. Down is very, very, very bad.

An old saw..

Supposedly there is no such thing as a triple bottom.


 

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