[expat_panama]

your real problem is with the message, not the sources.

We're making progress here.  We agree that I complain whether you justify your investments with a right-wing or with a right-wing rant.  What I like is we first do our own research, and then we invest in what research points to.  If we later find out something new, then we change the investments and not our findings.

It's easy; it's like yesterday I was talking about income balances and said "it always went up during recessions and down during expansions" --and today I plotted this and said I was "wrong.  What came out is that sometimes they match and sometimes they don't."

[GodGunsGuts]

I too have learned a lot from you guys. It has definitely forced me to sharpen my understanding in a whole host of areas. It hasn't changed my overall outlook, but it certainly has changed how much significance I give to certain kinds of data. However, in regards to GDP vs. Balance of Income, I think there is a clear correlation, albeit with a few aberrations here and there. Thus, until proven otherwise, Balance of Income (the leading indicator or the two IMO), suggests that GDP will be heading south. Time will tell if I'm correct or not. At any rate, thanks for all the charts and analysis Expat...I'm definitely better off because of it (even if it does eat up ever increasing amounts of my time to come up with valid responses :o)