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Gary Jakacky  

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  • A Deflationary Side Effect Of Central Bank Policy May Threaten U.S. Equities [View article]
    Deflation does not occur because the price of "this or that" one item is falling any more than inflation occurs because the price of "this or that" one item is rising. Lower oil prices give me MORE to spend on other goods, which remediates the deflation. Higher widget prices give me LESS to spend on other goods, which remediates the inflation.

    You really make an excellent point though that lower interest rates, by promoting capital investment, has greatly increased the supply of a LARGE quantity of goods, especially commodities. All the more reason to lay the blame for these recurring financial "crises" at the source: central banks.
    Jan 18, 2015. 05:50 PM | 4 Likes Like |Link to Comment
  • Getting The Defense On The Field [View article]
    I like your "T" call and put assortment; I do that to earn all the monthly income I need.
    Jan 16, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • The Federal Gas Tax Should Be Eliminated [View article]
    That is true but that is a different issue. I agree that the money can be spent more efficiently and less on "cute" ideas like bike paths and "traffic calming." But I was dealing on the SOURCE side of the ledger. If indeed we need "X" dollars each year for highway maintenance, the question is, how do we raise "X." MY WAY (the sinatra way!) is better for both macro and micro reasons.

    And I think we won PART the debate. Raising gas taxes is dead in the House. Eliminating them entirely is the next step.
    Jan 16, 2015. 11:45 AM | Likes Like |Link to Comment
  • Global Growth Scare Could Sink Stocks In 2015 [View article]
    Chris..thanks for the timely article. There sure is a lot of "noise" and "loose fit" in the data, but there sure are red flags flying. The Swiss sure woke people up to the disaster of the Eurozone.
    Jan 16, 2015. 11:01 AM | Likes Like |Link to Comment
  • Comparing America's 3 Largest Farm Products Companies [View article]
    No time for Bunge jumping?
    Jan 16, 2015. 10:36 AM | Likes Like |Link to Comment
  • Consumer Price Index (Biggest decline since 2008) [View news story]
    Oh come on folks Shadowstats says inflation is 15% annually!!!! Lets all move to china, live in one of the several dozen completely empty multi-million megacities, and enjoy paradise!
    Jan 16, 2015. 10:10 AM | 3 Likes Like |Link to Comment
  • Swatch boss: "Tsunami" just hit Swiss exporters [View news story]
    Correct. Why hitch your wagon to a sinking ship like the Euro? Smart move switzerland! In a few months the genius will be obvious.
    Jan 15, 2015. 01:20 PM | Likes Like |Link to Comment
  • Unlucky Number Of Stocks In The Dow Industrials Are Very Weak [View article]
    CFE can you explain in bit more detail all those analyses? What are you implying for the market now?
    Jan 15, 2015. 12:40 PM | Likes Like |Link to Comment
  • Inside The December Retail Report: 'Disappointing' Isn't The Half Of It [View article]
    Old news and useless analysis unless the author compares the volatility of "Retail sales minus gasoline" with the current levels. Other seeking alpha authors have already done so: December is a small blip on a very noisy graph.
    Jan 15, 2015. 09:47 AM | 1 Like Like |Link to Comment
  • Swiss shares crater after SNB abandons cap on euro [View news story]
    Stand tall and strong, Switzerland! You are an Island of economic sanity in an ocean of Euro ignorance.
    Jan 15, 2015. 09:06 AM | 3 Likes Like |Link to Comment
  • Unlucky Number Of Stocks In The Dow Industrials Are Very Weak [View article]
    Good points; and I hope YOU are right...I hope this is consolidation and maybe a correction, not the start of a bear market. One problem with trends is they last till they don't. Still, i think a good case can be made for how weak those 13 stocks are.
    Jan 15, 2015. 08:04 AM | 1 Like Like |Link to Comment
  • Defending The Use Of Stop-Limit Loss Orders With Your ETFs [View article]
    Question: in a swiftly falling market, have you ever had the order not be executed (since it is stop LIMIT order, not a simple stop order) because the price fell swiftly through and below the stop price?

    I would imagine not in SPY or DIA, but the sector ETFs can be trickier.
    Jan 14, 2015. 09:22 PM | Likes Like |Link to Comment
  • Unlucky Number Of Stocks In The Dow Industrials Are Very Weak [View article]
    Well I wouldn't worry about deflation anyway, the idea that "inflation is good" and "deflation is bad" is one of those hoary maxims that can't survive longer than a look at a balance sheet. I would not say "jump back in." I'd say stay in as long a the December lows hold. If not you can sell or put a trailing stop in. I am using options to earn premium income on some of my holdings.
    Jan 14, 2015. 08:07 PM | Likes Like |Link to Comment
  • Are Macroeconomists Rebuilding A Wall Of Worry? [View article]
    I love looking at past forecasts by Gundlach and Gross. They have a bright future in climatology.
    Jan 14, 2015. 04:38 PM | 1 Like Like |Link to Comment
  • The End Of Fiscal Nirvana [View article]
    Good point that will go over the heads of the vast majority of SA readers, who like democrats, never met a tax (gas tax) or program (free community colleges!) they didn't like. Don't forget the House, however: which will stay republican for a while and contains the true anti-tax members.
    Jan 14, 2015. 10:05 AM | Likes Like |Link to Comment