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  1. Eurozone Unemployment Tops 12%

    My kids are on spring break for the next couple weeks and I was walking them to the park yesterday afternoon when I was suddenly surrounded by riot cops and TV cameras. Admittedly I was looking down at my phone and not paying attention, but it was surpris ...

    42 comments - 0 silver bananas - Jun 25 2016 - 4:06pm -

  2. "The market is only pricing 2% inflation in 15 years"

          A guy just said this on Bloomberg. he said they derived it from inflation swaps. What's he talking about and how does one do that? inflation ...

    8 comments - 0 silver bananas - Mar 12 2016 - 3:22am -

  3. Food Inflation is Sexy

    With food prices growing in correlation to various commodities on the rise, American companies are reacting in turn by shrinking packages while keeping prices level. Surprisingly this has not created as great an uproar as I expected amongst the citizenry ...

    20 comments - 0 silver bananas - May 28 2015 - 7:16pm -

  4. 3 Macroeconomic Views for the Next Decade- What Group are You In? Help Educate Me...

    So given that I trade a big chunk of my own portfolio and I'm often (stupidly) asked for stock advice, I thought it would make sense to try and tap the collective intelligence of WSO so I can at least pretend to have more conviction. I am conflicted. ...

    43 comments - 1 silver bananas - Dec 13 2013 - 1:56pm -

  5. Fed Policy Is Contractionary

    You hear it all the time, maybe even every day: the Fed's never-ending quantitative easing program led by $85 billion per month in asset purchases, will eventually cause hyperinflation. This will eventually lead to a devaluation of the dollar, skyroc ...

    17 comments - 0 silver bananas - Apr 9 2013 - 6:45pm -

  6. Normalized EBITDA: How to pay less for the same company!

    There are many different ways to determine the value of a company during an M&A transaction. Most of the time, the purchasing price is based on some sort of multiple (such as Firm Value / EBITDA). But what is a company's real EBITDA? Let's a ...

    18 comments - 4 silver bananas - Nov 15 2012 - 6:45pm -

  7. How the Fed Can Fix the Economy

    The recent back-and-forth between Paul Krugman and Ben Bernanke illustrates that there is no definitive answer to this issue. Krugman argues that Bernanke is unwilling to try any policies that aren't absolutely guaranteed to work. In other words, he& ...

    27 comments - 1 silver bananas - Apr 26 2012 - 7:03pm -

  8. Will Gov't Spending Cuts Crater the Economy?

    Here's an interesting discussion on austerity vs. stimulus using the UK and the U.S. for examples. The UK has opted for reduced government spending and higher taxes to get their economy back on track, and it appears to be having the opposite effect s ...

    114 comments - 0 silver bananas - Mar 24 2011 - 6:45am -

  9. Ron Paul's Debt Ceiling Solution

    Chalk this one up to, "Why didn't I think of that?" Ron Paul has proposed a novel solution to the debt ceiling crisis, and I'm having a hard time figuring out the downside (though I know there has to be a downside). Paul's proposa ...

    51 comments - 0 silver bananas - Jul 5 2011 - 6:00am -

  10. Households to Pay an Extra $1,000 for Gas this Year

    It's being reported that Canadian households will pay an extra $950 for gasoline this year, and since the Loonie and the greenback are at virtual parity and fuel prices are rising a like percentage, American families can expect to fork out an extra g ...

    45 comments - 0 silver bananas - Apr 26 2011 - 5:45am -

  11. $220 Oil?

    It was just two short months ago... We were coming of the holiday high and I suggested $150 oil by June of 2011. Very few agreed with the suggestion at the time. Today, I'm back to cattle prod you about it. As Saudi Arabia's predicted Day of Rag ...

    27 comments - 0 silver bananas - Mar 8 2011 - 12:15pm -

  12. Force Projection and the Dollar

    I wish I woke up to great news like today's every morning. Osama bin Laden finally caught the high hard one, and it was up close and personal with a bullet to the brain pan instead of a Tomahawk missile fired from hundreds of miles away. I hope he di ...

    24 comments - 0 silver bananas - May 2 2011 - 5:47am -

  13. Has Hyper-Inflation Arrived?

    These inflation figures might surprise you. While Bernanke and the boys at the Fed seem most concerned about deflation, the prices of everyday items were off to the races in 2010. Thanks to a very helpful article over at WiseBread, we see that prices of n ...

    28 comments - 0 silver bananas - Dec 28 2010 - 4:45pm -

  14. If inflation goes up and noone says it does, does it make a sound?

    Simple question, based on my near certain conviction that the bears are morally right, but will be stung in the markets, since inflation will push all prices higher. However: If governments keep using the same heavily manipulated statistic, does inf ...

    13 comments - 0 silver bananas - Jun 28 2013 - 3:57am -

  15. America's Next Top Bubble...large pension funds

    America's next top bubble. Coming soon to your idiot box. Indeed, the large pension funds of America are living in a dream. The dream that 8% annual returns are a reality going forward. If we were to stop and scratch beneath the surface and ask " ...

    22 comments - 0 silver bananas - Sep 18 2010 - 12:47pm -

  16. Dow's Best Start in a Decade

    Everything's up for debate in the new normal. One day we're up, one day we're down. One day I'm asking about a 6,000 Dow...today, I'm pondering it at 15,000. It seems the world has become inherently volatile, but then you talk to ...

    17 comments - 0 silver bananas - Apr 1 2011 - 11:34am -

  17. China: To short or not to short?

    China; the birthplace of Kung Fu, fireworks, hot asian women, and fake Louis Vuittons. It's meteoric rise in power is unparalleled throughout history. Though largely hated in the old world, some say that it's the future, the new frontier, the pl ...

    20 comments - 0 silver bananas - Nov 9 2010 - 2:37am -

  18. Corn: Bubbling or Bursting?

    Demographics shift along with the times and after reading the following article about booming corn prices, I can't help to wonder if some small street in Nebraska will some day soon become the "Wall Street of the Midwest". For those of you ...

    16 comments - 0 silver bananas - Feb 23 2011 - 12:51pm -

  19. Inflation 101

    Sorry to deviate from Man Week, but the guy who gave you the Ben Bernank is at it again... and it's gold. " What about inflation statistics other than food and gas? Are those going up? Somewhat, but they're understating the truth. Why? They ...

    15 comments - 0 silver bananas - Apr 15 2011 - 10:06pm -

  20. The World Currency War continues

    A while back I wrote about the beginning of a World Currency War. For those who have a done a bit of travel and discussion with some of the BRIC (predominantly Western educated) intellectual elite, you know that many of these people feel it is their duty ...

    18 comments - 0 silver bananas - Oct 19 2010 - 11:49am -

  21. A QE "Knave and Fool" Strikes Back

    Two weeks ago, columnist Paul Krugman wrote a piece that took aim at a group who, in 2010, wrote an open letter to then Fed Chairman Ben Bernanke warning about the risks of inflation and currency debasement that could result from quantitative easing. In p ...

    4 comments - 0 silver bananas - Oct 16 2014 - 8:06pm -

  22. Summer Gas Spec

    With the summer fast approaching it is once again time to play guess the gas price. Though financiers generally look to WTI or Brent prices, the numbers at the pump can make just as much of interesting market. With not too long ago attempts to create a fu ...

    13 comments - 0 silver bananas - May 11 2011 - 12:45pm -

  23. Negative Yielding TIPS and the Beauty of Deflation

    In the flagship episode of NSFW Eddie and I got into the subject of QE2. Though I feel it would be better for both my mental and physical health to completely ignore the subject, it keeps coming back to gnaw at me. I purposely waited a few days to post th ...

    14 comments - 0 silver bananas - Oct 29 2010 - 1:10pm -

  24. Bond Funds Implode in 3...2...1...

    Bond funds have been on my mind lately. I know today is Election Day and some of you are expecting me to opine about the possible outcomes. Meh. No matter who you vote for, government still wins. With the exception of California Prop 19 (vote YES if you&# ...

    13 comments - 0 silver bananas - Nov 2 2010 - 7:05am -

  25. Buy, Hold or Sell? The U.S. $

    Once upon a time in a land called Back Then...there was a currency. A piece of fiat loved and respected throughout the world. The almighty U.S. dollar opened doors and brought greasy sweat beads to the palms of those who saw as much as a single Andrew Jac ...

    12 comments - 0 silver bananas - Aug 15 2010 - 1:12pm -

  26. Argentina- Severe inflation?

          In layman's terms, can anyone explain why Argentina is facing severe inflation and why their currency continues to devalue? Thanks inflation ...

    6 comments - 0 silver bananas - Apr 17 2016 - 11:34pm -

  27. Hyperinflation and Stimulus Plan

          Is inflation and the possibility of hyperinflation an inevitable result of pumping billions and trillions of dollars into the economy? Can someone who is well versed on the issue please explain this to me. inflation hyperinflation sti ...

    51 comments - 0 silver bananas - Feb 24 2009 - 12:31pm -

  28. Inflation and the Coming Zombie Apocalypse

    I got a call around 4:30 last Friday and when I checked the caller ID I saw that it was a buddy of mine in California. That was pretty odd, because it was only 7:30 in the morning in Cali and he's not an early riser. When I answered, it sounded like ...

    10 comments - 0 silver bananas - Oct 12 2010 - 10:09am -

  29. Weekend Wars: Inflation vs. Deflation

    With the New Year no longer so nascent and the recovery drum beating itself and all of us silly... Perhaps it's a good time for a good debate on prices? Specifically, the inflationary and deflationary dangers which still hover around our heads like m ...

    9 comments - 0 silver bananas - Feb 28 2011 - 8:14pm -

  30. Inflationary Banana Arbitrage

    Once in a rare while a topic comes up on WSO that I feel is truly blog worthy. In this particular case for no better reason than the collision of reality and perception...mine, that is. Obviously, the news of the week is the Fed's $600 billion Treasu ...

    9 comments - 0 silver bananas - Nov 5 2010 - 12:56pm -

  31. Is a high salary in New York really high?

          I'm an unexperienced chimp here, but I was thinking about how inflation and salary affect life. Let's say a guy is earning a hundred grand a year in the South; that's huge. Someone who makes this much in Florida is uppe ...

    29 comments - 0 silver bananas - Jan 12 2011 - 6:07am -

  32. Buy now, pay later- inflation spending Argentine style

    I usually spend most of the US winter here in Argentina, something I have done for the last six years. During this time, I have seen local prices skyrocket, the peso become overvalued, and what used to be "cheap" by US standards, become barely a ...

    6 comments - 2 silver bananas - Apr 12 2012 - 10:32am -

  33. inflation derivatives

          Anyone have experience trading inflation products? Seems to be a newer part of the market, so I'd imagine there be a decent amount of money to be made exploiting inefficiencies. What would a typical trade look like? Need to brush ...

    15 comments - 0 silver bananas - Oct 13 2011 - 5:40pm -

  34. ECB Giving Away the House

    Lord knows we love our quantitative easing here in the good old U.S. of A., so why should Europe be any different? Or so went the thinking yesterday when the ECB opened a credit facility that quickly reached the level of our original TARP scheme. Now it l ...

    6 comments - 0 silver bananas - Dec 22 2011 - 4:57am -

  35. Anyone else shorting Treasuries?

          Interesting post on mean street about the inflation vs. deflation debate and the recent flight to quality from equities and currencies into US govt bonds. From what I have seen, I think inflation is unavoidable within a 1-2 year horiz ...

    27 comments - 0 silver bananas - May 26 2010 - 3:48pm -

  36. Food & Crude: It's Gonna Be a Long, Cold Winter

    Food and crude: two things we can't live without. With the stated aim of QE2 being inflation, we shouldn't be too surprised that the prices of vital goods are likely to rise in the near term. Add to that a falling dollar and disappointing crop y ...

    7 comments - 0 silver bananas - Nov 12 2010 - 6:08am -

  37. Inflation Calculations, CPI vs Alternatives

          Recently, a lot of guys at my office started talking about inflation and how CPI calculations have been changed over time to no longer reflect realities for Americans. Apparently, alternative measures of inflation to reflect real cost ...

    3 comments - 0 silver bananas - Jul 11 2015 - 11:11am -

  38. Dollar hits 15-year low

    Back when I was a kid I loved faking sick to get out of school. Who didn't? The puppy dog eyes. The moan and groan. Rolling around on the floor in the fetal position. Being seriously sick, however, is not laughing matter. Sometimes your body just nee ...

    7 comments - 0 silver bananas - Oct 15 2010 - 1:04pm -

  39. Are you Short or Long?

          Are you guys long or short right now? I am short because I feel the market needs a correction, if it weren't for all the of the gov money that is coming in due to QE2 it would have already happened. Anybody can see that the marke ...

    14 comments - 0 silver bananas - Mar 27 2011 - 11:24am -

  40. Taco Bell Inflation Rage

          http://wnyt.com/article/stories/S2027222.shtml?cat... A guy shoots up a Taco Bell and has an armed standoff with cops because he is pissed that the price of a taco went up 50%. This is what happens when inflationary monetary policy pu ...

    12 comments - 0 silver bananas - Mar 21 2011 - 6:00pm -

  41. Gold Flirts with $1,000/oz.

    Gold is once again edging toward $1,000 an ounce, and several banks are predicting spot gold well over $1,000 by the end of the month (BarCap predicts the price to breakout over $1,033, for example). While this is good news for gold bugs, it signals a lac ...

    11 comments - 0 silver bananas - Sep 4 2009 - 12:11pm -

  42. A lesson from Roman History

    Last week I posted about the history of the Drachma and Greece. Thought it would be interesting to share the history of the Roman empire and its currency. The following is based on a speech by Joseph R. Peden given in 2009. Scholars have devoted a great d ...

    4 comments - 0 silver bananas - Nov 24 2012 - 7:45pm -

  43. Can someone explain this to me- US government

          The US government has been printing so much money recently yet the dollar is still getting stronger (relative to Euro). How is this possible? Simple supply and demand would explain that it should be devalued. Whats going on? inflation ...

    5 comments - 0 silver bananas - Apr 19 2016 - 12:48pm -

  44. Effects of inflation on imports/exports

          Given that a country uses a floating exchange rate, what is the relationship between inflation/deflation and imports/exports? I understand that a weaker currency encourages more exports, but I am not sure that there is a direct relati ...

    20 comments - 0 silver bananas - May 27 2009 - 12:46pm -

  45. Inflation

          Bankers: When you're building a model how do you account for inflation? Before discounting FCF do you account for inflation there or at each step leading to FCF? inflation ...

    16 comments - 0 silver bananas - Dec 27 2009 - 1:51am -

  46. stocks and inflation

          Hello all... i am new here and i have a few questions inflation seems to be on the rise... am i correct in saying that bond prices will increase since the threat of a raise in interest rates or a lower price due to government selling ...

    10 comments - 0 silver bananas - Feb 18 2011 - 10:30am -

  47. Panflation

    We are all familiar with the term inflation. Most of the time it refers to prices and money supply, and is discussed on a regular basis. But few mention inflation's ugly stepchild, "panflation". Panflation, as coined in an article in the Ec ...

    4 comments - 0 silver bananas - May 31 2012 - 2:45am -

  48. Do You Believe in the Consumer Price Index?

    Do you trust our government to tell us the truth? My answer is no, never. Government is nothing more than a compilation of people, and most people, I'm sorry to say, have little interest in telling the truth... especially from a position of power. Th ...

    5 comments - 0 silver bananas - Apr 20 2012 - 7:43am -

  49. Hedge Fund GPA Inflation

    Sorry guys i just want to know this. I caught my friend lying on her resume to several boutique banks and small private equity hedge funds about her gpa as I was on her computer checking facebook (it was open). She basically added like.6-7 to it and i kno ...

    10 comments - 0 silver bananas - Jan 26 2010 - 2:22am -

  50. Game over man! GAME OVER!

    Token: I'm not playing anymore. Stan: Uh, well wait, what'd you see? Token: I don't know, I don't wanna know. I'm out. ~South Park Season Season 6 Episode 15- The Return of the Fellowsihp of the Two Towers Two great quotes is neve ...

    8 comments - 0 silver bananas - Sep 30 2010 - 3:34pm -

  51. Will Housing Ever Rebound?

    In the olden days, before indoor plumbing folk would hoof it to the nearby well for a bucket of water. Being that we overlook how necessary water is for every day function, trips to the well must have been plentiful. I imagine that this is where the expre ...

    4 comments - 0 silver bananas - Jun 1 2011 - 3:10pm -

  52. Real Unemployment Hits 10.3% in February- Gallup Research

    Again, the U.S. misrepresents its economic data...and we blame China for making up it's GDP numbers. The following charts from Gallup (unadjusted for seasonality), show that the unemployment rate in the United States actually increased to 10.3% in Fe ...

    6 comments - 0 silver bananas - Mar 3 2011 - 10:08pm -

  53. What caused inflation in Argentina?

          Thoughts about this? inflation ...

    3 comments - 0 silver bananas - Jan 27 2014 - 2:05am -

  54. I don’t get it: Why aren’t the peripherals moving out of the Euro Zone?

    I've been thinking about this issue for quite a while. If you look back at historical economic events, most of the accounts suggest a very clear message to us: Let the countries in strains voluntarily or be forced to devalue their currencies. By doin ...

    4 comments - 0 silver bananas - Mar 14 2011 - 11:42am -

  55. Inflation Derivatives & specialization

    i think this is the correct forum for this I would like to specialize in Inflation Derivatives and learn it inside out so to one day start my own consulting business. FYI-- I work for a capital market software provider that offers all derivative products- ...

    3 comments - 0 silver bananas - Dec 27 2012 - 2:23pm -

  56. What Is Inflation?

    Inflation is the term used in economics to describe the rate at which the price of a representative basket of goods is increasing. Some inflation is good, and central banks attempt to achieve a consistently inflation level of around 2%. However, if inflat ...

    0 comments - silver bananas - Apr 23 2012 - 7:50am -

  57. How do I calculate impact of the inflation?

    Hi all, I have a couple of questions regarding calculating inflation. I have read a several articles but I'm still a little bit confused. Maybe I need some specific examples to resolve current problem and to be able correctly explain where my confusi ...

    0 comments - 0 silver bananas - Jul 14 2016 - 6:23pm -

  58. Is the U.S. Dollar the Contrarian Trade of the Decade

    The majority of economic observers seem convinced that the dollar is doomed, and not in some distant future. The basic reason for this unanimity is the reasonableness of the basic thinking, which goes like this: The Federal Reserve and the U.S. Treasury a ...

    3 comments - 0 silver bananas - Mar 22 2010 - 5:17pm -

  59. SB here: what's this risk called?

          Country A holds Country B's bonds, denominated in B's currency. Country B inflates. Supposedly causes losses for Country A and every other country with similar holdings, while causing gains for country B. I think it had a Fr ...

    3 comments - 0 silver bananas - Jul 26 2011 - 8:27am -

  60. Long CAD/USD?

          I'm looking into buying CAD as a hedge against USD inflation. Historically, CAD has been strongly correlated to with crude prices due to significant exports. With that said, do you think that this strategy would offer sufficient ...

    3 comments - 0 silver bananas - Apr 26 2011 - 1:39pm -

  61. The effect of inflation on equity, currency, and commodity markets

          According to empirical evidence, rising inflation tends to signal to a rising equity, commodity, and currency markets (more money in circulation to buy). However, has there ever been an exception to this "law"? inflation ...

    2 comments - 0 silver bananas - Mar 10 2013 - 4:28am -

  62. Inflation calculation

    Hi, everyone. I'd like to ask you a question concerning the calculation of inflation. Assume I have a company with 3 segments The segment growth rates in real terms: Segment 1, 2.7% Segment 2, 6.0% Segment 3, 14.5% If the size of the segments is equa ...

    2 comments - 0 silver bananas - Jul 16 2012 - 2:27pm -

  63. Inflation – How Its Measured

    A slightly old article but quite relevant given what's happening with Europe at the moment. Each looks at the prices of hundreds of things we commonly spend money on, including bread, cinema tickets and pints of beer- and tracks how these prices have ...

    2 comments - 0 silver bananas - Apr 27 2012 - 7:43am -

  64. Inflation?

          Just wanted to see what people on this site think about inflation and our current economy. Any opinions/links/videos/books that you think is useful are greatly appreciated. Thnx inflation ...

    2 comments - 0 silver bananas - Mar 30 2010 - 2:29pm -

  65. TIPS--> projected inflation

          can you explain how to find a projected inflation rate using TIPS vs. treasury yield data? thanks! inflation ...

    2 comments - 0 silver bananas - Nov 23 2009 - 12:15am -

  66. Gold, Oil and & Inflation

    I have a quick question about how inflation affects the prices for oil, gold, and other commodities. I know that during turbulent times (economic crises & inflation) gold is percieved as a "safe heaven" and as an inflationary hedge against a ...

    2 comments - 0 silver bananas - Oct 10 2009 - 3:55pm -

  67. Inflation and employment

          Hey guys, First post here on the forums, have been reading for a while and decided to finally sign up. I was looking for some advice, please. I would like to become more efficient in my understanding of inflation and (un)employment. I ...

    2 comments - 0 silver bananas - Aug 9 2009 - 4:04pm -

  68. Global Trade Likely to Collapse if Romney Wins- Interview with Mike Shedlock

    As markets continue to yo-yo and commentators deliver mixed forecasts, investors are faced with some tough decisions and have a number of important questions that need answering. On a daily basis we are asked what's happening with oil prices alongsid ...

    1 comment - 0 silver bananas - Jul 25 2012 - 9:15pm -

  69. Gold Luring Wealthy Investors

          http://www.bloomberg.com/news/2012-09-21/gold-seen... So I wake up to this Bloomberg article which I found very interesting. Even more so since I saw them mock and condemn Republicans for bringing the gold standard onto their platform ...

    1 comment - 0 silver bananas - Sep 21 2012 - 10:22am -

  70. The benefits of rising prices might jump-start the economy

    Rising prices is never a fun thing to consider. The advantages of rising prices might actually help the economy recover. In intangible terms, a lot of people simply do not enjoy rising prices. A healthy dose of mild inflation might be helpful, however. It ...

    0 comments - 0 silver bananas - Jan 24 2011 - 11:10pm -

  71. The Inflation Boogeyman is Back

    Japan pulled out the firepower this week in terms of qualitative easing. Speculation is running the Fed will announce same at the beginning of November. And so people are worried. That all this money creation means things are going to start getting expens ...

    1 comment - 0 silver bananas - Oct 9 2010 - 11:10am -

  72. Are Short Term Treasuries the Best Trade of the Next Five Years

    Despite the year-long equities rally and the euphoric mood of speculators and government officials, maybe the best trade of the next 5 years will be short-term U.S. Treasuries. Stocks provide the highest returns over the long run--blah blah blah--except w ...

    0 comments - 0 silver bananas - Apr 12 2010 - 3:40pm -

  73. A Bull Market Requires a Healthy Consumer Underneath

    A year ago this week the stock market hit its nefarious 666 level on the S&P 500. Since that historic day, we have enjoyed a 68% appreciation in equities from their depressionary low. Not only has the bounce caused a chorus of perma-bulls to claim the ...

    1 comment - 0 silver bananas - Mar 9 2010 - 4:46pm -

  74. The Tepee Shaped Recovery

    The shape of this economic recovery will not be in a "V", as many pundits have promulgated, but instead may be the inversion of that letter...which will unfortunately look much more like a tepee. The upcoming downfall will surprise most investor ...

    1 comment - 0 silver bananas - Jan 16 2010 - 11:34am -

  75. CF Yield and inflation

    Lets say you calculate a normalized FCF number and then a normalized FCF yield. Two questions: why do you add inflation to that number, and why do you add growth to that number. As an example, lets say equity price is $100, Normalized FCF is $10 p/s. That ...

    0 comments - 0 silver bananas - Dec 9 2009 - 2:37pm -

  76. Foreign currency investing

    Why is it that none of the big money managers (Fidelity, Vanguard, State Street...) offer mutual funds or ETFs denominated in currencies other than USD? My first thought is that it doesn't really matter what currency a fund is denominated in. In theo ...

    1 comment - 0 silver bananas - Nov 30 2009 - 12:13pm -

  77. The Dollar?

          Not sure if this is the right place..... Should I be legitimately worried about having my assets primarily in the US Dollar? With the stimulus/bailout/massive printing of money by Fed everyone is talking about the long-term consequenc ...

    1 comment - 0 silver bananas - Mar 21 2009 - 12:29am -

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