The need for re-industrializing America
Franklin @ August 5, 2008 # 7 Comments
(Originally posted at my.barackobama.com) Beyond political discourse, we need to face the reality that America’s economy has been declining since mid 2001. The economic policies of the Bush administration did nothing to encourage the creation of new industries. If we use the image of an engine to represent the economy, what the Bush administration has […]
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Why fundamental analysis of commodities is wrong, and irrational
Franklin @ July 30, 2008 # 3 Comments
I have discussed in several articles my position that gold is just another commodity subject to the ebb and flow of speculative money. Today I will talk a little bit about oil and why I think all the fundamental analysis are fundamentally wrong. If I write that we are experiencing peak oil price rather than […]
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The Myth of the Bush Administration Being Strong on Homeland Security
Franklin @ June 18, 2008 # 9 Comments
As the political campaign ramps up, the McCain cohort is trying to shape the debate of American politics around the single issue of Homeland Security. However, there is no objective reason to believe that the current administration’s policies are the way to go. There are two conflict hypothesis based on which the current two-front war […]
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Franklin @ February 1, 2008 # No Comment Yet
Please visit Will’s Blog From his latest article: Some Ramblings About the Economy: January 31, 2008 As the credit orgy ends, and the excess leverage of the past years unwinds, few people have experienced any real pain. Big banks such as Citigroup have lost tens of billions, but who cares? There were rich Asian and […]
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Things That Go Bump in the Night
Franklin @ December 15, 2007 # 2 Comments
Today I am republishing John Mauldin’s Weekly Newsletter. If you find it interesting you will find subscription information at the bottom of the post. John Mauldin, who for years has been involved in private money management and alternative investments, is a much sought after financial strategist and consultant. He’s the author of Bull’s Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market, Just One Thing: Twelve of the World’s Best Investors Reveal the One Strategy You Can’t Overlook, and The Millennium Wave: Prosper (& Profit!) in a Future of Accelerating Change (which I haven’t read yet).
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Disposable Personal Income Shows Disturbing Historical Trend
Franklin @ December 13, 2007 # 7 Comments
An observation of a disturbing trend on disposable personal income. Some possible causes and more questions.
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Universal Health Care: How Stupid Have They Figured Out We Are?
Franklin @ December 12, 2007 # 10 Comments
Dispelling the common myths against Universal Health Care with data. How politicians distorted the truth to take from the American people the right to a healthy life.
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Oh. The unpredictability of the markets
Franklin @ December 11, 2007 # No Comment Yet
The Fed Acts Fairly Predictably
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Timing The October High And November Bottom Of Dow Jones
Franklin @ December 9, 2007 # 2 Comments
Over the past two months (actually beginning October 1st) I conducted a documented experiment on this site. Although Reuters and other media republished some of the articles, my impression is that this exercise in market timing went completely unnoticed.
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How Your 401k And IRA Rob You
Franklin @ December 8, 2007 # No Comment Yet
“Don’t worry about a thing;” said my doctor, “I have an excellent risk management program for your health.”
“Great, that sounds great,” I said, “I like avoiding risk. What are the risks you see in the management of my health?”
“Well, you know, the functioning of the human body is a mystery, it is random. So the most important thing is to medicate you for different possible diseases and go around changing the medication as I see you evolve.”
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