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J Clinton Hill  

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  • Tumultuous Tuesday: Mickey Mouse Misses Mortgage Payments? [View article]
    Hi Phil,

    I don't read your stuff that often only b/c I'm pre-occupied with my own research and analysis, but when I do, it is always enlightening and insightful (and creatively entertaining too). Thank you for this recent contribution.

    You really identified some of the global socioeconomic realities of our current times as well as the myopic greed of political and capitalist elites who fail to perceive them as well as the fact that we all indeed share the same boat whether we like it or not.

    The apathetic "let-them-eat-cake" disposition of the GOP and the "sugar-tit-pacifist" policies of Democrats are both kindling for the flaming embers of revolution that pervade the political atmosphere in America.

    On the other side of the coin, I have spent considerable time in Greater China and actually been inside the belly of the beast to witness first-hand the human sacrifice and suffering that enables American consumers to reap the benefits of all those Walmart (I don't mean to single out Walmart as there are many other businesses exploiting the slave labor of emerging market economies) savings. The working conditions in some (not all) of these places are such that they would make a factory portrayed in any Dickens' novel seem like paradise or at least Google's headquarters. My partner is from Mumbai and regularly travels back and forth to India and has shared similar stories.

    The world is getting smaller everyday and it is becoming harder to ignore the smell of miserable shit spewing forth from our international neighbors and trading partners. At some point, its toxicity even begins to harm us. So much for the "better them than me" attitude, eh?

    After reading some of these comments, do you see any parallels to the attitudes prevalent in the dark ages of Europe as the Church jealously guarded its oppressive powers over society and its institutions while the Age of Reason and Enlightenment challenged and exposed the fallibility of many of its principles and beliefs?

    As a former student of modern economic history, I completely get what you are saying and think that anyone who misconstrues or misinterprets your message as anti-capitalist are obviously mental midgets cowering in fear of the potential of real human progress and vainly seeking protection from the walls of the "status-quo". However, history teaches us that change, for better or worse, is inevitable. Our founding fathers, in their great wisdom, recognized this and made provisions for such.

    By the way, I actually have a copy of the Communist Manifesto pamphlet, but for justifiable paranoia have carefully placed it next to my Declaration of Independence and U.S. Constitution booklets, lest I too be wrongfully accused of philosophical-political heresy or, even worse, Marxist economic idolatry.

    Just saying... Anyway, good stuff man... Keep it coming...
    Jun 2, 2010. 12:59 PM | 4 Likes Like |Link to Comment
  • 20 'Babies with Bathwater' and 3 'Dogs with Fleas' Stocks for the Week [View article]

    i presume you are making an indirect reference to MMR since it's the only energy company on this list of 23 stocks. if so, pardon me for calling your "baby" ugly.

    here's my two cent take on MMR :
    positives: 1) company had a very positive earnings surprise report last week; 2) discovery in the gulf of mexico is a positive; and 3) potential bottom in natural gas prices will help #s going forward.

    negatives: 1) most of stock's recent move due to a nasty short squeeze due to very high % float being short; 2) stock appears to be fully valued for now so risk to reward ratio not as favorable; 3) its free cash flow position is also somewhat tenuous; 4) if global economic recovery is weak, then demand for energy will remain weak & yield lower oil prices; 5) potential for a stronger dollar has negative implications for oil prices.

    facts and circumstances do change and when they do so materially, then i'm inclined to changing my opinion. as prefaced in this report, this screen is not perfect. no one (myself included) has a monopoly on market intelligence.

    i am not an energy analyst or geologist, but based upon proprietary quant & alorithimic model, the stock looks overbought.

    i welcome you to share your existing understanding of the oil industry and especially your insight on MMR for the benefit of myself and other readers.

    so go for it dude or dudette!


    Jan 24, 2010. 11:41 PM | 4 Likes Like |Link to Comment
  • ETF Market Trends: Sellers Shift Market Focus to High Quality Earnings, Sustainable Economic Stability [View article]
    Thanks... I look forward to sharing my thoughts and insights with SA's readers...

    Cheers for the New Year!

    Jan 20, 2010. 05:22 AM | Likes Like |Link to Comment
  • Status Update for Followers [View instapost]
    Hey OG,

    You're welcome. It's really good to hear from you. I sincerely appreciate your support over the past 18 months or so during my contributorship @ SA.

    Embracing SA's spirit of the democratization of financial information, I hope that I also can make a meaningful contribution for a wide audience of investors by providing them with essential and timely info and/or efficiently referring them to other resources with the Market Atlas and Hillbent Favorites expandable menus.

    Take care and all the best to you as well...

    Dec 14, 2009. 04:32 PM | 1 Like Like |Link to Comment
  • ETF Market Trends: Just Another 'Debase' Party on Wall Street [View article]
    To all:

    Happy Thanksgiving and Thank you for your kind words...


    Nov 25, 2009. 09:39 PM | 3 Likes Like |Link to Comment
  • ETF Market Trends: Excess Liquidity Still Drives Equities, Commodities Higher [View article]

    great insight.... thanks....

    On Nov 24 08:52 PM untrusting investor wrote:

    > Clinton,
    > You missed a possibly major bearish factor. Effective Dec.01/09 the
    > margin requirements for 2x and 3x ETF, as per new regulation, will
    > now double and triple.
    > This effective reduction in margin credit may well have a pretty
    > significant effect on the 2x and 3x ETF's and cause some significant
    > selling in these ETF's. In our view, this will pretty much kill off
    > or at worst make virtually all 2x-3x ETF's a totally unattractive
    > trading vehicle.
    > If that is not pretty bearish, not sure what would be.
    Nov 25, 2009. 06:32 AM | Likes Like |Link to Comment
  • 15 'Babies with Bathwater' and 5 'Dogs with Fleas' Stocks for the Week [View article]
    <img class="authors_reply" src="">

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    I thank God for common sense and the ability to adapt to sudden change...

    three things work against shorting PSEC:

    1) the overall market direction which is still technically bullish regardless of one's take on the fundamentals... typically, 3 out of every 4 stocks move with the market direction regardless of their own underlying fundamentals...

    2) this stock is overbought, but it's short-term trend is up and momentum's rate of change has re-accelerated...

    3) shorts must be getting nervous with the CEO buying @ $936k worth of stock... i'd be cautious too... this could signal a potential turnaround... PSEC still has exposure to potential writedowns, but if the economy improves then risk dissipates. theorectically no should know the company better than its CEO... however, i can't say this with certainty

    in situations like this, i am reminded of Warren Buffet's Ted Williams baseball lesson, i.e. wait for the right pitch to swing. in other words know your strike zone or when reward outweighs the risks. unlike baseball, i don't have to swing at anything, whether i like it or not. when a stock like PSEC throws a curveball (huge insider purchase) like today, i simply step aside b/c there are plenty of other pitches (i.e. stocks) to swing at for a bullish or bearish hit...

    On Nov 23 03:54 PM Freya wrote:

    > So far the Insider Purchase seems to have counteracted your vote
    > but I still hope you are right.
    Nov 23, 2009. 10:13 PM | 3 Likes Like |Link to Comment
  • ETF Market Trends: Resurgent Dollar Prevails Once Again Over Riskier Assets [View article]
    <img class="authors_reply" src="">

    Mr. Yellowhoard,

    Thanks so much for bringing this to my attention. I was a little perplexed initially until I checked the software program and data.

    This is a database error. We recently added CRBQ to our trend monitor and transferred it from commodities to key industries. The problem originates in CRBQ (a relatively new ETF) not having enough historical data yet to determine intermediate or long-term trends. By default, the software reads it as negative unless the code is manually tweaked to fix this.

    Going forward, this should be resolved. We experienced the same issue with VNM when we initiated coverage on it. This one slipped thru the cracks.

    Therefore, the short-term trend for CRBQ is up while intermediate and long-term trends are N/A/. So just ignore these as bad data results.

    Guys like you make the world go 'round! Again, thanks so much for pointing this out to me.

    Have a great Thanksgiving week and may the gods favor both you and your country club real estate development project.



    On Nov 22 06:10 PM yellowhoard wrote:

    > Mr. Hill,
    > I noticed that CRBQ is looking down intermediate and long term.<br/>
    > Given that it is composed of resource producers, which are all green
    > on your table, I'm hoping that you can explain the divergence?<br/>...
    > in advance!
    Nov 22, 2009. 10:03 PM | 1 Like Like |Link to Comment
  • 'Don't Worry Be Happy' May Be Part of the New Economic Normal [View article]
    Greetings Old Trader,

    I think that it's a helluva lot easier to get that jingle out of our heads than getting rid of our debt.

    Appreciate the comments....

    On Nov 18 06:50 PM Old Trader wrote:

    > Mr. Hill,
    > DAMN you!!! I've always HATED that song, and now its running through
    > my head!
    > Seriously, I think your article is pretty much "spot on".
    Nov 19, 2009. 12:26 PM | 1 Like Like |Link to Comment
  • ETF Market Trends: Equities, U.S. Dollar Still Enjoying Their Seesaw [View article]
    thx... good catch...

    On Nov 17 08:38 AM Roger Knights wrote:

    > Typo: "2. 28% price up &amp; price down"
    > should read:
    > "2. 28% price up &amp; volume down"
    Nov 17, 2009. 11:20 AM | Likes Like |Link to Comment
  • Hydrogen-Fueled Cars Become a Thing of the Present [View article]
    to all commenters:

    i really really appreciate your comments on this topic. it has been quite enlightening and i'm sure quite beneficial to other readers.

    my schedule does not permit me to respond to some of these comments today (responsibilities of being an investment advisor compete jealously with my interests in blogging)...

    note that i have an interview with a CEO from a infrastructure component of the H2 developing industry and plan to share this with readers in a post in the very near future (i.e. as soon as i get time)

    keep the comments coming... investing public needs to understand the issues more... unfortunately it doesn't get enough coverage in the media...
    Nov 4, 2009. 11:09 AM | 2 Likes Like |Link to Comment
  • Hydrogen-Fueled Cars Become a Thing of the Present [View article]
    great... thanks...

    On Nov 04 10:18 AM Mark Anthony wrote:

    > Mr. Clinton you said:
    > "There are no insights on immediate gratification investment strategies
    > to be gleaned from this article."
    > One immediate gratification from a hydrogen economy is the precious
    > metal palladium, and that immediately leads to Montana based Stillwater
    > Mining, SWC.
    > What is the connection between President Bush, President Putin, Hydrogen
    > Economy and their secret deal on a palladium mine? Read this article:
    > That one article triggered my interest in palladium and then I discovered
    > not only hydrogen has something to do with palladium. The isotope,
    > deuterium, has even much more to do with palladium. And deuterium
    > is our energy future, due to a new science called Cold Fusion, now
    > known as condensed matter nuclear reactions.
    > CBS 60 Minutes aired a program on Cold Fusion on April 19, 2009,
    > which is a must watch. Follow the link here to watch the CBS program
    > on Cold Fusion:
    Nov 4, 2009. 11:03 AM | 2 Likes Like |Link to Comment
  • 10 Companies that Just 'Keep a-Comin' [View article]
    to all readers:

    thank you for your comments... may the ghost of tom joad live on and forever inside each and every one of us!!!

    no one can stop us!!!
    Nov 3, 2009. 03:32 PM | Likes Like |Link to Comment
  • Hydrogen-Fueled Cars Become a Thing of the Present [View article]
    note that this title is misleading as the original has been edited by SA

    it originally read: "future for hydrogen fueled cars converges on the present" which has different implications than "hydrogen fueled cars become a thing of the present"

    if you read between the lines of this story, innovation will eventually get us off oil.... whether its via EV or H2 or Solar or whatever...
    Nov 3, 2009. 11:33 AM | 4 Likes Like |Link to Comment
  • ETF Market Trends: GDP Upside Surprise Ironically Gives Worry to Sustainable Recovery [View article]
    thank you...

    yes, this data is available on a historical basis in database formatted reports, but is reserved for premium research reports, special studies, and consultative retainers...

    hillbent uses proprietary indicators & models for tracking the flow of capital markets trends and correlation analysis between key asset classes, industries, and sectors which are mimicked or represented by various liquid indices, exchange traded funds, and individual stocks trading on U.S. exchanges...

    glad you enjoyed the report and found it useful...

    have a great week...

    On Nov 01 11:51 AM Aquater wrote:

    > Excellent analysis and a wealth of data to digest for investment
    > purposes. Data is systematically organized and presented in comparable
    > way. Synoptic coverage is highly remarkable, to say the least.
    > Nary an aspect of investment world is left untreated.
    > The next question: Can this data be available on historical basis
    > so one can see how an investment instrument has moved, and from which
    > position, to where it is currently?
    > Any way, the author needs to be commended and congratulated on achieving
    > a thorough, comprehensive and highly useful analytical presentation
    > of current investment data.
    Nov 1, 2009. 12:48 PM | Likes Like |Link to Comment