Chad Gray_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/104569/comments http://seekingalpha.com/article/559-the-etf-resource-page?source=feed#comment-504426 504426 Thu, 14 May 2009 18:06:48 -0400 http://seekingalpha.com/article/133274-synaptics-diversifies-product-range-and-rides-the-smart-phone-wave?source=feed#comment-486339 486339 Fri, 01 May 2009 22:14:54 -0400 http://seekingalpha.com/article/133463-synaptics-staying-ahead-of-expectations?source=feed#comment-486335 486335
(long SYNA)]]> Fri, 01 May 2009 22:10:15 -0400
(long SYNA)]]> http://seekingalpha.com/article/127937-credit-card-crunch-creating-a-new-generation-of-subprime?source=feed#comment-443058 443058
The other equally likely scenario is that the FICO scores do drop in aggregate causing credit card companies to lower their cutoff. They've got X billions of dollars that they'd like to lend to keep up with their growth targets etc... Much like a university who has X thousands of seats to fill and the bar gets drawn accordingly.

Of course this is all an inconsequential argument. At the end of the day, those who had been buying credit ABS's are going to be much more selective, and CDS insurance will be much harder to come by. That will dry up the source of funds available to lend and the overall lending pie will shrink. ]]> Fri, 27 Mar 2009 21:31:04 -0400
The other equally likely scenario is that the FICO scores do drop in aggregate causing credit card companies to lower their cutoff. They've got X billions of dollars that they'd like to lend to keep up with their growth targets etc... Much like a university who has X thousands of seats to fill and the bar gets drawn accordingly.

Of course this is all an inconsequential argument. At the end of the day, those who had been buying credit ABS's are going to be much more selective, and CDS insurance will be much harder to come by. That will dry up the source of funds available to lend and the overall lending pie will shrink. ]]> http://seekingalpha.com/article/116435-the-hidden-cost-in-inverse-etfs?source=feed#comment-377864 377864 Fri, 06 Feb 2009 00:31:33 -0500 http://seekingalpha.com/article/111655-the-deflation-scam?source=feed#comment-334383 334383
I too am concerned that we're setting a course for strong inflation, which is exactly what Bernanke wants IMHO. Inflation bails out the borrower and screws the lender, but in an invisible way. My only hope is that we focus as much of the inflationary stimulus on things that have the most residual value to the economy (bridges & roads, R&D, broadband infrastructure), limited amounts on things like $1000 checks to consumers and similar, and as little as possible on foreign oil and bombs.
]]> Fri, 19 Dec 2008 22:16:38 -0500
I too am concerned that we're setting a course for strong inflation, which is exactly what Bernanke wants IMHO. Inflation bails out the borrower and screws the lender, but in an invisible way. My only hope is that we focus as much of the inflationary stimulus on things that have the most residual value to the economy (bridges & roads, R&D, broadband infrastructure), limited amounts on things like $1000 checks to consumers and similar, and as little as possible on foreign oil and bombs.
]]> http://seekingalpha.com/article/108430-what-caused-berkshire-s-freefall-and-how-investors-can-benefit?source=feed#comment-327384 327384 Fri, 12 Dec 2008 11:03:42 -0500 http://seekingalpha.com/article/109521-housing-price-corrections-in-the-bay-area?source=feed#comment-324283 324283
It would be interesting if anyone ran the same comparison for Phoenix. I'd gladly send the same spreadsheet if that saved you time.]]> Mon, 08 Dec 2008 21:46:40 -0500
It would be interesting if anyone ran the same comparison for Phoenix. I'd gladly send the same spreadsheet if that saved you time.]]> http://seekingalpha.com/article/109521-housing-price-corrections-in-the-bay-area?source=feed#comment-324279 324279
Most would agree that when you go North (Novato, Santa Rosa) or east (Stockton, Tracy, etc...) it's pretty clear which direction is "outer" and which is "inner".

If anyone knowledgeable about Phoenix was interested in running a similar analysis that would be an interesting second data point (and relatively quick to do). I'll gladly send you the spreadsheet I used if interested.]]> Mon, 08 Dec 2008 21:43:17 -0500
Most would agree that when you go North (Novato, Santa Rosa) or east (Stockton, Tracy, etc...) it's pretty clear which direction is "outer" and which is "inner".

If anyone knowledgeable about Phoenix was interested in running a similar analysis that would be an interesting second data point (and relatively quick to do). I'll gladly send you the spreadsheet I used if interested.]]> http://seekingalpha.com/article/46220-just-how-widespread-is-the-fallout-from-the-unfolding-credit-crisis?source=feed#comment-95089 95089
As my grandma used to say, easy come, easy go. ]]> Tue, 04 Sep 2007 13:26:13 -0400
As my grandma used to say, easy come, easy go. ]]>