How is the economy doing?
Well, let’s take the temperature anew. Now that the markets have finally succumbed to reality, which was a lot worse than they seemed to suggest a couple of months ago, […]
Capitulation?
We have been negative on the economy from the inception of this website, and for two months, we’ve been wondering how the Dow could be kept within 10% of it’s […]
Pickens takes up a cause
Here at shareholdersunite, we know Pickens mostly because his 3M shares in InterOil, are most prominently featured company (rumor – we cannot vouch for it’s accuracy – has it that […]
Why we think oil is close to the top
The froth might continue for a while. Apparently, in the futures market, the natural hedgers have all but disappeared which leaves the place for the speculative buyers. But in the […]
In defence of the Bernanke’s Fed
Much maligned, but some actually speak out in defence. Prominently amongst them, Melvyn Krauss in an article published in various newspapers. In fact, he wrote quite a couple of critical […]
You think this is bad? It might get worse..
Finally Wall Street seems to be catching up with main street. We’ve been wondering for months about this. But now that it has, what’s next?
The Adjustment Process to Global Inflation
In a previous entry we wrote about the paradoxes of the global inflation problem and how the US, in the worst economic condition to deal with it, shares most of […]
Some intractable paradoxes of global inflation
Inflation is largely caused by the insatiable demand for energy and commodities in big, rapidly growing emerging economies. However, to cure the global inflation problem, adjustment is necessary in the […]
The world economy will slow down
Once again, stock markets prove to be good (perhaps even the best) discounting mechanisms we know, predicting the direction of economic circumstances to come. Almost everywhere they are crumbling, and […]
Wallstreet descends from its cloud
Since it’s inception, this blog has vented the view that there seemed to be a dissociation between the real problems in the real economy, and the markets ignoring them. We […]