Max Fraad Wolff

Live Discussion: Treasury's Bank Recovery Plan

I believe there remains a basic lack of detail. It is hard to forecast anything other than emotional response from the murky outlines we have.

Max
seekingalpha.com/artic...


On Mar 24 10:21 AM Armin Stuk wrote:

> Just planking a trillion bucks on the table doesn't necessarily mean
> whether it's spring overall or resolving the banking crisis will
> suddenly become any faster. In recent weeks, President Obama and
> Treasury Secretary Tim Geithner have come under fire from US lawmakers
> and Wall Street for being slow in coming up with a detailed plan,
> though.

Consumption, Cacophony and Clarity

The where to go question is essential. I like the beaten down dividend plays. Irrational valuation attaches itself too high and too low to different plays. I like gold and think it should not be the laggard commodity with global inflation spiking. Look at today's PPI, yesterday's EuroZone numbers and less than .5% on GLD? I like and have some DHT, PFE.....