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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

20 November 2009

Ignore the Hype.

U.S. Stock Paper vs. Paper Gold since last Thanksgiving.

Posted by Matthew Talty Colvard at 12:08 AM

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About Me

Matthew Talty Colvard
Bedford-Stuyvesant, New York
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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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