Monthly Archives: September 2010

Green Smoothies for thought

My friend Beth introduced me to Green Smoothies a few weeks ago. I have always been a health and fitness enthusiast, but this is a huge addition. I am really excited to add this incredible way of eating fresh fruits … Continue reading

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China still needs US consumption to keep their economy afloat

Each time I hear financial pundits declaring China's domestic demand as the new engine of the global economy today, I figure they must be smoking dope or desperately reaching for an investment thesis to sell. Contrary to popular hope, China … Continue reading

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Meredith Whitney on "The tragedy of the commons"

US States poised to be the next credit crisis: “The similarities between the states and the banks are extreme to the extent that states have been spending dramatically and are leveraged dramatically,” she said. “Municipal debt has doubled since 2000, … Continue reading

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Wall Street (2): Money Never Sleeps

We caught the new Oliver Stone picture: Wall Street 2 this weekend. I thought it was reasonably well made, entertaining. Does a good job of explaining moral hazard and why rescuing people from their financial mistakes is typically a recipe … Continue reading

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Roubini on exogenous shock risks

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BNN Mon morning 8:35 am est

Ms. Park was a guest on BNN with Michael Kane this morning, Sept 27, at 8:35 am est. A link to the interview is available here on the BNN web site. Recommend on Facebook Tweet about it Print for later … Continue reading

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Toronto Resource Conference this weekend

I am speaking at the Toronto Resource Investment Conference this weekend at the Metro Convention Centre. Each year this is a very well organized show with an entertaining line up of speakers and discussion panels as well as hundreds of … Continue reading

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Elizabeth Warren on her new appointment to build consumer protection agency

My take is that Warren can't be bought and that makes some nervous. But also if some business leaders are afraid of reforms promoting transparency and simplicity in credit contracts, then they must have a pretty bad business model in … Continue reading

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What a week…

NBER says the US left recession last summer. Great…but with a recovery like this who needs a recession? Thanks to budget-breaking-stimulus-spending we have managed to goose US Industrial Production back to its 2005 level (now 5 years later), Retail Sales … Continue reading

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Foreclosure Tidal Wave: governments need to get out of the way and let it crest

Don't look now but Kudlow actually allowed a resasonable discussion in this segment… Another month of record bank repossessions, even though the notices of default are down 30 percent year over year, reports CNBC’s Diana Olick. Could the worst be … Continue reading

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Some thoughtful debate

Bloomberg radio hosted an hour long dicussion on challenges and ideas to promote recovery in America. Listen here to: Gross, Orszag, Calomiris, Shiller Debate Economy, Policy. Recommend on Facebook Tweet about it Print for later Tell a friend

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"Gold fever": no safe bet

More and more buzz these days about gold fever. See: Gold Fever strikes mom and pop prospectors in US west “The poor economy and a record price of gold have renewed interest in prospecting in Western states where public lands … Continue reading

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Persistent after-shocks in housing and employment

A new study released on US housing today confirms there were 4 million homes listed with brokers for sale as of July. It would take a record 12.5 months for those properties to be sold at that month’s sales pace. … Continue reading

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Bloomberg hosts 2 "bears" this morning

Economists Gary Shilling and Nouriel Roubini were both guests on Bloomberg this morning. Both have been very adept in foreseeing the macro themes playing out in the world the past few years. You can watch the Shilling clip here and … Continue reading

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HoweStreet.com interview

Ms. Park was a guest with Stirling Faux yesterday. You can listen to the segment here. Recommend on Facebook Tweet about it Print for later Tell a friend

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