My Recent Inflation Tweets

@StockTwits Fed will say we will print more money. ;-) $fed

@eWEATHER I like alpha hunter so far, but pretty oblivious to the inflation storm brewing on the horizon! How much $ can Washington print?

What are Americans seeing that I am not? I clearly see a country going over the cliff in the next few years. WTF am I missing?

David Dreman: "The Fed will comtinue printing money. Expect interest rates on long Treasurys to approach double digit within 3 years." OUCH!

Yes for lean hogs futures! RT @AllJimRogers: We Are Probably Going To Have A Food Crisis In The Next 5 To 6 Years http://bit.ly/6WAaqQ

Twitter for Internal Communication

The picture located below displays trades generated electronically by Bigger Capital’s algorithm (Strategy 2) feeding directly to a private Twitter account. All members of the Bigger Team who have been approved as followers of www.twitter.com/@biggerteam can see the trades executing in real time, anywhere, at any time.



The Best Investment Advice Ever!

Shelby Davis:"It is in a bear market you make most of your money, you just don't know it yet."

Here is a one pager on how we applied this principle for bed manufacturer Select Comfort (SCSS):

http://biggercapital.squarespace.com/storage/scss.pdf

Getting my Hands Dirty with Crocs (CROX)

Some of the Crocs shoes I have analyzed as part of my investment analysis. Does not include the ones I gave to charity or the ones being shipped to my office.

More Investigative Tidbits about Crocs (CROX)

Another neglected facet about Crocs is Ocean Minded. Cool looking and comfortable.

Ocean Minded on amazon.com http://bit.ly/82tQRp

Interest Rates Cockroach Theory

Reverse Repos: First roach out of the Much Higher Interest Rates Cupboard. Don't listen to the Fed. Where you find one roach, you find many.

Thanksgiving 2009 Call

30 years Treasuries will trade at 30 to 50 cents on the $ within 5 years.

Doug Kass on Inflation on Twitter

Me liking this alot! RT @DougKass: A Second Look at the Minutes: The specter of stagflation grows daily. From RealMoneySilver

http://twitter.com/DougKass

Why I Am Patiently Building a Very Large Position in Long Term Treasuries Puts

My good friend Eric G. lead me to the following presentation http://bit.ly/8YChhF from a task force composed of major financial institutions to the Treasury Borrowing Advisory Committee. The graph on page 34 clearly shows the Fed buying all the U.S. Net Fixed Income Supply in 2009. The graph on page 35 shows that the FED is supporting the fixed income market with its action in the MBS market. Printed money is supporting the U.S. fixed income market. As soon as the Fed stops its action, the market will gap down.

Interest Rate System