Hoenig Says Inflation 'Serious' and may prompt rate rise
Vallejo, CA officials vote to file for bankruptcy
The short view: Crunchy Credit
Yield of 4% Beckons in Treasurys
Seeing Inflation Only in the Prices that Go Up
Win Some, Lose Some - How to Come Out On Top
Cyclicals are Still Overpriced
Soros Says Impact of Crisis on Economy Just Starting
Home Improvement Investment has a Significant Downside Potential (Short HD?)
U.S. Consumer Debt Surges in March
Silver: Still dependent on gold for upside
Peruvian Miners set to strike May 12th. Silver should see benefits
World Silver Survey authors say silver outlook is still positive
Current Thoughts:
*Home Improvement Stocks look like good short candidates
* I really like how I'm positioned right now (short EUR/USD, long my FF future spread trade, and long Dec ED futures). I'm feeling a little less bullish on my SLV holding. Gold is tracking pretty closely to USD movements, especially EUR/USD.
