kotika98

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    • Goldman Says "Trust Us" [view article]
      what they mean to say that they've made a lot more money shorting AIG stock than the net amount AIG owned them, after taking into account the collateral. whats not to believe? you can count on goldman to take advantage of any situation. Oct 02 10:12 AM
    • The Topsoil Crisis: Dirt Isn't Cheap Anymore [view article]
      somebody already mentioned that the ex-soviet block holds huge amounts of land unused, i'd like to add that the soviet union was definitely an importer of american grain, not an exporter. It is true also that people are actively buying up agricultural land in russia to grow grain. Before 1914 Russia was feeding entire europe, and we may see this again. Oct 01 11:09 PM
    • Research in Motion Stock Set for Upward Motion [view article]
      yes, and where is all this naivete coming from about "investing" for the future? That seems just like the socialist notion that companies should think of the long-term, and not maximize short-term profits. If RIM were really increasing its R&D expenditures voluntarily right now, it woul be in anticipation of some major product cycle - and i just dont think that is the case! More likely they have been capitalizing some of the product development and launch expenses, and now decided that its time to start recognizing those expenses. To the naked eye that would look like an increase in R&D... Sep 30 09:19 AM
    • Research in Motion Stock Set for Upward Motion [view article]
      the reason stocks like RIM tank after a miss is that the well being of the executives depends heavily on the company making its numbers. when reporting time comes every possible accounting trick will be pulled out in order to make the numbers. In case its still not possible to do it, even by a penny, it means that things have significantly deteriorated. Sure, its still growing, just not fast enough to justify a 40 PE multiple. That all folks! Sep 30 09:11 AM
    • I'm Speechless: Palin on the Bailout [view article]
      > I am moving to Canada, lock, stock and barrel.
      > Oh and getting ready to sell the US dollar BIG TIME.

      it seems to me that not only the politicians are fond of lying about what they will AFTER the election, but average american shmoe enjoys doing it too - without thinking twice whether it is even remotely credible!

      Sep 27 11:26 AM
    • Investment Banks, R.I.P. [view article]
      Have you guys all forgotten that Citadel is the new investment bank? It is doing fine, thank you...

      Another thing people forget is that sure, there were voices saying that investment banks and banks should stick to facilitating, and not turn themselves into a hedge fund risking their own capital. But the specific entities mentioned tended to be Deutche Bank and Goldman, not all these other guys who are now proven to have been clueless.       Sep 16 02:11 PM
    • Short Investors Take Notice of AIG and MetLife [view article]
      Thanks for the nice graph! The stock price is rising at the same time as the short interest is rising.

      if there was ever a financial company with a "chicken little" attitude which should save it in this crisis it would be MET.

       Sep 16 02:00 PM
    • Can Gold Be Suppressed Indefinitely? [view article]
      > A dollar is supposed to represent a share in the collective wealth of a nation.

      Oh.. really? Who said so? And what the h*ll is this "collective wealth"?       Sep 11 09:33 AM
    • The US Treasury Gave $10bn (and Maybe More) to China [view article]
      they havent "made" any money, they just got some of their paper loss reduced. Sep 09 11:30 AM
    • Will 2 and 20 Soon Be Gone? [view article]
      Funds making their investors 15% before fees are charging them 2+3=5% in fees. This does seem a bit excessive, if you consider that 10% returns net of fees are available in an index fund. Sep 09 11:20 AM
    • The End of the End-of-the-World Trade [view article]
      I used to be that commodities were understood to be the ultimate business cyclical sector - when economy was strong commodities were up very strongly, and vice versa. And clearly this is still the case - the bullish case for commodities was always based on the 12% growth in China and India. So the negative correlation of commodities to stocks is a bogus notion - except in case of serious geopolitical instability where you'd expect gold and oil to shoot up.
      So, to believe that as the end-of-the-world is approaching and be buying commodities is sheer stupidity - because by definition end-of-the-world really means a serious recession in china.       Sep 05 10:18 AM
    • Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
      So, actually valuations on US stocks are more reasonable than most of those crazy emerging markets which can go up and down by 30-40% in any year. And the public debt is quite low, relative to the size of the US economy. Aug 29 12:03 PM
    • Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
      He has well earned his reputation, but clearly wrong on both US equities and bonds. Equities - because most american large companies are global corporations who DO benefit from world growth. And bonds because the US government is not heavily into debt - total debt to GDP is around 35% which is far far lower than every other industrialized country.

      Debt_to_Nominal_GDP_Ch...
      en.wikipedia.org/wiki/...

       Aug 29 12:00 PM
    • The Real Story of Precious Metals' Returns [view article]
      By definition, gold's after-inflation return is 0.0% in the long run. There is plentiful literature to support this view - which is that gold buys approximately the same amount of food and clothing in the long run. Long run means roughly a few centuries that are covered in Adam Smith's book, plus as far as i understabd ancient rome had approximately the same prices for foodstuffs as they are now.

      So, if you include the cost of capital, holding gold is an investment that sets you back in the long run. The only reason that you got this +4% return is that the price was artificially low for quite some time when Nixon freed it.       Aug 25 12:50 PM
    • The Real Story of Precious Metals' Returns [view article]
      By definition, gold's after-inflation return is 0.0% in the long run. There is plentiful literature to support this view - which is that gold buys approximately the same amount of food and clothing in the long run. Long run means roughly a few centuries that are covered in Adam Smith's book, plus as far as i understabd ancient rome had approximately the same prices for foodstuffs as they are now.

      So, if you include the cost of capital, holding gold is an investment that sets you back in the long run. The only reason that you got this +4% return is that the price was artificially low for quite some time when Nixon freed it.       Aug 25 12:50 PM
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