accountability

Posted by Jason Apollo Voss on Oct 23, 2008 in Blog | 0 comments   In my posting entitled, “changes,” I stated the conditions that needed to be present to know definitively that a market bottom had been reached. Because this information is so important, I want to reiterate the conditions and also to provide an update that affirms that progress (thankfully) is being made. The reason that there is so much uncertainty is that we are confronted...
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demand > supply = higher prices

Posted by Jason Apollo Voss on Oct 21, 2008 in Blog | 0 comments   demand > supply = higher prices The general assumption about markets is that they fairly price assets and that they are a true reflection of the success of those assets in generating returns on capital. However, these two functions of the markets are not the same thing. What is more, they are frequently not in alignment with one another. Why is this so? The short answer is that the...
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shoegazing

Posted by Jason Apollo Voss on Oct 19, 2008 in Blog | 2 comments   Shoegazer music is one of my favorite sub-genres of music. Its progenitors are obscure 1960’s bands, such as Austin, Texas’s, “The 13th Floor Elevators,” and New York City’s, “The Velvet Underground.” The music is typified by repetitive rhythms that drone in a similar fashion to Indian Classical music. Not surprisingly, this music can induce trance-like or, if you prefer, meditative...
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mark to market

Posted by Jason Apollo Voss on Oct 18, 2008 in Blog | 0 comments   There was an excellent question in the “comments” section that I wanted to bring out to the front page area. I responded to the question posed in the comments section, but for clarity wanted to put it in the main section of the blog, too. From an anonymous poster: “Care to discuss the issue of “Mark to Market” and its role in perhaps creating a great deal of the mess. I...
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a little gloating

Posted by Jason Apollo Voss on Oct 16, 2008 in Blog, Predictions | 3 comments Today’s post is necessarily short because I am currently onboard a motor home in Palm Springs as we move down East Palm Canyon Drive. Yes, I am on the road with my gorgeous, wonderful wife, Dawn. However, lest you think that I am not paying attention, I saw the Dow Jones’s fall yesterday of over 700 points due to bad economic news. I won’t say I told you so…just take a...
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stock market runup is unwarranted

Posted by Jason Apollo Voss on Oct 13, 2008 in Best of the Blog, Blog, Predictions | 6 comments The news today that the Dow Jones Industrial Averages was up 936 points, or 11.1%, has spread like wildfire. NASDAQ was up 11.8%. The S&P 500 was up 11.6%. Wow! That felt good, didn’t it? Problem is…not much has changed. In my last post I said that certain conditions had to be met that would ensure that a bottom had been reached in financial markets and that it was safe to invest...
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staying in touch

Posted by Jason Apollo Voss on Oct 13, 2008 in Blog | 0 comments Hello everyone! Thanks for the positive feedback via e-mail – keep it coming. Also, please feel free to post comments to my posts. This blog is no soapbox – I am interested in dialogue. Monologue doesn’t serve any of us. Also, if you would like to be able to receive automatic notifications of postings then become a “follower” of the blog using the tool in the upper...
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