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Poor Matthew's Almanac
Extra Credit / Required Reading:
Dollar Strength on Recognition of Worldwide Crappiness
Robinson Crusoe and the Subjectivity of Desire
Reflections on Today, from Henry Clews, 1908.
Art Market Rules
The Long View... 1885-2009
Forecast: The Battle Between Paper and Tangible Assets, A Personal View
Tobin's Q
Luxury Goods
After the Gold Rush...
The Gaussian Fallacy and other Bullshit Baby Boomer Epistomologi
Douchebag of the Noughties
Synopsis of the Panic of '08
You Know its a Bubble When...
Quantitative Easing
Vallejo, CA
18 March 2009
They're not all capitalist pigs...
Some are hipster douchebags!
Gerry Pasciucco, head of AIG's Financial Products division (the guys who brought down the firm)
-via Gawker
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About Me
Matthew Talty Colvard
Bedford-Stuyvesant, New York
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the petite sophisticate
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Time Capsule 11/19/08
* "Quantitative Easing Target Plane" 1-3 month T-Bills to zero
* VIX: S&P 500 will move 25.9% up or down w/in 30 days
* 2-year TIPS breakeven: -0.38%
* TED Spread: 211 bps
* 30-year swap: 33 bps below T-Bond
* Baltic Dry Shipping Index: down -92.6%
* Mei Moses Art Index: down -21.4%
* Liv-Ex Wine Index: down -7.4%
* "Ebay-Whip Inflation Now (WIN!)" Indicator: 100% unconcerned
* 2:1 odds Charlie Rangel demoted
Blog Archive
►
2011
(5)
►
September
(1)
Trice Burned
►
August
(2)
Breathtaking...
Live! Tonight! The Depressions feat. D.J. Demand D...
►
February
(1)
Finance is awesome.
►
January
(1)
The $124,000 Query
►
2010
(21)
►
October
(1)
Weighing the US Dollar
►
August
(1)
Debt is the New Equity
►
June
(1)
Knees and Toes
►
May
(8)
Inflation
Stop freaking out, you know you're okay.
Moody Blues
Re: Letter to Trichet
Letter to Trichet
Dance Casa
Thirty-Nine Percent
Holy shit.
►
April
(1)
Strong demand for U.S. Debt Auction
►
February
(4)
Homage to Clyfford Still
From Gregor.us
Luxury Goods
Risk on.
►
January
(5)
Non-Specific Observations of the Energy Markets
Missed Connections
Here we go!
Sovereign Default Swaps and Corporate Risk Premium...
Debt Deflation : The Echo of Inflation
▼
2009
(31)
►
December
(3)
Art Market Rules
Short Term Dollar Strength on Recognition of World...
Forecast
►
November
(2)
Real Estate- Unqualified Japanese Example
Ignore the Hype.
►
October
(1)
Asset Reflation
►
September
(1)
Time to go.
►
July
(2)
Checking in on the December 6th portfolio realloca...
Overdue Analysis
►
May
(1)
More of the same.
►
April
(1)
Some guidance from 1933-37
▼
March
(4)
Phronesis
They're not all capitalist pigs...
Hmm...
Update:
►
February
(3)
"But the Depression has also been misunderstood. ...
Une "Demode" Portrait du Volatility
a LURID PICTURE of VOLATILITY
►
January
(13)
"This is the most facile portrait of what caused t...
Ambergris
Czech Modern
Fuck John Galt
Perspective from Satyajit Das
Fuck...
►
2008
(35)
►
December
(4)
►
November
(6)
►
October
(11)
►
September
(14)
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Labels
1908
(1)
Alan Greenspan
(2)
Architecture
(1)
art
(2)
Asset Targeting
(1)
Ben Bernanke
(3)
Bill Gross
(1)
Bubbles
(2)
Bullshit Baby Boomers
(2)
China
(1)
Clowns
(1)
Clyfford Still
(1)
Common Sense
(1)
credit
(1)
Debt
(1)
debt deflation
(1)
Deflation
(2)
Demode
(1)
douchebag
(1)
Dubai
(1)
economics
(2)
Euro
(2)
Fashion Island
(1)
Fear
(1)
Federal Reserve
(4)
FT Alphaville
(1)
Fuck Ayn Rand
(1)
Gauss
(1)
gold
(2)
Government Bonds
(2)
Grampa Moe
(1)
Great Depression
(1)
Greater Fool
(2)
grecian crisis
(1)
Head and Shoulders
(1)
Henry Clews
(1)
Holy Shit
(1)
inflation
(2)
inflationary depression
(2)
Investing
(1)
Irrational Exuberance
(2)
John Murphy
(1)
Karl Lagerfeld
(1)
Karl Popper
(1)
KISS
(1)
Lagergruck
(1)
Lurid Charts
(2)
Luxury Goods
(1)
Market Top
(1)
Marriner Eccles
(1)
menger
(1)
MGMT
(2)
Modernism
(1)
Monetary Policy
(1)
Norton Simon
(1)
Obama
(2)
Obsolescence
(1)
Oil
(1)
One way bets...
(2)
Pain
(1)
Panic
(1)
Performance Art
(1)
Peter Clarke
(1)
Pierre Bonnard
(1)
Portraits
(2)
prediction markets
(1)
Price Mechanism
(1)
Quantitative Easing
(2)
rangel
(1)
real estate
(1)
Reserve Currency Tri-Axium
(1)
responsibility
(1)
Robert Irwin
(1)
Satyajit Das
(1)
Short Selling
(1)
Sluts
(1)
Speculation
(1)
Subjectivism
(2)
The Long View
(1)
Time
(3)
Tobin's Q
(1)
Unnecessary Goods
(1)
Vallejo
(1)
value
(1)
Van Dyck
(1)
VIX
(2)
Volatility
(1)
Volcker
(1)
Washington Mutual
(1)
Zeitgeist
(1)
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