Seeking Alpha
View as an RSS Feed

Gary Jakacky  

View Gary Jakacky's Comments BY TICKER:
Latest  |  Highest rated
  • Inflation Not A Concern For The Fed [View article]
    Awwwww...come ON! The inflation rate is REALLY....well, what is zero hedges' latest bull? 25% annually? :)

    My goodness don't you realize Disney just raised prices?
    Mar 20, 2015. 11:07 AM | Likes Like |Link to Comment
  • Flash crash in the dollar [View news story]
    Plain, simple, non regulatory solution to flash crashes: all orders are limit orders, or stop limit orders.

    This prevents the cascade of market orders that result when simple stop orders are triggered. It also forces investors to think about the minimum price they are willing to accept.
    Mar 18, 2015. 05:41 PM | 4 Likes Like |Link to Comment
  • Are We Reliving The Bubbles Of The Last 20 Years? [View article]
    When in doubt, blow bubbles and watch editors swoon.
    Mar 18, 2015. 05:36 PM | 2 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Even this article underestimates just how good things are. Debt is a balance sheet item: completely ignored are government assets on the other side of the balance sheet, including tangibles such as land and intangibles such as military security, something no other country can so emphatically claim.

    The US should use this historic low rate scenario to roll the debt over to 100 year bonds. I am sure those "geniuses" in Beijing---you know, the ones who build all those metropolises that have no people in them?--- would be big buyers. Then whenever they get frisky militarily, we just "restructure" the debt. Whenever the chinese steal our products because of no patent law, we just deduct the calculated cost from the principal and award the bonds to the injured parties. The time of carrying the baggage of socialist ratholes from Paris to Peking is OVER.
    Mar 18, 2015. 12:55 PM | 9 Likes Like |Link to Comment
  • AT&T: Some Good News [View article]
    I use write puts/write calls to increase and decrease my T holdings over time. Option income plus dividends from time to time makes me a happy fella.
    Mar 18, 2015. 10:31 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Await Fed Policy Decision [View article]
    Still have an AMEX card, or still have a buggy whip?
    Mar 18, 2015. 07:53 AM | 3 Likes Like |Link to Comment
  • S&P 500 Telecom Services Sector: AT&T Vs. Verizon - Who Wins The Battle Between Growth, Yield And Value? [View article]
    Slight correction: Value Line will continue to cover T, but it will not be FREE coverage that all users can see of the Dow 30 stocks.
    Mar 11, 2015. 06:18 PM | 1 Like Like |Link to Comment
  • S&P 500 Telecom Services Sector: AT&T Vs. Verizon - Who Wins The Battle Between Growth, Yield And Value? [View article]
    Add an "E" for excellent and they become fEastgraphs....FEAST your eyes on all the info. I've been torn between T and VZ for many quarters, and this article was very helpful.

    Still torn though! :)
    Mar 11, 2015. 10:48 AM | 6 Likes Like |Link to Comment
  • John Hussman: What Does That Difference Mean? [View article]
    "We cannot rule out the possibility of market advances counter to the hostile market return/risk profile we presently identify,...."

    You BETTER not rule them out...any more than you can rule out the last couple thousand Dow Industrial points........

    Let me know when you finally become bullish...then we'll KNOW it is time to sell.
    Mar 9, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Yet Another Account Pointing To A Cycle End [View article]
    Thanks for the update: but, could most of the decline in factory orders be related to declines in the oil sector? Todays the dollar is soaring: not consistent with a slowing economy that soon will see rate hikes fade "further" on the horizon.
    Mar 6, 2015. 02:47 PM | Likes Like |Link to Comment
  • The Earnings Recession Of 2015: Stock Market In Danger? [View article]
    Plus the word "Nyetnichevo" means "no nothing!" in russian.
    Mar 6, 2015. 12:16 PM | 2 Likes Like |Link to Comment
  • Apple replacing AT&T in Dow Jones Industrial Average [View news story]
    Mar 6, 2015. 09:48 AM | Likes Like |Link to Comment
  • Predicting Future Equity Returns, Plus A Longer Duration Shiller CAPE That Has Worked For 80 Years [View article]
    Nice article. Hoary statistical issues question:

    The model has not "fit for 80 years." It has worked for as long since you chose the data parameters that you fitted into your model.

    ====>The point is that 16 years works better than 10 years, and since there is no real reason why we use 10 years, there is no reason not to use the better look-back period.<========

    In the future no double someone will say...

    ====>The point is X years works better than Y years, and since there is no reaso why we use Y, there is no reason not to use the better look-back period, X.<======

    Look back is curve fitting.
    Mar 4, 2015. 02:54 PM | Likes Like |Link to Comment
  • Orexigen's Cardiovascular Safety Data Is A Breakthrough [View article]
    And if he WASN'T long OREX the peanut gallery would ask why not?
    Mar 4, 2015. 01:53 PM | 1 Like Like |Link to Comment
  • Nasdaq 5,000 Is Different This Time... But Not In A Good Way! [View article]
    Debt ALONE is irrelevant. If I borrow $64 trillion I have $64 trillion in cash to pay off the debt. Obviously the issue is the productivity of the assets being financed, and last time I looked ROA for many american institutions was very great. As for the federal debt, the Feds own 90% of the land west of the Mississippi. The value of that land has not increased?

    Don't worry! Be Happy.
    Mar 4, 2015. 12:46 PM | 1 Like Like |Link to Comment