Month: November 2010

Follow Up: Why We Are STILL Short Euro/Europe

In a recent post, we discussed some of our basic rationale for avoiding Europe as a core investment as well as our concerns about the Euro. Now as Ireland continues to unravel and there are worries that Greece will not make any great strides in reducing their budget.

Earlier today, we...

Read More

Links and Reading for November 16th

Some of the more interesting and important items for November 16th :

ITunes Meets the Beatles – Is this exciting?
Market Snapshot: U.S. stocks slump on China fears, EU debt –
GM Boosts IPO to $12 Billion on Demand for Shares – Fool me once? Or is this the real deal?Read More

Inflation Around the World, But Amazingly, Not in the U.S.A!

Somehow there is inflation around the world. Countries are increasing their main rates in order to control inflationary forces as prices are moving higher across the board. But somehow, even with all of the QE and increases in material costs, the PPI core came in much lower than...

Read More

Inventory and Sales: Retailers Betting Big on a Robust Consumer

Inventories increased again this month and that is a sign that manufacturing and production are on the rise. But, just as it is important to look at a companies in relation to a ratio, the inventory number along can be misleading in a vacuum.

The above chart shows that the inventory...

Read More