...in addition to Chris's trip to California (featured in the last podcast), and his trip to Chicago is a world out there of Draghi and Bernanke at Jackson Hole, and the lead up to the Fed meeting. The German Constitutional decision, Spain's incredible flight of currency, and I for one hope that these topics get the respect they deserve as they are happening now.
I understand that Europe has been talked to death but things are happening. I have read many opinions and I would like to hear just a wee bit more of Chris's thoughts frankly.
I am also interested as to what the tea leaves are saying with regards to the almost alert report Chris gave about a month ago. How he sees the when/if now or if he sees a print from the Fed now or later based on the numbers and recent events. I guess I am looking at perhaps some update to that report.
My feelings are still that the FED needs cover as Chris has suggested, that December would be the best time perhaps to print as OIL and FOOD are denting the pocket books of the consumer now, and with QE3 it would just add to the prices of Oil and Food as they will just go higher into a very serious food shortage (as Chris showed in his great works on the food problem facing our country in his last essay). Political issues are still serious. Forward guidence in many companies are dropping, and if a Recession seems likely.
Certainly an update on Chris's thoughts shouldn't be difficult to pen.
Respectfully Given
BOB
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