Seeking Alpha

anonymous#12

anonymous#12
Send Message
View as an RSS Feed
View anonymous#12's Comments BY TICKER:
Latest  |  Highest rated
  • Sep ISM Manufacturing Index: 51.5 vs. 49.7 consensus and 49.6 prior. Prices index 58.0 vs. 54.0 prior. Employment 54.7 vs. 51.6. Inventories 50.5 vs. 53.0. New orders 52.3 vs. 47.1. [View news story]
    AIP, true about the peak in July.

    US economy is strong and surging.
    Oct 1 03:17 PM | Likes Like |Link to Comment
  • An astonishing fact about the stock market since October 2010: Out of 156 weeks, the market has suffered only seven negative Y/Y readings. Even during the seven Y/Y-down weeks, the largest negative reading was just -1.6%. "Just goes to show you how resilient and strong the market really is," Jerry Khachoyan exults. [View news story]
    Atlas shrugged...Hahahahahaa...

    Did Jesus rode dinosaurs too? Hahahahaha.....
    Oct 1 09:31 AM | Likes Like |Link to Comment
  • Chicago Fed President Charles Evans - the man whose ideas about QE∞ won the day on the FOMC - tells CNBC he expects unemployment in the 7% range for at least another 2 years. As 7% is unacceptable to Evans, the statement means he expects a minimum 2 years of continued $40B/month or more of asset purchases. Gold and silver erase early losses. GLD +0.3%, SLV +2% premarket. [View news story]
    He is right. We need more QE, resource utilization is still low. $200B+ per month should help.
    Oct 1 09:12 AM | 2 Likes Like |Link to Comment
  • Why An Islamic Revolution In Saudi Arabia Is A Surefire Way To Send Oil To $300 A Barrel [View article]
    Saudi Arabia is pumping more because they want oil to be the king in energy matters forever. They know that if they let the price keep rising a flush of alternatives are going to end the oil hegemony.

    Look thru history of the human race, innovation, productivity, efficiency.....

    Keep dreaming about $300 oil prices.....after all dreams are just that....dreams.
    Sep 30 01:24 PM | 1 Like Like |Link to Comment
  • The rescue of Spain's banks will cause the country's budget deficit to hit 7.4% this year, above its 6.3% target, the government said yesterday. Authorities reckon Spain could require €40B of its EU credit line after stress tests showed the sector needs €53.75B. Spain's debt-to-GDP ratio will rise to 85.3% in 2012 - above a previous forecast of 80% - and 90.5% in 2013. [View news story]
    Precious metals are deeply correlated to equities....so if I'm going to sell equities and shut in a cave like a well right wing lunatic, buying silver has to be the most inane thing to do....
    Sep 30 09:43 AM | 2 Likes Like |Link to Comment
  • Goldman Sachs (GS) "operates via institutionalized paranoia," writes Michael Santoli in a bullish Barron's cover story. In other words, Goldman behaves as IB's did in the days when a partner's capital was actually on the line. Executives known for risk management are promoted (contrast to Citi's Chuck "Gotta dance while the music's playing" Prince), giving investors - with shares on offer for 90% of TBV - a bit of comfort no matter how turbulent markets may become. [View news story]
    "taken our medicine". Is that like cutting pension to retirees, cutting healthcare benefits, cutting aid to the poor?

    We are number #1 in stupid mindless self-flagellation as well as in chest thumping self-aggrandizement.
    Sep 29 09:48 PM | 4 Likes Like |Link to Comment
  • What Happens To Questcor Now? [View article]
    The PE could drop much more as the E in that equation gets uncertain.

    When your earnings linger on just one drug, there are serious problems.....
    Sep 29 09:47 AM | Likes Like |Link to Comment
  • An astonishing fact about the stock market since October 2010: Out of 156 weeks, the market has suffered only seven negative Y/Y readings. Even during the seven Y/Y-down weeks, the largest negative reading was just -1.6%. "Just goes to show you how resilient and strong the market really is," Jerry Khachoyan exults. [View news story]
    By the way, my comment isn't directed at Paulo, since I know he is a good guy.

    My comment is directed to the trolls.
    Sep 29 09:36 AM | 2 Likes Like |Link to Comment
  • An astonishing fact about the stock market since October 2010: Out of 156 weeks, the market has suffered only seven negative Y/Y readings. Even during the seven Y/Y-down weeks, the largest negative reading was just -1.6%. "Just goes to show you how resilient and strong the market really is," Jerry Khachoyan exults. [View news story]
    I only see people whining here....


    Let me guess..... you all missed huge returns like AAPL going from $100 per share to $670 in just three years.....

    While you scream, rant and babble, we keep making huge sums of money. Thank you again doomers.
    Sep 29 09:27 AM | 3 Likes Like |Link to Comment
  • Amazon (AMZN +2.5%) appears to be in the lending game with a new business called Amazon Lending that makes loans available to some of its online sellers. A copy of the e-mail that Amazon sent to pre-qualified customers was nabbed by ChannelAdvisor with the gist being that sellers can land a loan within five days for rates around 13%. [View news story]
    And AMZN obliterates shorts again. Love it.


    AMZN going for $400 per share or more in a couple of years.
    Sep 27 04:24 PM | Likes Like |Link to Comment
  • Spanish fiscal reform plans exceed the recommendations of the EU, says economy minister de Guindos. If true, the boast is an important one as it means Spain can submit to a bailout without having to go through the politically difficult route of accepting EU conditions. This would then trigger the ECB bond purchase program. Stocks rally to a session high, the S&P 500 +0.8%[View news story]
    Doomers get obliterated once again. And I love to see the shorts lose money.
    Sep 27 04:21 PM | Likes Like |Link to Comment
  • Initial Jobless Claims: 359K vs. 376K consensus, 385K prior revised (prior week 382K). [View news story]
    Very well said AIP. The economy is rebounding faster than any one thought. It is clear the economy is doing pretty good.
    Sep 27 04:15 PM | Likes Like |Link to Comment
  • "(QE3) is explicitly linked to what happens with the economy," says San Francisco Fed President Williams. The MBS purchases will continue or even expand to include other assets "until the job market looks substantially healthier." Sounding like he believes what he is saying, Williams calls the program an "automatic stabilizer," able to be tweaked depending on the fickle statistics-based surveys of the BLS each month. [View news story]
    We did not do well before 1913. Born to a poor family in 1900 was very different from being born now in such a family.
    Sep 26 12:05 PM | Likes Like |Link to Comment
  • "(QE3) is explicitly linked to what happens with the economy," says San Francisco Fed President Williams. The MBS purchases will continue or even expand to include other assets "until the job market looks substantially healthier." Sounding like he believes what he is saying, Williams calls the program an "automatic stabilizer," able to be tweaked depending on the fickle statistics-based surveys of the BLS each month. [View news story]
    Somalia doesn't enforce tax collections, it doesn't have services to the public and the cherry on the top...massive spending on civil wars.

    The utopia of conservatives, hmmm....why aren't you there? I mean zero taxes leads to prosperity, right???
    Sep 26 11:15 AM | Likes Like |Link to Comment
  • Questcor: Primed For A Big Bounce [View article]
    It isn't odd at all. Fidelity likes companies that are growing fast. They were outperforming the market in 2009 and 2010. Recently there has been some nasty losses.
    Sep 26 07:32 AM | Likes Like |Link to Comment
COMMENTS STATS
552 Comments
2,033 Likes