giofranchi Posted December 8, 2012 Author Share Posted December 8, 2012 Charles Gave on Cuckoo times. giofranchiDaily+12.7.12.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted December 13, 2012 Author Share Posted December 13, 2012 The latest presentation from Mr. Gundlach: http://www.docstoc.com/docs/138374979/12-11-12-To-Catch-A-Thief-webcast-Slides---FINAL giofranchi Link to comment Share on other sites More sharing options...
giofranchi Posted December 13, 2012 Author Share Posted December 13, 2012 Mr. Ray Dalio on ValueWalk: http://www.valuewalk.com/2012/12/ray-dalios-bearish-2013-outlook-austerity-coming-qe-losing-efficacy/ giofranchi Link to comment Share on other sites More sharing options...
dcollon Posted December 13, 2012 Share Posted December 13, 2012 I just read the below comments by Dr. Marc Faber and had to share them since they made me laugh... a lot. Dr. Marc Faber, the investment guru, concluded his monthly bulletin with the following comments! : "The federal government is sending each of us a $600 rebate. If we spend that money at Wal-Mart, the money goes to China . If we spend it on gasoline it goes to the Arabs. If we buy a computer, it will go to India . If we purchase fruits and vegetables it will go to Mexico , Honduras and Guatemala . If we purchase a good car, it will go to Germany and Japan . If we purchase useless crap, it will go to Taiwan . In short, none of it will help the American economy. The only way to keep that money here at home is to spend it on prostitutes and beer, since these are the only products still produced in the US . I've been doing my part....." Link to comment Share on other sites More sharing options...
giofranchi Posted December 13, 2012 Author Share Posted December 13, 2012 I just read the below comments by Dr. Marc Faber and had to share them since they made me laugh... a lot. Dr. Marc Faber, the investment guru, concluded his monthly bulletin with the following comments! : "The federal government is sending each of us a $600 rebate. If we spend that money at Wal-Mart, the money goes to China . If we spend it on gasoline it goes to the Arabs. If we buy a computer, it will go to India . If we purchase fruits and vegetables it will go to Mexico , Honduras and Guatemala . If we purchase a good car, it will go to Germany and Japan . If we purchase useless crap, it will go to Taiwan . In short, none of it will help the American economy. The only way to keep that money here at home is to spend it on prostitutes and beer, since these are the only products still produced in the US . I've been doing my part....." Very funny!! ;D …But too pessimistic! I don’t believe that is true at all. Vice versa, I see a bright future for the US. :) Cheers! giofranchi Link to comment Share on other sites More sharing options...
biaggio Posted December 14, 2012 Share Posted December 14, 2012 I just read the below comments by Dr. Marc Faber and had to share them since they made me laugh... a lot. Dr. Marc Faber, the investment guru, concluded his monthly bulletin with the following comments! : "The federal government is sending each of us a $600 rebate. If we spend that money at Wal-Mart, the money goes to China . If we spend it on gasoline it goes to the Arabs. If we buy a computer, it will go to India . If we purchase fruits and vegetables it will go to Mexico , Honduras and Guatemala . If we purchase a good car, it will go to Germany and Japan . If we purchase useless crap, it will go to Taiwan . In short, none of it will help the American economy. The only way to keep that money here at home is to spend it on prostitutes and beer, since these are the only products still produced in the US . I've been doing my part....." very funny. The sad thing is that in order for it to be funny there has to be some truth there. I agree though that U.S will find a way to grow out of this. e.g. Hey we know they are going to spend 18-20% of GDP in health care. Who does not want to feel better and live longer Link to comment Share on other sites More sharing options...
giofranchi Posted December 16, 2012 Author Share Posted December 16, 2012 BCG on "Ending the Era of Ponzi Finance". giofranchiBCG_Ending_the_Era_of_Ponzi_Finance_Jan_2013.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted December 16, 2012 Author Share Posted December 16, 2012 Bill Gross on "Strawberry Fields - Forever?", and Charles Gave on "The Control Engineers and the Notion of Risk". giofranchiOTB121215_2.pdf Link to comment Share on other sites More sharing options...
PlanMaestro Posted December 16, 2012 Share Posted December 16, 2012 Exit polls: LDP wins clear majority with 275-300 seats http://www.japantoday.com/category/politics/view/exit-polls-ldp-wins-japan-election Can Shinzo Abe Save Japan? http://www.slate.com/articles/business/moneybox/2012/11/japan_election_shinzo_abe_s_plan_to_save_the_japanese_economy.html Link to comment Share on other sites More sharing options...
giofranchi Posted December 18, 2012 Author Share Posted December 18, 2012 John Mauldin on Gold. giofranchiDecember_17_2012.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted December 18, 2012 Author Share Posted December 18, 2012 Charting US Debt And Deficit Since Inception. giofranchiCharting-US-Debt-And-Deficit-Since-Inception.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted December 19, 2012 Author Share Posted December 19, 2012 Mr. Jeff Gundlach on Bloomberg: http://www.zerohedge.com/news/2012-12-18/jeff-gundlach-fiscal-cliff-circus-and-why-investors-should-hold-cash-through-2013 giofranchi Link to comment Share on other sites More sharing options...
giofranchi Posted December 22, 2012 Author Share Posted December 22, 2012 David Rosenberg's 35 Charts For 2013 giofranchiDavid_Rosenbergs_35_Charts_For_2013.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted December 24, 2012 Author Share Posted December 24, 2012 The Keynesian Endpoint. giofranchi Link to comment Share on other sites More sharing options...
giofranchi Posted December 25, 2012 Author Share Posted December 25, 2012 Eric Sprott on Gold and Silver: http://seekingalpha.com/article/1080891-eric-sprott-i-think-we-are-in-for-a-shortage-of-physical-gold?source=feed giofranchi Link to comment Share on other sites More sharing options...
giofranchi Posted December 29, 2012 Author Share Posted December 29, 2012 Things That Make You Go Hmmm... on Central Bank Balance Sheets and Gold. giofranchi586_eva12.28.12na.pdf Link to comment Share on other sites More sharing options...
rjstc Posted December 29, 2012 Share Posted December 29, 2012 I loved the new name of Benny (Bernanke) & The (Ink) Jets!!! Describes our central bank perfectly. Thanks for posting Giofranchi Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted December 29, 2012 Share Posted December 29, 2012 Things That Make You Go Hmmm... on Central Bank Balance Sheets and Gold. giofranchi thank you for these documents. Link to comment Share on other sites More sharing options...
giofranchi Posted December 30, 2012 Author Share Posted December 30, 2012 Things That Make You Go Hmmm... on Central Bank Balance Sheets and Gold. giofranchi thank you for these documents. wellmont, you changed your name? ??? Excuse my ignorance, but who is LM? Thank you! In attachment the latest from Mr. Don Coxe. giofranchiDon_Coxe_BMO_Capital_Mkt_Basic_Points_THE_FINAL_PROBLEM_12.21.2012.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted January 1, 2013 Author Share Posted January 1, 2013 Very good letter by Mr. Mauldin and Mr. Easterling. giofranchiTFTF121231.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted January 1, 2013 Author Share Posted January 1, 2013 Very good letter by Mr. Mauldin and Mr. Easterling. giofranchi I think the graph in attachment should go with the Mauldin letter. giofranchiStock-Secular-PE.pdf Link to comment Share on other sites More sharing options...
Guest wellmont Posted January 1, 2013 Share Posted January 1, 2013 Things That Make You Go Hmmm... on Central Bank Balance Sheets and Gold. giofranchi thank you for these documents. wellmont, you changed your name? ??? Excuse my ignorance, but who is LM? Thank you! In attachment the latest from Mr. Don Coxe. giofranchi a character from oliver stone's wall street. :) Link to comment Share on other sites More sharing options...
giofranchi Posted January 2, 2013 Author Share Posted January 2, 2013 Some investors, fixated on current return, reach for yield not with a new Wall Street product, but a very old one: common stocks. Finding bond yields unacceptably low, they pour money into stocks at the worst imaginable times. These investors fail to consider that bond market yields are public information, well known to stock investors who incorporate the current level of interest rates into share prices. When bond yields are low, share prices are likely to be high. Yield-seeking investors who rush into stocks when yields are low not only fail to achieve a free lunch, they also tend to buy in at or near a market top. - "Margin of Safety", Seth A. Klarman giofranchi Link to comment Share on other sites More sharing options...
giofranchi Posted January 3, 2013 Author Share Posted January 3, 2013 "Feeling Sorry For People Who Don't Drink" by Louis Gave giofranchiFeeling_Sorry_For_People_Who_Dont_Drink.pdf Link to comment Share on other sites More sharing options...
giofranchi Posted January 3, 2013 Author Share Posted January 3, 2013 Lateast "The Credit Strategist" by Michael Lewitt. giofranchi1-1-13_TCS.pdf Link to comment Share on other sites More sharing options...
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