Archive for January 25th, 2010

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More Thoughts on the Economy Part XIV

Monday, January 25th, 2010

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Originally posted 24th February 2009
The ECB Is Further Behind The Curve Than Almost Anyone Is Realising
I’m going to cover how and why what hasn’t yet happened in this crisis is actually a lot worse than what has and why the epicentre for it is not going to be the US and will actually be Europe.
The [...]

World Trade Is Falling Into An Abyss

Monday, January 25th, 2010

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Originally posted 17th February 2009
Consumer spending is about 60% of world GDP and with assets falling or having fallen around the world and unemployment starting to rise, the consumers are in a state of shock and have stopped spending. Not a lot we didn’t know there but it is relevant to us as the central [...]

The Bank Of England’s Quarterly Fictional Novel

Monday, January 25th, 2010

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Originally posted 16th February 2009
Yes it’s that time again when the Bank of England try to explain why they got it so wrong and predict how they are actually going to get it right next time. My last article said how I couldn’t be bothered to write this up further as an article as it [...]

What Barack Obama Has Brought To The Party Part II

Monday, January 25th, 2010

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Originally Posted 12th February 2009
“You Never Want A Serious Crisis To Go To Waste”
Rahm Emanuel was a senior political advisor to Bill Clinton and most recently a member of the House of Representatives from the state of Illinois. Apparently he is one of the most powerful (and foul-mouthed) members of the liberal Washington elite. Interestingly [...]

What Barack Obama Has Brought To The Party Part I

Monday, January 25th, 2010

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Originally Posted 11th February 2009
I’m going to cover some stuff here that gets a little in-depth and it is not really of much interest to the average Brit but as we are now linked to the US in this fiasco then as an investor, you might want to know details of the goals of the [...]

2008 – 2014 The Great Depression of The 21st Century

Monday, January 25th, 2010

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Originally Posted 9th February 2009
“Yes, We Are In A Depression”
This is a stake in the ground article where I have researched my previous articles and compiled a list of all of the measures I have recommended they take to stop this becoming a depression.
Well it is too late for that now as unfortunately the tipping [...]

More Thoughts on the Economy Part XIII

Monday, January 25th, 2010

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Originally Posted 4th February 2009
Europe & Trichet
This week the ECB and their luminary leader Jean-Claude Trichet have said that they are not looking to cut rates (what graphs and charts must this guy be smoking!). The market though, seems to think that they will be forced to. They think the Euro may survive this crisis [...]

More Thoughts on the Economy Part XII

Monday, January 25th, 2010

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Originally Posted 30th January 2009
David Blanchflower
In his most recent speech, David (THE ONLY MEMBER OF THE MPC THAT I RATE) explained that he thought the recession started in May 08 and yet there was no mention of a recession in the Bank of England inflation report in August (nice dig!).

More Thoughts on the Economy Part XI

Monday, January 25th, 2010

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Originally Posted 29th January 2009
Robert Peston
One of the many commentators I read is Robert Peston. A lot of his articles are just noise but being the head of business reporting, the guy does get to grab some great interviews and insight. Yesterday he  interviewed George Soros and Nouirel Roubini. I recently looked at Roubini’s calculation [...]

More Thought on the Economy Part X

Monday, January 25th, 2010

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Originally Posted 23rd January 2009
I read the Bank of England minutes yesterday and was shocked (though I don’t know why) to see once again a vote going 8 – 1 against David Blanchflower. You’ll remember he was the ONLY one of them who got it right before they started to cut rates.
From the MPC minutes:
32 [...]

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