Seeking Alpha

Gary Jakacky

 
View as an RSS Feed
View Gary Jakacky's Comments BY TICKER:
Latest  |  Highest rated
  • Despite reports that Geithner's G20 sales pitch is running into opposition, CNBC reports growing support, with Japan, France and Korea "firmly on board." Geithner wants a mechanism that pegs trade deficits and surpluses to a targeted percentage of GDP, and a stated policy of refraining from currency weakening for competitive advantage.  [View news story]
    Mr. "China can't lose" better read Calafia Pundit's recent articles, which are not only exquisitely explained and defended, they are in consonance with historical facts. The Chinamen have a bag of US securities denominated in dollars that no one else can buy; and a US government that can trash them to zero value at the stroke of a computer key.
    Oct 22, 2010. 06:59 PM | Likes Like |Link to Comment
  • Intuitive Surgical: Finally Ready to Rally? [View article]
    I am sure one day the Japanese will first approve the DaVinci for ear piercings, under the supervision of a JAPANESE internist, at a JAPANESE clinic, listening to JAPANESE music, and covered with JAPANESE bandages.

    The next day Mitsubishi will announce their own robot, at half the price, supported by billions in MITI grants and trade protections. Hillary Clinton and Barack O'Bama will say it makes them proud to be Americans now that another US monopoly has been broken and we can all get cheap care at the expense of entrepreneurs who have risked billions since the early 1990s.
    Oct 20, 2010. 01:55 PM | 2 Likes Like |Link to Comment
  • Can the U.S. Economy Recover? [View article]
    "recover?" Its been recovering for months. Ya want employment, output and stock prices back to Bush levels? Adopt Bush/Reagan economic policies: low taxes, fewer regulations, less silly agency oversight, and cut medical bureaucracy.

    I want unemployment to rise to 13% when state an d federal employee hacks get pink slips next year. THEN we'll see a REAL recovery.

    Maybe you can get a job selling MISS ME YET Bush T-shirts!
    Oct 20, 2010. 01:43 PM | 5 Likes Like |Link to Comment
  • China Is the One That Needs to Worry, Not Us [View article]
    Amen....JAPAN inc, end of history, global warming, paradigm shift, black swans, obamacare....

    on to the trashbins of history!
    Oct 20, 2010. 11:03 AM | 1 Like Like |Link to Comment
  • Avoid Banks Like the Plague, Buy Tech [View article]
    Coffee hour question:

    Why should assets which we plan to hold to maturity be marked to market? Without gettng too technical Wealth-dude, explain that mortgages are packed and sold like tuna!
    Oct 19, 2010. 02:56 PM | Likes Like |Link to Comment
  • Measuring the Impact of Dividends and Inflation: Comparing the 2000 and 1968 Bear Markets [View article]
    Doug...can ya addrees a few other issues...the LIFO artificial inflation of earnings? Regulatory pressures? Weak Dollar? These were bug factors in the 14 year bear market from 1966 to 1980.

    But nice article!
    Oct 19, 2010. 11:52 AM | 1 Like Like |Link to Comment
  • Five 'Green' Stocks Set to Rebound [View article]
    Please...will green companies stop hoping for 'government support' (synfuels then, ethanol now, wind and solar forever) and start generating some ORGANIC growth (love the pun) of sales and profits to users who are SAVING MONEY; not just booking tax credits?
    Oct 19, 2010. 11:44 AM | 1 Like Like |Link to Comment
  • Don't Bother With Comparisons to Inflation in the 1970s [View article]
    Higher interest rates caused by more rapid economic growth would not necessarily see PEs compress. And you are forgetting that in the 1970s there was rampant regulation, weak dollar, wussy foreign policy, and general anti-growth/redistribu... policies.

    Sound familiar? Get rid of all that and PEs will take care of themselves.
    Oct 19, 2010. 11:13 AM | Likes Like |Link to Comment
  • John Hussman on the Fake Recovery [View article]
    Saying QE will not work is one thing; big deal, it didn't work the first time. But to point to the financial sector alone is silly when numerous sectors (including transportation, retail, tech, agriculture, etc) are growing slowly, and have been for months.

    And which binding constraints would you relax? Love the reference to linear programming, Dr. Ed.
    Oct 19, 2010. 09:02 AM | 1 Like Like |Link to Comment
  • ECOtality, Better Place and Coulomb Energize Electric Car Movement [View article]
    All the more reason to get rid of DOE entirely. GO REPUBLICANS!
    Oct 18, 2010. 08:47 PM | Likes Like |Link to Comment
  • Earnings Cheat Sheet: Pull Plug on General Electric? [View article]
    Correct. inmelt has hitched his wagon to a loser.
    Oct 18, 2010. 08:39 PM | Likes Like |Link to Comment
  • Transportation ETF: Laying Down Some Tracks [View article]
    When/if IYT, SPY and DIA surpass their late April highs, the Bull market that began in March of 2009 will be confirmed.
    Oct 16, 2010. 06:18 PM | Likes Like |Link to Comment
  • Medical Device Regulation Revisited [View article]
    Just a libertarian question. FOOD and DRUG administration....???

    Eaten any medical devices lately?
    Swallowed or injected any medical devices lately?
    Oct 16, 2010. 08:38 AM | 3 Likes Like |Link to Comment
  • Belgium could be the next country with a sovereign debt crisis. It has gone four months without a government, its public debt is approaching 100% of GDP, and the spread of Belgian 10-year bonds over the German benchmark is now three times as high as at the beginning of the year.  [View news story]
    FOUR MONTHS without a government? We should be so lucky!
    Oct 15, 2010. 02:45 PM | 1 Like Like |Link to Comment
  • Long End of the Yield Curve Keeps Getting Steeper [View article]
    Look at what has happened to comparable yield curves for blue chip corporate debt, and you have the answer to your question. There is more than one yield curve, ya know! :)
    Oct 15, 2010. 01:18 PM | Likes Like |Link to Comment
COMMENTS STATS
2,550 Comments
4,284 Likes