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Barry Gitarts  

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  • Budget Deficit: What's $2.9 Trillion Between Friends? [View article]
    The problem with this post is its all armchair economics and lacks a fundamental understanding of economics, such as the power of incentives, lower taxes create higher tax revenue because they provide the incentive for business. If higher taxes were the anwser, try raising them to 100% and see how little tax revenue the government takes in.
    Feb 6, 2007. 01:50 PM | Likes Like |Link to Comment
  • Feds Visit Steve Jobs At Apple HQ In Continuing Options Probe [View article]
    Technicolour, If you don't talk to investigators there is no chance of you lying to them. If you talk to them and you give information that is false (even if you think its true) you could be charged with obstruction of justice. Thats what happened to Martha, she thought she was telling the truth.

    This is not being dishonest, it is a way of protecting yourself from investigators representing an organization (government) which earns its keeps by dishonest means; extortion (taxes).
    Jan 25, 2007. 10:34 AM | Likes Like |Link to Comment
  • Feds Visit Steve Jobs At Apple HQ In Continuing Options Probe [View article]
    Tommo, the situation you describe is exactly like Martha Stewart. She met with the SEC and look what happened to her, she was not even convicted for insider trading she was convicted for lying to the feds. Had she not met with the feds she would not have been convicted. Another is Hank Greenberg who did not met with investigators and as a result was not convicted or even trialed for anything.

    From a business and legal perspective I would never want any of my company executives meeting with government investigators as there is nothing that can be gained from such meeting and everything to be lost. So just for the future, when you have a company where the executives willingly start talking to investigators, it shows poor exercise of judgement and regardless of the outcome instantly increases the risk of the company without adding any reward.
    Jan 24, 2007. 12:02 PM | Likes Like |Link to Comment
  • Buyer Beware: Oil Stocks Headed for a Correction [View article]
    how do you know oil stocks don't lead oil?
    Oct 30, 2006. 11:11 AM | Likes Like |Link to Comment
  • Options Trader: Wednesday Morning Ideas [View article]
    Well there is the other alternative, which is to cut taxes more, which will raise GDP and thus increase tax revenue as did the tax cuts of 2003.
    Oct 11, 2006. 04:36 PM | Likes Like |Link to Comment
  • Looking at the Yield Curve: Time to Reconsider Stock Market Exposure? [View article]
    The sample size of the inversion is only 9 times, which is not statistically significant.
    Oct 9, 2006. 11:07 AM | Likes Like |Link to Comment
  • Philip Davis' Valero Rule on Oil Stock Trading (VLO) [View article]
    This seems like a daytrading method, applying the same methodology to a different timeframe could be dangerous.
    Oct 9, 2006. 10:51 AM | Likes Like |Link to Comment
  • Amaranth: Tip of the Iceberg [View article]
    This post is just arm-chair economics and only take one false assumption to collapse the dominos of this argument. BTW, your so bearish on the brokers because of this hedge fund liquidation, but you overlook the fact that prime brokering a major component of their business and in order to meet margin calls they have to sell every $1.5B in assets for about $1B in cash to the prime brokers. That means the prime brokers on $6b are going to make about $2B in profits of this liquidation.
    Sep 25, 2006. 10:03 AM | Likes Like |Link to Comment
  • Amaranth -- When Hedge Funds Forget to Hedge [View article]
    Buffet owns COP, so he is in the oil game.
    Sep 19, 2006. 10:11 AM | Likes Like |Link to Comment
  • All Signs Point to an Upcoming Bull Market [View article]
    Analysts are raising their estimates
    Aug 31, 2006. 09:47 AM | Likes Like |Link to Comment
  • Earnings Season Conclusions: Steep Downside for Underperformers, Little Gain for Beating Estimates [View article]
    i guess this is bullish, since the information is not being reflected in price
    Aug 25, 2006. 09:35 AM | Likes Like |Link to Comment
  • Stock Earnings Yields vs. Bond Yields 1/85-7/06 [View article]
    Cant you also play this by spread shorting bonds & buying stocks, untill the spread narrows?
    Aug 17, 2006. 09:51 AM | Likes Like |Link to Comment
  • Microsoft Delays Office Rollout, Another Manager Defects to Google [View article]
    An excellent reatime experiment in growth vs value, GOOG vs MSFT.
    Jul 2, 2006. 11:57 AM | Likes Like |Link to Comment
  • Phelps Dodge's Big Acquisitions May Indicate a Top in Metals (PD) [View article]
    Where are the stats which show "The mining industry has a long, proud and dishonorable tradition of brilliantly timing its largest investments with the absolute top of the market."? I think your mistaken, but if you have proof to the contrary, please share.
    Jun 26, 2006. 01:33 PM | Likes Like |Link to Comment
  • Think Semi Inventories are High? Wait for the New Capacity to Arrive [View article]
    What makes you say this is not priced into semi stocks?
    Jun 26, 2006. 10:43 AM | Likes Like |Link to Comment