Thursday, April 30, 2009

The Devil of Deflation

http://pragcap.com/the-devil-of-deflation

5 comments:

  1. Tech ticker does some good vids. I have one on the great depression part II on my site. They do a good job paitning the real picture IMO. Very unusual for a media source. Thanks for sharing.

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  2. I agree with you that airlines are a fantastic bargain at the moment. I am all in on CAL and will wait it out until H1N1 dies down which it will probably in a couple of weeks.

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  3. Erik, are you out of JCRR? It is quite strong today and looks like carrying higher into its earning with a big short squeeze. Your feedback is appreciated please. I got in FAZ and SRS yesterday and today. MS is setting itself up for a great short.

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  4. stocker, JRCC already reported before the OPEN today...

    i had thought they reported After the close...

    i do not own jrcc, i sold it all thurs at the close, i took the "little" but "lower" risk move.

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  5. stocker, yea imo, the airlines have MORE room to the upside, and should retrace at least close to their prices PRIOR to swineflu. LCC was up to 5.06 before the "swine-flu". I think it has more room to run here up....for the next couple weeks.

    that's about the ONLY sector i am bullish on, fwiw

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