Gross Bill's Comments

SEC's Meagan Chung Pleads Innocent

Sat, 10 Jan 2009 16:35:58 -0500

Gawd, Felix you can't even copy her name from an article correctly and you call yourself a "writer."

It cracks me up to read how many people KNOW how easy it should have been to catch him. The same people that will know on Monday who should win the Giants-Eagles game. Even though his investors never raised a brow, and Goldman never took their suspicions to the SEC.

Everybody is looking for someone to blame and I guess it is going to be this mother of two, ex-employee. At my job, we always blame the people who leave also-it's so easy.

I just don't understand why people care about this case so much. Everyone of these "investors" who thought they were getting something too good deserves to lose it all.

TWM: An ETF Arbitrage Opportunity

Tue, 30 Sep 2008 20:24:52 -0400

< A common misconception is that ProShares should also provide 200%, -200% or -100% of index performance over longer periods, such as a week, month or year. However, ProShares' returns may be greater than—or less than—what you’d expect over longer periods. >

Apparently you have never read any of Proshares material regarding their ETFs. Shocker...

Dollar Delight

Fri, 08 Aug 2008 10:02:00 -0400

Actually, I didn't see anything about its implications in either article. If possible, please prepare a study that compares dollar uptrends to the stock market.

Is This a Recession? Wrong Question.

Mon, 04 Aug 2008 08:16:16 -0400

Piggybank, I'm sure where you live, in Underyourrockville, all that you wrote makes sense. I think the author's America-centricity can be explained by the fact that he was writing about the USA.

Corporate profits (as per S&P) are down 4 quarters in a row--in the USA. Over here, we don't consider that fairly good--and that hasn't happened outside of a recession. Meredith Whitney is on, gotta go.

Bill Miller on This Tough Market

Sat, 02 Aug 2008 10:49:06 -0400

Boo hoo. What a whiner. Here's something obvious:

"Investors need to avoid managers who "believe the market is wrong and they are right," says Mark Salzinger, editor of the No-Load Fund Investor newsletter. In a radio interview, Salzinger defined that type of manager as one who is unwilling to bend, losing objectivity about what is happening in the market, and falling in love with investments in their portfolio. Accordingly, Salzinger said he would sell Bill Miller's Legg Mason Value Trust"

Gold Should Continue to Outperform; Dollar Should Fall

Fri, 01 Aug 2008 09:24:31 -0400

"One does not want to be short the oil ETF, USO, over the weekend, as it could easily gap higher on opening on Monday March 4, 2008."

March 4?? How often do you write this piece...every other month?

"Note on the chart of IFY,"

I thought there were *editors* at SA

Crunching the Numbers: It's Not a Recession

Thu, 31 Jul 2008 19:07:27 -0400

Yes, please spare George Bush this recession call as his list of failures has used up both sides of a page.

Let's blame it on all on Obama--even if he hasn't been elected yet.

Yes, Financial Companies Can Be Analyzed

Mon, 28 Jul 2008 17:18:36 -0400

Incidentally, I recently learned that another person who bought Wells Fargo then (as his first investment) was a young Bill Ackman...who decided, more or less as TKB does, that Wells was able to earn its way out of the hole.

It is Time to Go Long the Dollar?

Wed, 02 Jul 2008 10:44:30 -0400

Originally published JUNE 13....real timely Seeking Alpha. Again, consider the name change to "Seeking Filler."

What Does a Hold Rating Really Mean?

Sat, 28 Jun 2008 08:36:39 -0400

"But analyst ratings still serve as a valuable tool, and that includes the cryptic “hold” rating."

Seriously, how did you come to that conclusion?

The Citi Plunge Continues

Thu, 26 Jun 2008 16:20:36 -0400

He is not planning on turning around a supertanker. He is planning on turning around his own lifeboat and watching the rest sink.

And If Subprime Ends Up Not So Bad? [Housing Tracker]

Thu, 26 Jun 2008 08:59:32 -0400

And then you'll feel a gentle shake and hear someone say, "Judy, wake up. Judy, you fell asleep at the Seeking Alpha editors meeting again."

FedEx And UPS: Indicators of a Weak Economy?

Wed, 25 Jun 2008 14:44:19 -0400

Did you forget something? Like, maybe, to write an article? They should change the name of this site to "Seeking Filler."

Financial Markets: An Apology

Thu, 01 May 2008 13:58:30 -0400

My side hurts from laughing.

Bill Miller: Credit Panic Ended With Bear Stearns

Thu, 24 Apr 2008 07:41:44 -0400

Nice take down archman...I'm right with you.

What Went Wrong at GE?

Sun, 13 Apr 2008 16:26:22 -0400

Who sold. That's what I want to know. There were 366M shares traded on Friday...doesn't strike me as some hot money jumping out after a near miss.

Maybe it was a fundamental revaluation by some pretty good sized holders. No? Could we see similar revaluations of other mega-corps (or a total market reval) this coming week?

Was this some "smart" money realizing that their "weak dollar," "2nd half-recovery," and "global infrastructure" themes will not be playing out.

MBIA: Credit Where Credit Is Due

Thu, 10 Apr 2008 05:14:47 -0400

Yes, you are, in fact, the only one who checks (fallacious) book value on a company like this. No mention of credit downgrades as recently as 6 days ago, no mention of new competition, no mention of the fact that their business model is, essentially, broken. Do they need to raise more cash...how much will that dilute your easy pickins?

Are there editors at Seeking Alpha?

Ways to Win a Recession-Predicting Contest

Thu, 03 Apr 2008 12:57:02 -0400

It seems like you fell into your own trap, Jeff. Sheesh, what passes for financial journalism.

Thursday Outlook: Commodities, Emerging Markets

Thu, 03 Apr 2008 07:12:34 -0400

Bob, Bob, Bob...you miss the point. Who cares what you think. The market is bigger than you. It's not about doing what YOU believe, it's about doing what you think OTHER PEOPLE believe--and lots of those other people trade off of charts. By the way, you forgot this one:

"...and I never met a rich technician...ha, ha, ha."

They Call This a Bear Market?

Thu, 27 Mar 2008 20:18:31 -0400

Ummm, we just finished a bear rally...from 1276 to 1350, you think it's going to shoot up again from here?

I say it drops through 1270 this time with the added weight of bad earnings and the recession that few have really accounted for.

The Liquidity Trap Cometh

Sat, 22 Mar 2008 09:01:50 -0400

Tony, while I wouldn't ever dispute that many people have made tremendous sacrifices to build and protect this country, what your list illustrates to me is a "government" that seems to make the same mistakes over and over again...several times in a hundred year period.

The inability to handle natural disasters, useless wars, corporate scandal, speculative bubbles, etc. And for us, the people that make the sacrifices, our median income is less now than what it was in 2000. We're pawns, Tony....here to stand on the front line in times of war, and pay taxes in times of peace...so that the top 1% can continue to control the majority of the wealth.

The Liquidity Trap Cometh

Sat, 22 Mar 2008 08:46:41 -0400

GKM....why only ONE more whoosh down. I see at least two. The unwinding of the excessive leverage, and then a second one when they write down all the earnings estimates for the rest of the year.

Paul Krugman Wonders If He Is Dumb. I Say: "No!!"

Sat, 22 Mar 2008 08:31:27 -0400

Gordon, a truly strong dollar is probably the last thing this administration wants...now, or ever. They've always been a commodity based, dollar trashing corps. The weak dollar and consequent exports are about the only peg we can hang our economic hat on right now. If there were no exports, job losses would be doubling.

Bill Gross Wants A PIMCO Bailout

Mon, 27 Aug 2007 12:26:16 -0400

Childish conjecture. Shedlock usually does better.