Seeking Alpha

Jean-Francois Morf

Jean-Francois Morf
Send Message
View as an RSS Feed
View Jean-Francois Morf's Comments BY TICKER:
Latest  |  Highest rated
  • Happy $10 Trillion Day [View article]
    Economy oscillations comes from the "year on year % change" transformation of every realities: derivative can also drop when reality rise, and derivative can also rise when reality drops!
    So only the realities should be charted, and always on many years semi-log scales!
    All stupid derivative % charts should be eliminated from all medias!
    If a year on year % change jumps north yet, the reality chart not necessary jumps north yet: it could also has been a south jump, exactly one year before...
    Jul 27, 2012. 12:02 PM | Likes Like |Link to Comment
  • Does It Make Sense To Invest In German Bonds For Zero Return? [View article]
    Put simply Euro banknotes into a safe: they can't loose value as, for example, Greek Euro bonds!
    Buying German bonds with Zero return is totally stupid!
    But many pension funds are really stupid...
    May 23, 2012. 08:21 AM | Likes Like |Link to Comment
  • Protectionism In Argentina Threatens Foreign Investment [View article]
    The BRIC, Argentina, and other countries that wins, are protectionist.
    Liberal countries as PIIGS and France loose more and more jobs, that are going straight to BRIC, Argentina, and other protectionist countries...
    May 15, 2012. 01:19 PM | Likes Like |Link to Comment
  • QE 3 Is Coming - Which Stocks Will Benefit [View article]
    Not FED QU3 but ECB QE1 makes stocks rises!
    But W5000 is again near historical maximum:^W5000&ql=1
    Mar 11, 2012. 10:38 AM | Likes Like |Link to Comment
  • QE 3 Is Coming - Which Stocks Will Benefit [View article]
    Not FED QE3, but ECB QE1 make USA stocks rise!
    But attention:^W5000&ql=1

    W5000 is very high, for 58% working! (42% jobless)!
    Mar 11, 2012. 10:36 AM | Likes Like |Link to Comment
  • The Greek De Facto Default [View article]
    Sue Goldman Sachs for having created the manure...
    Feb 15, 2012. 07:35 AM | 1 Like Like |Link to Comment
  • The Greek De Facto Default [View article]
    Sue Goldman Sachs for having created all the manure!
    Feb 15, 2012. 07:34 AM | 1 Like Like |Link to Comment
  • 3 Heavily Shorted High Cap Stocks [View article]
    Stock+bond market is about 0,1 Peta $ big, but derivative market (Put, call, CDS, etc) is 1 Peta $ big. 10 times bigger! So the "bank of England Nominees" (the trillionaires, that are NOT listed on Forbes list) can manipulate Stock+bond market as they decide, in order they win, and all other loose!
    Rothschild (0,1 Peta $) Rockefeller (0,01 Peta $) , Abdallah, Ben Ali, Mubarak, Gaddafi, Assad (posses Syria), Ayatollahs (possess Iran), Suharto, Bush, Blair, and other head of states are much richer then Bill Gates (0,00005 Peta $).
    In shareholders lists, they are hidden: as "Bank of England Nominees"!
    Feb 6, 2012. 03:48 AM | Likes Like |Link to Comment
  • Stocks Rocket On Good Jobs Report [View article]
    Feb 4, 2012. 04:27 AM | Likes Like |Link to Comment
  • Why There's No Need For QE3 [View article]
    A new QE 3 should not again enrich the multi-billionaires, but, for a change, create 46 millions totally new jobs that USA need so much.
    Do not count on the multibillionaires for creating 46 millions fully new jobs: billionaires create millions new jobs, but only in Asia!
    Do not count on the banksters for creating 46 millions new jobs: they only used QE1 and QE2 to speculate with 1 quadrillion $ derivatives, and loose! (Because the multi-billionaires are smarter then the banksters).
    Do not count on the corrupt plutocratic USA government for creating 46 millions fully new jobs: they took part of QE1 and QE2 into their pockets!
    So you see: the FED "himself" must repair USA crumbling infrastructures, and pay wages to the 46 millions new workers with a new QE3!
    But NO ONE existing boss should pocket any part of QE3: in the 46 millions USA jobless are many thousand bosses capable of directing the infrastructures repairs works!
    Feb 4, 2012. 04:23 AM | 2 Likes Like |Link to Comment
  • A Dummy's Guide To The EU Crisis And Our Moral Hazard Rally [View article]
    US Federal government, would never allow a member state to default? Really?
    Jan 22, 2012. 11:47 AM | Likes Like |Link to Comment
  • How Kodak Could Have Avoided Bankruptcy [View article]
    They took so many patents, only to prevent others of developing digital photo!
    Instead of accepting the fact that analog photo was out, and selling digital photo on basis of their own patents!
    Putting so many patents into a drawer is not a good strategy!
    Taking so many patents is costly!
    Jan 20, 2012. 11:21 AM | Likes Like |Link to Comment
  • As opposed to 2009 - when central bank liquidity measures found their way into equity markets - EU banks with capital and liquidity concerns are hoarding the cash, preferring to earn 0.25% at the ECB (while paying 1%). Recent solid action at sovereign debt auctions is masking weakness in the secondary market, where bankers say there are few signs of any new demand.  [View news story]
    They wait that Greece finally default, so they can buy low!
    Jan 20, 2012. 11:10 AM | Likes Like |Link to Comment
  • As rumored earlier, Greek debt restructuring talks have collapsed, with private bondholders unwilling to accept the IMF's insistence of a greater than 50% haircut. "Under the circumstances, discussions with Greece and the official sector are paused for reflection on the benefits of a voluntary approach," says the IIF chief (negotiating on behalf of the bondholders).  [View news story]
    Most bondholders have bought CDS, so they want 100% (so CDS pays 0%) or 0% (so CDS pays 100%)! Any other pay back is less interesting: for example: 50% haircut means CDS pays 0%!
    Best for Greece: default, and then 2 USA big banks could loose up to $ 150 trillions, for having imprudently sold (OTC) too much CDS, even to greek multi-billionaires having no bonds! Multi-billionaires now manipulating the medias to predict (a self fulfilling prophecy) that Greece will default!
    The 1 quadrillion $ derivatives market is an american stupidity!
    Jan 13, 2012. 12:18 PM | 4 Likes Like |Link to Comment
  • The Eurozone's Biggest Risks [View article]
    Greece problem: everybody is corrupt (really impossible to change)
    Italia problem: mafia (army could kill mafiosis: state would inherit)
    Spain problem: Marschal plan needed, ECB must invent & pay jobs!
    Creating 2 trillions $ for enriching the rich as FED did create no job!
    Jan 13, 2012. 12:01 PM | Likes Like |Link to Comment