Archive for Oxbury Research
Boiling Point for Keynesian Economics (Part 3 of 3)
In the first two parts of this series, we identified fundamental economic weaknesses that running a Keynesian based economy have brought us. So the next question is figuring out when the critical point will be, and what it will look…
20Nov2008 | Oxbury Research | 0 comments | ContinuedWhen Oil Fell and We All Got Rich
One of the unexpected benefits of a $90-a-barrel drop in the price of crude oil is a transport sector that has far less to pay for keeping things moving. Now, of course, that savings is predicated on the assumption that…
19Nov2008 | Oxbury Research | 0 comments | ContinuedGlobal Keynesian Economic Crisis (Part 2 of 3)
For the second part of this series, we are going to start by looking back at the three farmer scenario
In today’s society, the three farmers have, for a while, experienced a period where the monetary base is growing enough to…
18Nov2008 | Oxbury Research | 0 comments | ContinuedWall Street Physics
This past week we saw more outrageous behavior from our government. The Federal Reserve and “Bailout” Ben Bernanke refused to give the details of the $2 trillion that they have “loaned” to financial institutions. I only wish I could get in…
17Nov2008 | Oxbury Research | 0 comments | ContinuedPhilip Morris Continues to Smoke
The economy may be on the rocks, but business could not be better at Philip Morris International (PM).
Last month the tobacco company reported a 19.2% increase in adjusted diluted EPS as net revenue rose 17.5% on a year-over-year basis. In…
17Nov2008 | Oxbury Research | 0 comments | ContinuedBaby, You Can Drive My Car
Fine print disclosure: Driving my car may require $50 billion in cash to guarantee it reaches production.
Dear Diary,
There was a time, not so many months ago, when I would express my ideas regarding which equities or mutual funds were…
15Nov2008 | Oxbury Research | 0 comments | ContinuedGovernment Bailouts & Government Lies
“We’ve been suckered again … or so it seems”
You might recall that we weren’t terribly fond of the $700 billion Troubled Assets Relief Program (TARP) which was hailed as a sure-thing emergency measure which would relieve the pressure on financial…
13Nov2008 | Oxbury Research | 0 comments | ContinuedAnyone for a Little Chinese Stimulation?
The Chinese decided last week that they weren’t going to be outdone by anybody. If the Western world with all its governments and central Banks and World Banks and IMFs were willing to throw money at teetering businesses, then China…
12Nov2008 | Oxbury Research | 0 comments | ContinuedBetting on China’s Stimulus Plan
The Chinese government is hoping that a $586 billion stimulus plan will be able to kick-start its economy.
Despite the International Monetary Fund forecasting China’s GDP growth to finish in a healthy range of 8% to 10% in both 2008 and…
12Nov2008 | Oxbury Research | 0 comments | ContinuedWhere’s the Bailout Now?
The U.S. has been dishing out the bailout funds at a truly stunning pace. It wasn’t too long ago when Fannie Mae and Freddie Mac received those first capital infusions. Since then, so much money has been dolled out that…
11Nov2008 | Oxbury Research | 0 comments | ContinuedGreat Expectations
“Great Expectations” is the title of a classic novel written by Charles Dickens in 1861. It is regarded as perhaps one of his greatest novels. The title “Great Expectations” can also be applied to President-Elect Barack Obama, our soon-to-be 44th…
10Nov2008 | Oxbury Research | 0 comments | ContinuedThis Market is Not Risky Enough
By John K. Whitehall, Oxbury Research
That’s right.
I’m tired of all the stability, certainty, and guaranteed returns in the stock market lately.
Or so seems to be the thought process behind Direxion Funds’ introduction of a couple of brand-new ETFs…
7Nov2008 | Oxbury Research | 0 comments | ContinuedA Vote For Presidential Change
But how different will things really be?
Unless you’ve been in a coma in the nearest hospital, you’re well aware that Barack Obama has been elected the President of the United States of America in pretty much a landslide vote.
The main…
6Nov2008 | Oxbury Research | 0 comments | ContinuedThe Last Great Bubble (Part 2)
More on the last great bubble…
I wanted to revisit this notion of the long dated U.S. treasury bubble and look at it from a more simple, macro prospective. I really want to relate to you exactly how we got to…
6Nov2008 | Oxbury Research | 0 comments | ContinuedThe Patient is Etherized: Consume the Preferred Organ
You know something’s up when the market keeps rising in the face of pitiful economic and corporate earnings news. That’s precisely what happened last week when consumer confidence was smashed, GDP shrunk and yet the Dow charged ahead nearly 15%. …
5Nov2008 | Oxbury Research | 0 comments | Continued
-
-
Sponsors
Loading ...
