Tag Archive: Q1 2011


If you check out my bi-annual outlook, there are sections named “Keeping an Eye Out”, which are signals that my thesis is coming to fruition or I’m full of hot air.  Below I cover some sectors of my outlook. View full article »

There was lots of news flow this week.  Here are some links from my tumblrlog (Rational Capitalist Spectulator).

Bull/Bear Recap

Keep an eye on those German elections!

Inflation in emerging markets still high.

No sh!t Sherlock.

The coming Bull.

What impact do oil prices have on Global GDP?

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If you check out my bi-annual outlook, there are sections named “Keeping an Eye Out”, which are signals that my thesis is coming to fruition or I’m full of hot air.  Below I cover some sectors of my outlook. View full article »

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