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Ohrama

Ohrama
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  • The 7-Year Cycle That Will Crush Uninformed Investors, Again [View article]
    The 7 years may not be exact but the ups and down indicate the true cyclic nature of a real free market. But things like sitting on the low interest rate too long, tremendous technology advances, too much USSR style manipulation etc. change that to certain extent and also causing bigger swings. If the market is really periodic and completely predictable, life won't be that interesting, I suppose.
    Feb 3, 2014. 06:33 PM | 3 Likes Like |Link to Comment
  • Stocks fall out of bed after weak factory report, Dow -326 [View news story]
    Perhaps no more QE money to prop up the stocks! The usual 2:00 PM lust for stocks and the accompanying upsurge to wipe out the losses can't be seen.
    Feb 3, 2014. 06:10 PM | 1 Like Like |Link to Comment
  • FOMC tapers, but continues to eye soft inflation data [View news story]
    Just a 13.33% (10/75) reduction in the speed of our printing press, the guys (and the gals?) in the wall street run to the exit. I wonder how things would be if the printing stops completely (assuming it can)!
    Jan 29, 2014. 02:39 PM | 1 Like Like |Link to Comment
  • AMD's Revolution In Computing: The APU [View article]
    As a computer Engineering professor with 35+ years of experience, I can say that AMD has found a way to push back Intel. The bitcoiner's enthusiasm with AMD graphic units prove the lead AMD has in this area. AMD suffered because the CPU benchmarks are made to favor that 500 Lb gorilla and we have pushers such as AE. HSA is an effort to counteract that. AMD also suffered because it was one step behind in the chip scaling but the advantage there seems to be getting smaller and smaller.
    AMD seems to have problem in execution (I have had a number of my ex-students there) but the integration with the Canadian ATI operation seems to be changing that. SO, perhaps this is one another opportunity for AMD as Intel is forced to fight for life in the tablet, smartphone markets.
    Jan 21, 2014. 03:40 PM | 5 Likes Like |Link to Comment
  • Kuroda stresses need to ward off deflation [View news story]
    "Japan must avoid the self-perpetuating deflationary spiral that can occur if companies and individuals stop spending money in anticipation of lower prices in the future."
    Is it the expectation of lower prices or something else (such as having too many gadgets, realizing we don't need many of the stuff or they only make our life more complex) that has lead to the deflationary spiral? As one economist put it, we can't have an infinite growth in a finite world.
    Dec 25, 2013. 04:25 PM | 2 Likes Like |Link to Comment
  • Mortgage apps drop to lowest in 13 years [View news story]
    It looks like a big fundamental change is taking place there and with housing being the (or has been) one of the biggest component of the economy, we could be in for a big shock but for the for ever Santa Claus Fed ($75 T per month still!). Or perhaps in spite of that, pretty soon.
    Dec 24, 2013. 12:24 PM | Likes Like |Link to Comment
  • Chinese shares suffer worst run for 19 years amid cash crunch [View news story]
    At least there the people seems to be motivated and willing to work hard and sacrifice present pleasure for the sake of future prosperity counteracting the governmental problems. What about here at the great USA? What does it say about our house of cards?
    Dec 20, 2013. 07:16 AM | 2 Likes Like |Link to Comment
  • Americans continue to recover wealth lost during recession [View news story]
    So we spend $4T borrowed or printed (fictional) money and the fictional stock price and housing price goes up by $2T. What happened to the other two? we ate!
    Dec 10, 2013. 07:33 AM | Likes Like |Link to Comment
  • New home sales surge in October [View news story]
    September New Home Sales: 354K vs. 420K expected, 379K prior (revised). Big miss (by 66K or 15%) here. Anyone got an idea about August (revised down or up)?
    Dec 4, 2013. 11:17 AM | Likes Like |Link to Comment
  • Paulson reportedly not buying more gold [View news story]
    By pushing gold down by manipulation, the Fed is trying to send a message to the rest of the world (that there is no alternate to the mighty dollar). But the Chinese are more clever to fall for that message. Instead they are going to gobble up as much gold as possible and the reduction in price would be considered as God sent. Soon we will know who played the game correctly.
    Nov 22, 2013. 05:33 PM | Likes Like |Link to Comment
  • Intel's Mobile Roadmap Is Incredibly Strong [View article]
    If I know the exact timing, you know I would not share it with anyone. But all I know is that 5 to 6 years of gain can get wiped out in 3 to 6 months, there will be a big move down every 5 or 6 years, the valleys are getting bigger and bigger and the more we manage to massage the economy, harder the fall is going to be. I am willing to wait as I did for 2008. The only thing I did not anticipate is the force with which they interfered in the market. But they have spent all their silver (and gold) bullets there and nothing much to show except the inflated stock market. I know there are lot good things going in this country (on a comparative basis to the rest of the world) which is the one holding us above water. We have to watch out China, tough and sincere, hardworking folks, (I can't say the same about India), and with their billions in surplus, they are waiting for the opportunity to pull the plug on our dollar hegemony.
    Nov 22, 2013. 09:33 AM | 3 Likes Like |Link to Comment
  • Intel's Mobile Roadmap Is Incredibly Strong [View article]
    Ashraf Eassa: By the time or when Intel gets their acts together or the mojo, did you consider the possibilities for: 1) Saturation in the phone / tablet market (or fatigue and yawn like the desktop and laptop market now and seems to be moving to the cellphone market as evidenced by the no-contract phones at cheaper prices), 2) The new markets not able to compensate for the loss in the traditional markets, and 3) An severe economic contraction since we are living on borrowed money and borrowed time. TIA
    An Engg, Prof with 35 years of exp and a former NSF program director!
    Nov 22, 2013. 07:18 AM | 4 Likes Like |Link to Comment
  • Bernanke: Tapering depends on further improvement in jobs data [View news story]
    The only way for the unemployment to drop below 6.5% is to pump up the stock market balloon further so that that top 5% will feel too good to spend it on manicure, pedicure, dog grooming etc. And even there we will face all the competition from the freebies from the government which will prevent the majority of the population doing anything worthwhile or even punish them for working! OK, the later will also take the unemployment numbers down since they won't be counted anymore.
    Nov 20, 2013. 07:12 AM | Likes Like |Link to Comment
  • Silver Wheaton Remains Overvalued Despite Stock Price Dip [View article]
    Can you say this confidently if you notice that the stock has gone to $5 during 2008 meltdown? Given that the whole market has been pumped by QE infinity and the chance of a 2008 repeat is a possibility (remember the new Fed, chief takes over in Jan. 2014 and the market has a tendency to test them by way of a crash. Think 1987!), I would be worried to buy SLW at this price even if it were the best company (association by guilt to the overall pumped up market). And any vulnerability SLE already has (demonstrated by the drop in share price), makes it more vulnerable in the case of a general crash.
    Nov 11, 2013. 07:25 AM | Likes Like |Link to Comment
  • GLD: Sell While You Still Have A Chance [View article]
    Yes, I see the trouble this country and dollar is in (and will happen when the other countries stop selling themselves for peanuts and the corrupt politicians stop hoarding their loot in U.S. or other European banks). But would you clarify your statement: 3 major game changers that have yet to hit our papers.
    Oct 27, 2013. 07:54 PM | Likes Like |Link to Comment
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