Yoon Kim

Where Will New Money Flow?

Money will flow straight into the pockets of Goldman Sachs directors and executives. Our only hope is that hyperinflation would render their golden parachutes worthless versus real wealth that they wish they had received real golden parachutes instead of one full of TARP dollars.

This Rally Is Sustainable

>Author's Disclosure: The author cautiously believes that the current
>rally is sustainable. He is long SPY, with fairly tight sell-stops.

Did you hit your sell-stop today?

The Worst Case Scenario (Someone Has to Say It)

Sooner or later market will head down south. Haven't you head the latest adage "short in May go away"?

What Is the Real Unemployment Number?

Perhaps the real question we should be asking our Congress should be:

"Why is the government HIDING the real unemployment number?"

What is there to hide? What is the impact government is afraid of if the real unemployment numbers were public? Is this the same government which let's banks hide the real values of MBS via mark-to-whatever accounting?

The Worst Case Scenario (Someone Has to Say It)

What about a possibility of World War III?

America will invade Africa/Middle East for commodity contracts to back up the dollar paper, and this could lead to conflict with China who is already sourcing commodities from those countries. China will threaten military action. Given America's dismal disinterest and devaluation of science/math education/career, our nuclear arsenal control was outsourced to Chinese engineers who flips to work for the Chinese government. We will soon have our own missiles sitting in our own backyard pointed in.

There Are Opportunities Everywhere - Barron's Interview

I generally find that whatever is being promoted by Barrons = whatever Jim Cramer is spewing = good contrarian indicator

Unless Ron Baron shorted last 2 years, he didn't know when stocks were expensive, so how would he know when stocks are cheap? Talk is cheap.