Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. This week the highlight is a discussion about the Fed, minerals, GOLD and the Dollar. Interesting!
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  1. ArianeB says:

    I cant listen to this at work, but it seems to me that if the market goes to 10,000 it is because of dollar devaluation.

    The fed is stuck. The longer they keep interest at 0%, the faster the dollar falls, but as soon as they raise interest rates, the economy is likely to tank again. Damned if they do, damned if they dont.

  2. ECA says:

    INJECTIONS??
    The gov should take over ADVANCEMENTS..
    A new BACKBONE..
    NEW freeways,
    UPDATE the whole system and put people to work, FOR the gov.

    Also true about taxes..TAKE my check and let me buy EVERYTHING FREE..NO bills, no living expense..

    When the BOTTOM breaks everyone jumps to Gambling..its the only way to see a BETTER WAY.

    Invest in the thought of bringing MANUFACTURERS GOODS to the USA and selling DIRECT.

    Coffee should NOT be over $0.10 per cup. You would have to be buying coffee at OVer $10 per pound(not in this life) to justify it being $1 per cup. And then you MIX it and the FLAVORING costs more then the coffee.

    Tech is funny, as NEW/better comes out, and the OLD slowly DROPS, more people want the OLD stuff for other uses and devices..

  3. Hmeyers says:

    #1 for the win

    “if the market goes to 10,000 it is because of dollar devaluation”

  4. jescott418 says:

    Whatever happens its bound to reverse itself because the fundamental problem still is lack of long term job creation. How can a economy recover significantly with 10% unemployed and 15 to 20 % working part time or making less now because of pay cuts. If 70% of our GDP is coming from consumer spending then we still have bigger problems ahead. The only reason the stock market is rising is because so many companies fired so many people and it made its quarterly earnings so easy to meet that it makes everyone think things our better. Its not that their selling that much more. Its just they have less overhead that cuts into profits. Good for the company bad for the economy.

  5. Winston says:

    “I cant listen to this at work, but it seems to me that if the market goes to 10,000 it is because of dollar devaluation.

    The fed is stuck. The longer they keep interest at 0%, the faster the dollar falls, but as soon as they raise interest rates, the economy is likely to tank again. Damned if they do, damned if they dont.”

    Exactly and tank very badly indeed. Peter Schiff and other economists who _actually predicted_ the current crisis say exactly that. The market is currently being pumped far beyond any justification from economic fundamentals by BORROWED taxpayer money and we may have already returned to the dot com stupidity of “I’m buying stocks because they’re going up not because of the fundamentals.” Better have a crystal ball on hand to get out at just the right time because when the major correction begins from this equities bubble, Goldman Sachs and other major players will be there to take your money, shorting your ass to hell.

    BTW, watch horrible holiday sales, commercial real estate defaults, $800 billion FHA bailout, etc., eventually affect the grand illusion of recovery. And the fact that the increasingly massive US debt is an ARM, no longer being sold in just long-term (like 30 year) notes, the interest on the debt will become impossible to pay if the interest rate goes up to historically normal rates.

    The US is screwed.

  6. Winston says:

    Caught in a BIG lie (video):

    http://market-ticker.org/archives/1500-Bernanke-Gives-Finger-To-The-Law-Again.html

    It also clearly points out how we’re screwed in a damned if you do, damned if you don’t situation.

  7. Winston says:

    And don’t even BEGIN to believe that anything is going to be done about it to resolve the situation in any way that’s more in YOUR favor than theirs:

    http://www.pbs.org/moyers/journal/10092009/watch.html

  8. ECA says:

    #5,
    It should reverse, IF’
    People quit playing with it, and let business SUFFER..
    Business gets back to the OLD way of making BUSINESS, but that cant happen with all the UPPER employees with contracts that HAVE to be paid, even if they get fired.

  9. Floyd says:

    I wonder how many corporations have thought about the issue that, if many people are out of work, that those people will be buying only necessities, and less of the new products those corporations churn out for sale.

    If you’re out of work, you aren’t going to buy a new turnip twaddler (thank you, Bloom County, for a great example of a dubious new product).

  10. Rick Cain says:

    Its a long Wall Street tradition to have markets crash in October. We have 20+ days left and yes its very likely for the bear market rally to hit 10,000 before there is a massive selloff.


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