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Just incredible movements with some of the oil/energy stocks in the US these last few weeks. Look at these baloons inflate. Exhibit 1 Exhibit 2 Exhibit 3 I'm a momentum rider but if it makes any sense at all these rockets were just too quick for me to catch a ride on, though there has been...

Well the worst is clearly over for the moment at least, the credit spreads that matter are all returning to more usual levels and apart from the oil market all the markets I track are behaving themselves. What Dr Oliver has done is nothing more than take a look in the rear view mirror and...

I reckon I see the ducks lining up for a 1990's repeat, very flat to slower than long term average growth in Brisbane to give affordability and yields a chance to mean revert. Property has a history of lagging the stock market in our cycles in this country according to people like Robert...

Not that simple apparently, BSC has trillions of derivatives dealings which represent a significant potential risk to whoever is taking them on. The shareholders appear to be royally screwed however if the deal goes through and it appears they would prefer bankruptcy for the firm.

Well said Keith. I'm thinking of the quote... No man can steal your fortune if you store it in your head... or words to that effect. I have seen some people I consider very smart think that we are very deep in the credit crunch to possibly more than half way through, certainly the odds are...

No, you are just telling us things we have read ourselves, we all have access to the same material on the internet these days. There is no input from a different source 'ie: yourself' that I would consider expert. Somehow people become experts on structural engineering when they see a few...

One thing I'm pretty sure of is that the US banks weren't the only kids stuffing their face on lollies and chips at the debt party. So far we have the bizarre story of a love scorned Frenchy show up on the bad guy list but no serious corporate clownery, I'm guessing we will see some more...

It's just possible it's not just Mr Consumer that bares the responsibility, last time I checked the RBA was growing money supply at double digit rates. I'm an economic lump but I think the RBA is right up there as a culprit with Mr Consumer when it comes to the issue of inflation.

side note on ZIRP's and NIRP's I was aware of the possibility the US might have a zero interest rate policy at some point but recently became aware of the history of the Japanese deflation where at points there were actually -ve interest rates (!) at some points in the banking system.