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  • AMR Emerges From Chapter 11; Its Stock Proves The Exception To The Rule [View article]
    George, on the morning that the bankruptcy was announced the stock dropped I believe to 20 cents and I bought 1000 shares really on a lark. I had a chance to sell within 24 hours I think for 40 cents and doubled my money. Do you mean to tell me that if I had held onto those stocks they would now be worth on the order of $17,000.00? Please tell me I did the right thing. Have a heart, its Christmas time.
    Dec 23, 2013. 11:54 AM | Likes Like |Link to Comment
  • The RED Spread: A Market-Breadth Barometer - Can It Predict Black Swans? [View article]
    Happy Holidays to you and your family Young and best wishes in your continuing efforts to discover an edge in the market direction and probabilities.

    Don
    Dec 23, 2012. 09:26 AM | Likes Like |Link to Comment
  • The 'fiscal cliff' may be a bigger threat than you think, according to BofA Merrill Lynch. The looming tax increases and spending cuts could lop off as much as 1% from growth next year, and may send the economy into a deeper recession than many have predicted. Meanwhile, investors appear to remain oblivious. In a recent survey of fund managers, BofA found the market bias is for the "risk-on" trade — with the market rising higher — in spite of the political dangers looming. [View news story]
    Might be time for some communication `strategy from `the fed. Maybe say something like 'We will do whatever it takes'.
    Oct 20, 2012. 04:03 AM | 1 Like Like |Link to Comment
  • The 'fiscal cliff' may be a bigger threat than you think, according to BofA Merrill Lynch. The looming tax increases and spending cuts could lop off as much as 1% from growth next year, and may send the economy into a deeper recession than many have predicted. Meanwhile, investors appear to remain oblivious. In a recent survey of fund managers, BofA found the market bias is for the "risk-on" trade — with the market rising higher — in spite of the political dangers looming. [View news story]
    Anyone have any thoughts on what the market might do Monday?
    Oct 20, 2012. 01:58 AM | 1 Like Like |Link to Comment
  • Market recap: Sellers dominated the trading day, sending stocks to their worst drop since June as earnings disappointments begin to reflect the global slowdown. The carnage in tech stocks continued, pushing the Nasdaq down more than 2%. Other pockets of the market also showed weakness, with GE and McDonald's among firms reporting slower revenue growth. NYSE losers led winners four to one. [View news story]
    Any thoughts on what the market might do Monday?
    Oct 20, 2012. 01:52 AM | Likes Like |Link to Comment
  • The Daily TANER Momentum [View instapost]
    Nice. I like what you have done with the page.
    Oct 19, 2012. 11:23 PM | 1 Like Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    Jtom;

    And sometimes the engine is just an antiquated model that is worn out and no longer works to solve the problems of demography, education, inequality, globalisation, energy/environment, and the overhang of consumer and government debt. Sometimes yesterday's model just can't compete with a command economy that can dictate wages and standard of living, limit family size by law, ignore sustainable environmental and pollution laws.

    As the World GDP share continues to favour the emerging and growth markets the developed markets will be forced to adopt their winning strategies. In fact, that is what is going on now. All of that growing 47% dependent in some way on government will force change.
    Sep 30, 2012. 02:26 PM | 1 Like Like |Link to Comment
  • Why The U.S. Is Europe: Central Bank Deficit Funding Thinly Veiled [View article]
    Arrr! Capt. Brian, yer keen mind has penetrated the façade of equality of life. All of this drivel pouring from the bung hole of this article and the comments are just another way of saying that only about 5% of earth’s crew can be Captains and First Mates and the rest are scurvy bilge rats.

    Any lubber knows a government can't force multi-national pirates to do anything, much less force other governments to be more responsible concerning environmental pollution and human rights. They can't even get their own bilge rats to vote themselves lower wages and living conditions even though that is what is necessary in order to compete in the global economy. That's why the central banks are doing the dirty work by inflation because the politicians cant tell the voters the truth. How else are you going to compete with slave labor? Shiver me timbers Capt., I'm not just blowing me hornpipe here!
    Sep 30, 2012. 11:01 AM | 2 Likes Like |Link to Comment
  • Why The U.S. Is Europe: Central Bank Deficit Funding Thinly Veiled [View article]
    Colin;
    Thanks for a well written article on the machinations of the central banks.

    There is an inconvenient truth underlying what makes these moves both possible and necessary. Everyone knows that the problem is jobs and technology transfer to emerging and growth markets in a continual competitive effort to be the low cost producer. The political solutions proposed are variations of punishing corporations who outsource jobs or rewarding them for moving profits and jobs back to the U.S. International efforts to force EM producers to adopt expensive pollution and environmental controls are resisted on the grounds that the developed world faced no such constraints during their formative years.

    The real solution which no one mentions is for wages and living standards for workers in the developed world to decrease until they are once more competitive again. That, in fact, is what is happening and as Mr. Bernanke says will continue until the job numbers improve.

    Sep 29, 2012. 08:49 AM | 6 Likes Like |Link to Comment
  • The RED Spread: A Market-Breadth Barometer - Can It Predict Black Swans? [View article]
    Still, I look forward to your post on Monday to see how far off I am and in what direction. The S&P 500 came in at 1,441.23 slightly lower than my prediction of 1445.99. That is a miss of only about $4.76 or .3%. I think anyone would consider forecasting the price of the S&P 500 to within +/- (.3%) a major achievement especially during such chaotic market times. I expect I will be equally close on the 10 Y T and the RED/REDS.
    Sep 28, 2012. 04:45 PM | Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    Dana; "But the only way to repay anything is with growth. Austerity doesn't do it."

    Did you man to say the only way to repay anything is with inflation? If we have 'growth' based on profits why would we be printing money?

    The countries in Europe who are not 'growing' also do not have a printing press.
    Sep 28, 2012. 08:34 AM | 3 Likes Like |Link to Comment
  • The RED Spread: A Market-Breadth Barometer - Can It Predict Black Swans? [View article]
    Young; Here are my predictions for today at closing based on your chart above.
    RED REDS S&P 500 10Y T Yield
    9/28/2012 52.8 5.0% 1445.99 1.665
    Sep 28, 2012. 08:24 AM | Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    wrocnrob; Energy return on energy invested. As I pointed out in my reply to James, it is the calculation we all make in deciding whether to undertake or continue a given enterprise. It is a ratio based on recognition of all input cost, financial, environmental, etc., versus the potential reward or return on this investment. Risk vs. Reward.
    Sep 28, 2012. 05:18 AM | 1 Like Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    James; I understand. That is why I prefaced my comment with "James; I am going to catch a lot of flack from this as I always do but it needs to be said."
    And why I ended the comment with "Note: Before you flame me please run your peepers over this graph." The graph referenced is a recent global economic transformation projection from Goldman Sachs.
    The graph was to support my comment which suggested wage and standard of living imbalance as a primary reason for emerging and growth economies becoming the low cost producers. Also these developing markets have benefited by technology transfer from the more advanced developed world.

    " However, many that discuss ERoEI tend to align themselves closely with the major tenets of that theory." It is too bad that the term ERoEI has become stigmatized in such a way as it is almost impossible to discuss any topic relating to human enterprise without using it in some form. You probably use it yourself when you write articles even if it is just a mental calculation. If you spend a certain amount of time and energy to develop and publish an article and later you look at the return on your investment in terms of not just financial remuneration but also factoring in personal satisfaction objectives you are using ERoEI in deciding whether to continue that enterprise.

    When I said that energy cost as measured by ERoEI have been and are and will continue to rise and no power on earth can reverse that trend can be verified by DOE, any energy company, any physics book or your collection of past gas and electricity bills. There is only one situation which seems to slow this process down and that is when the the world economy slows down then the ERoEI goes up briefly. I think it might be natures way of saying "If you find yourself in a hole and can't get out. Quit digging.
    Cheers to you too and thanks for giving me the chance to clarify (I hope) my comment.
    Sep 26, 2012. 12:43 PM | Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    What would have been funny is if they had set it up in such a way as to allow each member country to print the common currency as if it was their own to reflect their own economies much as sovereign nations do. I wonder what the Euro would trade for then.
    Sep 26, 2012. 11:31 AM | 1 Like Like |Link to Comment
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