Here's Why The U.S. Needs 16,000,000 Jobs, Yesterday [View article]
The amazing part is when you run into people who have been in a sheltered employment situation for years. Their attitude is often not in reality at all, and they cannot understand why people are complaining about not being able to get jobs. And then they have the nerve to suggest that job seekers aren't looking hard enough for jobs.
This is while they work at a government job making 4K per month or more as a secretary without a college degree. Meanwhile, the students with multiple graduate degrees cannot even get a job as the assistant secretary.
Positioning Investments for a Debt Ceiling Decision [View article]
What a pathetic critique. Shutting the government down is the natural result of no money to spend. Guess you didn't watch the Minnesota government shutdown for the past 20 days. It is sad that you think this is a political analysis, which it isn't. It is a financial analysis of one upcoming political event. And the analysis of the financial effects of each plan are spot on.
UBS' John Hodulik slashes his subscriber estimates (I, II) for MetroPCS (PCS) and Clearwire (CLWR), as evidence grows of U.S. mobile saturation and a tough competitive environment for everyone besides AT&T and Verizon. He now sees MetroPCS losing 150K subs in Q2 (50K prior), and having a cost per gross add of $251 ($235 prior). Clearwire is now expected to post wholesale net adds (mostly Sprint-related) of 400K in Q2 (700K prior) and 1.4M in 2012 (2.3M prior). [View news story]
To surmise that only AT&T and Verizon have good growth prospects is beyond idiotic.
In fact, it is quite the opposite.
When is the last time you met somebody who switched over to Verizon from somewhere else? Try, never except maybe a few hillbillies out in the middle of nowhere.
Overall, it seems to me you are long in oil for no other reason than it is lower than it was.
Technical analysis doesn't work.
But, there are many who will surely see the way you do.
I feel the opposite. I feel the world economy is buckling and consumers cannot afford to pay for oil anymore. This is resulting in an exodus from oil consumption really like nothing ever witnessed before. I do think oil may be stabilizing relative to weeks ago, but I don't see a bottom yet until the actual economies of the world show some kind of strength.
Will The Real Employment Situation Please Stand Up [View article]
The job growth numbers are a joke. I bet we have 5 more years of steadily decreasing numbers of employed people.
Just imagine when all the fast food places install a large ipad-like menu in the main room and for the drive through and tell those employees to hit the road. I've seen a rare few places already starting that.
Is The Chinese Yuan 300% Undervalued Against The Dollar? [View article]
I agree with 95% of your words. Although, I'd have to say China is in the driver's seat for quite some time. All of my most intelligent friends are essentially flocking to China and its neighbors to find work. And there is good work there to be found. Any country which has the best minds flocking to it is in the driver's seat, regardless of what the numbers say now or will say in the future.
Which direction the move is has no bearing on the validity of my point. Whether moves are down or up quickly and intensely doesn't necessarily mean that it is destiny that the opposite move will occur with just as much intensity and quickness. Look at the Japanese stock market; it has been down 75% for 35 years. Your logic would have been wrong in Japan for decades.
The point is: until the causes of gold's massive rise are no longer in effect, the move in gold will continue. As of now, there are few to no indications that any changes have occurred. Just because there are people are ignorantly jump on to bull markets in assets doesn't mean it is destined to crash, yet. Meaning, the real estate market didn't collapse because more people were jumping on; it collapses from a fundamental problem in which people couldn't pay their mortgages. Then the fall was swift to kill of speculators.
So gold will fall hard when it does, but that doesn't give any insight about when it will fall. For all we know, gold could rise 30% per year for 5 more years until it begins its crash.
Positioning Investments for a Debt Ceiling Decision [View article]
So why don't you actually challenge a single financial assertion I have made, rather than taking the debate overly political? It is because you don't have the ability. You are pretending that I am some kind of opinionated, socialist or something, when all of my comments are right down middle just analyzing the effects of both parties' choices. I actually don't care which side wins, politically speaking. In fact, I don't even vote anymore...Your typos are egregious. My analysis is to speak on portfolio allocation decisions depending on which plan gets passed. But you seem to have missed the entire point. I guess the title "Positioning Investments for a Debt Ceiling Decision" wasn't specific enough for you, so you made up your own title and main point to argue with yourself about.
Positioning Investments for a Debt Ceiling Decision [View article]
Too bad. The country can no longer afford to borrow money to pay our soldiers or blow up buildings. Bring em home. Those people wouldn't serve because they are smart. They know the wars being waged are a worthless, waste of time and money. And it is too bad for all the other workers as well. I disagree that many don't join the military to get rich. I know of one individual who doesn't even a degree in his area of work who works in the military and makes over 100K per year. These cases simply shouldn't exist. The simple question you have to answer is, when there is no more money to spend, what is more important, continuing a worthless war with essentially zero results with the consequence of firing most of the civilian government labor force, or bringing em home, and beginning to employ more people in civilian government positions? Your choice. But you can't have both. It amazes me you would immediately comment to not cut military spending. Do you think it makes more sense to borrow tremendously more to pay the military? Do you think it makes more sense to close down our government agencies? What is your solution if the military is off limits in your world?
DryShips CEO George Economou, the Ultimate Shipping Indicator [View article]
I think my 83% figure accurately captures sealed up value that the market won't let surface until things really improve financially. Everybody knows there is some value tucked away; the question is how much? I personally don't see an Ocean Rig spin off anytime soon. He already sold off 25% of the company, and for him to sell off any more and to somehow transfer that wealth to investors, maybe in the form of a dividend seems very unlikely to me. More likely is after another year if he feels drybulk has truly bottomed, then he'd sell off more Ocean Rig to make more drybulk bets. This article has a different approach than my last few to give a more absolute valuation rather than the relative to the sector style I'd been using before.
Here's Why The U.S. Needs 16,000,000 Jobs, Yesterday [View article]
This is while they work at a government job making 4K per month or more as a secretary without a college degree. Meanwhile, the students with multiple graduate degrees cannot even get a job as the assistant secretary.
Positioning Investments for a Debt Ceiling Decision [View article]
Positioning Investments for a Debt Ceiling Decision [View article]
UBS' John Hodulik slashes his subscriber estimates (I, II) for MetroPCS (PCS) and Clearwire (CLWR), as evidence grows of U.S. mobile saturation and a tough competitive environment for everyone besides AT&T and Verizon. He now sees MetroPCS losing 150K subs in Q2 (50K prior), and having a cost per gross add of $251 ($235 prior). Clearwire is now expected to post wholesale net adds (mostly Sprint-related) of 400K in Q2 (700K prior) and 1.4M in 2012 (2.3M prior). [View news story]
In fact, it is quite the opposite.
When is the last time you met somebody who switched over to Verizon from somewhere else? Try, never except maybe a few hillbillies out in the middle of nowhere.
OIL: The Buy Of 2012 [View article]
Technical analysis doesn't work.
But, there are many who will surely see the way you do.
I feel the opposite. I feel the world economy is buckling and consumers cannot afford to pay for oil anymore. This is resulting in an exodus from oil consumption really like nothing ever witnessed before. I do think oil may be stabilizing relative to weeks ago, but I don't see a bottom yet until the actual economies of the world show some kind of strength.
Overall, interesting article though.
Excel Maritime: Another Drybulker To Bite The Dust? [View article]
Will The Real Employment Situation Please Stand Up [View article]
Will The Real Employment Situation Please Stand Up [View article]
Just imagine when all the fast food places install a large ipad-like menu in the main room and for the drive through and tell those employees to hit the road. I've seen a rare few places already starting that.
Is The Chinese Yuan 300% Undervalued Against The Dollar? [View article]
Here's Why The U.S. Needs 16,000,000 Jobs, Yesterday [View article]
Why Gold Has Risen So Much [View article]
The point is: until the causes of gold's massive rise are no longer in effect, the move in gold will continue. As of now, there are few to no indications that any changes have occurred. Just because there are people are ignorantly jump on to bull markets in assets doesn't mean it is destined to crash, yet. Meaning, the real estate market didn't collapse because more people were jumping on; it collapses from a fundamental problem in which people couldn't pay their mortgages. Then the fall was swift to kill of speculators.
So gold will fall hard when it does, but that doesn't give any insight about when it will fall. For all we know, gold could rise 30% per year for 5 more years until it begins its crash.
Positioning Investments for a Debt Ceiling Decision [View article]
Positioning Investments for a Debt Ceiling Decision [View article]
I do appreciate your comment.
Positioning Investments for a Debt Ceiling Decision [View article]
DryShips CEO George Economou, the Ultimate Shipping Indicator [View article]