US Equities – Leverage and Risk Are Rising Further

acting-man.com / By  Pater Tenebrarum / January 15, 2013

Hedge Funds Go ‘All In’

Bloomberg reports that hedge fund leverage has just reached a nine year high, wile margin debt has climbed to a four year high – as hedge funds and others try to ‘catch up’ after largely missing out on the market’s gains last year (actually, ‘the market’ hasn’t had any gains since early April of 2011 – only certain stocks with a [...]

Tin production — A classic case of limits to growth

http://energybulletin.net/stories/2011-07-13/tin-production-%E2%80%94-classic-ca\
se-limits-growth

by Dave Cohen

The tin production story is out there is in plain sight, but only those directly involved in supplying the tin ore, refining it or consuming tin metal are paying any attention. Bloomberg’s Bear Market in Tin Ending as Shortages Mean PT Timah’s Profit Advances 55% explains what’s going on now, and what’s been going on for years now
Bloomberg alludes to the Bronze Age at [...]

Does Larry Summers’ latest just continue deluded policies that encourage spending and borrowing?

Although he doesn’t say so explicitly, he seems to be encouraging QEIII.  How does he think this will help?  He wants us to have more confidence in the economy so that we will borrow and spend more while the economy is clearly shrinking and consumers have less money to spend.  I think he represents the prevailing wisdom for the last 30 years or so, which [...]

“China Backs Obama With US Treasury Securities Rising 3% to $900 Billion” – Bloomberg

http://www.bloomberg.com/news/2010-06-20/china-backs-obama-with-u-s-treasury-securities-rising-3-to-900-billion.html

June 21 (Bloomberg) — A year after criticizing U.S. fiscal policy as “irresponsible,” China’s leaders are showing increasing confidence in President Barack Obama’s leadership of the American economy.

China boosted holdings of Treasury notes and bonds by 2.6 percent to $900.2 billion in March and April, after reducing its stake by 6.5 percent from November through February, the longest consecutive monthly declines in a decade, U.S. data released June 15 showed. [...]