- Fed Centric/Fed Cut bull case is the Tree; Access to Credit/Capital the Forest... -Nov07'
- Rebalancing to the Left; look for Socialism to regain her footing, Globally, in 08'- Nov07'
- Bonds, Banks, and Bailouts; Blue Magic is bad, in the end... -Nov 07'
- US$ Bottoming is a Process, not a Point' ...-Nov07
- ''YouTubing America" - Transparency/Accountability will transform Washington to Wall Street ...-Dec08'
- The Double Edged Fear Sword: Fear is now the dominating market factor, not Credit - Fear for Fed Centric Bulls & Consensus Bears alike'... -Dec08'
Sunday, December 9, 2007
MCM Themes
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