Now Is The Time At SDA When We Juxtapose!

13 Replies to “Now Is The Time At SDA When We Juxtapose!”

1. Interestingly, “Dr Copper” seems to be on the rebound – a positive sign. Gold as always is interesting.
   I keep hearing about new housing starts as an economic indicator in the US – but seriously, how many new homes are needed? There must be a tremendous glut.
   I think things are looking bad for the US economy. If a car is out of gas, no matter how many times you try to boost it, you’re unlikely to get it running again.

2. Ahhhhh, the Krugman Kurve.
   Such prosperity when they borrow their way to prosperity.
   Go Paul go . . .
   http://www.americanthinker.com/2010/08/paul_krugman_gives_up_1.html

3. Time to start storing rice, dry milk, and other food stuffs.

4. That was an interesting link, Fred. Years of liberal advocacy have turned the NYT into an echo chamber: its columnists shout out the party line, its readers respond with a collective “Amen!”. Those who might have demurred are for the most part no longer around, having simply walked away long ago.
   By the way, is your last name “Douglass” by any chance? I have no problem with it if it is. Far from it, in fact. I’m just curious.

5. You want to say ouch?
   How about this:
   http://www.cbo.gov/ftpdocs/116xx/doc11659/07-27_Debt_FiscalCrisis_Brief.pdf

6. Interesting Interview with Jim Richards yesterday.
   http://www.kingworldnews.com/kingworldnews/Broadcast/Entries/2010/8/2_Jim_Rickards.html
   Expect this current weakness to usher in the next phase of Quantitative Easing.

7. Timothy F. Geithner is kidding nobody but himself!!!

8. I remember, back in the Bush days, when Kate insisted there was no recession, no problem at all.

9. “I remember, back in the Bush days, when Kate insisted there was no recession, no problem at all.”
   So Lloyd, you made millions shorting the US banks did you?
   Me neither. Nor did anyone who from November 1999 onward claimed the US economy was in the dumper right up until November 2008 when everything magically improved. Except the employment rate.
   And Lloyd, you’re long the US economy now that Barry has decided hell is going to freeze over before he makes those Bush tax cuts permanent, right?
   Right?

10. No offense, but Baltic Dry has a June seasonality feature, due to the drop in iron ore shipments.
    FYI.
    Mind who’s doing the shrieking and running about in circles. They may not be the ones to follow in a crisis.

11. Here’s a better chart, and note the “stimulus” effect, and its withdrawal throgh taxation.

12. Ooops, here.

13. Romanoff,
    Your index seems a lot more like a measure of money sloshing around in the system, which a couple trillion dollars, between the bailout and the “stimulus” would certainly create. The BDI is a measure of efforts to create actual value, useful things that people buy. To say that yours is better is just wrong. It is different and measures different things, and I am sure that it measures those things better.