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  • When Bubbles Collide - 06/07/2008 - Audio Version

    Today, we have to look at the unemployment numbers, and the connection between the credit crisis and the rise in oil of about $16 dollars a barrel in just two days! If there is still room, the dollar is certainly being pushed and pulled by central bankers, who are also worried about inflation. And I...
  • When Bubbles Collide

    When Bubbles Collide Unemployment Jumps to 5.5%, On Its Way to 6% What the Tax Numbers Show What's Up With Oil? America on a Diet Montreal, a New Book, and a Wedding I remember in the summer of 2006 I would face my blank computer screen on a Friday and wonder, what I could write about? The media...
  • Stagflation and the Fed

    How Do You Spell Stagflation? Memo from the Fed: Inflation? What Inflation? The Fed Will Cut and Cut Again Damn the Inflation Torpedoes! Full Speed Ahead! Apple, Sprint, AT&T, and Going to the Dark Side This week's topic was inspired by a discussion I had with George Friedman of Stratfor fame...
  • The Return of Muddle Through

    The Return of Muddle Through The dollar reaches new lows. The housing market shows no sign of a bottom. Oil almost touches $84 before backing off. Interest rates go up after the Fed cuts. So naturally the stock market keeps climbing. But then, consumer spending came in strong, employment looks like it...
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