Tuesday, November 1, 2011

foxbusiness.com appearance today

1 comment:

  1. "It's about demand" -- and demand is about cash flow, doing something that adds wealth instead of taxing it away or borrowing against future tax drag sucking wealth away from households and productive enterprise.

    I also liked your small cap/laerge cap metric. I'm jealous. You have more hair than I do!

    Sharp swings up and down is not mere "volatility" -- it's manic panic. You're right about best case outcome in Europe, no growth. Worst case? Hard to imagine but end of EU and the euro.

    "Zero is better than minus" -- that's what I'm thinking, too. Capital preservation. Cash and PM.

    BTW check my new daily update on energy markets. Thanks.