tag:blogger.com,1999:blog-34323687.post6469917095611809940..comments2024-03-29T03:19:56.674+00:00Comments on Macro Man: And the winner is.....Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-34323687.post-70187268539465481292008-07-29T06:16:00.000+01:002008-07-29T06:16:00.000+01:00Being 1 of the 142, or was it 2 of the 142, Lehman...Being 1 of the 142, or was it 2 of the 142, Lehman Brothers winners I will await the receipt of my prize by post with feverish anticipation. And I truly hope that my prize does arrive before Washington Mutual goes under and ruins the spirit, and integrity, of the entire contest.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7273115632613627772008-07-28T16:58:00.000+01:002008-07-28T16:58:00.000+01:00Mexico is in a more dangerous state than most inve...Mexico is in a more dangerous state than most investors seem to realize. The southern part of the country is basically in a state of insurrection, held down by the presence of troops. Food prices brought on a great deal of suffering nationally and the government is not exactly competent. This was illustrated by floods in the not-too-distant past, in which they failed to warn the populace that the dams were certain to overflow. Corruption is at exalted levels, even by Mexican standards. And if/as the US goes into recession, the level of remittances will fall (not to mention a decline in tourist revenue). That's either their second or third largest source of income, if I recall, so it's a very big deal. <BR/><BR/>This is one global macro I would delve into pretty deeply before investing. Granted, they've fooled me so far. <BR/><BR/>-Charles of MercuryRising<BR/>www.phoenixwoman.wordpress.comAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-44770273014920544662008-07-28T15:01:00.000+01:002008-07-28T15:01:00.000+01:00The two stories that interest me the most right no...The two stories that interest me the most right now are:<BR/><BR/>1. China's shift on the Yuan (which surprised me b/c I felt they wanted to continue to let the appreciation go onward as I felt it has helped to blunt the rise in oil).<BR/><BR/>2. The signal from Russia that resource nationalism, and resource hoarding (Hotelling Rule) are not fading but ramping up again.<BR/><BR/>Best,<BR/><BR/>Gregorwww.gregor.ushttps://www.blogger.com/profile/14172143997858920566noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-89278606897648476482008-07-28T12:33:00.000+01:002008-07-28T12:33:00.000+01:00JL, it is indeed. That tagline was a staple of da...JL, it is indeed. That tagline was a staple of daytime TV when I was a kid.Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-88874927505769290572008-07-28T11:53:00.000+01:002008-07-28T11:53:00.000+01:00Is this the source of "inquiring minds want to kno...Is this the source of "inquiring minds want to know"?<BR/>http://alt-usage-english.org/<BR/>excerpts/fxenquir.html<BR/><BR/>English minds wish to know as some of the nuances of US cultural references are lost on us.<BR/>PE ratios still toppish, think its going to be an interesting August.<BR/>Cheers, JLAnonymousnoreply@blogger.com