BxCapricorn

Looks Like We're All Communists Now

It's fun to watch people care about other people's incomes. Wasn't it fun to watch Russia laughing at our communistic ways, as they embraced capitalism last year, and bragged about their commodity trades and currency surpluses? Our silly American banks...Natasha get me a Vodka. Then their economy got blown to bits. Everyone's so smart, but no one knows what to do. Everyone's an expert, but no one makes money trading.

12 Ready-to-Rally Stocks - Barron's

What's the hold time here? If you think I'm going to buy and hold through the September "correction", you're dreaming.

Extreme FDA Trades: 30 Stocks Under 5 Bucks

I seem to constantly wind up at this SA post, proving what an excellent job you did in putting this list together.

Ireland Attempts to Dig Out of Its Fiscal Hole

John Mauldin focused on this very subject in his weekly e-mailed newsletter. Can't they simply keep their losses off of their balance sheets, as they report record earnings, or transfer their losses to the US government through some kind of program?

Why I'm Buying Longtop Financial Technologies

Since it's at $23.93 on July 2nd, and I've been tracking it. This one looks as if $21-23 is the sweet spot. When you wrote this is was trading at $25-26. GL TM.

Positioning for When Water Runs Out: Part II

This study for using Reverse Osmosis to supply water to City of Tuscon, AZ may be of interest to those reading this thread.

www.usbr.gov/pmts/wate...

I believe Tuscon is the largest city to rely solely on groundwater for its supply.

www.usbr.gov/lc/region...

Positioning for When Water Runs Out: Part II

Great thread, and thanks to everyone for the links. I wanted to add that it is often overlooked that people often inhabit areas of the World in numbers that the environment cannot support. The population of the Western US far exceeds its water table and water resources. You would think that culturally, water usage in this part of the country would be different, but largely it is not. Some homeowners xeriscape, and some communities use gray water vice potable for irrigation, promote water restrictive car washes, but more often than not, you'll find a golf course in the desert, water theme parks, grassy public parks, and population sprawl. Cities like Las Vegas, San Diego and Los Angeles have never established development limitations, based on something as obvious as resource limitations, and so they face water shortages. Imagine that...

NAR on Existing Home Sales and Low Ball Appraisals

The real estate ship is rudderless. The appraiser is afraid to over-value a property, for legal reasons, and yet to appraise a property solely on distressed sales prices in the home's area, does a disservice. Having recently had an appraisal, last month in fact, it was a welcome relief to actually have the appraiser ENTER my home to properly value its worth. The square-footage based, drive-by appraisals of the past, were a large part of the problem. Like all mindless acts, logic imbalances add up. Houses are worth the materials it costs to build them, and the arrived at value takes more than three photos, two similar sales and a two factor calculation.

World Markets Increase by $11.7 Trillion

Well, it's been ten days and we've given 5-8% back...that's something close to $1T...always counting your chickens before they're hatched MJP....you should really take some TA classes. You would have seen a huge overbought condition on the day you posted. BTW, it's 6/23 and I have a buy signal on my TA with the Dow at 8322.

Largest Los Angeles 3-Month Shipping Increase Since 2006

The "Great Deleveraging" continues, with occasional upward data blips. We've seen the BDI rise, fall, rise, stall...as the Chinese continue their commodity buying campaigns. When the price gets too high, they'll stop and wait. Cycles are now tighter because of this phenomena, (i.e. every inflation results in demand deflation) and overall growth trends will probably never again be seen in any sustainable way, unless we can magically make 11 million Americans credit worthy again. Will that happen? How about the 200 million "newly middle class" Chinese, every financial adviser talked about, fueling demand for generations to come? From what I've read, the Chinese themselves are already sick of the stress and strains of capitalism on their environment, culture, and personal budgets. Their infrastructure build-out is already crumbling, due to inadequate QA, bribery, poor workmanship, etc. It's one thing to make a lead painted toy, but to improperly enforce a dam? Those that boast about the number of Engineers emerging countries like China puts out, should stop judging everything by graphs and statistics, and think about quality...levels of competence...enforceable standards.

World Markets Increase by $11.7 Trillion

Our production efficiency is unparalleled. Unfortunately, our main product has been digital and paper currencies.

Piotroski Formula Yields 14 Promising Investments

After some research, I think it is wise to learn about GNI and why it looks too good to be true. This trust, from what I read, has another six years left, and is yielding approximately $8/year. At its current share price, you trade $83 now, for $8 x 6 plus a final $6 payment = $56 over six years. I do not see why this scan cannot be tweaked to avoid picking up trusts.

Cramer's Stop Trading - The Oil Rally That Should Not Have Been (6/4/09)

Their oil calls are simple. When they say $200, they mean $40. When they say $35, they mean $90. Their trading desk makes them the big money, so why would they tell the average joe where the price is going. They don't make money betting with you. They make it off you.

Piotroski Formula Yields 14 Promising Investments

Great timing. I've been following the AAII stock screeners for years, and was also surprised that only this one was able to screen winners this year. Great links and well worth a bookmark.

Global Food Crisis Worsening

I was hoping you would site the lack of credit available to farmers, for the decrease in this year's crop planting. The CEO of Potash, WIlliam Doyle, during the conference call, put it right out there. It has amazed me how everyone simply ignores the obvious and will state, "we didn't see this coming...." when the moment of crisis arrives.

seekingalpha.com/artic...

Example:

"This was brought to the forefront again earlier this week as G8 officials called for increasing public and private investment in agriculture citing growing concerns over the global food supply. A dangerous game is now unfolding around the world. Fertilizer applications are being reduced at unprecedented levels, with our estimates for North American potash applications falling as much as 30% to 35%, phosphate by 20% to 25% and nitrogen by 5% to 10%.

To put this in context, U.S. applications this fertilizer year are expected to be similar in total volume to the 1983 pick year while farmers now need to generate 90% more production than in 1983 and will plant 25 million additional acres of corn, the most fertilizer intensive crop in the U.S. Clearly, nutrient replenishment will suffer.

This level of reduction has never been seen before. No one can state precisely what the impact will be on the world's food supply immediately or over the longer term, but we know with scientific certainty that nutrient under application damages both crop yields and quality."

We can hope that the corn crop in America comes in heavy and covers, as I've projections that it will. Maybe everyone's new Victory Gardens are being underestimated. Maybe not.