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- Vacation-Proofing Your Portfolio [view article]
- Bespoke's Sector Snapshot (7/25/08) [view article]
- The Dead Cat Returns to Earth [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Impact of Candidates' Tax Plans on Deficit Worsens [view article]
- Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
- The Fed is Fighting a Two Front War [view article]
- A Fed Rate Hike Won't Solve the Current Crisis [view article]
- Ten Bear Market Phases, Current Edition [view article]
- The Lost Decade: S&P Annual Return Just 2.5% Since 1998 [view article]
- Weekly Market Review: Stagflation Story Remains Intact [view article]
- Don't Confuse Correlation with Causality [view article]
loading ...Recent SPY Articles
- Vacation-Proofing Your Portfolio
- Sector Performance in the Last Two Bull Moves
- Don't Confuse Correlation with Causality
- Ten Bear Market Phases, Current Edition
- Impact of Candidates' Tax Plans on Deficit Worsens
- Bespoke's Sector Snapshot (7/25/08)
- The Dead Cat Returns to Earth
- Wall Street Breakfast: Must-Know News
- Friday Outlook: Stepping Back
- The Fed is Fighting a Two Front War
- Full List of Articles »
A Fed Rate Hike Won't Solve the Current Crisis [view article]
T. Boone Pickens has emerged as the sole bi-partisan leader in 2008. Of course he has his own monetary interests in the outcome, but wouldn't you invest in a mutual fund in which the manager has millions of his own cash invested in it? ReplyKashirin
A Fed Rate Hike Won't Solve the Current Crisis [view article]
the article has the right idea - less import but solutions is wronglow interest rates is a disaster
consumer must stop consuming to improve trade balance and this can be achieved or through dollar devaluation or through higher interest rates
both ways include deep recession
higher interest rates are healthier long term for the economy
but as US government doesn't want - dollar devaluation will happen Reply
Sohne
A Fed Rate Hike Won't Solve the Current Crisis [view article]
I hope that talk of raising interest rates by the fed by some of the fed governors is just a head fake.The economy is superleveraged as well as our government therefore us being deeply in debt. Our financial system our banks are contracting their balance sheets creating a deflating effect on various assets and industries. Presently we must recognize that the increase in the price of energy is causing a restructuring of society and business. We must for the forseeable future plan our strategies around higher energy prices. We have to use less import less which will require us to restructure how we think and live. Life will still be good. It seems like our government has been a little slow at coming up with the strategies I think the people of this country are waiting for thier leaders to lead. I think its time for the people to work their own strategies. We dont need a lot of the junk we buy to be happy. We dont need to import our way to bankruptcy. Weve got so much going for us in this great country of ours. We got food, we got clean water we got a beautiful land technoloy we got universities we got a diverse population living with a bill of rights and a constitution. We as a people can figure this one out. I think we need to show what we can do as consumers of imports lets cut back on our uses of hydrocarbons. Im sure we will eventually have electric cars. Our motor companies have to get on board before they go bankrupt enough with huge suvs that get minimum mpgs. They should assume gas will get more expensive and people here will become more frugal. They also have to have strategies or they will be bankrupt. Hoping that the price of oil will go back down to 30 a barrel is not a strategy. We must plan for the future. We have to look at ways to reduce our imports. If that means more people living in the cities and less suburban sprawl so be it. It if means more bicycles and less suvs so be it. If it means less materialism and more spiritualism. I think we can still be happy. I think the author is right we have inflation the government knows this because they help it along by printing the money. I think the government strategy is to slowly inflate its way out of this deflation bubble and thereby rescue the banks our economy and homeowners is a reasonable strategy certainly not perfect. Raising interest rates during this type of economic contraction will accelerate the liquidation phase and cause a lot of pain if we can avoid this with a measure of inflation and some leadership so we can restructure our economy we might get luckly. When I hear our government officials blaming this on the speculators either they dont have a clue or they as politicians prefer avoiding their responsibilites by scapegoatting the "evil speculators" ReplyWall Street Breakfast: Must-Know News [view article]
Jail !!That,s where he should go! Reply
On Oil, Gold and Flying Pigs [view article]
What this guy is saying is a load of rubbish, the oil price was driven up by OPEC under-declaring the capacity of oil fields and by the Gazprom chief and the PetroCanada chief making (deliberate) claims about where the price of oil is going. Its got nothing to do with Peak oil or the Hedgies. Inflation will be rife all over the globe soon, so logically Gold is something to hide behind (I'm keeping my bullion). Forget about Oil I think Uranium is where quite a few people will turn to and I recommend people trade Lead (the California shovel factor). ReplyBust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
The leadership in Washington must go. It can't be said enough. The leadership won't go so easily now. NYC money and Washington are now tied hip to hip. Lawyers make horrible lawmakers and that is what we have up there on the Hill. The American people will fix this and do the heavy lifting but it cannot occur when the obstacle is the poor management of the United States of America. ReplyWall Street Breakfast: Must-Know News [view article]
The company's' management should be put in jail... complete manipulation of the public... someone should really look into this. ReplyEconomic Upswing? Check Back Next Year [view article]
I agree. Read wallastoninvestments.c.../ and see why this will go sideways for 1-2 more years ReplyThree One-Percent Gains in Five Days [view article]
It seems clear that trading profits can be made on bounces in virtually any market.Whatever your view of the future trend over the next few years, it's clear there are going to be waves and waves and .... more waves. Reply
Wall Street Breakfast: Must-Know News [view article]
I agree, Thank you!!! ReplyBust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
I agree with your points luckychucky, but you are ironically guilty of bashing the name caller by calling him names.Nonetheless, there is every reason in the world to be negative. Investors intuitively prepare for the worst possible scenarios, so sentiment in our current situation should not be surprising.
To me, it is worthless to point blame on what has been done in the past because it is over. It seems as if the Fed and Treasury have also come to that conclusion. Regardless of whether they caused this to happen, would you like for them not to clean up their own mess (via taxpayer dollars, an issue I understand is incendiary) and watch those American doomsday scenarios play out?
I am not extatic with the Housing Bill because of its implications on our country's debt levels and related problems, but realistically I do not see they had any other alternative. The word "contagion" became commoditized with Bear Stearns, but without any intervention, do you truly think this situation would not have spiraled out of control, especially when you consider all of the factors going against us? With our debt levels so terribly high and other countries only increasing their surpluses, it would only be a matter of time that this disaster would denegrate our position as a global leader. They did what they had to do.
People's expectations of instant relief are unrealistic. This mess is going to take time to unravel. Institutional intervention goes against free market theories, but what if the United States were the failure of this sorry episode that most free market individuals invite to signify the end of a downturn? Would you complain that the government should have done something? Probably.
I am not saying everything is rosy and great, because it's not, but I do think these initiatives will help this country in the long run - with one asterisk. These officials need to verbally acknowledge the need to position this country to be an effective global leader in this new economic paradigm and follow through on it. Can this happen with partisan politics? Maybe, but if they do not make changes, all of these current initiatives are for not, and they will only compound our present troubles. Think more in the long term, not in the short term. Reply
Jurgensen 01
Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
You said "There may be euro weakness or NZD weakness or even yen weakness. But not dollar strength. Not now and, if ever again, surely not for a very long time." I couldn't agree moreOn Jul 24 10:01 AM bearfund wrote:
> There's only one thing really wrong with your arguments: the notion
> that the dollar is, or has been, strengthening. In fact the dollar
> index has been in a fairly narrow trading range for months (71-74)
> and remains there today. Relative to the 7 sizable downlegs that
> brought the dollar from 88 to 74 over the past 2 years and change,
> there has been no appreciable movement in either direction since
> the last big drop in February-March.
>
> Everyone talks about "dollar strength" but all we've really had is
> yet another bounce off 71, something we've seen many times already.
> Technically, I see nothing to get excited about until there is a
> convincing break above 74. Fundamentally, I share your view completely.
> There is no dollar strength. There may be euro weakness or NZD weakness
> or even yen weakness. But not dollar strength. Not now and, if
> ever again, surely not for a very long time. Reply
A Fed Rate Hike Won't Solve the Current Crisis [view article]
This author is right on...its domestic energy that will give a boost to M1 and start the economy moving again. This administration is wasting a lot of time. Call your representative and write the White House and tell them to get going with comprehensive DOMESTIC energy legislation...MarvinMB... ReplyBust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
There's only one thing really wrong with your arguments: the notion that the dollar is, or has been, strengthening. In fact the dollar index has been in a fairly narrow trading range for months (71-74) and remains there today. Relative to the 7 sizable downlegs that brought the dollar from 88 to 74 over the past 2 years and change, there has been no appreciable movement in either direction since the last big drop in February-March.Everyone talks about "dollar strength" but all we've really had is yet another bounce off 71, something we've seen many times already. Technically, I see nothing to get excited about until there is a convincing break above 74. Fundamentally, I share your view completely. There is no dollar strength. There may be euro weakness or NZD weakness or even yen weakness. But not dollar strength. Not now and, if ever again, surely not for a very long time. Reply
Wall Street Breakfast: Must-Know News [view article]
AMZN DID NOT BEAT. They missed by 2 cents. Read the analyst reports... you can't give them credit for a one-time, NON CASH gain!!!HELLO!? Reply