waldipup's Comments waldipup's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/103822/comments Fed Fuming over Audit the Fed Bill http://seekingalpha.com/article/175611-fed-fuming-over-audit-the-fed-bill?source=feed#comment-781616 781616
Some links to this allusion should be included when writing this.

I am not disputing accuracy in this specific case, but why not verify the main point of an article rather than just stating it.]]>
Sun, 29 Nov 2009 12:27:06 -0500
Some links to this allusion should be included when writing this.

I am not disputing accuracy in this specific case, but why not verify the main point of an article rather than just stating it.]]>
Over-Bought Means Over-Good for Gold http://seekingalpha.com/article/174868-over-bought-means-over-good-for-gold?source=feed#comment-776742 776742
Not necessarily.

Everyone is picking tops.

Sooner or later someone will be right.

So far , it's been no one.

Dont sell your core position and then say "it's so and so's fault for telling me it was the top".

Guess who's fault it really is?]]>
Wed, 25 Nov 2009 08:38:08 -0500
Not necessarily.

Everyone is picking tops.

Sooner or later someone will be right.

So far , it's been no one.

Dont sell your core position and then say "it's so and so's fault for telling me it was the top".

Guess who's fault it really is?]]>
How Much Did 'Cash for Clunkers' Cost? http://seekingalpha.com/article/170385-how-much-did-cash-for-clunkers-cost?source=feed#comment-739578 739578
Admitting that they are fast forwarding future potential economic activity to satisfy the immediate -

To simply admit this as a defense(!) of their program is mindboggling , because it demonstrates what they consider a viable mindset without even blinking -

As the Grass Roots put it , "Lets Live For Today".
Everything they do does not take into consideration the longer term effects it has -

Sure , these would be great "solutions" -

If there was no future to consider!!!!




]]>
Sun, 01 Nov 2009 16:39:20 -0500
Admitting that they are fast forwarding future potential economic activity to satisfy the immediate -

To simply admit this as a defense(!) of their program is mindboggling , because it demonstrates what they consider a viable mindset without even blinking -

As the Grass Roots put it , "Lets Live For Today".
Everything they do does not take into consideration the longer term effects it has -

Sure , these would be great "solutions" -

If there was no future to consider!!!!




]]>
Roubini Hates Gold: Is He Wrong Again? http://seekingalpha.com/article/168632-roubini-hates-gold-is-he-wrong-again?source=feed#comment-729133 729133
This isn't even about gold -

It's about the fact that every freakin time there's a historic bull market move , someone's always there trying to convince you to "get out".

Dont take the bait. I bought silver at 4 bucks and gold at 300's and have been listening to that stuff for years now.

Did the naysayers buy at 4 and 300's and hold?]]>
Sun, 25 Oct 2009 10:23:30 -0400
This isn't even about gold -

It's about the fact that every freakin time there's a historic bull market move , someone's always there trying to convince you to "get out".

Dont take the bait. I bought silver at 4 bucks and gold at 300's and have been listening to that stuff for years now.

Did the naysayers buy at 4 and 300's and hold?]]>
Why Mortgages Aren’t Modified and What a Ruling Stopping Foreclosures Means http://seekingalpha.com/article/168418-why-mortgages-arent-modified-and-what-a-ruling-stopping-foreclosures-means?source=feed#comment-726697 726697
And so regardless of notification issues or anything , what would have occurred differently?

Nothing.

Even if properly notified , what could Sovereign or MERS as their agent done to change anything regarding the Landmark first mortgage forclosure action?

Nothing.

As to where the liability involved lies for the lack of proper notification -

It lies with THE ATTORNEY for Sovereign , and / or Sovereign's Title Co. , for failing to add Sovereign to the County Clerk record as new assignee of the Millenia second mortgage.

Nonetheless , if any equity was remaining after satisfying the Landmark forclosure debt , since the Millenia second mortgage was on record at the County Clerk , any remaining proceeds would have gone towards the outstanding debt on that loan , which would have eventually found its way into the pocket of -

Sovereign , the assignee and owner of that Millenia second mortgage .

So in this case , the bottom line is -

Nothing mattered anyway.

And if I knew the numbers , I'd bet that nothing mattered anyway a second time per the second mortgage Sovereign held and the homeowner winning on predatory lending by them , because -

I'm guessing there wasn't any equity left after the Landmark forclosure anyway!

]]>
Fri, 23 Oct 2009 08:09:48 -0400
And so regardless of notification issues or anything , what would have occurred differently?

Nothing.

Even if properly notified , what could Sovereign or MERS as their agent done to change anything regarding the Landmark first mortgage forclosure action?

Nothing.

As to where the liability involved lies for the lack of proper notification -

It lies with THE ATTORNEY for Sovereign , and / or Sovereign's Title Co. , for failing to add Sovereign to the County Clerk record as new assignee of the Millenia second mortgage.

Nonetheless , if any equity was remaining after satisfying the Landmark forclosure debt , since the Millenia second mortgage was on record at the County Clerk , any remaining proceeds would have gone towards the outstanding debt on that loan , which would have eventually found its way into the pocket of -

Sovereign , the assignee and owner of that Millenia second mortgage .

So in this case , the bottom line is -

Nothing mattered anyway.

And if I knew the numbers , I'd bet that nothing mattered anyway a second time per the second mortgage Sovereign held and the homeowner winning on predatory lending by them , because -

I'm guessing there wasn't any equity left after the Landmark forclosure anyway!

]]>
Freeport McMoRan, For Copper's Comeback http://seekingalpha.com/article/167306-freeport-mcmoran-for-copper-s-comeback?source=feed#comment-722566 722566
Prices are not cheap , and in fact quite high on this stock , and about to test longer term resistance above.

I'd wait for a more substantial drop , or look for cheaper companies in the sector.]]>
Tue, 20 Oct 2009 16:27:08 -0400
Prices are not cheap , and in fact quite high on this stock , and about to test longer term resistance above.

I'd wait for a more substantial drop , or look for cheaper companies in the sector.]]>
Aflac Offers Valuation, Leverage, Growth and Income http://seekingalpha.com/article/161070-aflac-offers-valuation-leverage-growth-and-income?source=feed#comment-673346 673346 AFL) trades at a mere 8.9 times earnings. That’s approximately half their historical normal P/E ratio of 17 plus."

The chart shown if you hit the symbol at the top of the article shows a PE of 16.2?

(earnings around 2.5/sh. , share price around 40 = PE around 16 ).]]>
Sat, 12 Sep 2009 10:49:41 -0400 AFL) trades at a mere 8.9 times earnings. That’s approximately half their historical normal P/E ratio of 17 plus."

The chart shown if you hit the symbol at the top of the article shows a PE of 16.2?

(earnings around 2.5/sh. , share price around 40 = PE around 16 ).]]>
Cash for Clunkers: Everyone's a Winner http://seekingalpha.com/article/153485-cash-for-clunkers-everyone-s-a-winner?source=feed#comment-614253 614253
Hooraay for CASH FOR CLUNKERS , the newest TV Game Show!

Maybe we can get Vanna White as a host.

Why am I buying someone else a car with my freakin money?

Why am I paying taxes to subsidize my neighbors car?

Yeah , nice analysis , it's a win win , for everyone , lets have a few spinoffs , like the reality shows -

CASH FOR REFRIFGERATORS , CASH FOR LAPTOPS , CASH FOR .....

Gimmee a break . This is absofreakinlutely NOT the governments job or mandate , and indicative of the downfall of the free market system and the limited role government should be playing in our lives.

You like it now , like a junky likes his first free hit.]]>
Tue, 04 Aug 2009 08:45:02 -0400
Hooraay for CASH FOR CLUNKERS , the newest TV Game Show!

Maybe we can get Vanna White as a host.

Why am I buying someone else a car with my freakin money?

Why am I paying taxes to subsidize my neighbors car?

Yeah , nice analysis , it's a win win , for everyone , lets have a few spinoffs , like the reality shows -

CASH FOR REFRIFGERATORS , CASH FOR LAPTOPS , CASH FOR .....

Gimmee a break . This is absofreakinlutely NOT the governments job or mandate , and indicative of the downfall of the free market system and the limited role government should be playing in our lives.

You like it now , like a junky likes his first free hit.]]>
August Opens with a Bang, But Still Not Too Late for Income Investors http://seekingalpha.com/article/153377-august-opens-with-a-bang-but-still-not-too-late-for-income-investors?source=feed#comment-613317 613317 Mon, 03 Aug 2009 15:25:38 -0400 Alexandria Real Estate: High Dividend Paying REIT http://seekingalpha.com/article/151466-alexandria-real-estate-high-dividend-paying-reit?source=feed#comment-603362 603362
seekingalpha.com/artic...

Very hard to know what's safe these days.]]>
Mon, 27 Jul 2009 09:28:49 -0400
seekingalpha.com/artic...

Very hard to know what's safe these days.]]>
How Will CFTC Commodity Price Investigations Affect Trading in Silver? http://seekingalpha.com/article/150919-how-will-cftc-commodity-price-investigations-affect-trading-in-silver?source=feed#comment-600929 600929
Open interest goes up as new longs enter , not short covering , and that would remain the same.

It would not rise as much as banks open new shorts (not long covering) if they enter with less positions ,

but the banks opening fewer new shorts would cause longs to hold their positions rather than cover thinking " here go the shorters again" , so the upside would benefit ?

Also , if fewer shorts occur due to lower position limits , the ability to crash the market will be mitigated , which may cause the shorters to reconsider their overall strategy to short the market ,

As their attempts to drop it will be riskier with less "big guns" (positions) in their arsenal.


]]>
Fri, 24 Jul 2009 11:19:21 -0400
Open interest goes up as new longs enter , not short covering , and that would remain the same.

It would not rise as much as banks open new shorts (not long covering) if they enter with less positions ,

but the banks opening fewer new shorts would cause longs to hold their positions rather than cover thinking " here go the shorters again" , so the upside would benefit ?

Also , if fewer shorts occur due to lower position limits , the ability to crash the market will be mitigated , which may cause the shorters to reconsider their overall strategy to short the market ,

As their attempts to drop it will be riskier with less "big guns" (positions) in their arsenal.


]]>
Banks Not Letting Owners of Foreclosed Homes Walk Away http://seekingalpha.com/article/148341-banks-not-letting-owners-of-foreclosed-homes-walk-away?source=feed#comment-585581 585581
They dont have to pay the taxes either because the lien is against the property , not the homeowner.

Why would someone with so little knowledge about this process post an article on it?

This only serves to dilute the informational quality of this website.

Post on what you know about, not what you dont.

]]>
Mon, 13 Jul 2009 09:34:27 -0400
They dont have to pay the taxes either because the lien is against the property , not the homeowner.

Why would someone with so little knowledge about this process post an article on it?

This only serves to dilute the informational quality of this website.

Post on what you know about, not what you dont.

]]>
Banks Not Letting Owners of Foreclosed Homes Walk Away http://seekingalpha.com/article/148341-banks-not-letting-owners-of-foreclosed-homes-walk-away?source=feed#comment-585562 585562
Until a forclosure is completed , transferring ownership to the bank or successful auction bidder , the homeowner still owns the property legally and retains the right of possession -

So yes , they have to pay the taxes -

What a bargain!

Pay the taxes and continue to live in the home not paying the mortgage!

Are you sure that you dont want to reconsider the point of this article?]]>
Mon, 13 Jul 2009 09:30:06 -0400
Until a forclosure is completed , transferring ownership to the bank or successful auction bidder , the homeowner still owns the property legally and retains the right of possession -

So yes , they have to pay the taxes -

What a bargain!

Pay the taxes and continue to live in the home not paying the mortgage!

Are you sure that you dont want to reconsider the point of this article?]]>
Pennsylvania REIT: A Bargain in the Retail Sphere http://seekingalpha.com/article/142303-pennsylvania-reit-a-bargain-in-the-retail-sphere?source=feed#comment-541783 541783
Unfortunately coming to the correct conclusion -

Nobody Nose Nutin .

Maybe Preit can plod along , pay a dividend , and wait out the bad times and appreciate in the future.

And maybe it can become closer to worthless with dropping values and debt refinancing/servicing problems.]]>
Thu, 11 Jun 2009 08:03:44 -0400
Unfortunately coming to the correct conclusion -

Nobody Nose Nutin .

Maybe Preit can plod along , pay a dividend , and wait out the bad times and appreciate in the future.

And maybe it can become closer to worthless with dropping values and debt refinancing/servicing problems.]]>
Phoenix Housing Inventory Down http://seekingalpha.com/article/138036-phoenix-housing-inventory-down?source=feed#comment-507627 507627
1) People have decided to keep their homes instead of sell.

2) Prices have dropped too low for some to sell (negative equity) or
a refusal to sell (struggle and wait) rather than "giveaway" their
largest asset.

Unless it's the first above, we can expect any attempt at price increases to be met with an accompanying rise in inventory for sale , stunting prices.

Thus "jumping in" is not necessary - prices will bump along for awhile before any meaningful rise that holds.
]]>
Sun, 17 May 2009 19:14:52 -0400
1) People have decided to keep their homes instead of sell.

2) Prices have dropped too low for some to sell (negative equity) or
a refusal to sell (struggle and wait) rather than "giveaway" their
largest asset.

Unless it's the first above, we can expect any attempt at price increases to be met with an accompanying rise in inventory for sale , stunting prices.

Thus "jumping in" is not necessary - prices will bump along for awhile before any meaningful rise that holds.
]]>
Time to Reenter GE http://seekingalpha.com/article/138007-time-to-reenter-ge?source=feed#comment-507619 507619
Sure it was a buy at 6 .

Who knew it would go to 6?

Was it a buy only then , or at 9 before it hit 6 , 12 before it hit 9 ....

Now it has risen to 14 + and backed off to 13.

THIS IS ABSOFREAKINLUTELY NOT THE TIME TO RE-ENTER GE.

Sure , it could rise. Nobody can say for sure.

But you dont responsibly pump a stock that has taken the upward run this one has from its oversold level suggesting to buy near its peak ,

When all indications are that a correction is due.

Look at the overbought level (green , top of chart linked below) it is now just coming off of.

Look at the bearish MACD cross (black crossing below red , bottom of chart) after a loooong run up -

Indicating the recent small drop is the beginning of a change in trend.

Shame on you.

I dont know enough to guess at the longer term direction of GE ,
but you dont rec it now after a long run up and tech signals that it's peaked.

At leaast wait for a meaningful correction before pumping this.

stockcharts.com/h-sc/u...
]]>
Sun, 17 May 2009 19:02:20 -0400
Sure it was a buy at 6 .

Who knew it would go to 6?

Was it a buy only then , or at 9 before it hit 6 , 12 before it hit 9 ....

Now it has risen to 14 + and backed off to 13.

THIS IS ABSOFREAKINLUTELY NOT THE TIME TO RE-ENTER GE.

Sure , it could rise. Nobody can say for sure.

But you dont responsibly pump a stock that has taken the upward run this one has from its oversold level suggesting to buy near its peak ,

When all indications are that a correction is due.

Look at the overbought level (green , top of chart linked below) it is now just coming off of.

Look at the bearish MACD cross (black crossing below red , bottom of chart) after a loooong run up -

Indicating the recent small drop is the beginning of a change in trend.

Shame on you.

I dont know enough to guess at the longer term direction of GE ,
but you dont rec it now after a long run up and tech signals that it's peaked.

At leaast wait for a meaningful correction before pumping this.

stockcharts.com/h-sc/u...
]]>
If Gold Bugs' Fantasies Came True http://seekingalpha.com/article/137945-if-gold-bugs-fantasies-came-true?source=feed#comment-506550 506550
Dont buy gold?

If the worst of the worst happens , gold might not help.

Or , in that scenario , it may save your life.

And if less than the worst of the worst happens , it might generally be quite financially beneficial.

I dont think the question is if one should buy , or just what it is that will happen.

I think the question is what is the downside to buying as opposed to not.

At minimum ,workin out better than Lehman Bros. stock.]]>
Sat, 16 May 2009 14:37:46 -0400
Dont buy gold?

If the worst of the worst happens , gold might not help.

Or , in that scenario , it may save your life.

And if less than the worst of the worst happens , it might generally be quite financially beneficial.

I dont think the question is if one should buy , or just what it is that will happen.

I think the question is what is the downside to buying as opposed to not.

At minimum ,workin out better than Lehman Bros. stock.]]>
Canadian Energy Dollars http://seekingalpha.com/article/136376-canadian-energy-dollars?source=feed#comment-495434 495434
Can the author address this point?

Or is that of no significance?

]]>
Fri, 08 May 2009 10:01:48 -0400
Can the author address this point?

Or is that of no significance?

]]>
Some Banks Walking Away from Home Foreclosures http://seekingalpha.com/article/128684-some-banks-walking-away-from-home-foreclosures?source=feed#comment-446789 446789
Barney Frank &CO. set up the Community Reinvestment Act , forcing them to make bad loans.

When the banks balked , the same Barney's used Fannie Mae as a junk depository for the bad loans , so now the banks didn't care about quality , because they closed em and sold em off to FM.

This led to huge real estate broker , appraiser , seller , and buyer fraud , cause nobody cared.

Meanwhile , FM officials collected countless millions in bonuses , but were actually becoming insolvent -

But Barney came to the rescue and claimed FM was in fine shape when Bush and McCain REPEATEDLY called for an audit by the only entity regulating FM -

Congress. Frank refused and voted down audit/oversight legislation.

Meanwhile , AAA investment securities were carved out of these loans which weren't really AAA cause they had junk loans as a part of em.

But the rules let em call em AAA cause they were divided into "tranches".

And AIG insured this garbage figgerin they'd never have to pay off.

When all this junk collapsed , AIG couldn't pay off on the insurance they'd written , thus the bailout.

BUT-It's duh banks??????

Sure it is - along with all the rest of em.]]>
Tue, 31 Mar 2009 13:56:57 -0400
Barney Frank &CO. set up the Community Reinvestment Act , forcing them to make bad loans.

When the banks balked , the same Barney's used Fannie Mae as a junk depository for the bad loans , so now the banks didn't care about quality , because they closed em and sold em off to FM.

This led to huge real estate broker , appraiser , seller , and buyer fraud , cause nobody cared.

Meanwhile , FM officials collected countless millions in bonuses , but were actually becoming insolvent -

But Barney came to the rescue and claimed FM was in fine shape when Bush and McCain REPEATEDLY called for an audit by the only entity regulating FM -

Congress. Frank refused and voted down audit/oversight legislation.

Meanwhile , AAA investment securities were carved out of these loans which weren't really AAA cause they had junk loans as a part of em.

But the rules let em call em AAA cause they were divided into "tranches".

And AIG insured this garbage figgerin they'd never have to pay off.

When all this junk collapsed , AIG couldn't pay off on the insurance they'd written , thus the bailout.

BUT-It's duh banks??????

Sure it is - along with all the rest of em.]]>
The Great REIT Unravelling Begins? Simon Property Group Defaults on Loan http://seekingalpha.com/article/128614-the-great-reit-unravelling-begins-simon-property-group-defaults-on-loan?source=feed#comment-446753 446753
It would be unfortunate if they are not and being headlined here as

defaulting imaccurately.]]>
Tue, 31 Mar 2009 13:40:09 -0400
It would be unfortunate if they are not and being headlined here as

defaulting imaccurately.]]>
Bargain Stocks? High Cash, High Yield, No Debt http://seekingalpha.com/article/128334-bargain-stocks-high-cash-high-yield-no-debt?source=feed#comment-444304 444304 Sun, 29 Mar 2009 14:49:46 -0400 Home Prices from the 70s: A Good Investment? http://seekingalpha.com/article/128305-home-prices-from-the-70s-a-good-investment?source=feed#comment-444284 444284
My house was worth $75-80k in 1979 , and is worth over $500k today.

Inflation adjusted or whatever , this makes no sense.

Real Estate is a segmented investment , and lumping it all together -

Worst appreciation areas / sectors along with the best , is as silly as trying to lump together "all stocks" -

Some obviously doing much better than others over time.]]>
Sun, 29 Mar 2009 14:42:46 -0400
My house was worth $75-80k in 1979 , and is worth over $500k today.

Inflation adjusted or whatever , this makes no sense.

Real Estate is a segmented investment , and lumping it all together -

Worst appreciation areas / sectors along with the best , is as silly as trying to lump together "all stocks" -

Some obviously doing much better than others over time.]]>
NYSE Runs Out of Gold Bars: What Happens Next? http://seekingalpha.com/article/128150-nyse-runs-out-of-gold-bars-what-happens-next?source=feed#comment-442476 442476
Running out of a product is not the main issue -

Running out of gold bars per se is.

A "shortage" of a specific product is transactional in nature only , not a true "default" scenario.

An overall shortage of gold is .]]>
Fri, 27 Mar 2009 11:58:45 -0400
Running out of a product is not the main issue -

Running out of gold bars per se is.

A "shortage" of a specific product is transactional in nature only , not a true "default" scenario.

An overall shortage of gold is .]]>
Gold Bulls Should Stay Away from Gold Stocks http://seekingalpha.com/article/127171-gold-bulls-should-stay-away-from-gold-stocks?source=feed#comment-435240 435240
It represents what is probably the best indicator that it is time to -

BUY GOLD STOCKS!

With the stocks beaten down and , historically to gold , cheap ,

It is not surprising that gold stock epitaph's will be written.

And that is usually just about when (Hallelulljah!!) - they rise .

Of course , this does not mean to blindly buy anything -

As is always the case , the greater return potential is fraught with the greater risk of choosing the correct ones.

Some have , just since the recent bottom , acheived greater returns than the gold has in its entire bull run !

But IMO , the real answer is just so very simple -

It's the same as it always is -

If you want to play a sector - ANY sector -

You must diversify within it -

That means some gold and silver, diversified in various forms , and some gold and silver stocks , carefully chosen .

Who can disagree with this overall theory!

]]>
Sun, 22 Mar 2009 10:35:43 -0400
It represents what is probably the best indicator that it is time to -

BUY GOLD STOCKS!

With the stocks beaten down and , historically to gold , cheap ,

It is not surprising that gold stock epitaph's will be written.

And that is usually just about when (Hallelulljah!!) - they rise .

Of course , this does not mean to blindly buy anything -

As is always the case , the greater return potential is fraught with the greater risk of choosing the correct ones.

Some have , just since the recent bottom , acheived greater returns than the gold has in its entire bull run !

But IMO , the real answer is just so very simple -

It's the same as it always is -

If you want to play a sector - ANY sector -

You must diversify within it -

That means some gold and silver, diversified in various forms , and some gold and silver stocks , carefully chosen .

Who can disagree with this overall theory!

]]>
Bearish Sentiment in the Gold, Stock and Commodity Markets http://seekingalpha.com/article/125402-bearish-sentiment-in-the-gold-stock-and-commodity-markets?source=feed#comment-428263 428263
This would indicate a calm "holding" or "waiting to enter at support" scenario ,

Rather than frenetic fear and boot shaking.

This article should maybe have been held off until various supports have broken ,these events then lending creedence to its premises.

As well , while "highly sophisticated professionals and economists" explain to us that bonds and the dollar

are being "managed" ,

I forgot to listen to those complete morons and

instead see trillions avalanching into the red ,

And wonder how the forests still have any lumber left.

So I wont micro analyze too much , and will hold long unless supports give way on the (almost) only investment that has held up as all the "good ones" have tanked.]]>
Mon, 16 Mar 2009 16:58:33 -0400
This would indicate a calm "holding" or "waiting to enter at support" scenario ,

Rather than frenetic fear and boot shaking.

This article should maybe have been held off until various supports have broken ,these events then lending creedence to its premises.

As well , while "highly sophisticated professionals and economists" explain to us that bonds and the dollar

are being "managed" ,

I forgot to listen to those complete morons and

instead see trillions avalanching into the red ,

And wonder how the forests still have any lumber left.

So I wont micro analyze too much , and will hold long unless supports give way on the (almost) only investment that has held up as all the "good ones" have tanked.]]>
How the U.S. Banking System Was Madoffed by the FASB http://seekingalpha.com/article/125860-how-the-u-s-banking-system-was-madoffed-by-the-fasb?source=feed#comment-427927 427927
How much has the money supply been shrinking right now based on less current lending?

Separately , the marked to market rules are not that simple to quantify fairly .

How can you just ignore an inventory that is currently selling for half its former value?

How do you decide if it is a temporary "ignorable" drop , worthy of being overlooked per overall valuation accounting policy,

Or a valid long term revaluation (rangewise , anyway) ,

Making it fantasy to simply ignore it? .


]]>
Mon, 16 Mar 2009 13:35:38 -0400
How much has the money supply been shrinking right now based on less current lending?

Separately , the marked to market rules are not that simple to quantify fairly .

How can you just ignore an inventory that is currently selling for half its former value?

How do you decide if it is a temporary "ignorable" drop , worthy of being overlooked per overall valuation accounting policy,

Or a valid long term revaluation (rangewise , anyway) ,

Making it fantasy to simply ignore it? .


]]>
Stock Market Valuation Requires a Long-Term View http://seekingalpha.com/article/124811-stock-market-valuation-requires-a-long-term-view?source=feed#comment-419027 419027
(Or as Obama , the guy who's gonna save us calls it , "profits to earnings" ) .

Instead , look at historical debt levels - governmental ,

corporate , and personal, and as well the percentage of this as foreign debt .

Then come back and talk about historical PE levels.

]]>
Mon, 09 Mar 2009 09:48:34 -0400
(Or as Obama , the guy who's gonna save us calls it , "profits to earnings" ) .

Instead , look at historical debt levels - governmental ,

corporate , and personal, and as well the percentage of this as foreign debt .

Then come back and talk about historical PE levels.

]]>
On Jim Rogers and False Statements http://seekingalpha.com/article/124211-on-jim-rogers-and-false-statements?source=feed#comment-413888 413888
Read Schiff.

It is not a question of who will suffer.

Certainly some deserve to , and some may who dont deserve it.

It is a question of -

What the hel are we doing?

This is not a "quicker solution".

It is a quick fix which , as with a drug addict's "quick fix" , will wear off uselessly , except for a hugely increased debt as a result.

You cant pump air into the economy as a fix.

One sharp pin and you're worse off than before.

You have to just let it play out (with gov. providing basic emergency assistance) ,

And "start over again from the rubble" if you want to build a meaningful recovery.

We're not going to save failed businesses and institutions with more debt and dilution as the "cure" ,

Or by giving the Forestry Dept. two $bil. to hire more people -

What do you do when that money's used up?

They dont regenerate their salaries through productivity , so you either have to fire them or beg the government for EVEN MO' MONEY to

"continue the recovery". Ya really gotta think things through and not just go along with the flow mindlessly.

]]>
Thu, 05 Mar 2009 08:32:24 -0500
Read Schiff.

It is not a question of who will suffer.

Certainly some deserve to , and some may who dont deserve it.

It is a question of -

What the hel are we doing?

This is not a "quicker solution".

It is a quick fix which , as with a drug addict's "quick fix" , will wear off uselessly , except for a hugely increased debt as a result.

You cant pump air into the economy as a fix.

One sharp pin and you're worse off than before.

You have to just let it play out (with gov. providing basic emergency assistance) ,

And "start over again from the rubble" if you want to build a meaningful recovery.

We're not going to save failed businesses and institutions with more debt and dilution as the "cure" ,

Or by giving the Forestry Dept. two $bil. to hire more people -

What do you do when that money's used up?

They dont regenerate their salaries through productivity , so you either have to fire them or beg the government for EVEN MO' MONEY to

"continue the recovery". Ya really gotta think things through and not just go along with the flow mindlessly.

]]>
Vonage Loses Subscribers but Does Anyone Care? http://seekingalpha.com/article/122881-vonage-loses-subscribers-but-does-anyone-care?source=feed#comment-409112 409112
Now I can get pretty close to its cost from traditional carriers.

Its price advantage has narrowed significantly , making customers more likely to choose a package from a cable /phone company instead.]]>
Mon, 02 Mar 2009 09:09:34 -0500
Now I can get pretty close to its cost from traditional carriers.

Its price advantage has narrowed significantly , making customers more likely to choose a package from a cable /phone company instead.]]>
The End of Gold, Part Two http://seekingalpha.com/article/117775-the-end-of-gold-part-two?source=feed#comment-373093 373093
????

Does that include the one asking you to supersize his fries?

If investors dont buy gold , what are their alternatives?

More t-bonds? real estate? GE ?

Gold buying thrives in an environment of uncertainty.

Heard all the stories of people not even willing to put their money in banks?

That's evidence of uncertainty.

Regardless of the inflation / deflation argument -

Eventually , unavoidable inflation WILL propel gold up to new extremes -

But for now , while still in the "pump-priming" stage ,

That which will cause gold to rise to reasonably higher levels is the uncertainty and fear -


Mainstream investors en masse putting , for the first time , "just a little bit" of their portfolio into gold ,

Coupled with the meager supply available to accomodate that huge cumulative increase in investment demand .

It is true that this article is timely -

Gold is banging against its last downtrendline from last summer's alltime high right now ,

And if it doesn't break above that line quickly, then shorting /long selling at this trendline , coupled with investors waiting on the sidelines for a breakout before entering (wise move) could result in a test of gold's uptrending channel's lower channel line.

If that occurs , THAT is the ultimate entry point (or if it breaks out to the upside now ).

Many tech factors culminate in the mid 800's , so any consideration of gold dropping substantially would be premature unless that area is breached to the downside.


]]>
Mon, 02 Feb 2009 08:36:37 -0500
????

Does that include the one asking you to supersize his fries?

If investors dont buy gold , what are their alternatives?

More t-bonds? real estate? GE ?

Gold buying thrives in an environment of uncertainty.

Heard all the stories of people not even willing to put their money in banks?

That's evidence of uncertainty.

Regardless of the inflation / deflation argument -

Eventually , unavoidable inflation WILL propel gold up to new extremes -

But for now , while still in the "pump-priming" stage ,

That which will cause gold to rise to reasonably higher levels is the uncertainty and fear -


Mainstream investors en masse putting , for the first time , "just a little bit" of their portfolio into gold ,

Coupled with the meager supply available to accomodate that huge cumulative increase in investment demand .

It is true that this article is timely -

Gold is banging against its last downtrendline from last summer's alltime high right now ,

And if it doesn't break above that line quickly, then shorting /long selling at this trendline , coupled with investors waiting on the sidelines for a breakout before entering (wise move) could result in a test of gold's uptrending channel's lower channel line.

If that occurs , THAT is the ultimate entry point (or if it breaks out to the upside now ).

Many tech factors culminate in the mid 800's , so any consideration of gold dropping substantially would be premature unless that area is breached to the downside.


]]>