tag:blogger.com,1999:blog-8515247115132134144.post2940389864119914571..comments2024-02-17T12:34:01.400-08:00Comments on Illusion of Prosperity: Japan's Impact on US Interest RatesStagflationary Markhttp://www.blogger.com/profile/04568993350246477976noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-8515247115132134144.post-21579442130343615732011-03-16T22:07:28.936-07:002011-03-16T22:07:28.936-07:00Who Struck John,
The stock market supply chain is...Who Struck John,<br /><br />The stock market supply chain is apparently currently FUBAR. D'oh! ;)Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-40789360452925215452011-03-15T21:54:42.915-07:002011-03-15T21:54:42.915-07:00The downside of Just-In-Time inventory and supply ...The downside of Just-In-Time inventory and supply chain practices is that if a major disruption hits, the supply chain is FUBAR.Who Struck Johnhttps://www.blogger.com/profile/06359715705053814488noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-30721072339875766512011-03-15T20:58:54.668-07:002011-03-15T20:58:54.668-07:00Jazzbumpa,
Indeed. All bark and no bite.Jazzbumpa,<br /><br />Indeed. All bark and no bite.Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-81692916167995407852011-03-15T20:48:14.776-07:002011-03-15T20:48:14.776-07:00The natural disaster in Japan has created no disce...<i>The natural disaster in Japan has created no discernible impact on US interest rates</i><br /><br />The natural disaster in Japan has created no discernible impact on <a href="http://krugman.blogs.nytimes.com/2011/03/15/meltdown-macroeconomics/" rel="nofollow">Japanese interest rates.</a><br /><br />Cheers!<br />JzBJazzbumpahttps://www.blogger.com/profile/07337490817307473659noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-39541770475273083712011-03-15T20:33:56.476-07:002011-03-15T20:33:56.476-07:00Today was definitely a wild ride.Today was definitely a wild ride.Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-42784073926777863512011-03-15T05:07:20.851-07:002011-03-15T05:07:20.851-07:00Anderson Toyota Not Anticipating Big Supply Shorta...<a href="http://www.wifr.com/home/headlines/Availability_of_Parts_Could_Be_Biggest_Disruption__117964524.html" rel="nofollow">Anderson Toyota Not Anticipating Big Supply Shortage Due to Idled Japan Plants</a><br /><br /><i>"A lot of our parts do come from Japan especially those sold our parts department and those might have a little bit of a slowdown, but it should be back to normal here soon, very very soon."</i><br /><br />Soon = Confident<br />Very Soon = Concerned<br />Very Very Soon = Desperate<br />Soon, Very Very Soon = Holy @#$%!Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-31878422085384677132011-03-15T02:44:51.339-07:002011-03-15T02:44:51.339-07:00Panic buying adds to shortages after Japan quake
...<a href="http://finance.yahoo.com/news/Panic-buying-adds-to-apf-1810949188.html?x=0&.v=4" rel="nofollow">Panic buying adds to shortages after Japan quake</a><br /><br /><i>"The situation is hysterical," said Tomonao Matsuo, spokesman for instant noodle maker Nissin Foods, which donated a million items including its "Cup Noodles" for disaster relief. "People feel safer just by buying Cup Noodles."</i><br /><br />The World Gold Council should seize this opportunity to airlift in some gold noodles, if only to prove to the world that gold's appeal as an apocalypse hedge is still intact (even at these lofty prices).Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-10868840760349861492011-03-15T00:37:42.441-07:002011-03-15T00:37:42.441-07:00CP,
That is a shocking prediction. I owned silver...CP,<br /><br />That is a shocking prediction. I owned silver from under $7 to just over $10.<br /><br />I'm like the world's worst parabola rider, lol.<br /><br />That said, the money I made off of precious metals (even after taxes) from 2004 to 2006 have covered virtually all of my living expenses for the past 5 years. I had a third of my nest egg invested in rocks. I really can't complain. :)Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-62407073886615248142011-03-15T00:32:41.423-07:002011-03-15T00:32:41.423-07:00With predictions, the more shocking, the better.
...With predictions, the more shocking, the better.<br /><br />Silver to single digits.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-47616368595894524062011-03-15T00:31:02.550-07:002011-03-15T00:31:02.550-07:00CP,
I did not see your prediction. However, I did...CP,<br /><br />I did not see your prediction. However, I did buy EE Savings Bonds for the first time in my life back in October.<br /><br /><a href="http://illusionofprosperity.blogspot.com/2010/10/more-ee-savings-bonds-thoughts.html" rel="nofollow">More EE Savings Bonds Thoughts</a><br /><br /><i>I consider this to be a one-time opportunity based solely on relative value. I will be a buyer this month before rates reset on November 1st. I do not expect to make an EE Savings Bond ladder part of my nest egg.</i><br /><br />I get 1.4% per year but 3.53% per year if I hold 20 years. Still holding.<br /><br />Since you made a daring prediction, let me also make one. Brace for it. It is going to be quite the shocker.<br /><br />The fixed rate for I-Bonds purchased on May 1st will be 0.0%. The rates are set every 6 months and are good for the life of the bond.<br /><br />Okay, okay, maybe it isn't a shocker. The <a href="http://www.bloomberg.com/markets/rates-bonds/government-bonds/us/" rel="nofollow">TIPS bond</a> maturing on 4/15/2015 now yields -0.71%. 0.0% would therefore be a gift.<br /><br />It looks like I'll be waiting until November to make my annual purchase in 2011. The rate cannot go lower and I suppose there is a small chance that the rate can go higher. I'm not holding my breath though.Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-61370414227234319512011-03-14T23:08:15.098-07:002011-03-14T23:08:15.098-07:00Exactly - this is not bearish for Treasuries; if t...Exactly - this is not bearish for Treasuries; if the disaster has any effect it will just be the straw that broke the camel's back for the risk trade, and be bullish for Treasuries.<br /><br />Mark, did you see the bet over on Credit Bubble? $1 that 30 year will be 4.05 before 5.05.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-34858624723643337652011-03-14T22:22:58.396-07:002011-03-14T22:22:58.396-07:00Mr Slippery,
Bond prices way up. Stock futures wa...Mr Slippery,<br /><br />Bond prices way up. Stock futures way down. Risk trade off.<br /><br />Wobbly!Stagflationary Markhttps://www.blogger.com/profile/04568993350246477976noreply@blogger.comtag:blogger.com,1999:blog-8515247115132134144.post-83785896200778895392011-03-14T21:00:00.759-07:002011-03-14T21:00:00.759-07:00Mark,
What are you seeing for treasury rates toni...Mark,<br /><br />What are you seeing for treasury rates tonight? Bloomie is reporting the 10 year yield down 18 basis points, 5 year down 23! Four minutes before close today, I bought a chunk of long bonds. I wasn't betting on nuclear disaster, mostly technicals. Big daddy isn't doing as well as the middle of the curve, yield down 11 bps. Everything feels wobbly at the moment.Mr Slipperynoreply@blogger.com