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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (5564)5/4/2004 4:57:29 PM
From: yard_man  Respond to of 116555
 
reading an oil forecast that says after this year it's back down to the lows -- LOL --



To: mishedlo who wrote (5564)5/4/2004 5:04:46 PM
From: TH  Read Replies (3) | Respond to of 116555
 
mish,

I think your choice of an ARM might be the best play (imagine, you might prove that Greenspan's January advice to choose ARM over fixed was sound after all -g-). A couple of bad (really, I mean NOT GOOD) jobs report and that cut might not be out of the question in late Summer or early Fall.

Trotsky is fascinating.

Thx

TH



To: mishedlo who wrote (5564)5/4/2004 5:08:56 PM
From: yard_man  Read Replies (1) | Respond to of 116555
 
after starting to read some of the Austrian stuff -- Heinz starts to sound a bit repetitive -- what I don't understand very well is HOW the capital structure has been distorted by easy money -- Corrigan talks a little bit about it sometimes, but often loses me with his big words. I also like reading that Shostak fellow -- but he appears to be selling some proprietary stuff that he has ...

I really like this book:

Callahan, Gene
Title: Economics for Real People: An Introduction to the Austrian School
Publisher: Auburn: The Mises Institute, 2002
Comments:

but sometimes the examples are bit stretched

I am also in the middle of Human Action, but there is so much apologetics or foundational stuff -- I can buy a lot of the perspective without the "hammering."

Maybe I'll try Rothbard's tome next ...



To: mishedlo who wrote (5564)5/4/2004 11:58:33 PM
From: NOW  Read Replies (1) | Respond to of 116555
 
why did OSX sell off on oil rise?