Sanjeev Sharma

Why I would sell microsoft ?

Bing and other products of microsoft are not 'leaders' in their segments.

They are supplemental to the main Windows and Office products which had become standards and indispensable.

S&P / Case-Shiller Home Price Numbers

Glad to see that my analysis and predictions are turning out to be correct, as I had written in Jan that home prices will recover this year and had again written in May that prices have bottomed in May, while receiving tons of brickbats from fellow readers and commentators.

(seekingalpha.com/artic...

plus

seekingalpha.com/artic...)

Economist Joseph Stiglitz writes that you can't answer the question of whether Keynesian economics has failed - because it hasn't really been tried yet. More stimulus, please.

Good to get support for additional stimulus by Prof Stiglitz.

However, Prof Stiglitz would have been more helpful if he had given the 'amount' of additional stimulus required and elaborated on the details of the 'assets' the government should build with the stimulus.

Should Bernanke Be Reappointed?

Ben Bernanke triggered this problem by overshooting the inflation-control target and increasing interest rates over a dozen times starting 2004.

No Chance of Inflation Anytime Soon

japan2000, I thank you for pointing that the data that I used about historical US home prices was incorrect. The article has been updated now.

Gold May Hit $1,100 in 2010 - Canaccord

Great comment, Fighting Yoda

Why Stocks Will Collapse This Fall

if things are so grim for people, why is the consumer confidence data up ?

Why Shorting the Market Makes Sense Above 980

the tax savings on the monthly payments also need to be factored in these costs, for tax paying home buyers.

Two Hedge Funds Close Shop

The closing of investment management companies is no surprise as people running them are usually not selected based on their investment management skills.

In fact, wall street is yet to come up with an examination process to test such a skill..

The hiring in hedge funds and private equity shops is done from investment banking world, where the key to success is sales skills.

>No surprise -
>FACT:
>In the preceeding 28 months, 70 financial outfits >with over 115 hedge funds have disapeared. Now >thats a lot of salad!

No End in Sight to the Housing Bust

the march month of case shiller also reflects the consumer sentiment of that month (Dow below 7000..), the data of May and June which would come a few months later should reflect better consumer sentiment (which gets reflected in Dow being above 8500).

Have Home Prices Bottomed by Now?

case shiller index is reporting the home prices in march 2009 compared to last year and yes the prices have fallen.

Nobody is denying that the prices have fallen compared to last year and if any of the readers were expecting that the prices will not fall in that data, I would question that reader's judgement.

I have written the article in May and felt that home prices in most markets have bottomed now.

Whether the prices have bottomed in most markets in may 2009 can be determined only by comparing the case shiller data about May 2009 and June/July 2009.

I hear the concern that refinancing homes could be difficult and could lead to further problems in the real estate market, but the US government is aware of that and is working full time for solutions with banks to take care of those.
In fact, the banks should be allowing refinancing to people who have been paying on time, unless they want to see another wave of foreclosures.

BTW, the consumer confidence data has shown that it is now moving up, which I had predicted in my last article with information from observations on the street, rather than waiting for the data to be reported about it.

Why Warren Buffett Would Never Have Gone into Private Equity

thank you for a valuable insight.

U.S. Economy Looks Ready to Bounce

swalter, you were lucky to get good analysts to advice you. Most of the america did not get that accurate advice.

I can write tens of pages explaining every single factor about each of my articles and you would be bored reading it all day.

I have focused on only those factors which I have considered most relevant, and usually I have found my analysis to be correct later.

Interview with Peter Schiff: Reflating the Bubble

Everything Peter said would have looked correct provided:

- The dollar had not gone up in the last one year compared to other currencies.

- Gold had not started faltering from its peak in the last six months.

- US had faced inflation instead of deflation in the last one year.

Why Gold Is Overpriced

Housing data jump of Feb was not a routine one, but a very unusual and unexpected one:

For those who decided to comment but have either not read the news or forgotten it:

www.livemint.com/2009/...

online.wsj.com/article...