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RonFay

RonFay
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  • Don't Buy This Dip: The Fed Is Not Your Friend [View article]
    Everyone is in such a rush.

    Mr. Stockman is calling a top and so many people feel the need to come out and be critical. Just wait a couple of weeks and we'll see if he's right or wrong.

    If you want to discredit him, let's wait until he is recently wrong (don't go back 20+ years).

    That way if he's right, you won't look like a dork when people call you out on your opposing position.

    Thanks for your post Mr. Stockman.
    Aug 5 05:09 PM | 4 Likes Like |Link to Comment
  • The Good News From A Bad Friday [View article]
    Nice technical analysis of manipulated market with poor fundamentals.

    I'm going to wait a week to comment any further. I find it rather enjoyable calling people out when they are wrong, particularly those that are followed closely.

    I like your stuff Eric, but I believe you're missing the mark with this one. Feel free to call me out if I'm wrong.
    Aug 2 02:53 PM | Likes Like |Link to Comment
  • Facebook beats by $0.10, beats on revenue [View news story]
    And only trading at 90X earnings...what a bargain.
    Jul 23 04:59 PM | 1 Like Like |Link to Comment
  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    Most of those that lose their shirts in the next crash will do so because of ignorance. (That was me in 2008)
    Those who lose their shirts, but disagree with the piece by Stockman will just be wrong, but those that are wrong and touted their incorrect beliefs causing others to lose their shirts are irresponsible.
    I appreciate the article by Mr. Stockman.
    Jul 19 05:26 PM | 2 Likes Like |Link to Comment
  • Why U.S. Stocks Will Keep Powering Higher [View article]
    Momentum trader...right until he's not.
    Jul 14 05:25 PM | Likes Like |Link to Comment
  • FedEx Surges To New Highs: Transports Screaming The Economy Is Strong [View article]
    Fedex attributed the growth to e-commerce. Taking from one area of the economy and giving to another (Amazon) is not growth.

    Fedex also raised their rates this year. Not more business - just higher prices.

    I don't think following the transport ETF is a good way to gauge the health of the economy. How about using average wage increase vs. inflation?
    Jun 18 01:04 PM | 5 Likes Like |Link to Comment
  • Weighing The Week Ahead: Time To Worry About 'Divergences'? [View article]
    Money is cheap, Ray, but not as cheap as it was.

    I refinanced last year along with millions of others at the all-time lows.
    May 11 05:31 AM | Likes Like |Link to Comment
  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    James,
    Thanks for the article.
    So if they stopped ZIRP and QE, how would your analysis hold up?
    This would put the economy more on a level playing field with historical data.
    How would the credit markets hold up without the Fed buying all the MBS?
    How do you think company earnings would hold up without cheap money?
    Thanks again.
    Apr 12 07:34 AM | 1 Like Like |Link to Comment
  • Economic Outlook For Rest Of 2014: Acceleration [View article]
    Thank you for your considerate reply.
    Apr 6 04:20 PM | Likes Like |Link to Comment
  • Economic Outlook For Rest Of 2014: Acceleration [View article]
    Thanks for the article, James.

    In the last 6 years, market increases can largely be attributed to the Feds printing. QE has resulted in several overbought stock market bubbles with its liquidity.

    If growth starts to accelerate, the Feds will be forced follow through with the taper and look to raise interest rates sooner than later (your estimates exceed the Feds).

    How will the Feds forced reaction figure into your estimate of 3.7% GDP growth for the second half?

    (I can see the growth coming in commodities and energy - largely due to increasing prices. Tech - not so much.)

    Also, I disagree with the autarkic comment. US is very dependent on cheap goods from China, Indonesia, etc.

    And lastly, consumer balance sheets are getting better as a result of aging demographics and an overvalued stock market. I wouldn't expect people closing in on retirement to start cashing out their investments and buying ipads.

    Thanks again.
    Apr 5 04:51 PM | Likes Like |Link to Comment
  • Detailed Case To Short The S&P 500: This Time Isn't Different [View article]
    I appreciate the author sharing his position, whether i agree with it or not.

    Those of you with contrary comments should post your own articles.

    Those of you "not reading beyond..." should consider reserving comment only after reading the whole piece. Discrediting an article based on a data point...really - is that how you make stock decisions?

    Thanks...and yes, God Bless.
    Mar 24 05:20 PM | 2 Likes Like |Link to Comment
  • Why A Stock Market Crash Is Imminent [View article]
    Thanks for your insights. Nice to read something from someone other than a momentum trader.
    This market has ignored many signs and it may ignore this one.
    Mar 17 05:44 AM | 4 Likes Like |Link to Comment
  • Weighing The Week Ahead: Yellen Takes The Stage [View article]
    The "Good" is not very good.
    Earnings growth: Yesterday's news.
    Retail Sales: As you pointed out, had several downward revisions. 1.5% YoY is the new "good" perhaps.
    More millionaires...increasing the great divide. I guess they would see this as good.
    Jobless claims. I like your qualifier of "noisy".
    JOLTS: Also yesterday's news, but the data remains basically unchanged from December to January. December Jobs openings were revised down.
    Mar 16 07:24 AM | 1 Like Like |Link to Comment
  • This Time It Is Different - Americans Are More Pessimistic [View article]
    I agree with the author's conclusion if the Fed turns the printing press back on.

    I disagree if the taper continues.

    One only needs to map QE to the S&P to find out what is happening in the markets.
    Mar 8 05:40 AM | 2 Likes Like |Link to Comment
  • Amazon - Buy Into Earnings [View article]
    Years ago I learned never to bet against Amazon. Today I just had to. 1400 P/E - that's just ridiculous. For those of you that gave me a great shorting opportunity today - thank you.

    Amazon is a great company, but there is a limit.
    Jan 30 04:54 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
28 Comments
74 Likes