Author Archive
Hedge Fund Manager Advice on Deflation
This guys comments make sense and give some interesting advice on investing for deflation.
The Long Term Effect of Government Unions
This is too good of a quote to pass up. Read the whole article at the Aleph Blog My view of unions is that they slowly kill whomever they serve. Industries with high unionization die eventually. Countries that support unions die slowly as well. Unions introduce inflexibility into the economic process which has a huge [...]
Case-Shiller Data on California Cities
I noted with interest the year over year price changes for the three California cities on the Case-Shiller price data list. Here are the one year price changes through February of 2010. Los Angeles: +5.31% San Diego: +7.56% San Francisco: +11.86% The California market bottomed price-wise in April of 2009, so these numbers should continue [...]
Goldman Sachs troubles cause turmoil in the energy markets
The following is reprinted with permission from oilprice.com Oil Market Summary for 04/12/2010 to 04/16/2010 Oil prices plunged on Friday after the U.S. Securities and Exchange Commission charged Goldman Sachs with fraud in its marketing of certain subprime mortgage securities, amid a general sell-off in financial and commodity markets. The allegations against one of the [...]
The future for commercial real estate
This video is a little old but I found the content interesting. Especially the last minute. If these REIT companies can get their hands on distressed bank held commercial properties, they appear to be able to make some nice returns. One would assume that the banks see the same potential if they can hold on [...]
