TDI Podcast 185: Me, Myself and I – How I See It… (And Some Listener Q/A)

October 31, 2010

Guest: ME! Yes, I spend the show alone – just you and me talking about the most important financial topics that we need to consider. QE2, Politics, markets and earnings are all in this episode.

Some stocks to short? Yup, we discuss that too. Some of your questions? Yes sir/ma’am!!!


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Links and Reading for October 29th

October 29, 2010

Some of the more interesting and important items for October 29th :


October 29, 2010

If we close at this level, it will be official. The Yen will be trading at the highest it has ever traded against the U.S. dollar.

What does that say for how bad Japan’s situation is?

It is the right time and the right place…perhaps we Read more

Commodity Chartbook: YIKES! No Inflation My @$^!

October 28, 2010

It appears that we are seeing inflation fellas! Just look at the grains and the metals and look us straight in the eyes and say there is deflation.

Sure, the CPI in the U.S. looks like a flat-line, but it is important to remember that statistics and real-life often are different.

Commodity Chartbook 20101028

Consumer Confidence – Are They?

October 27, 2010

There is a definite bifurcation in the latest readings of both the UMich and Conference Board’s recent confidence reports.

From our friends over at

  • The Conference Board’s Consumer Confidence Index increased from 48.6 in September to 50.2 in October. The consensus called for the index to climb to 49.0.
  • Once again, the Consumer Confidence Index and the University of Michigan Consumer Sentiment Index are showing opposite reactions to current events.
  • The preliminary reading for the October consumer sentiment level dropped from 68.2 in September to 67.9. We attributed that decline to the negative impact of the recent political ads on consumer attitudes about the economic recovery.
  • The consumers surveyed by the Conference Board had little response to those same political ads. Instead, gains in stock prices and payrolls, along with lower gas prices acted as a stronger influence on consumer behavior.

Our chart shows that overall confidence is running flat during the last several months.

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