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Latest  |  Highest rated
  • Rail Traffic Bouncing Back Strongly [View article]
    Why follow a very seasonal lagging indicator? Indeed it is easier to move goods after the snow. Should we be impressed at the insight of that?
    Apr 4 11:43 PM | Likes Like |Link to Comment
  • Coca-Cola: High Quality, Fair Price [View article]
    Coke is a good value play but not anywhere close to a high flyer. Own it to hedge or to try to get retirement dividends.
    Apr 4 11:40 PM | Likes Like |Link to Comment
  • GrubHub's IPO doesn't disappoint [View news story]
    Good point. The brokerages purposely underprice to make headlines and then agree to pump it to their clients who are encouraged to overprice it. The level of coordination to make money getting IPO shares artificially cheap and then move the stock so they can unload by hedging at artificially high prices is as marvelous as it is malevolent. Both the issuer and the investor get burned.
    Apr 4 11:39 PM | Likes Like |Link to Comment
  • Momentum stocks tumble, Nasdaq plunges 110 [View news story]
    You forgot banks trying to make a profit on their own trading instead of taking risk loaning to the public.
    Apr 4 11:35 PM | 3 Likes Like |Link to Comment
  • Life Is About Incentives, And The Fed Is Offering Up The Wrong Ones [View article]
    What the economy needs is more credit worthy businesses and individuals wanting to borrow. Pouring money into banks so they can make nominal spreads and gamble themselves does nothing to help the economy save make banks very rich which maybe is the Federal Reserve's purpose. It does nothing to solve the fundamental core of the problem.

    For individuals and households to become more credit worthy they must either increase income or decrease debt to allow for them to have more discretionary spending to justify more borrowing. And then they must be willing to get into the credit trap again. With the savings rate going negative again after 5 years there has been little progress here. As for businesses, QE and low rates create a weird mix where the expectation of QE reversal and higher rates is a threat to future profitability and thus encourages businesses not to expand since they know the party will not only end, but that it is likely to be very, very messy and bad. They are probably right about that. On top of that, with borrowing rates so low and interest rates so low it makes sense to grow organically and hoard money.

    The Federal Reserve isn't addressing the problem because, simply put, it is the core and center of the problem.
    Apr 4 01:36 PM | 4 Likes Like |Link to Comment
  • 192K New Jobs In March, Unemployment Rate Unchanged At 6.7% [View article]
    The participation rate says it all. In the end what matters is what percent of the population is supporting the rest. An even better measure is participation rate and then subtracting out government and government related jobs (Fannie Mae, Freddie Mac, Federal Reserve, defense contracting, government infrastructure, etc.) I think you will find that about 40% of the population is supporting the entire population which explains our horrible economic predicament.

    In Greece ,ore than 1/3 of the population works and over 50% of the work is related to government or is for the government making theirs about 33% of the population supporting everyone else. WE are not far from there and it is agreed Greece is a great poster child for a dysfunctional socialized state with an unsustainable economy. We better watch out.
    Apr 4 01:24 PM | 4 Likes Like |Link to Comment
  • Coke: Currently Offering A 3% Yield [View article]
    The worry is about what Coke will do to stimulate growth as Pepsi and others eat up marketshare and buy up other restaurants and food companies to fuel their growth? Historically, they like all the rest, they will take the plunge into the abyss of risk trying to buy growth and destroying their money machine doing so.

    Seldom is a board of directors and management satisfied with what they already are making. Call it greed or hubris. They always want more money and glory even if they have no idea what to do to get it or the risk involved getting it.
    Apr 3 11:19 PM | 1 Like Like |Link to Comment
  • Potash Corp.: India Lowers Potash Import Price [View article]
    Yes thanks, I guess auto correct thought it was a meritocracy, if only that really existed in the world lol.
    Apr 3 07:03 PM | 2 Likes Like |Link to Comment
  • Divorce The Doom: Time For A New Philosophy [View article]
    It is not doom people are pointing out. It's the very rational fact that economic cycles begin and end usually around 4-5 year cycles. Telling people all is ok to buy late into the cycle and that risk is not greater now than 2 years into the cycle is just blatant misinformation and deceit.
    Apr 3 12:29 PM | 3 Likes Like |Link to Comment
  • The HFT Debate [View article]
    It is not hard to make trades aggregated at specific rational increments in time and let all participants see them in advance, especially if it's every 10 seconds. It is distinctly not fair to let some buyers and sellers see advanced information that never reaches others buyers and sellers and allow executions for them that others also don't get a chance at.

    All anyone is saying, is there should be some semblance of a level playing ground. As always, market participants can flash signals to each others which is technically illegal, but hard to prevent (like placing a 666 share buy to signal other brokers not bid more than 10,000 shares before a big purchase or 911 shares to let another broker buy your next order, etc.).

    One is not talking about over regulation here. There are still plenty of dirty tricks to play by brokerages to screw their clients. Unfortunately, this market encourages, not discourages moral and ethical lapses of judgment as we can see with TBTF bank settlements. The best way to prevent regulation is to make a system that naturally prevents it. Orderly execution is one of the ways. The other way is to make participants regulate themselves so they don't take advantage of others. That clearly doesn't work and is why the Federal Reserve as the banking consortium can't and shouldn't regulate banks.
    Apr 3 12:26 PM | 3 Likes Like |Link to Comment
  • Monsanto could be activist target, J.P. Morgan says [View news story]
    Monsanto is one of the most hated companies in the world. I really doubt it is an activist target simply because it is so vilified that those hating it would never taint themselves by owning any of the stock.

    A call by JP Morgan must mean it's desperate to spike buying of this so it can unload a client or because they want to be lead underwriter on some new Monsanto stock or bond offering. Considering an activist takeover would mean shutting down Monsanto, I don't think other shareholders would ever roll over and agree with such a board.
    Apr 3 11:33 AM | Likes Like |Link to Comment
  • Potash Corp.: India Lowers Potash Import Price [View article]
    Agreed, India should focus more on feeding their population and less on stuffing the purses of its wealthy full of gold everyday. No matter what India does, it's population growth makes self sustained feeding its population a lesson in futility.

    India is now suffering from a poorly managed economy as most managed economies eventually face. Why the US is trying to move to a government/central bank centric managed economy as well is beyond me. Developed countries embracing this dooms them to meritocracy at best and absolute failure as a very real highly possible outcome.
    Apr 3 11:29 AM | 7 Likes Like |Link to Comment
  • Ocean Power Technologies: Wave Goodbye To This Wave Power Company [View article]
    The technology is alluring and not impossible as the author makes it sound. It is debatable if this company is the one to provide it though. Given its small market cap, the risk is clearly big but so is the plausibility relatively small deals can pull it out of the hole. It's not really that shortable on such a small float.
    Apr 3 11:20 AM | 2 Likes Like |Link to Comment
  • China announces mini-stimulus to keep economy on even keel [View news story]
    This is added on top of China's devaluation of their currency when the Crimea crisis started which in itself is a giant stimulus supporting continued exports.
    Apr 3 11:09 AM | 2 Likes Like |Link to Comment
  • The 'Truman Show' Market: Market Valuation And Hedging Strategies [View article]
    If you think the market will crash the safest hedging is to own cash. Options cost a lot and expire. Of course, if there is rampant inflation maybe some precious metals.

    Certainly, it looks like the market is getting volatile, so if you want to bet volatility then buying puts and calls make sense if you think the whipsaw is coming hard and fast. Given my opinion that the Federal Reserve will try to keep things flat to avoid the inevitable business cycle downturn, selling calls would be a more prudent strategy.
    Apr 3 03:46 AM | Likes Like |Link to Comment
COMMENTS STATS
10,570 Comments
33,114 Likes