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Gary Jakacky

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  • 3 Important Variables Are Simply Average [View article]
    Or in short....there are NO BUBBLES. I wish SA editors and writers would realize that.
    Jan 4, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • The Long Run Challenges To Economic Growth [View article]
    Nice article, charts, and even tradeable information. I do disagree about 1937: it was time to wean the economy off the milk of "stimulus," to see if the stimulus worked. It did NOT.

    In contrast, WWII, which infused the economy with real demand for marketable skills, lead to a boom that lasted decades.
    Jan 3, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • China Is Not Quite Ready To Rewire Global Finance [View article]
    I love these countries. They hate us till their own socialist rathole governments can't handle a petty domestic disaster (hurricane mitch, a tidal wave, ebola, ad nauseum). Then all of a sudden its lubby dubby and, of course, America's fault to begin with.

    By the way BEE GEE you'll notice all the illegal immigrants and baby droppers are coming to AMERIKA...not those 2x as many countries who hate us.

    Name one, by the way.
    Jan 3, 2015. 11:10 AM | 2 Likes Like |Link to Comment
  • China Is Not Quite Ready To Rewire Global Finance [View article]
    Obviously per-capita data is one way to deal with the "size" issue and the "real quality" issue. As I said to my classes, if ya jam enough people in, Zimbabwe can be the worlds largest economy, too. Any realistic accounting scheme would assign zero value to their empty megalopolises and similar government expenditures carried at face value.

    While I assign little value to most of what Stratfor says, it is true that location is everything. China is surrounded by countries which hate its guts, and the "unsinkable aircraft carrier(S)" that are the island littoral off its coast greatly deflate the value of its Navy.
    Jan 2, 2015. 06:09 PM | 3 Likes Like |Link to Comment
  • Predictions For 2015 [View article]
    Cult? Calafia is such a refreshing change from the Zerohedge doomsayers who have been predicting a resumption of the 2008 bear market for, what, 5 years at last count.
    Jan 2, 2015. 03:35 PM | Likes Like |Link to Comment
  • Predictions For 2015 [View article]
    What? Asking a democrat to PRACTICE what he preaches? Why do you think the call it the hypocritic oath?
    Jan 2, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • There Is No Recovery! [View article]
    I used to say in my classes...there are people who still believe AlGore won florida. There are people who still believe the Twin Towers were struck by holograms. There are people who still believe jet contrails are a conspiracy to warm the planet. (or cool it). There are people who still believe Elvis is alive. There are people who still believe the globe is warming.

    And yes there are people who believe the unemployment rate is REALLY 25% and the inflation rate is REALLY, well...25%. The most honest statement Zerohedge will ever make is the first half of their name...ZERO.
    Jan 2, 2015. 03:12 PM | 1 Like Like |Link to Comment
  • Mattel Vs Hasbro: Which Toy Titan Will Fatten Your Wallet? [View article]
    Right....soon to come...Obese barbie, atheist barbie, feminist barbie, diabetic barbie (needles not included), illegal immigrant barbie (barbwire IS included), and ISIS barbie (who by CPSC regulations, must obtain at least 30% of shelf space).
    Jan 1, 2015. 10:44 AM | Likes Like |Link to Comment
  • A Giant Gas Well Confirms Deep Utica Potential [View article]
    It is so informative to read these articles and then follow it up with a one paragraph gripe from some envirowhackjob who, like many in New York, heat, cool, & cook with natural gas but are Sooooooooooooooooooooo opposed to fracking! Which one gets 20 minutes of sixty minutes?
    Jan 1, 2015. 10:32 AM | 2 Likes Like |Link to Comment
  • U.S. Market Valuation: Are U.S. Equities Overvalued? [View article]
    Love the charts and the accompanying analysis. Nowhere does it say "Sell sell sell or die!" The argument is always....looks like it is time to be prudent and keep some of your powder dry." Take heed all that read.
    Jan 1, 2015. 09:50 AM | 6 Likes Like |Link to Comment
  • Valuation Challenges When PEs Are Expanding: 2 Examples [View article]
    I have done the same thing. Obviously trimming my holdings earlier last year when the upper channel lines were touched has meant some underperformance. I don't care (yet). What is tough, as I allude to in the article, is, "what should be the new ranges for upper/lower multiples?" Perhaps SA readers can help with that.
    Jan 1, 2015. 09:28 AM | Likes Like |Link to Comment
  • 2 Strong Forces Propelling This Secular Bull Market [View article]
    Everyone blames military spending but as a %age if GDP it is the lowest since the early 1960s. But thanks for the other comments. I have a doozy when it comes time to vote. What is you are economically conservative (low taxes yadda yadda) but socially progressive (strong bill of rights, gay marriage, environmental concerns, etc.?) I tend to vote republican on balance because most daily decisions are economic ones.
    Dec 31, 2014. 01:07 PM | Likes Like |Link to Comment
  • How I Earned 17% Compound Annual Return For 6 Years [View article]
    Nice article, I see a few names I have held recently as well. But DENDREON! YEccchhhhh! What a pathetic company run by a pathetic management and pumped and dumped everywhere, including SA for a long time.
    Dec 31, 2014. 10:21 AM | Likes Like |Link to Comment
  • Investors Should Not Cheer Cheap Oil In 2015 [View article]
    For years pundits and analysts said high oil and gasoline prices were bad since high prices were a hidden tax on folks with low incomes. It made our trade deficit worse, necessitated military adventures in the middle east, heck...I am sure it was responsible for the obesity epidemic as well!

    Now that prices are FALLING...glad to hear that is bad for us as well.
    Dec 31, 2014. 09:59 AM | 8 Likes Like |Link to Comment
  • 2 Strong Forces Propelling This Secular Bull Market [View article]
    I think you have to wear a suit to work for JP and I haven't even owned a pair of SHOES since the 1980s.

    In the 1987 crash the FED did exactly what they were supposed to do: act as lender of last resort and NOTHING ELSE. Within six months the economy was growing again and NEVER looked back. Compare that with the morons on our current FED, who insist on denying retirees interest income to the tune of 7 trillion dollars at last count, and yet sit back and wonder why we can't get ahead.
    Dec 31, 2014. 09:49 AM | Likes Like |Link to Comment