Comments for The View from the Blue Ridge

Comment on The Debt Ceiling by Anyone (but Obama)

Anyone (but Obama) — Thu, 25 Aug 2011 14:09:46 +0000

Engage a Super Committee smarter than God to magically transform your moral hazard into economic growth (ie. new jobs) in five (5) easy steps:
1. Raise the ceiling by requesting Stimulus Funds appropriated to rebuild “our” infrastructure.
2. Petition (don’t pump) Congress to grant amnesty to unemployed illegal aliens for your “shovel ready” jobs program.
3. Go see a doctor under our nationalized healthcare system to see if you’re healthy enough for Viagra.
4. Have more children, qualify for more food stamps, and wait.
5. When the “sh_t” begins to hit the fan… repeat Step #1 (hopefully your “cycle” is synchronized with election cycle. By the way… see if there is a tax credit for new energy efficient fan (you’re gonna need a new one).
Technically… this solution insures you will never HIT the ceiling again!

Comment on Tune in Tokyo by linkfest and interview with roger lowenstein | ValueWalk.com

linkfest and interview with roger lowenstein | ValueWalk.com — Sun, 31 Jul 2011 23:03:50 +0000

[...] Tune in Tokyo [...]

Comment on A Cautionary Fable by Predictable ‘Surprises’: China and Australia Economic Woes – Seeking Alpha | Sino-Australian Markets Trends

Mon, 18 Jul 2011 04:36:16 +0000

[...] is likely to be yet another victim in a long list of predictable surprises. As we discussed in a Cautionary Fablelast year, forecasting the timing of such trend changes is always a challenging (and frustrating) [...]

Comment on The Godfather by Carl Hodson-Thomas

Carl Hodson-Thomas — Sat, 11 Jun 2011 17:24:03 +0000

More Money than God is a great read, first and foremost for the insight into the individual traits and characteristics of the legends of the game and secondly for the page-turning journey to pass on to all the finance virgins out there. Enjoy. Great post.

Comment on Aussie Face Palm by Duncan

Duncan — Sat, 26 Mar 2011 22:03:08 +0000

Hi Chris,

really enjoying the increased frequency of posts. Interesting data you’ve posted here. thanks. The Aussie Central Bank do have the leeway to cut rates to try and keep their bubble inflated via increased “affordability”. Do you know what percentage of Aussie Mortgages are on variable rates?

I certainly agree with the thrust of your positions but unfortunately anyone involved has taken a bath on short AUD/Long USD over the last 12 months.

Seperately, are you hanging on to your Japanese positions?

Comment on Aussie Pride by marc russo

marc russo — Tue, 22 Mar 2011 22:45:20 +0000

our real estate bubble will surely come to an end, basically when unemployment hits second to a china economy fallout (temporary). That should happen between now and 2015.
banks, currency, interest rate will be smashed. I am positioning myseldf with some asymmetric derivative trades like you

marc

Comment on Quote of the Day by Cameron Hight

Cameron Hight — Fri, 21 Jan 2011 18:16:22 +0000

I’m thinking he is thinking sooner rather than later too.

Comment on Blockbuster Goes to Hollywood? by Cordia Lonzo

Cordia Lonzo — Thu, 06 Jan 2011 12:53:45 +0000

Hmm. I am not so sure about that…

Comment on Inflation and Monetary Regimes by Deane Moitoso

Deane Moitoso — Thu, 06 Jan 2011 12:53:45 +0000

I don’t always agree with your posts, but this was dead on, way to go!

Comment on Got Wood? by Wendie Diminich

Wendie Diminich — Thu, 06 Jan 2011 12:53:45 +0000

I used to love reading your blog, but lately it’s been a little boring. I’ll still read it though =)