Comments on: The dollar strikes again: Dollar up today; gold and stocks down http://jubakpicks.com/2009/11/19/the-dollar-strikes-again-dollar-up-today-gold-and-stocks-down/ Fri, 12 Mar 2010 16:13:40 -0500 http://wordpress.org/?v=2.9.2 hourly 1 By: grindy2424 http://jubakpicks.com/2009/11/19/the-dollar-strikes-again-dollar-up-today-gold-and-stocks-down/comment-page-1/#comment-1890 grindy2424 Fri, 20 Nov 2009 08:40:47 +0000 http://jubakpicks.com/?p=2242#comment-1890 Jim, I'm constantly impressed by your foresight and thoughts on your picks. Your ability to look at the market in a 12-18 month time horizon is truly impressive. I was wondering if it would be possible for you to indicate which portion of your capital you are allocating to certain trends or which you think it is time to overweight. I remember you discussing this in your book and an indicator which trends you think on fire may help us laymen who can't always read everything in detail. Jim,

I’m constantly impressed by your foresight and thoughts on your picks. Your ability to look at the market in a 12-18 month time horizon is truly impressive.

I was wondering if it would be possible for you to indicate which portion of your capital you are allocating to certain trends or which you think it is time to overweight. I remember you discussing this in your book and an indicator which trends you think on fire may help us laymen who can’t always read everything in detail.

]]> By: josola http://jubakpicks.com/2009/11/19/the-dollar-strikes-again-dollar-up-today-gold-and-stocks-down/comment-page-1/#comment-1887 josola Fri, 20 Nov 2009 06:19:13 +0000 http://jubakpicks.com/?p=2242#comment-1887 What worries me is how bad this can be. Mr. Jubak clearly explained like 2 years ago what was the subprime problem and how bad could be (very didactic by the way). Then things were really bad (more than expected even by Jubak's standards). Now, it is again clear that things are not working the way it should and that once the moment of truth comes how bad can be is the question. Once the stimulus impulse ends one of the first glimpses will be the holiday sales level. Can that be a reliable sign of things to come? What worries me is how bad this can be. Mr. Jubak clearly explained like 2 years ago what was the subprime problem and how bad could be (very didactic by the way). Then things were really bad (more than expected even by Jubak’s standards). Now, it is again clear that things are not working the way it should and that once the moment of truth comes how bad can be is the question.
Once the stimulus impulse ends one of the first glimpses will be the holiday sales level. Can that be a reliable sign of things to come?

]]> By: richard.bready@gmail.com http://jubakpicks.com/2009/11/19/the-dollar-strikes-again-dollar-up-today-gold-and-stocks-down/comment-page-1/#comment-1882 richard.bready@gmail.com Thu, 19 Nov 2009 21:24:05 +0000 http://jubakpicks.com/?p=2242#comment-1882 An interesting discussion of "asset price Keynesianism" -- the ocean of credit followed by the ocean of cash -- argues that the Fed has been papering over the fundamentals for a long time: http://www.sscnet.ucla.edu/issr/cstch/papers/BrennerCrisisTodayOctober2009.pdf An interesting discussion of “asset price Keynesianism” — the ocean of credit followed by the ocean of cash — argues that the Fed has been papering over the fundamentals for a long time:
http://www.sscnet.ucla.edu/issr/cstch/papers/BrennerCrisisTodayOctober2009.pdf

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