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Gary Jakacky

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  • As Fiscal Crises for States Intensify, What Will They Do? [View article]
    Your total revenue/expenditure graph shows that the FIFTY states have been quite prudent in holding spending below revenues for most of the last 12 years or so. Thus, the problems of a FEW states...such as California, etc....should not distort the overall picture. Profligate states should be left out to dry until they learn their lesson and rein in spending growth.
    Jan 21 11:06 AM | 6 Likes Like |Link to Comment
  • Shorting the Massachusetts Results [View article]
    Of COURSE the Yankees roster will change. Curt Schilling's new agent ('Marcia' Coakley) will arrange to send him to the Bronx.
    Jan 21 10:47 AM | 1 Like Like |Link to Comment
  • Grading Obama's Economic Policy Thus Far [View article]
    An incomplete? Goodness gracious. Whats next for our President..detention for being absent from the white house during critical periods of the last year?
    Jan 20 02:15 PM | 1 Like Like |Link to Comment
  • Price-earnings ratios may have reached eight-year highs, but cash is king again for S&P 500 companies - and measured by cash flow, the index is half the value it was in 2007. S&P 500 companies generated $1.29T in cash over the four quarters ended in September.  [View news story]
    Value Line has used cash flow metrics for decades. Amen!
    Jan 19 11:03 AM | 1 Like Like |Link to Comment
  • Government Stimulus: Worse than Imagined [View article]
    Good. I hope to incorporate all this new data and theory in the Macro classes i teach. I have always said....stimulus didn't work in the 1930s, and it won't work in the 21st century.
    Jan 15 02:15 PM | 1 Like Like |Link to Comment
  • Going into Expirations Without Much Sizzle [View article]
    Macro dude: options expire before earnings this year because of the way the 3rd friday of the month falls on its earliest possible date, the 15th.

    I hearby sentence you to one weekend listening to nothing but "calendar girl" by Neil Sedaka.
    Jan 15 01:48 PM | Likes Like |Link to Comment
  • Intel Earnings Prove Renewed Capability to Produce Top-Line Growth [View article]
    Ya big move dude! Too bad its the wrong way.
    Jan 15 10:57 AM | Likes Like |Link to Comment
  • Plug-In Vehicles Are 'Waist Deep in the Big Muddy' [View article]
    Electric vehicles are the synfuels of the down a rathole.
    Jan 14 12:48 PM | Likes Like |Link to Comment
  • Is the U.S. 'Turning Japanese'? [View article]
    HA! I suggest you listen to the song "Turning Japanese" by the punk rock band The Vapors to see if we should be turning Japanese or not.

    Your real estate chart is very informative. do you expect our stock markets to remain similarly stagnant?
    Jan 14 12:15 PM | 3 Likes Like |Link to Comment
  • Earnings Preview: Intel [View article]
    How the market responds to INTC earnings/revenues if they come in as expected, will give us a good idea of how much the market has 'baked in' 4th quarter EPS results. AA got all the attention earlier this week...but INTC is much more meaningful.
    Jan 14 10:27 AM | Likes Like |Link to Comment
  • S&P 500 PE Ratio Forecast: 2010 - 2011 [View article]
    Well done. If you use Price/Cash Flow multiples, as value line does, you reach many of the same conclusions: higher earnings in the immediate future are not likely to translate into higher prices.

    No better example of this than WalMart in the last ten years: higher profits, sales, and cash flow...but no price appreciation.
    Jan 14 10:07 AM | 2 Likes Like |Link to Comment
  • Forex Alert: Beware the Coming Greek Deficit Plan [View article]
    Its all Greek to me. Send in the 300!
    Jan 13 02:09 PM | Likes Like |Link to Comment
  • China: It Doesn't Take a Genius to Figure Out How This Will End [View article]
    American economic, military and foreign policy toward China should all speak with one voice. (1) threaten to close US markets to Chinese made goods. (2) Stand by in admiration as their financial markets and economy collapse. (3) Use the resultant civil unrest to encourage dissidents and pro democracy elements. (4) congratulate them on their reduced CO2 emissions as their factories are closed, and make ALGORE Chinese ambassador.
    Jan 13 01:15 PM | 4 Likes Like |Link to Comment
  • I continue to find it amusing that people who express skepticism about US employment/inflation/p... data are the same ones who swallow Chinese data hook line and sinker.

    And the same people who talk China now were talking Japan back in the mid 1980s.
    Jan 12 01:09 PM | 2 Likes Like |Link to Comment
  • Reasons for America's Unemployment Woes [View article]
    Keep in mind with each passing year the educational skills of people entering the labor force deteriorates. Can someone explain to me why illiterate, innumerate and geographically challenged US high school seniors should get the same pay as graduates in Korea, many of whom have two years of calculus by then?
    Jan 11 01:59 PM | 4 Likes Like |Link to Comment