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Gary Jakacky

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  • How Far The Gold Sell-Off Could Go, And Strategies That'll Save You [View article]
    There are a lot of people on Seeking Alpha who drink the Shadowstats Cool Aid. I always refer them to the MIT Billion price project.

    Furthermore they get upset because the CPI uses indifference curve analysis to allow for substitutions and changes in product quality.
    Apr 17 03:22 PM | 2 Likes Like |Link to Comment
  • Gold, Silver And The Mining Sector: Prepare For A Severe Fall [View article]
    Silly fella! " gold bull market remains in a bear phase for now."

    And global warming is in a global cooling phase, too.
    Apr 17 03:17 PM | 9 Likes Like |Link to Comment
  • Deflation Risk Is Low And That's Good For The Dollar [View article]
    CBP makes me proud to be an economist. Onward and upward for the dollar, onward and downward for gold, and into the trashbin of history for the European Union.
    Apr 17 12:49 PM | Likes Like |Link to Comment
  • 3 Steps To Beating The Retirement Income Shortage [View article]
    Good article and what a great eye opener on the long term effects of call writing.
    Apr 16 09:25 PM | Likes Like |Link to Comment
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares [View article]
    Techy you wrote:

    The bigger kicker for Intel and Microsoft is the building acceptance for Windows 8.1 and Windows Phone 8.1 and the falling hardware costs for all form factors.

    How can Windows 8 be building when Microsoft itself has abandoned it? I am a bit confused here.
    Apr 15 09:04 PM | Likes Like |Link to Comment
  • Dividend Champions Ranking: Part 1, The Heavyweights [View article]
    Me too! ME three! This is why i make more money reading SA articles than writing them. Off to do my due diligence.........
    Apr 15 08:55 PM | 3 Likes Like |Link to Comment
  • Clear And Present Danger To The World Economy [View article]
    Nope: the most likely scenario is outlined by Pat Buchanan: the West does absolutely nothing. You can find his arguments on his website.
    Apr 15 06:34 PM | 5 Likes Like |Link to Comment
  • Company Of The Week: Intel Corp. [View article]
    Nice idea to "ask" readers to discuss certain aspects of INTC. For today the quarterly report might drown everything else out; but it is a good idea.
    Apr 14 04:04 PM | 2 Likes Like |Link to Comment
  • Seasonal Adjustment And Springtime Inflation [View article]
    Cue the Shadowstats Cool Aid!
    Apr 14 03:51 PM | Likes Like |Link to Comment
  • Frozen is far from done racking up cash for Disney [View news story]
    And don't forget the sequel, THAW! Brought to you by global warming. :)
    Apr 14 09:58 AM | 2 Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    How good is Seeking Alpha? As a regular contributor I still make more money READING other people's articles than I do righting [OOPS!!!! writing :) ] my own.

    And when it comes to reading letters...WOW!

    I agree with many people above that omitting options coverage is silly. Writing calls and puts, spreads, and LEAPS are first class risk management, income generating strategies.

    CERTAINLY less risky than stocks selling for less than $1 a share.
    Apr 13 11:16 PM | 2 Likes Like |Link to Comment
  • Ohio geologists link earthquakes to fracking, state unveils tougher rules [View news story]
    Or to put it another way: until you tear down your house (deforestation for your lumber); sell your car (gasoline has many of the same additives as fracking fluid); and turn off your heat (gas, oil coal, electric, envirowhackjobs hate em all when it is convenient): please do us all a favor. SILENCE!

    And whatever ya do don't get flatulent, you silly methane emitters!
    Apr 12 09:49 AM | 3 Likes Like |Link to Comment
  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    There is still plenty of time left. And if the market falls any faster Jim can call his article "2014 LOOK OUT!!!!!!"
    Apr 11 03:48 PM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Well for the author there is a fixed cost (just the time to write the article) and a variable cost (the incremental research to make the article more accurate and appealing. )

    For SA there is FIXED revenue (what flat rate some folks pay to advertise in SA); and incremental revenue: the extra eyes that good articles and research bring in in the form of additional SA PRO subscribers and the willingness of advertisers to pony up additional $ as the quality improves.

    So to me the solution is simple: a fixed flat payment for each article, and then an increment for additional hits. The fixed payment would encourage people to write about the many unfollowed stocks; and the increments would help them as they attract followers from writing good artciles.

    I suggest this as a writer who gets maybe $5 or $10 for each article I write. Few SA folks can live on this, but I do since I am cycling all the time and pay no rent.
    Apr 11 02:53 PM | 3 Likes Like |Link to Comment
  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    Love the article and it sure is timely given the "bull run" we've had over the last few years. A couple questions Jim:

    (1) I used to devote an ENTIRE CLASS SESSION to the joys and bliss of throwing out data points that we don't like. PE data are hardly the only data to show extreme values: all kinds of socioeconomic variables do. Why not use the MEDIAN PEs, instead of the mean PEs? That would be a statistically valid way of reaching your goal. To paraphrase your logic earlier in the article, one 700x PE can ruin your whole day. :)

    (2) So for example, if you are going to throw out the inflated PEs at economic troughs, you should also then throw out the low (deflated PEs) that occur when earnings have been surging but skeptical investors aren't on board yet. Followers of cyclical stocks have been doing this for years. But I don't see this. In fact you threw out even MORE high PEs of 1998-2000. If you throw out enough high PEs, what in Gods name is gonna be left?

    (2) Of the eight periods you look at, you throw out three of them. (which leaves five, not six.) Or is that sixth one ongoing? :)
    Apr 11 02:19 PM | 2 Likes Like |Link to Comment