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Latest  |  Highest rated
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    Worst case is that foreigners dump US Treasuries as they embark in QE4 QE5 ad infinitum where even the US public won't want to own the junk. The simple fact is, it's almost impossible to get off the QE junk wagon because it inevitably creates a collapse which calls for more QE to solve. Ask Japan where it goes, straight to the economic tomb where it belongs. Unfortunately it drags the county engaged in it down with it.
    Sep 28, 2014. 11:44 PM | 5 Likes Like |Link to Comment
  • China's New Age Of Reform [View article]
    I agree it was a good article. It is interesting how China continues to move ahead and reform its economy even as the US does the opposite. I suppose that's why one is growing and the other isn't. China's main thing to worry about it political, however, inevitably economic growth will increasingly be at odds with one part rule, especially where it collides with technology, the Internet, and social media. Let's hope they make strides reforming there in the future as well.
    Sep 28, 2014. 11:39 PM | 1 Like Like |Link to Comment
  • Why We Like Campbell Soup [View article]
    I think this is more a defensive stock and is a decent buy as such. Even so, it tends to hold up better than most in a market rut.

    AS for growth, it seems canned soup is a bit out of touch with the current health trends because of the loads of sodium in them. A healthier and shorter time period on the shelf may be a option for them. I have moved to buying the premade soup good for a bout a week because it has lower sodium although not perfect. The best is to make chicken soup yourself.
    Sep 27, 2014. 12:53 PM | 1 Like Like |Link to Comment
  • McDonald's: A Matter Of Taste [View article]
    That's because McDonalds pays lobbyists to get around rules blocking fast food places by schools among other places. It's convenience reinforced by dirty money politics. Most of McDonalds has a very dirty reputation if you dig down deep enough.
    Sep 27, 2014. 12:45 PM | Likes Like |Link to Comment
  • What 'Bendgate' Means For Apple [View article]
    I disagree. It shows Apple's focus on quality to be going down and replaced by penny pinching. It will take time for a redesign and, although easy, it shouldn't have happened in the first place since other handset makers can do it. Who knows how many other goof ups there are. Jobs isn't there anymore to mind the quality control which is already affecting the OS and hardware. This is not a good turn of events, especially since all there are doing is a me too big screen copy of other phones.

    We won't even get around to their inability to produce enough of them.
    Sep 27, 2014. 12:39 PM | 4 Likes Like |Link to Comment
  • Alibaba Is Coming Like A Freight Train [View article]
    Or both. It will flatten margins out of other online marketplaces giving Alibaba growth. The positive to this is how much it can expand into the US, not the other way around about how much e-commerce will grow in China.
    Sep 27, 2014. 12:35 PM | 4 Likes Like |Link to Comment
  • Are Leading Indicators Saying The Economy Is Accelerating? [View article]
    It would be helpful if the agencies that keep revising their indicator reports kept and displayed their originally terribly flawed results and the times they post them and display them graphically for all to see the way they do with revised reports. It's the current news compared to the current news that counts. After the last recession they blew through their old reports and magically discovered it started about 4 months earlier and revised them away meaning you would never have seen the downturn until it was in full swing just like you probably won't see the next one if you're relying on these indicators.
    Sep 27, 2014. 12:31 PM | 5 Likes Like |Link to Comment
  • This Indicator Correctly Warned About An Equity Pullback [View article]
    Junk bonds always over-react. Although I believe we are well overdue for a cyclical downturn I do not subscribe to the point that junk has led the way. Likewise small cap stocks have been showing weakness as well. In general, the lie which is increasingly robust growth in the US is fading and stimulus efforts have reached their brink and are no longer sustainable.

    This downturn will probably hit the end of the year or next year and is liable to be devastating due to the bubble blowing ways exhibited in the last downturn. Grow up Federal reserve, you're just making things worse. And politicians, learn constraint and stop trying to deny capitalism by injecting socialism and favoritism into a free economy in order to enrich yourselves.
    Sep 26, 2014. 01:10 AM | 2 Likes Like |Link to Comment
  • Perspectives On Thursday's Sell-Off [View article]
    The government's intervention and belief that they will constantly save the day is the reason for the lack of market intellect in valuation these days which has led the market well beyond where it should be and the collapse of support will lead to an even worse crash similar to the housing bubble the Federal Reserve and government propagated.

    Intervention in the market by government and undue intervention by the Federal Reserve is the problem not the solution.
    Sep 25, 2014. 10:34 PM | 8 Likes Like |Link to Comment
  • I Am A Dividend Growth Investor. I Want Dividends, Growth, And Dividend Growth [View article]
    Indeed, buying and holding stock in your account and only paying tax on dividends is the right strategy. Unfortunately, many dividend stocks will be hit as interest rates rise and inflation takes hold. This abnormal monetary policy will be bad for equity holders as it unwinds. There is hope some stocks can offset the downturn by boosting dividends, but it may be offset by weak stock prices and declining margins.
    Sep 24, 2014. 09:59 PM | 1 Like Like |Link to Comment
  • Symmetry Medical: Surgical Maneuver Sets Up A Very Attractive Asymmetric Trade [View article]
    There is little proof Symmetry has the type of management capability to pull off its ambition and a lot to show it is running amuck. Indeed, if it is going to do well it would have been the last decade where health care costs rose astronomically thanks to an utter disconnect between cost and healthcare prices. Indeed, that trend will end as health care costs have risen to proportions that even make millionaires sweat.
    Sep 24, 2014. 12:13 AM | 1 Like Like |Link to Comment
  • Apple's Next Billion-Dollar Business [View article]
    I agree that the movie and music industry are going to face downward pressure on pricing. I also agree that streaming will replace traditional TV and radio and will be a better source of revenue than downloading. This will create increased emphasis on first to broadcast or make available in good quality rather than charging for storage and saving a file.

    Even so, Apple will have a tough time competing in the real media market which is premised on first to broadcast and impulse watching and requires true media presence rather than download rights.
    Sep 24, 2014. 12:07 AM | 1 Like Like |Link to Comment
  • Housing: Homeowner Vacancy Rates Vs. Starts [View instapost]
    Bad mortgages are still being made and rates are so low they won't cover defaults thanks to Fannie, Freddie, and the central bank. They were all bad actors last time, but this time they are worse thanks to unlimited backing from taxpayers and disregard for money creation now that the Federal Reserve synthetically makes liquidity without regards to any economic ramifications.

    If you doubt me, wait until the next property crash. Taxpayers will be on the hook for hundreds of billions. Already, the Federal reserve is technically bankrupt if they had to mark to market their balance sheet and Fannie and Freddie bonds. It will only get worse if they have to raise rates depressing their holdings values while depressing the housing market along with it.
    Sep 21, 2014. 06:35 PM | 1 Like Like |Link to Comment
  • China Is Still Reforming [View article]
    China continues to move towards liberalization and capitalism. It is the US that's moving backwards putting real estate into Fannie and Freddie, State run organizations and creating a new level of guaranteed state banking implicitly backed by taxpayer money in which to dump central bank money to enrich the few without causing inflation (TBTF banks). This is the reason China's economy is expanding while the US economy isn't just like Europe and Japan which engage in excessive stimulus by the central bank which undermines capitalism and are overly socialized running massive public debt that disables the private sector.

    All these books and articles on China's eventual fall is only a diversion from focusing on how the US economy is utterly failing and why. The US is not reforming, rather it is back peddling and playing financially risky games that prevent the economy from adapting to the new economic realities. When taxpayer backed banks engage in buying assets and deprive its citizens from borrowing it is a recipe for not just a bubble, but utter disaster.

    The real estate, stock, bond, and derivatives market are increasingly built on this false investment of inevitably public backed misappropriation. When the economy crashes you will see how much risk the public must pay for it and why bank buying is not true supply and demand, especially with housing which allows them to skirt mark to market and dump their loans onto the Federal Reserve and Freddie Mac and Fannie Mae.
    Sep 21, 2014. 12:16 PM | 8 Likes Like |Link to Comment
  • Analysts defend Alibaba's valuation; Yahoo an activist target? [View news story]
    Alibaba's price is as rational as US internet stocks. And at least it is backed by an economy with real growth. If you feel Alibaba is overpriced it would be best to assume the US market is and get out of most of the US stock market.
    Sep 20, 2014. 08:45 PM | 3 Likes Like |Link to Comment
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