tag:blogger.com,1999:blog-34323687.post4861014674355765597..comments2024-03-19T03:05:57.184+00:00Comments on Macro Man: Open FireMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-34323687.post-70103544016441755582010-09-16T05:34:13.952+01:002010-09-16T05:34:13.952+01:00I'm ready to short the hell out of the S&P...I'm ready to short the hell out of the S&P 500. My fear though is the fed. We just keep deferring to fiscal crisis, currency crisis, dollar printing press. My macro thesis is falling real estate prices. Look at Robert Shiller's 100 year analysis of housing prices. We are still a 33% decline away from long term historical trends. The securitized loan market is still dead. How can Americans finance consumption (in the short term) if we have 10% unemployment and a fall in home prices. Long term, I'm with buffet. The long term projection of the u.s. Since it's inception is exponentially upward. The rail road, the auto, the television, the railroad, the light bulb, the telephone, the computer, the Internet, etc. I hope there is new innovation that brings us out of this....something more interesting than real estate for god's sake. Nanotechnology, true progress in genetic engineering, mass non fossil fuel energy production (photovoltaic in my opinion), or perhaps some major development in information technology that makes production, manufacturing, or construction seamless. But until then how could we not fall, from withdrawal of fiscal drugging at the minimum.Jeffrey D. Bensonhttps://www.blogger.com/profile/13278340373246734203noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-72988719123993428782010-09-15T22:39:36.616+01:002010-09-15T22:39:36.616+01:00extreme sport - fx devaluation- at its best today ...extreme sport - fx devaluation- at its best today - jpy, krw, sgd, brl, cop to name few. so where do we end up with all this?Denizhttps://www.blogger.com/profile/05596239346331323448noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-6408281202715867872010-09-15T11:00:23.529+01:002010-09-15T11:00:23.529+01:00Pretty good post. I just stumbled upon your blog a...Pretty good post. I just stumbled upon your blog and wanted to say that I have really enjoyed reading your blog posts..<br /><br /><br /><a href="http://moneytree.tv/" rel="nofollow">blogs</a>Unknownhttps://www.blogger.com/profile/16220033112511848050noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76004108071445790502010-09-15T02:37:19.132+01:002010-09-15T02:37:19.132+01:00One of the beautiful things in life is Optimal ill...One of the beautiful things in life is Optimal illusion,our socialist jockey is now in the straight,though, like your research agrees,best to allow for it to balance up and find its stride to see if it has anything to give,but,always watch the competitors around you, as our horse may be striding clear of the field it can be an illusion to how fast(strength) its going due to the rest of the field actually capitualating more the normal or this race may provide the form race of the year!,but obviously every race is different, most notably this one!.Which should make this race even more interesting.<br /><br />ps. I really hope you had to dig out that music/video clip, for your sake.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-69079618300578631442010-09-14T16:08:41.019+01:002010-09-14T16:08:41.019+01:00Goldman says Fed will make 1 trillion more asset p...Goldman says Fed will make 1 trillion more asset purchases this autumn. QE forever .... <br />http://blogs.wsj.com/economics/2010/09/14/goldman-fed-may-announce-new-asset-buys-in-november/#Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-65321931097508212862010-09-14T15:42:05.609+01:002010-09-14T15:42:05.609+01:00I agree, we are almost there, not sure this is the...I agree, we are almost there, not sure this is the big short though. <br /><a href="http://www.businessinsider.com/traders-havent-been-this-short-the-dollar-and-this-long-the-euro-in-years-2010-9" rel="nofollow"><br />Sentiment seems to have got a bit extreme for the EUR and the USD considering the levels we are at</a>Nichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.com