Terry Burnham
Observations of a Biological Economist
Pages
Home
Home
Lizard Brain
Biology & Economics
Mean Genes
About
▼
5/18/22
How to prepare for the Wolf
›
After a decade of fiscal and monetary incompetence, the wolf may be approaching your house. Is there a way to prepare for the wolf without p...
5/2/22
April 2022, Chicken Little Portfolio Performance
›
The Piper will be paid (by us, not Jay Powell). The bull market in everything was fueled by government overspending and Federal Reserve loos...
4/13/22
Bear market operations de-escalate
›
Chicken Little has reduced the portfolio's short position in stocks. This move reversed the " bear market operations escalate "...
4/11/22
March 2022, Chicken Little Portfolio Performance
›
Historic increase in interest rates Bond investors have been destroyed in recent weeks. On February 7, 2022, I wrote " paying the piper...
3/18/22
Bear Market operations escalate
›
Chicken Little has shorted more stocks to re-establish the full size short position. The short was initiated at Dow 35,000 on Feb 4, 2022 ...
3/7/22
February 2022, Chicken Little Portfolio Performance
›
Paying the piper Higher real interest rates are coming. Today, the 10-year Treasury yields 1.78% and CPI is 7.5% so the real rate is nega...
2 comments:
2/24/22
Chicken Little still uber Bearish, but managing risk
›
Chicken Little covered half the short stock position this morning. I am still as bearish as ever; this is simply risk management. I sold t...
2/13/22
January 2022, Chicken Little Portfolio Performance
›
Stagflation The Federal Reserve is - as I type - continuing to e-print money and interest rates are still at zero. Jay Powell and the rest...
2/4/22
Chicken Little Short Stocks (again)
›
Chicken Little is short stocks for the third time in recent months (See one and two previous shorts). The Fed is boxed in, the market may...
1/3/22
December 2021, Chicken Little Portfolio Performance
›
Wolf, Wolf, WOLF! The Wolf is coming? Do you believe me? I have been crying wolf since December of 2009. Just over 12 years of being wrong e...
1 comment:
12/14/21
Chicken Little Sells Stocks (Again)
›
Chicken Little is short US stocks. The short was entered at Dow 35,800 and is 36% of the portfolio. The short will be covered if the Dow mak...
12/13/21
November 2021, Chicken Little Portfolio Performance
›
In 1958, AW Phillips created the ' Phillips Curve' concept that central banks could print to create a bit more employment at the ex...
›
Home
View web version