buyitcheaper

34 Comments

    • ON: Mon Oct 6th 18:20 PM
      Commented on:
      Opportunity in Emerging Markets Amidst This Panic
      Most of the emerging markets rise correlates to the dollars decline until that reverses those markets are dead.
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    • ON: Sun Oct 5th 13:21 PM
      Commented on:
      America Needs a Turnaround Plan
      Fred is your middle name "Hoover"? To suggest raising taxes going into a recession, that's back of the classroom kind of thinking.

      Longer term, a phased expiration AFTER the fed begins to raise rates because our economy is recovering is a good thing. But structurally, we must freeze military and discretionary spending immediately as in zero, no increase for five years.

      Use this "crisis" to restructure Social Security (minimum age to draw ANY benefits, make it 72 for those born after 1960.) Same deal with Medicare, eliminate the idiotic free drug benefit or at least severely means test it.

      But as your first act of raising taxes as we spiral downward, will only take this economy into a nose dive.
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    • ON: Sun Oct 5th 13:14 PM
      Commented on:
      Inflation, Deflation and the U.S.-China Relationship
      Seems to me the better bet is still just dollar short. The chinese commodity stocks are RIDICULOUSLY cheap.
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    • ON: Sun Oct 5th 13:14 PM
      Commented on:
      Inflation, Deflation and the U.S.-China Relationship
      Seems to me the better bet is still just dollar short. The chinese commodity stocks are RIDICULOUSLY cheap.
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    • ON: Wed Aug 20th 20:40 PM
      Commented on:
      Regional Banks May Need Rescuing
      Coming Soon.... Resolution Trust Corporation Part Deux
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    • ON: Tue Aug 19th 20:43 PM
      Commented on:
      The Economic Week Ahead: Inflation, Growth, Confidence and Retail Numbers
      Enjoying the ride down so far everyone! This has been GREAT!!!!


      On Aug 17 05:15 PM User 244491 wrote:

      > Short the Russell,Dow,Nasdaq,SP from Monday cover on Friday.
      > I am preparing myself for ride on e-mini Dow till 11000 on Friday,maybe
      > will close some of shorts done on Thursday previous week.
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    • ON: Tue Aug 19th 20:41 PM
      Commented on:
      Options as a 'Gold'en Opportunity
      Interesting conversation- where the out of the ground cost of mining an ounce of gold is now $600, there is effectively a floor under us. I'd see $1200 as reasonable in the next 2-3 years. As such, the relative risk reward is compelling for a reasonable portion of a portfolio.
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    • ON: Tue Aug 19th 20:30 PM
      Commented on:
      Four Brazilian Profit Plays
      I like SID, but don't forget TMB - Brazilian wireless.
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    • ON: Mon Aug 18th 20:50 PM
      Commented on:
      Options as a 'Gold'en Opportunity
      I agree I'd go long with the GLD and short the GDX before the converse... it's a "real" asset vs. a paper equity ultimately.
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    • ON: Sun Aug 17th 20:03 PM
      Commented on:
      The Bedrock Case for the Return of the Gold Bull
      Over a typical interest rate cycle, gold will retain its purchasing power and is convertible to legal tender. so that is specious. And anyone who would buy GLD or any other equity without a stop, deserves to lose their money. So again, somewhat specious.

      Inflation doesn't rise 14% in amonth, it rises 0.09% a month, every month, for two or three years, and then you look back and that same suit that cost you $500, now costs you $950. That $1.29 dozen eggs costs $3.99 (CLM a recommendation there.)

      Also, you will see beef inflating significantly this fall as the early culling due to grains incredible rise forced beef producers to push their product to market much earlier which will result in a scarcity of supply this fall. This will make support the higher overall inflation numbers which is ultimately why gold will start tracking back up toward the end of the year absent a SERIOUS intervention by the Fed, i..e a real interest rate increase of 1% point or more.

      Does anyone have Volcker's number?
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    • ON: Sun Aug 17th 19:49 PM
      Commented on:
      The Economic Week Ahead: Inflation, Growth, Confidence and Retail Numbers
      You're spot on = SDS, DXD, SKF, SRS will yield a nice bounce.
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    • ON: Thu Aug 14th 20:23 PM
      Commented on:
      The Great Consumer Crash of 2009
      Really good comments and article by the author- consider for a minute how little if ANY at all gets into our high school or college/university level curriculum - i.e. How to interpret economic data 101. Our financial IQ is horrifyingly weak. I'd still like to know how he would position a portfolio in light of the data and conclusion. short term treasuries and cash, all things ex-US?
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    • ON: Tue Aug 12th 22:12 PM
      Commented on:
      Capital One: A Different Short Case
      It's always the way with service based acquisitions - the real goodwill is in the relationships of key players. If you don't take care of them all you have are a few administrative staff and floor space.
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    • ON: Tue Aug 12th 22:12 PM
      Commented on:
      Capital One: A Different Short Case
      It's always the way with service based acquisitions - the real goodwill is in the relationships of key players. If you don't take care of them all you have are a few administrative staff and floor space.
      View article »
    • ON: Fri Aug 8th 20:14 PM
      Commented on:
      Don't Just Do Something, Stand There
      This was a short busting rally event. Hope everyone sold into it.
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