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« February Employment Report Preview: Time for a Real Rebound? | Main | Weighing the Week Ahead: Energy Price Hikes »

March 03, 2011


Adrian Meli

Jeff, thanks for the post, didn't catch it on tv as had to run out the door but enjoyed it. He is about as smart as they come so everyone would be wise to at least listen to his thoughts. They have quite a think tank going in Connecticut and they aren't always right but they are at a minimum very thoughtful about things. CNBC has shown a suprising ability to get increasingly more impressive guests, so perhaps their franchise is getting better. I think he was right about the Fed at the bottom but they are losing me these days-hopefully, there will be a soft landing as Dalio seems to think is the base case. - Adrian Meli


"He thinks that taking the pain slowly, 3% over ten years, is sound public policy."

Here I wished that someone would ask him - isn't there an issue of moral hazard? Is it sound policy to spread losses which should have been taken by the ones responsible and instead spread it over all taxpayers?

The risks remain, nothing changes and the system is more fragile than before. Yes, the Fed should have done what it did. But, why couldn't they do it while enforcing better accountability in the financial system? I can understand that they did not want to do it at the time, but why not now?


hi jeff,

I rarely watch cnbc (anymore). I would like to say that I prefer bloomberg...but I can't say that I'm a big fan of that one either. However, I did see the interview with Dalio. My sentiments were exactly of your own. I was stunned at the sudden change of tenor and temperament. I was reminded of the old Wall st Week in Review with Louis R. (spare me the spelling). Keep it simple. No herd mentality. No need for need for high stimulation. Just respectful and careful listening.

I could listen again, but I was not actually sure if he favored emerging over domestic stocks, or not.

Personally, I scaled out of high exposure to mining/xme and energy exploration/ a few energy stocks. Perhaps a case of trying too hard to protect profits. And, adding positions to japan/jof and new positions in china/caf and yesterday...india/pin. My ytd return is underpeforming but the contrarian in me is content. A little early for just counting two months. It is interesting to see a minority opinion emerging that emerging stocks are merely taking a breather. For those that are diligent at re-balancing...which I'm strikes as a good time to do so rather than waiting for that once a year moment.

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