Friday, August 6, 2010

Aayan Hirsi Ali

I just got done reading "Nomad" last week. Ms. Ali is absolutety brilliant. She is also extremely brave. She is a real feminist and is willing to put her life on the line to speak out for women's rights.

She spoke at a conference in Aspen today - very enlightening.

Market Indicators To Heed

From the NY Times:

http://www.cnbc.com/id/38589702

Romer quits? Wow, perhaps she got sick of spinning.

http://www.cnbc.com/id/38586136

Wednesday, August 4, 2010

Deflation Is Here

Question: How likely is a sustainable market rally in a deflationary environment?

Answer: Not likely at all.