Monthly Archives: February 2010

Bloom, there it is.

By Jeffrey McLarty | Published: February 22, 2010
This is just a note, to Jeff in the Future, to check this out, later when more details are available.
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Do I Make it look Easy?

By Jeffrey McLarty | Published: February 22, 2010
Here we are, a greek crisis, a rate hike surprise and 4.33 Weeks Later… March Oil is above $77 USD, March 30 year is below 118, and March Gold is above $1100 / oz… For this week…April Oil (Currently at $80.13) sees $79 before it sees $81…as models are adjusted against higher short term rates, and traders [...]
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HOME

By Jeffrey McLarty | Published: February 10, 2010
I encourage all those who can breathe, to watch this documentary called “HOME”. It’s available on youtube, in 720p. Beautiful footage, with an uncanny soundtrack, married to an essay on the current state of our planet’s macro energy and water issues. The director creates a chronologically building dormant climaxing experience, accented with appropriate deer-in-headlight [...]
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End of Global Petrol Subsidies

By Jeffrey McLarty | Published: February 7, 2010
While Washington moves towards action, New Delhi is talking about it… Governments know, they won’t be able to afford it, forever. Now is a good time to slip the legislation by the voters under the guise of reducing deficits. Citizens in countries that don’t have similar subsidies in place, will end up feeling a little breathing [...]
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Obama, are you taking notes? I know it’s all Greek to you.

By Jeffrey McLarty | Published: February 7, 2010
To help, i’ve translated an article from a greek news paper, Ethnos. With the help of Yahoo!’s Babel Fish. It sounds like, the administration in Greece, is going to try to basically do everything possible to correct their fiscal situation. I’m slightly in awe, and almost disbelief, in the following: …most Greeks back the government’s economic [...]
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Top 20

By Jeffrey McLarty | Published: February 6, 2010
…reasons to short the world. Summarized nicely, by Market Watch writer, Paul Farrell. None of these, likely come as a suprise. I just, appreciated them, being so well organized. Here is a link, to the original piece. 1. Federal Budget Deficit Bomb. The Bush/Cheney wars pushed America deep into a debt hole. [...]
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DailyFX

By Jeffrey McLarty | Published: February 6, 2010
…has a pretty good economic calendar.
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If a Stock Falls in the Woods…

By Jeffrey McLarty | Published: February 4, 2010
…people panic and buy government debt. If government debt falls in the woods… Does it make a sound? Sooner or later, on worse than expected jobs data, yields on government debt will rise.
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Promises of Entitlement

By Jeffrey McLarty | Published: February 2, 2010
“I don’t see how our governments can pay these liabilities. EU and US net liabilities add up to around $135 trillion alone. That is four times the capitalization of Datastream’s World equity index of about $36 trillion, and forty times the cost of the 2008 financial crisis.” - Dylan Grice ‘Popular Delusions’, Societe Generale, 12th November, 2009 H.T. [...]
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