The Deipnosophist

Where the science of investing becomes an art of living

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Location: Summerlin, Nevada, United States

A private investor for 20+ years, I manage private portfolios and write about investing. You can read my market musings on three different sites: 1) The Deipnosophist, dedicated to teaching the market's processes and mechanics; 2) Investment Poetry, a subscription site dedicated to real time investment recommendations; and 3) Seeking Alpha, a combination of the other two sites with a mix of reprints from this site and all-original content. See you here, there, or the other site!

19 May 2007

A quickie update

... to my post, Signs of Change...

Among the handful of economists to whom I pay heed, Jim Griffin stands tall. He speaks plainly, abstains from flashy pronouncements, and makes eminent sense. It was a surprise when I read (only now, Friday evening) his thoughts from his firm's research weekly. (Download link below, if interested.)

Our thoughts as they pertain to the US$ and domestic interest rates mimic each other's. Jim reasons that, on a fundamental basis, US rates are heading higher, perhaps much higher. And that the $ will follow along (higher); what I see in the charts, Jim sees in the fundamentals. And already step #1 of the chart picture as I limned plays out: rates are moving higher.

So, I wonder: Where to from here?

-- David M Gordon / The Deipnosophist

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