Archive for January, 2013

Party Like It’s 1995 – or The 35% Year

Thursday, January 31st, 2013

UPDATE 2014.02.24 – Almost, almost. Fine work Laszlo. 459.27 12/30/1994 615.93 12/29/1995 34.11% I chuckled the other day watching business news with Laszlo Birinyi talking S&P500 at 2500 and others talking about how we could have a 35% up year like 1995. Consider what was happening in 1995.  The end of 1994, beginning of 1995 […]

America Self-Immolates: Or How Ralph Reed and Some Nativists Delivered the Vote to Demunists

Tuesday, January 22nd, 2013

I have been meaning to write about the election in November but after the results were in I found that the rage I felt meant that it was extremely difficult to extract any meaningful communicable signal from the flood of four letter words filling my head. But now that there has been some distance and […]

The Japanese Gamble

Tuesday, January 15th, 2013

The chart below of the Japanese Yen has finally started looking like the sleeping trade of the century, the widow-maker, the great unwinding of the Japanese economic system may be starting to occur.  Japan is a wealthy country despite the crash in 1990 and resulting chronic deflation.  GDP per capita is multiples of that in […]