dd's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/108510/comments http://seekingalpha.com/article/107364-citigroup-the-end-draws-near?source=feed#comment-313044 313044 ]]> Sun, 23 Nov 2008 14:54:30 -0500 ]]> http://seekingalpha.com/article/98880-bank-of-america-s-acquisitions-what-was-ken-lewis-thinking?source=feed#comment-276534 276534 Wed, 08 Oct 2008 05:15:35 -0400 http://seekingalpha.com/article/65515-msci-canada-etf-safe-commodities-exposure-and-much-much-more?source=feed#comment-118120 118120 Sat, 23 Feb 2008 19:00:44 -0500 http://seekingalpha.com/article/53656-consumer-sentiment-hits-danger-zone?source=feed#comment-101599 101599
Housing price declines will affect the spending habits of more than just subprime borrowers, especially considering the drop in mortgage equity withdrawals, and the spike in credit card debt.

On the subject of gasoline vs oil prices, the crack spread has narrowed and squeezed refiners' margins. This won't continue indefinitely. Thus oil price must fall, or gasoline price must rise, or a bit of both.]]> Sun, 11 Nov 2007 11:26:59 -0500
Housing price declines will affect the spending habits of more than just subprime borrowers, especially considering the drop in mortgage equity withdrawals, and the spike in credit card debt.

On the subject of gasoline vs oil prices, the crack spread has narrowed and squeezed refiners' margins. This won't continue indefinitely. Thus oil price must fall, or gasoline price must rise, or a bit of both.]]> http://seekingalpha.com/article/53656-consumer-sentiment-hits-danger-zone?source=feed#comment-101598 101598
Housing price declines will affect the spending habits of more than just subprime borrowers, especially considering the drop in mortgage equity withdrawals, and the spike in credit card debt.

On the subject of gasoline vs oil prices, the crack spread has narrowed and squeezed refiners' margins. This won't continue indefinitely. Thus oil price must fall, or gasoline price must rise, or a bit of both.]]> Sun, 11 Nov 2007 11:26:31 -0500
Housing price declines will affect the spending habits of more than just subprime borrowers, especially considering the drop in mortgage equity withdrawals, and the spike in credit card debt.

On the subject of gasoline vs oil prices, the crack spread has narrowed and squeezed refiners' margins. This won't continue indefinitely. Thus oil price must fall, or gasoline price must rise, or a bit of both.]]> http://seekingalpha.com/article/51582-farm-belt-boom-what-s-everyone-doing-with-their-extra-cash?source=feed#comment-99992 99992
The Census of Agriculture lists (in 2002 anyway) the number of farms in the US as about 2 million, with operators listing their principal occupation as agriculture at 70% or less depending on region. If you assume half the farms of the US are in the Midwest, then this leaves you with 700,000 farmers who will principally benefit from this agriculture boom, and as business owners they will be mostly concerned with improving their balance sheets (debt) after a stretch of lean times. That's a pretty small niche market for consumer discretionary items.

While the greater population of farm communities will see some spinoff effect, they are still subject to the same consumer slowdown seen in the rest of the country, and this I believe overrides any upturn in the ag sector.]]> Fri, 26 Oct 2007 19:12:42 -0400
The Census of Agriculture lists (in 2002 anyway) the number of farms in the US as about 2 million, with operators listing their principal occupation as agriculture at 70% or less depending on region. If you assume half the farms of the US are in the Midwest, then this leaves you with 700,000 farmers who will principally benefit from this agriculture boom, and as business owners they will be mostly concerned with improving their balance sheets (debt) after a stretch of lean times. That's a pretty small niche market for consumer discretionary items.

While the greater population of farm communities will see some spinoff effect, they are still subject to the same consumer slowdown seen in the rest of the country, and this I believe overrides any upturn in the ag sector.]]> http://seekingalpha.com/article/50944-could-china-crash-the-us-dollar-on-a-whim?source=feed#comment-99732 99732
On your final comment, yes that does sound familiar. Non-performing loans, high-flying stock market, overpriced real estate... is it the US?




]]> Thu, 25 Oct 2007 02:22:02 -0400
On your final comment, yes that does sound familiar. Non-performing loans, high-flying stock market, overpriced real estate... is it the US?




]]> http://seekingalpha.com/article/50347-baja-mining-tin-foil-hats-have-their-uses?source=feed#comment-99152 99152 silverstockreport.com/...

For almost 2 times leverage BAJ has free-trading warrants, exercisable at CDN $1.15 and expiring April 19, 2009.

I have a position in the warrants.]]> Fri, 19 Oct 2007 07:00:26 -0400 silverstockreport.com/...

For almost 2 times leverage BAJ has free-trading warrants, exercisable at CDN $1.15 and expiring April 19, 2009.

I have a position in the warrants.]]> http://seekingalpha.com/article/47921-an-historic-look-at-the-gold-dollar-ratio?source=feed#comment-96659 96659
When two variables have a significant negative correlation (and a strong theoretical basis for it), then any ratio or comparison of the two should use the inverse of one variable.

There is no reason to expect a ratio of negatively correlated variables to be stable over time.]]> Sun, 23 Sep 2007 09:58:28 -0400
When two variables have a significant negative correlation (and a strong theoretical basis for it), then any ratio or comparison of the two should use the inverse of one variable.

There is no reason to expect a ratio of negatively correlated variables to be stable over time.]]>