Posted by Jason Apollo Voss on Jan 26, 2011 in Blog, Predictions | Comments Off
This is the first of what will become an annual feature of the “what my intuition tells me now” blog: a qualitative preview of retail sales figures.
The reason this preview comes in January, rather than December, is that most retailers report their annual sales numbers for the year prior at the end of January. By doing this they capture in their totals all of the holiday...
read more
Posted by Jason Apollo Voss on Jan 14, 2011 in Blog, Predictions | 4 comments
As long-term readers of this blog know, I consider it contrary to my purpose to give investment advice about specific investments. My goal is your investment self-sufficiency. That is one of the reasons that I tend to comment on macro-economic data – I feel that much of the investment business does a bad job of analyzing the daily news flow. However, that said, that believed,...
read more
Posted by Jason Apollo Voss on Jan 13, 2011 in Blog, Predictions | Comments Off
In my 2011 Predictions I said the following:
“Federal Reserve (monetary policy) – The Fed will continue to be impotent quantitatively having pulled all of their policy levers already. Instead, the power of the Federal Reserve will be qualitative. In other words, what they feel is happening in (i.e. their commentary and opinions about) the world economy will be more...
read more
Posted by Jason Apollo Voss on Dec 13, 2010 in Blog, Predictions | 14 comments
“What My Intuition Tells Me Now” is the first of what will become a regular feature of the blog. My intention is to put in electronic stone my sense of things as they are and will be. Hopefully this provides actionable information for each of you. It also neatly provides criteria by which you can assess my continued skill as an investor.
As the title would imply, the...
read more
Posted by Jason Apollo Voss on Nov 19, 2010 in Blog, Predictions | 1 comment
Since October 2008 I have electronically pounded my fist saying that for the “recession” to be truly over required three important things. One of those things of import was that “the people that got us here have to change.”
Since October 21, 2004, when I had a life-changing epiphany, I have known that Wall Street was institutionally corrupt. Yes there are always...
read more
Posted by Jason Apollo Voss on Nov 16, 2010 in Blog, Predictions | 3 comments
Recall that the Federal Reserve announced a “quantitative easing” strategy earlier this month. The idea was to inject $600 billion into the U.S. economy by buying outstanding bonds. That, in turn, was supposed to create greater liquidity in the economy and drive down the value of the U.S. dollar. I argued at the time that the primary benefit of the Federal Reserve’s...
read more
Posted by Jason Apollo Voss on Nov 3, 2010 in Blog, Predictions | Comments Off
You may have heard that the United States Federal Reserve today announced a “quantitative easing” of $600 billion today. This move is intended to help break the U.S. economy free of its negative vortex of scared consumers and scared businesses. Unfortunately, this “easing” is not going to do anything tangible. Instead, the announcement by the Federal Reserve will...
read more