BxCapricorn's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/111272/comments http://seekingalpha.com/article/160283-looks-like-we-re-all-communists-now?source=feed#comment-665768 665768 Tue, 08 Sep 2009 00:14:07 -0400 http://seekingalpha.com/article/156276-12-ready-to-rally-stocks-barron-s?source=feed#comment-632142 632142 Sun, 16 Aug 2009 15:07:56 -0400 http://seekingalpha.com/article/153086-extreme-fda-trades-30-stocks-under-5-bucks?source=feed#comment-631020 631020 Sat, 15 Aug 2009 12:57:36 -0400 http://seekingalpha.com/article/149818-ireland-attempts-to-dig-out-of-its-fiscal-hole?source=feed#comment-594877 594877 Mon, 20 Jul 2009 09:22:31 -0400 http://seekingalpha.com/article/143223-why-i-m-buying-longtop-financial-technologies?source=feed#comment-574155 574155 Sat, 04 Jul 2009 22:08:20 -0400 http://seekingalpha.com/article/145580-positioning-for-when-water-runs-out-part-ii?source=feed#comment-565741 565741
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...]]> Sun, 28 Jun 2009 11:52:54 -0400
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...]]> http://seekingalpha.com/article/145580-positioning-for-when-water-runs-out-part-ii?source=feed#comment-565728 565728 Sun, 28 Jun 2009 11:46:59 -0400 http://seekingalpha.com/article/144919-nar-on-existing-home-sales-and-low-ball-appraisals?source=feed#comment-559960 559960 Wed, 24 Jun 2009 01:36:43 -0400 http://seekingalpha.com/article/142829-world-markets-increase-by-11-7-trillion?source=feed#comment-559909 559909 Tue, 23 Jun 2009 23:37:39 -0400 http://seekingalpha.com/article/143610-largest-los-angeles-3-month-shipping-increase-since-2006?source=feed#comment-556382 556382 Sun, 21 Jun 2009 14:50:54 -0400 http://seekingalpha.com/article/142829-world-markets-increase-by-11-7-trillion?source=feed#comment-543461 543461 Fri, 12 Jun 2009 04:33:33 -0400 http://seekingalpha.com/article/141340-piotroski-formula-yields-14-promising-investments?source=feed#comment-535167 535167 Sat, 06 Jun 2009 19:22:02 -0400 http://seekingalpha.com/article/141450-cramer-s-stop-trading-the-oil-rally-that-should-not-have-been-6-4-09?source=feed#comment-533906 533906 Fri, 05 Jun 2009 14:46:46 -0400 http://seekingalpha.com/article/141340-piotroski-formula-yields-14-promising-investments?source=feed#comment-532806 532806 Thu, 04 Jun 2009 20:09:17 -0400 http://seekingalpha.com/article/140423-global-food-crisis-worsening?source=feed#comment-524857 524857
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.]]> Sun, 31 May 2009 06:21:31 -0400
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.]]> http://seekingalpha.com/article/138162-curagen-presents-an-opportune-time-to-exit?source=feed#comment-522849 522849 Fri, 29 May 2009 10:51:01 -0400 http://seekingalpha.com/article/139440-as-the-dollar-continues-to-collapse-where-will-you-put-your-money?source=feed#comment-522552 522552
www.youtube.com/watch?...

She's obviously incompetent and ill-prepared. Why isn't she working as the CEO of an American car company?]]> Fri, 29 May 2009 07:22:23 -0400
www.youtube.com/watch?...

She's obviously incompetent and ill-prepared. Why isn't she working as the CEO of an American car company?]]> http://seekingalpha.com/article/139615-the-value-of-u-k-housing-uptick-is-an-illusion?source=feed#comment-517981 517981 Tue, 26 May 2009 11:44:52 -0400 http://seekingalpha.com/article/139440-as-the-dollar-continues-to-collapse-where-will-you-put-your-money?source=feed#comment-517461 517461
www.bloomberg.com/apps...

Which is why I'm not buying commodities I can't eat, right NOW.]]> Tue, 26 May 2009 01:34:57 -0400
www.bloomberg.com/apps...

Which is why I'm not buying commodities I can't eat, right NOW.]]> http://seekingalpha.com/article/139440-as-the-dollar-continues-to-collapse-where-will-you-put-your-money?source=feed#comment-517445 517445 www.nybooks.com/articl...

Worth a bookmark, along with this post and comment thread.]]> Tue, 26 May 2009 01:04:47 -0400 www.nybooks.com/articl...

Worth a bookmark, along with this post and comment thread.]]> http://seekingalpha.com/article/139440-as-the-dollar-continues-to-collapse-where-will-you-put-your-money?source=feed#comment-517292 517292
This is where the guns and ammo crowd say this and that (and although I agree, to a degree), I don't see people shooting each other for a sandwich in Sacramento, and there are thousands of people living there in tents. When people are truly hungry, they ask for help, and guess what...people help. If you have a movie version of life stuck in your head, you're either Dick Cheney or watched the DVD set of "24", way too often....]]> Mon, 25 May 2009 22:12:01 -0400
This is where the guns and ammo crowd say this and that (and although I agree, to a degree), I don't see people shooting each other for a sandwich in Sacramento, and there are thousands of people living there in tents. When people are truly hungry, they ask for help, and guess what...people help. If you have a movie version of life stuck in your head, you're either Dick Cheney or watched the DVD set of "24", way too often....]]> http://seekingalpha.com/news/market_currents/post/24750?source=feed#comment-513923 513923 Fri, 22 May 2009 02:17:35 -0400 http://seekingalpha.com/news/market_currents/post/24349?source=feed#comment-507887 507887 Mon, 18 May 2009 04:34:55 -0400 http://seekingalpha.com/article/137932-the-debate-about-green-shoots?source=feed#comment-506435 506435 businesscycle.com) verbage, yet remain unconvinced. The three indicators the graph, and speak of, do not show any upturn is imminent (IMHO). When I go to Investopedia and read about the Conference Board's Composite Index of Leading Indicators, and read through the 10 indicators used:

1. Average Weekly Hours Worked By Manufacturing Workers
2. Average Number of Initial Applications for Unemployment Insurance
3. Amount of Manufacturers' New Orders for Consumer Goods and Materials
4. Speed of Delivery of New Merchandise to Vendors From Suppliers
5. Amount of New Orders for Capital Goods (Unrelated to Defense)
6. Amount of New Building Permits for Residential Buildings
7. S&P 500 Stock Index
8. Inflation-Adjusted Monetary Supply (M2)
9. Spread Between Long & Short Term Interest rates
10. Consumer Sentiment

I see #1 about to tank with the Chrysler, GM and auto supplier bankruptcies, #2 going up (after the upward revision and if census workers were excluded) in April and definitely rising when dealerships and #1 are contributing this summer, #3 & #4 & #5 will go downward once #1 occurs, #6 is dropping as I type (based on my viewing of the Las Vegas Chamber of Commerce meetings), #7 is suspect due to volume and GS trading desk participation percentages, #8 is irrelevant in the age of digital money and the huge reserves remaining stagnant in bank vaults (St. Louis Fed), #9 is the only one that appears supportive of a recovery talking point, #10 only include 5,000 households and currently contradicts actual GDP numbers and is probably part of the "hope" people feel when Obama, Geithner, Bernanke, etc. address the problem.

I'm therefore thinking that the ECRI has it wrong for the second time. The first being in the 1930's, per their website.]]> Sat, 16 May 2009 11:42:36 -0400 businesscycle.com) verbage, yet remain unconvinced. The three indicators the graph, and speak of, do not show any upturn is imminent (IMHO). When I go to Investopedia and read about the Conference Board's Composite Index of Leading Indicators, and read through the 10 indicators used:

1. Average Weekly Hours Worked By Manufacturing Workers
2. Average Number of Initial Applications for Unemployment Insurance
3. Amount of Manufacturers' New Orders for Consumer Goods and Materials
4. Speed of Delivery of New Merchandise to Vendors From Suppliers
5. Amount of New Orders for Capital Goods (Unrelated to Defense)
6. Amount of New Building Permits for Residential Buildings
7. S&P 500 Stock Index
8. Inflation-Adjusted Monetary Supply (M2)
9. Spread Between Long & Short Term Interest rates
10. Consumer Sentiment

I see #1 about to tank with the Chrysler, GM and auto supplier bankruptcies, #2 going up (after the upward revision and if census workers were excluded) in April and definitely rising when dealerships and #1 are contributing this summer, #3 & #4 & #5 will go downward once #1 occurs, #6 is dropping as I type (based on my viewing of the Las Vegas Chamber of Commerce meetings), #7 is suspect due to volume and GS trading desk participation percentages, #8 is irrelevant in the age of digital money and the huge reserves remaining stagnant in bank vaults (St. Louis Fed), #9 is the only one that appears supportive of a recovery talking point, #10 only include 5,000 households and currently contradicts actual GDP numbers and is probably part of the "hope" people feel when Obama, Geithner, Bernanke, etc. address the problem.

I'm therefore thinking that the ECRI has it wrong for the second time. The first being in the 1930's, per their website.]]> http://seekingalpha.com/article/136266-stress-test-results-are-out-leaks-were-right?source=feed#comment-496553 496553 online.wsj.com/article...

But Wait...there's more!]]> Sat, 09 May 2009 07:19:42 -0400 online.wsj.com/article...

But Wait...there's more!]]> http://seekingalpha.com/article/136503-cramer-s-mad-money-haven-t-you-people-ever-heard-of-a-correction-5-7-09?source=feed#comment-496551 496551
online.wsj.com/article...

Cramer was right, but for the wrong reasons.]]> Sat, 09 May 2009 07:17:57 -0400
online.wsj.com/article...

Cramer was right, but for the wrong reasons.]]> http://seekingalpha.com/article/136269-bank-stress-test-the-cheat-sheet?source=feed#comment-496543 496543
online.wsj.com/article...

Making the whole affair, a typical power play, by the banks. Way to regulate Geithner. We have nothing but confidence in the banking system now. What's on tap for next week? Will every government official be on TV claiming the banks are great, until they have time enough to secure second offerings? Tell me one large investor that will be fooled, outside of the government?
]]> Sat, 09 May 2009 06:26:06 -0400
online.wsj.com/article...

Making the whole affair, a typical power play, by the banks. Way to regulate Geithner. We have nothing but confidence in the banking system now. What's on tap for next week? Will every government official be on TV claiming the banks are great, until they have time enough to secure second offerings? Tell me one large investor that will be fooled, outside of the government?
]]> http://seekingalpha.com/article/136020-bank-stress-tests-how-credible-are-they?source=feed#comment-496191 496191
What does that tell us?]]> Fri, 08 May 2009 19:09:29 -0400
What does that tell us?]]> http://seekingalpha.com/article/136503-cramer-s-mad-money-haven-t-you-people-ever-heard-of-a-correction-5-7-09?source=feed#comment-496152 496152
I saw a video of Cramer talking to his portfolio analyst, and he looked beaten down. You'd think he'd be enthused about this incredible banking turn around. The eyes don't lie...the mouth does. This market is so overbought, I'm glad it's with Goldman Sachs money and not mine.]]> Fri, 08 May 2009 18:18:16 -0400
I saw a video of Cramer talking to his portfolio analyst, and he looked beaten down. You'd think he'd be enthused about this incredible banking turn around. The eyes don't lie...the mouth does. This market is so overbought, I'm glad it's with Goldman Sachs money and not mine.]]> http://seekingalpha.com/article/135773-obama-s-tax-plan-could-devastate-ireland?source=feed#comment-492235 492235 Wed, 06 May 2009 12:55:19 -0400