Category: Uncategorized

This is what you get

This is what you get when you essentially compress an industry into a utility and put governmetn in charge of it: massive cost overruns, unreliable forecasting predictions, lack of accountability, and no viable alternatives. Given the record of government’s ability to deliver on time, on price target, to standard, is it really a good idea […]

Obama’s truthy truths

The writer cant wait to make the point that even though Obama’s story about his mother and her insurance strugglers arent exactly true, the LARGER ISSUES are still pertinent Its truthy without being burdened down by the weight of actual truth. Much like his claim that 80% of the people are in favor of  tax […]

weekend strategy report for July 16, 200

Market in Bull Normal;  Market is Oversold on a short term basis Equities sold off this week, with volatility increasing slightly Blended monthly rebalancing, current holdings: 26 ETF portfolio:  FXF, IYR, IEV 13 ETF portfolio:  IYR, DIA, EFA next re-evaluation  on/about  1 Aug ETF2 notes: no change, adjust stops Theoretical exposure is recommended at 50%; […]

the only surprise is why it took so long to introduce the race card

Sheila Jackson Lee is usually much quicker, maybe she’s just getting tired http://thehill.com/blogs/floor-action/house/171807-sheila-jackson-lee-suggests-congress-complicating-debt-ceiling-because-obama-is-black memories are pretty short apparently when it comes to the disrespect that previous presidents have been shown in difficult negotiations. You’d think that by now politicians would’ve learned to disregard what other people think about them; that doesn’t seem to be one […]

The cost of payback, using GAAP

This is what comes from an effort to divert market energy into central planning schemes designed to reward Democratic constituencies. When the Obama administration releases a report on the Friday before a long weekend, it’s clearly not trying to draw attention to the report’s contents. Sure enough, the “Seventh Quarterly Report” on the economic impact […]

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