Tag inflation

With Less Money Around It’s Time to Focus on Profits

Recent financial market trends support my belief that the engine for the global economy has moved to Asia. The recent article in the New York Times Asia Leads the Global End to Cheap Money, seems to support my view as well. The implications for investors feel straightforward. Globally, there will be relatively less money Read more

Geithner On Banking–Nice Try

Saw this article Geithner Says Administration Will Ensure Bank Access to Funding and could not help but make a quick note.  Bulls???  Until the government knows how much money was lost, there is no way to ensure funding.   The premise underlying the actions to date is that the US government can borrow more than the bankers lost (or more than the bank asset holders are going to welsh on in the future).  I’m starting to have my doubts. Read more

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