Monthly Archives: September 2009

Half full to half empty – overnight

Markets are confident again. Well, it’s not so much that they are confident, as that they have removed some of the fear that was prevailing. We are now at some kind of neutral fear level, where the markets are testing if investors have the guts to put on real confidence and go for another sprint. […]

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A bubble in gold?

By Hans Lysglimt I have still not called for shorting. I have called selling, but shorting still seems to risky. The false rally is still going on. Easy money is finding it’s way into securities. But the real economy is still contracting; the panic of 2008 has brought about a real change in attitudes. Americans […]

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Joi de vivre – Paris

In Norway the left-green coalition won the election and are up for another four years in charge. Somewhat liberal Venstre got almost wiped out and conservative Høyre did bad, but better than feared. What sets Norway apart is the amazing success of Fremskrittspartiet FRP. FrP got one out of every four votes, quite amazing. What […]

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Sustainable or not sustainable? That is the question

We are in Paris at the Paris FreedomFest, a gathering of free thinking individuals discussing issues on liberty. What stands out is the continual emphasis on how little we actually know, the emphasis on the fallibility of the affairs of the world. In this world there are those who believe they know, and how wants […]

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Head for the trenches while the going is good

It looks like they have been able to reinflate the economy with fresh money. Now, I am not telling you to go in and buy into this. Remember, as I have warned you dear reader, if I tell you to buy this time around – that will be the ultimate sell signal. My baseline view […]

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