Sunday, June 2, 2013
Yardeni Research Global Market Chart Review
Dr. Ed Yardeni provides research on markets and sectors at his firm Yardeni Research. The product is aimed at institutional managers for the most part. But the good doctor does make some free content available to the rest of us. One I check regularly is his Global Market Briefing Weekly chart package. This one pdf provides a broad group of charts on global Indices, currencies and rates. He provides this gratis. Thanks Dr. Yardeni.
Thursday, May 30, 2013
Monday, May 27, 2013
Grant William's Presentation - Do The Math
Grant Williams writes the Things That Make You Go Hmmm newsletter that I believe is one of the best letters available. Not only that the letter is free and available through Mauldin Economics.
Today however, I have linked to a new video presentation by Grant Williams and it is worth a listen. Thanks go out to ZeroHedge for pointing out this presentation.
Do The Math
Today however, I have linked to a new video presentation by Grant Williams and it is worth a listen. Thanks go out to ZeroHedge for pointing out this presentation.
Do The Math
Monday, May 20, 2013
Thursday, May 16, 2013
Friday, April 12, 2013
Sunday, April 7, 2013
Wednesday, March 20, 2013
Kyle Bass at the Univ of Chicago
Here is a link to a video of a talk by Kyle Bass at the University of Chicago. Bass as is well known is bearish on Japan and here he explains why. Brilliant, I would work for this guy in an instant if he had any need of a geriatric former floor trader.
Kyle Bass
Kyle Bass
Tuesday, January 8, 2013
From Fourwinds10.com-- Massive Vote Fraud Indications
From Bill O'Reilly's message board----- >> Four Winds 10 - Truth Winds
I have not yet found the source of the numbers on The Fourwinds10 site that were taken originally from the Bill O'Reilly message boards but I sure would like to know more. voter fraud strikes at the very basis of American Democracy and should be vigorously investigated and prosecuted if found to have occurred.
I am not advocating an attack on Barack Obama here, though he appears to have been the clear beneficiary. I am saying voter fraud diminishes tthe legitimacy of any election winner. President Obama should, in fact, be the most aggressive in seeking to be sure this kind of thing cannot happen again.
The media, notably absent in this controversy, should be all over these claims. The fourth estate continues its sad decline into a partisan entertainment industry rather than a gaurdian of facts and truth.
Look at this data taken from the message boards at Reilly's site.
I have not yet found the source of the numbers on The Fourwinds10 site that were taken originally from the Bill O'Reilly message boards but I sure would like to know more. voter fraud strikes at the very basis of American Democracy and should be vigorously investigated and prosecuted if found to have occurred.
I am not advocating an attack on Barack Obama here, though he appears to have been the clear beneficiary. I am saying voter fraud diminishes tthe legitimacy of any election winner. President Obama should, in fact, be the most aggressive in seeking to be sure this kind of thing cannot happen again.
The media, notably absent in this controversy, should be all over these claims. The fourth estate continues its sad decline into a partisan entertainment industry rather than a gaurdian of facts and truth.
Look at this data taken from the message boards at Reilly's site.
From Bill O'Reilly's message board:
Most everyone suspected fraud, but these numbers prove it and our government and media refuse to do anything about it.
As each state reported their final election details, the evidence of voter fraud is astounding. Massive voter fraud has been reported in areas of OH and FL, with PA, WI and VA, all are deploying personnel to investigate election results.
Here are just a few examples of what has surfaced with much more to come.
* In 59 voting districts in the Philadelphia region, Obama
received 100% of the votes with not even a single vote recorded for
Romney. (A mathematical and statistical impossibility).
* In 21 districts in Wood County Ohio, Obama received 100% of
the votes where GOP inspectors were illegally removed from their
polling locations - and not one single vote was recorded for Romney.
(Another statistical impossibility).
* In Wood County Ohio, 106,258 voted in a county with only
98,213 eligible voters.
* In St. Lucie County, FL, there were 175,574 registered
eligible voters but 247,713 votes were cast.
* The National SEAL Museum, a polling location in St. Lucie
County, FL had a 158% voter turnout.
* Palm Beach County, FL had a 141% voter turnout.
* In Ohio County, Obama won by 108% of the total number of
eligible voters.
NOTE: Obama won in every state that did not require a Photo ID and lost in every state that did require a Photo ID in order to vote.
Imagine that!
I repeat I have no information on the original sources of this data but this is very alarming if even partially accurate.
link to FourWinds site and original article
Friday, December 28, 2012
Donald Coxe conference call link
Event Lobby
Mr. Coxe conference call. link here
Mr Coxe is ceasing the publication of Basic Points so I hope he will continue to do the conference call or something similar.
Mr. Coxe conference call. link here
Mr Coxe is ceasing the publication of Basic Points so I hope he will continue to do the conference call or something similar.
chart similar to the ones Mr. Coxe mentions
Tuesday, December 4, 2012
The Washington establishment is legalizing their right to lie to the public.
NDAA Legalizes Propaganda - Business Insider
The newest version of the National Defense Authorization Act (NDAA) includes an amendment that would legalize the use of propaganda on the American public, reports Michael Hastings of BuzzFeed.
The newest version of the National Defense Authorization Act (NDAA) includes an amendment that would legalize the use of propaganda on the American public, reports Michael Hastings of BuzzFeed.
Wednesday, November 21, 2012
OK Mr. Buffett, This Time I Agree
via Ken Landon
Buffett Plan for Congress
Warren Buffett, in a recent interview with CNBC, offers one of the best quotes
about the debt ceiling. He is also requesting that people forward the below
message to at least 20 people, thus hoping to create critical mass in
generating support for his proposals.
"I could end the deficit in 5 minutes," he told CNBC. "You just pass a law that
says that any time there is a deficit of more than 3% of GDP, all sitting
members of Congress are ineligible for re-election."
The 26th amendment (granting the right to vote for 18 year-olds) took only 3 months and 8 days to be ratified! Why? Simple! The people demanded it.
That was in 1971 - before computers, e-mail, cell phones, etc.
Of the 27 amendments to the Constitution, seven (7) took one (1) year or less to become the law of the land all because of public pressure. Warren Buffet is asking each addressee to forward this email to a minimum of twenty people on their address list; in turn ask each of those to do likewise. In three days, most people in The United States of America will have the message.
This is one idea that really should be passed around.
Congressional Reform Act of 2012:
1. No Tenure/No Pension
A Congressman/woman collects a salary while in office and receives no pay when they're out of office.
2. Congress (past, present & future) participates in Social Security.
All funds in the Congressional retirement fund move to the Social Security system immediately. All future funds flow into the Social Security system, and Congress participates with the American people. It may not be used for any other purpose.
3. Congress can purchase their own retirement plan, just as all Americans do.
4. Congress will no longer vote themselves a pay raise.
Congressional pay will rise by the lower of CPI or 3%.
5. Congress loses their current health care system and participates in the same health care system as the American people.
6. Congress must equally abide by all laws they impose on the American people.
7. All contracts with past and present Congressmen/women are void effective 12/1/12.
The American people did not make this contract with Congressmen/women.
Congress made all these contracts for themselves.
Serving in Congress is an honor, not a career.
The Founding Fathers envisioned citizen legislators, so ours should serve their term(s), then go home and back to work.
If each person contacts a minimum of twenty people then it will only take three days for most people (in the U.S. ) to receive the message. Don't you think it's time? THIS IS HOW YOU FIX CONGRESS!
Buffett Plan for Congress
Warren Buffett, in a recent interview with CNBC, offers one of the best quotes
about the debt ceiling. He is also requesting that people forward the below
message to at least 20 people, thus hoping to create critical mass in
generating support for his proposals.
"I could end the deficit in 5 minutes," he told CNBC. "You just pass a law that
says that any time there is a deficit of more than 3% of GDP, all sitting
members of Congress are ineligible for re-election."
The 26th amendment (granting the right to vote for 18 year-olds) took only 3 months and 8 days to be ratified! Why? Simple! The people demanded it.
That was in 1971 - before computers, e-mail, cell phones, etc.
Of the 27 amendments to the Constitution, seven (7) took one (1) year or less to become the law of the land all because of public pressure. Warren Buffet is asking each addressee to forward this email to a minimum of twenty people on their address list; in turn ask each of those to do likewise. In three days, most people in The United States of America will have the message.
This is one idea that really should be passed around.
Congressional Reform Act of 2012:
1. No Tenure/No Pension
A Congressman/woman collects a salary while in office and receives no pay when they're out of office.
2. Congress (past, present & future) participates in Social Security.
All funds in the Congressional retirement fund move to the Social Security system immediately. All future funds flow into the Social Security system, and Congress participates with the American people. It may not be used for any other purpose.
3. Congress can purchase their own retirement plan, just as all Americans do.
4. Congress will no longer vote themselves a pay raise.
Congressional pay will rise by the lower of CPI or 3%.
5. Congress loses their current health care system and participates in the same health care system as the American people.
6. Congress must equally abide by all laws they impose on the American people.
7. All contracts with past and present Congressmen/women are void effective 12/1/12.
The American people did not make this contract with Congressmen/women.
Congress made all these contracts for themselves.
Serving in Congress is an honor, not a career.
The Founding Fathers envisioned citizen legislators, so ours should serve their term(s), then go home and back to work.
If each person contacts a minimum of twenty people then it will only take three days for most people (in the U.S. ) to receive the message. Don't you think it's time? THIS IS HOW YOU FIX CONGRESS!
Wednesday, November 7, 2012
Election Results: Mr. Shaw had it right.
"Anyone Who will rob Peter to pay Paul, can count on the vote of Paul. "
That quote from George Bernard Shaw says it all. We now live in a kleptocracy where
the "entitlement takers" can directly vote themselves money from the wallets of the productive.
This was a vote to continue to eat the seed corn rather than plant more crops.
That quote from George Bernard Shaw says it all. We now live in a kleptocracy where
the "entitlement takers" can directly vote themselves money from the wallets of the productive.
This was a vote to continue to eat the seed corn rather than plant more crops.
Friday, November 2, 2012
Wages matter?
And The Not So Pretty: Record Low Rise In Average Hourly Wages | ZeroHedge
This post at ZeroHedge is shart and very pertinent.
Thanks to Tyler Durden and ZeroHedge
This post at ZeroHedge is shart and very pertinent.
And The Not So Pretty: Record Low Rise In Average Hourly Wages
Compared to job "gains", it is obvious that all nominal gains are at the expense of wage losses:
So jobs growing yes, more people with work yes, income of the American wage earner not so much.
Increasing jobs, decreasing quality jobs, lower pay, I believe I have had enough of current economic policies.
Thanks to Tyler Durden and ZeroHedge
Monday, October 29, 2012
Rosenberg Presentation at Business Insider Blog - - Must Read
David Rosenberg: Navigating The New Normal - Business Insider
Business Insider presents a presentation from David Rosenberg of Gluskin Scheff that is a terrific read. As mentioned at BI he is called a Perma-Bear
but that characterization is incorrect. I have followed David Rosenberg's work closely since 2007 and he has been bearish to cautious on stocks over the period except for dividend payers. He has also been bullish bonds the entire time and had you followed his asset allocation over that period you would have done very well.
Go read the presentation here Thanks to Gluskin Scheff and Business Insider for making this available to the public. Also if you ever have the chance to hear Mr. Rosenberg in person you will find him to be a very personable and entertaining speaker.
Business Insider presents a presentation from David Rosenberg of Gluskin Scheff that is a terrific read. As mentioned at BI he is called a Perma-Bear
but that characterization is incorrect. I have followed David Rosenberg's work closely since 2007 and he has been bearish to cautious on stocks over the period except for dividend payers. He has also been bullish bonds the entire time and had you followed his asset allocation over that period you would have done very well.
Go read the presentation here Thanks to Gluskin Scheff and Business Insider for making this available to the public. Also if you ever have the chance to hear Mr. Rosenberg in person you will find him to be a very personable and entertaining speaker.
Tuesday, October 16, 2012
The Dictatorship Provision of Obamacare
The Independent Payment Advisory Board: PPACA's Anti-Constitutional and Authoritarian Super-Legislature | Diane Cohen and Michael F. Cannon | Cato Institute: Policy Analysis
The Cato Institute site has an excellent and alarming article about a provision of Obamacare of which I was totally unaware. Here is a snippet from this article:
Thanks to the CATO Institute for addressing this issue.
The Cato Institute site has an excellent and alarming article about a provision of Obamacare of which I was totally unaware. Here is a snippet from this article:
The Independent Payment Advisory Board: PPACA's Anti-Constitutional and Authoritarian Super-Legislature
by Diane Cohen and Michael F. Cannon
This law cannot be allowed to stand. The thinking behind this is a perfect illustration of the liberal left elitist who believes he/she knows best and should have the right to make you obey. This is a complete stripping away of protection from the Constitution and personal freedom, a giant step toward totalitarianism.When a member of Congress introduces legislation, the Constitution requires that legislative proposal to secure the approval of the House of Representatives, the Senate, and the president (unless Congress overrides a presidential veto) before it can become law. In all cases, either chamber of Congress may block it.
In 2010, the Patient Protection and Affordable Care Act (PPACA) created the Independent Payment Advisory Board, or IPAB. When the unelected government officials on this board submit a legislative proposal to Congress, it automatically becomes law: PPACA requires the Secretary of Health and Human Services to implement it. Blocking an IPAB "proposal" requires at a minimum that the House and the Senate and the president agree on a substitute. The Board's edicts therefore can become law without congressional action, congressional approval, meaningful congressional oversight, or being subject to a presidential veto. Citizens will have no power to challenge IPAB's edicts in court.
Thanks to the CATO Institute for addressing this issue.
Tuesday, October 9, 2012
Taliban Claims Responsibility For Shooting Of 14 yr Old Girl
from the FT article
A 14-year-old Pakistani activist who won international
acclaim for speaking out for girls denied education under the Taliban was shot
on Tuesday on her way home from school, authorities said.
The Pakistani Taliban claimed responsibility for the
attack... contd at link
That is an excerpt from the article on the FT about this shooting. For all the diversity advocates and cultural
equivalence fans out there I have a comment: Not all cultures are equal, some
suck and are the province of murderous thugs. Where is the outcry from adherents to the religion of peace? Deafening silence once again. BBL
Friday, September 28, 2012
Zerohedge: All Your Private Data Are Belong To Obama
Link to the full article
When it comes to spying, eavesdropping on its citizens as well as the complete invasion of American privacy, the first thing that comes to mind is the Patriot ACT and Dubya. And with good reason: because while the rest of the world may "hate us for our freedoms", they certainly love us for the fact that the NSA usually can autocomplete sentences before they are written in any electronic medium (recall: NSA Whistleblower Speaks Live: "The Government Is Lying To You"). However, as it turns out that the first thing that should be coming to mind is none other than the current administration and Barack Obama. Here are the facts: as the ACLU reveals using documents released by the Justice Department following months of litigation, "federal law enforcement agencies are increasingly monitoring Americans’ electronic communications, and doing so without warrants, sufficient oversight, or meaningful accountability." How "increasingly"? Look at the chart below and decide.
When it comes to spying, eavesdropping on its citizens as well as the complete invasion of American privacy, the first thing that comes to mind is the Patriot ACT and Dubya. And with good reason: because while the rest of the world may "hate us for our freedoms", they certainly love us for the fact that the NSA usually can autocomplete sentences before they are written in any electronic medium (recall: NSA Whistleblower Speaks Live: "The Government Is Lying To You"). However, as it turns out that the first thing that should be coming to mind is none other than the current administration and Barack Obama. Here are the facts: as the ACLU reveals using documents released by the Justice Department following months of litigation, "federal law enforcement agencies are increasingly monitoring Americans’ electronic communications, and doing so without warrants, sufficient oversight, or meaningful accountability." How "increasingly"? Look at the chart below and decide.
Tuesday, September 18, 2012
Hanson--- Obama's Middle East Delusions
Works and Days
Victor Davis Hanson has an excellent post on the failure of OBummer's Middle East Policy of appeasement.
Highly Rocommended
Victor Davis Hanson has an excellent post on the failure of OBummer's Middle East Policy of appeasement.
Highly Rocommended
Friday, September 7, 2012
Democrats want to outlaw profits - yeah, that will create jobs.
From Peter Schiff at the Democrat convention. This partially explains wwhy their symbol is an ass.
Thanks to Peter Schiff for releasing this video.
Thanks to Peter Schiff for releasing this video.
Wednesday, August 8, 2012
BI-Obama Wants To Make Sure The Government Can Lock You Up Without Trial
Business Insider is the provider of this story click the link to read.
Here is a brief excerpt:
"Here's what's up. As reported yesterday, "The White House has filed an appeal in hopes of reversing a federal judge's ruling that bans the indefinite military detention of Americans"
Here is a brief excerpt:
"Here's what's up. As reported yesterday, "The White House has filed an appeal in hopes of reversing a federal judge's ruling that bans the indefinite military detention of Americans"
Monday, August 6, 2012
Sunday, August 5, 2012
via Zerohedge: Thorium's Potential As An Energy Source
Kirk Sorensen: A Detailed Exploration Of Thorium's Potential As An Energy Source
Kirk Sorensen, NASA-trained engineer, is a man on a mission to open minds to the tremendous promise that thorium, a near-valueless element in today's marketplace, may offer in meeting future world energy demand.
Compared to Uranium-238-based nuclear reactors currently in use today, a liquid flouride thorium reactor (LTFR) would be:
The article continues with graphics and a video at Zerohedge
I encourage everyone to read this. Seems a no-brainer to me. (A judgement some say I am uniquely qualified to make.)
Kirk Sorensen, NASA-trained engineer, is a man on a mission to open minds to the tremendous promise that thorium, a near-valueless element in today's marketplace, may offer in meeting future world energy demand.
Compared to Uranium-238-based nuclear reactors currently in use today, a liquid flouride thorium reactor (LTFR) would be:
- Much safer - no risk of environmental radiation contamination or plant explosion (e.g. Chernobyl, Fukushima, Three-Mile Island)
- Much more efficient at producing energy - over 90% of the input fuel would be tapped for energy; vs <1 in="in" li="li" reactors="reactors" s="s" today="today">
- Less waste-generating - most of the radioactive by-products would take days/weeks to degrade to safe levels, vs centuries
- Much cheaper - reactor footprints and infrastructure would be much smaller, and could be constructed in modular fashion
- More plentiful - LFTR reactors do not need to be located next to large water supplies, as current plants do
- Less controversial - the byproducts of the thorium reaction are pretty useless for weaponization
- Longer-lived - thorium is much more plentiful than uranium and treated as valueless today. There is virtually no danger of running out of it given LFTR plant efficiency
The article continues with graphics and a video at Zerohedge
I encourage everyone to read this. Seems a no-brainer to me. (A judgement some say I am uniquely qualified to make.)
Sunday, July 22, 2012
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