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Ten Reasons for an Imminent Stock Market Crash

Good fundamental reasons for the market to go down but crashes usually happen for technical reasons

What Stories Aren't Being Told?

the biggest untold (or unbelieved) story is that things are getting better and stocks are only just beginning to discount that.

Sobering Stat: ARMS Index Indicates Market Is at Peak, Not Bottom

yeah even worthless stocks like INTC and DELL finished up. I mean, what's this mkt coming too? C, AIG and INTC all up? Jeez, sell everything, not.

Bond Expert: Thursday Wrap

why should stocks continue to follow bonds and corporate spreads? companies have delevered and in some cases bought back their debt with new stock issuance. not clear to me why bonds matter to stocks as much as they in the past when many companies were levered to their eyeballs and basically depended on cheap CP for working capital.

Five Reasons the Market Could Crash This Fall

what an angry guy....basically his thesis is the mkt needs to go down because it's gone up a lot from the bottom. If you used that logic last year you would have been long at 1100, 1000, 900 etc. the SPX is only up about 10% on the year and still down a ton over the last 2 years.

Reverse Convertibles: More Financial 'Innovation'

actually RCB's, or REX's, do help Apple in that they dampen volatility in the stock as these are akin to investors buying a zero cpn bond and simultaneously selling a put on the stock. a less volatile stock makes raising capital for any company easier as long term investors are more likely to buy into secondaries as opposed to fast money flippers.

Pandemic: The Return of H1N1

I had the sniffles last week but the market help up ok. I don't see the correlation

The Trouble with Latvia: What It Is and Why It Matters

latvia's gdp is 1/10 that of new jersey...really, is this situation worth this much ink or discussion? latvia isn't even a country by any standard. they'll soon be reabsorbed by USSR 2.0.

Google, Apple on 9-Day Winning Streaks

sell the news seems to cute IMO. I think any selloff is a gift to rebuy or buy more depending on your position and risk preferences. shares don't rise 20 percent on anticipated news. this is a real move based on fundamentals

The Bull Case for Simon Property Group

hmmmm. you forgot to mention how bullish it is that SPG will now pay at least 90 percent of their dividends in stock. so holders of equity in a business that is slowing down get to own a larger piece of the business and be diluted in the process. real bullish...

Bond Expert Wednesday Wrap: Bonds, the Fed and QE

John,

thanks for the update on the bond market....question for you or anyone really... what's the best way to track spread product real time on bloomberg? I'm an equity guy.

Thanks

Why China Can't Dump U.S. Treasuries

bosun, all your rhetoric may prove to be correct but I think the chinese should first figure out how to build schools that don't collapse on little kids when the earth moves a bit before they start thinking about taking over the world. baby steps.

Why China Can't Dump U.S. Treasuries

what if china decides that they don't care if their currency strengthens against the dollar? their economy may be far less export dependent than you may think. the internal demand in the country could be enough to mitigate any negative impact of lower exports. sure they take a hit on their dollar investments but that's going to happen anyway as our government spends itself into "bolivia" (apologies mike tyson).

12 Reasons to Short Gold

"...It turned out to be a rumor. But you gotta wonder if there’s some truth behind it...." I think that says it all about this article

Buffett's S&P 500 Puts: Big Blunder?

he already lost on these positions. like you said, he sold insurance on the s&p and the s&p went down, he lost, period, and of course he has to post more collateral, which in his business is a disaster. yes, in 20 yrs. the mkt may go up, but what's the opportunity cost of the increase in collateral he needs to post? especially now when no one can borrow at low rates including berkshire.