tag:blogger.com,1999:blog-6616959642391988608.post8448247391657063555..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Capex revised upwards (again)Scott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6616959642391988608.post-81172292226009330012011-11-04T06:26:56.924-07:002011-11-04T06:26:56.924-07:00Benjamin -
NO one on this Blog, including Scott G...<b>Benjamin</b> -<br /><br />NO one on this Blog, including Scott Grannis, is writing about "run away inflation". You're having a debate with yourself.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51657675987121109372011-11-03T13:18:27.497-07:002011-11-03T13:18:27.497-07:00"PRODUCTIVITY UP: Worker productivity rose in..."PRODUCTIVITY UP: Worker productivity rose in the July-September quarter by the most in a year and a half, the Labor Department said. At the same time, labor costs fell."<br /><br />Labor costs fell? Now, how do you get runaway inflation, with labor cost falling?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-32362323275108628572011-11-03T12:54:34.191-07:002011-11-03T12:54:34.191-07:00The CAPEX going up undercuts the "business is...The CAPEX going up undercuts the "business is scared of the Socialist Muslim Obama" line of reasoning.<br /><br />Business is afraid of the lack of demand. Detroit wants more orders, not less. Farmers want to sell more, not less. <br /><br />Wal-Mart wants more sales, not less.<br /><br />Actually, I think big business comes out ahead in the deservedly maligned Obamacare. As costs forBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-63039654458709269392011-11-03T12:49:16.511-07:002011-11-03T12:49:16.511-07:00OT but remarkable:
Nov. 4 (Bloomberg) -- Japan’s...OT but remarkable: <br /><br />Nov. 4 (Bloomberg) -- Japan’s slide back toward deflation means bond investors are getting some of the highest returns among developed nations even with the world’s lowest yields.<br /><br />Annual inflation slowed to zero in September, meaning investors in the nation’s benchmark 10-year securities receive the full 0.995 percent yield. That’s the highest so-called Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com