VennData's Comments VennData's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/1296/comments The Obama Bull http://seekingalpha.com/article/178277/comments?source=feed#comment-806945 806945
www.usnews.com/article...]]>
Tue, 15 Dec 2009 13:32:48 -0500
www.usnews.com/article...]]>
U.S. Debt Hysteria Is Getting Ridiculous http://seekingalpha.com/article/174584/comments?source=feed#comment-769642 769642
www.theglobeandmail.co.../]]>
Fri, 20 Nov 2009 16:08:58 -0500
www.theglobeandmail.co.../]]>
Is Goldman Sachs the Canary in the Coal Mine, Or Just No Longer Relevant? http://seekingalpha.com/article/173617/comments?source=feed#comment-762347 762347
Once the Socially-Consious investors drop them, it's only a few more board meetings before pension funds and endowments do to.

These guys should seriously work for charity only for a few years.

They're getting protested, for crying out loud.

www.politico.com/news/...]]>
Mon, 16 Nov 2009 13:47:15 -0500
Once the Socially-Consious investors drop them, it's only a few more board meetings before pension funds and endowments do to.

These guys should seriously work for charity only for a few years.

They're getting protested, for crying out loud.

www.politico.com/news/...]]>
Corporations Win Again - This Time It's Healthcare http://seekingalpha.com/article/172199/comments?source=feed#comment-752266 752266
"...commentators in other countries noticed before the bill even made it to vote that it's ludicrously light fare..." Which detailed proposals do they find to be inappropriate?

"...The House bill -- which is more ambitious than the Senate bill -- does almost nothing to contain runaway health care costs..." Almost?

"...Nothing is law yet..." There you go, a fact, how refreshing.]]>
Mon, 09 Nov 2009 09:38:04 -0500
"...commentators in other countries noticed before the bill even made it to vote that it's ludicrously light fare..." Which detailed proposals do they find to be inappropriate?

"...The House bill -- which is more ambitious than the Senate bill -- does almost nothing to contain runaway health care costs..." Almost?

"...Nothing is law yet..." There you go, a fact, how refreshing.]]>
5 Things to Consider Before Buying and Holding http://seekingalpha.com/article/167115/comments?source=feed#comment-719593 719593
Prove it.

This is just more Wall Street marketing (aka give me your money to invest for you.)]]>
Sun, 18 Oct 2009 14:50:45 -0400
Prove it.

This is just more Wall Street marketing (aka give me your money to invest for you.)]]>
How Washington's Policymakers Are Damaging the U.S. Economy http://seekingalpha.com/article/167166/comments?source=feed#comment-719591 719591
The American economy has, time and again, adapted to the non-predictable, volatile upheavals. It's the adaptability to change (for example, Federal policy changes) that has made us wealthy, not some sort of monetary single state fantasized by these theorists.]]>
Sun, 18 Oct 2009 14:48:19 -0400
The American economy has, time and again, adapted to the non-predictable, volatile upheavals. It's the adaptability to change (for example, Federal policy changes) that has made us wealthy, not some sort of monetary single state fantasized by these theorists.]]>
The Greatest Depression Is Coming http://seekingalpha.com/article/167060/comments?source=feed#comment-718409 718409
And you're really collecting some great data to support your "The Middle Class is holding on for dear life." meme.

Put the tin foil hat down.]]>
Sat, 17 Oct 2009 08:33:34 -0400
And you're really collecting some great data to support your "The Middle Class is holding on for dear life." meme.

Put the tin foil hat down.]]>
Why Deflation Makes for Ugly Headlines http://seekingalpha.com/article/166913/comments?source=feed#comment-717271 717271
His attempt-at-attention-g... screeds should be discounted by THEIR time value.. And time's up on that nonsense.]]>
Fri, 16 Oct 2009 06:23:38 -0400
His attempt-at-attention-g... screeds should be discounted by THEIR time value.. And time's up on that nonsense.]]>
Don't Let a Journalist Evaluate Cash for Clunkers http://seekingalpha.com/article/165008/comments?source=feed#comment-704716 704716 Tue, 06 Oct 2009 06:52:30 -0400 Book Review: What Makes a Dhando Investor? http://seekingalpha.com/article/164715/comments?source=feed#comment-703040 703040
Renowned for their acumen, the Dhando are a special subset, but they are not different in any significant way from any other Indian, Asian, or anyone in the world. Learn business. See how it works, from marketing, to legal, to management and beyond. Then take a Dhando risk. You will win.]]>
Sun, 04 Oct 2009 20:40:27 -0400
Renowned for their acumen, the Dhando are a special subset, but they are not different in any significant way from any other Indian, Asian, or anyone in the world. Learn business. See how it works, from marketing, to legal, to management and beyond. Then take a Dhando risk. You will win.]]>
Simon Hobbes Talks Valuation and Money Printing on CNBC http://seekingalpha.com/article/163188/comments?source=feed#comment-688780 688780
Half of the Fed increase in money supply sits in their accounts as reserves from the banking system.

There's no inflation in the current numbers.

Long term interest rates hover at record lows.

And we have capacity utilization of just over 60%.

Where's the "inflation?"]]>
Thu, 24 Sep 2009 08:53:38 -0400
Half of the Fed increase in money supply sits in their accounts as reserves from the banking system.

There's no inflation in the current numbers.

Long term interest rates hover at record lows.

And we have capacity utilization of just over 60%.

Where's the "inflation?"]]>
Dell / Perot: Insider Trading in M&A Is Alive and Well http://seekingalpha.com/article/162563/comments?source=feed#comment-684985 684985
Registering hedge funds is OK, What's wrong with registering hedge funds? What can't a gov't agency do more than one thing at once? Bush is gone remember?]]>
Mon, 21 Sep 2009 12:11:17 -0400
Registering hedge funds is OK, What's wrong with registering hedge funds? What can't a gov't agency do more than one thing at once? Bush is gone remember?]]>
Why You Need TIPS in Your Retirement Account http://seekingalpha.com/article/162472/comments?source=feed#comment-684693 684693
They just go and buy the bonds. It's simple, really. They sold all the cash into the market. They are independent, why not buy it all back in?

The fact there there's more money is a simple problem of scale. But they have the bonds and the banks have most of this cash in reserves AT THE FED.

TIPs are an excellent counter weight to equities in your asset allocation, but the Fed can adjust the monetary base at will.]]>
Mon, 21 Sep 2009 07:20:57 -0400
They just go and buy the bonds. It's simple, really. They sold all the cash into the market. They are independent, why not buy it all back in?

The fact there there's more money is a simple problem of scale. But they have the bonds and the banks have most of this cash in reserves AT THE FED.

TIPs are an excellent counter weight to equities in your asset allocation, but the Fed can adjust the monetary base at will.]]>
The Straw Man in the Incentives Debate http://seekingalpha.com/article/160730/comments?source=feed#comment-669906 669906
This is the famous Bush administration argument "Some might say" that creates a fictitious straw man to hold up.

Until you say who won't say, your argument has no merit.]]>
Thu, 10 Sep 2009 07:08:57 -0400
This is the famous Bush administration argument "Some might say" that creates a fictitious straw man to hold up.

Until you say who won't say, your argument has no merit.]]>
Looks Like We're All Communists Now http://seekingalpha.com/article/160283/comments?source=feed#comment-665140 665140 Mon, 07 Sep 2009 11:40:54 -0400 Bond Market to Obama: Oh No, You Can't... http://seekingalpha.com/article/141956/comments?source=feed#comment-650561 650561 Fri, 28 Aug 2009 08:37:41 -0400 The Problem with CNBC's 'Economics' http://seekingalpha.com/article/157005/comments?source=feed#comment-636097 636097
A better analogy is would you give away mosquito netting or cholera water filters... Yes, you would.]]>
Wed, 19 Aug 2009 07:30:27 -0400
A better analogy is would you give away mosquito netting or cholera water filters... Yes, you would.]]>
You Can Keep Your Doctor - If Your Employer and the Union Say So http://seekingalpha.com/article/156715/comments?source=feed#comment-634373 634373
It's a commodity. Get over it.]]>
Tue, 18 Aug 2009 07:14:04 -0400
It's a commodity. Get over it.]]>
The U.S. Economy Doesn't Look Too Bright http://seekingalpha.com/article/156534/comments?source=feed#comment-633074 633074
...but Bernanke could simply lower the interest payments on those reserve ratios and it would be in the banks interest to find something else to do with those reserves, and whatever that "what else" would be would be buying assets and increasing credit growth.

More proclamations that "conventional wisdom" of Joe Six Pack is preferable to educated scientists, economist, and researchers don't make it so. It's simply when people don't have the education to understand they chose not to.

Choose to learn. Support science, education not the "feeling" that you know what's best in your guts. You don't.]]>
Mon, 17 Aug 2009 11:40:18 -0400
...but Bernanke could simply lower the interest payments on those reserve ratios and it would be in the banks interest to find something else to do with those reserves, and whatever that "what else" would be would be buying assets and increasing credit growth.

More proclamations that "conventional wisdom" of Joe Six Pack is preferable to educated scientists, economist, and researchers don't make it so. It's simply when people don't have the education to understand they chose not to.

Choose to learn. Support science, education not the "feeling" that you know what's best in your guts. You don't.]]>
Five Reasons the Market Could Crash This Fall http://seekingalpha.com/article/153555/comments?source=feed#comment-615350 615350 Tue, 04 Aug 2009 18:01:14 -0400 Regressive Payroll Tax Continues to Take Share http://seekingalpha.com/article/149149/comments?source=feed#comment-590082 590082 Thu, 16 Jul 2009 05:08:22 -0400 Should CIT Be Saved? I Think Not http://seekingalpha.com/article/148173/comments?source=feed#comment-583088 583088 Fri, 10 Jul 2009 22:38:39 -0400 WealthTrack Interviews PIMCO's Bill Gross http://seekingalpha.com/article/147323/comments?source=feed#comment-581839 581839
seekingalpha.com/artic...

Well, now he won't even get paid to work the PPIP because of the plan's "uncertainties."

www.bloomberg.com/apps...

New Normal indeed.]]>
Fri, 10 Jul 2009 07:33:15 -0400
seekingalpha.com/artic...

Well, now he won't even get paid to work the PPIP because of the plan's "uncertainties."

www.bloomberg.com/apps...

New Normal indeed.]]>
Tilson on Housing: We're Only Half Way to a Recovery http://seekingalpha.com/article/147738/comments?source=feed#comment-580092 580092
www.census.gov/prod/20...

...getting to fifty percent underwater is a huge stretch. Price declines are slowing, with Case-Shiller's Shiller (normally bearish) seeing much less of a decline.

www.bloomberg.com/apps...

... and since RE prices are serially correlated, that means the trend is toward stabilization, defined as moving from one-in-five underwater currently to one-in-four (as a floor number.) With many of those underwater still employed, they won't be moving, and they won't be "walking."]]>
Thu, 09 Jul 2009 06:10:09 -0400
www.census.gov/prod/20...

...getting to fifty percent underwater is a huge stretch. Price declines are slowing, with Case-Shiller's Shiller (normally bearish) seeing much less of a decline.

www.bloomberg.com/apps...

... and since RE prices are serially correlated, that means the trend is toward stabilization, defined as moving from one-in-five underwater currently to one-in-four (as a floor number.) With many of those underwater still employed, they won't be moving, and they won't be "walking."]]>
John Hussman: Real Inflation Is Several Years Off http://seekingalpha.com/article/147415/comments?source=feed#comment-577179 577179
Inflation just isn't a problem, except for salesmen whose business is to sell you inflation protection.]]>
Tue, 07 Jul 2009 11:47:45 -0400
Inflation just isn't a problem, except for salesmen whose business is to sell you inflation protection.]]>
Zero Hedge vs. CNBC - Durden Wins Round 1 http://seekingalpha.com/article/146517/comments?source=feed#comment-570410 570410 Wed, 01 Jul 2009 15:23:05 -0400 Lax Lending Standards: Blaming the CRA Doesn't Add Up http://seekingalpha.com/article/145657/comments?source=feed#comment-565562 565562
www.minneapolisfed.org...]]>
Sun, 28 Jun 2009 09:39:38 -0400
www.minneapolisfed.org...]]>
What Went Wrong with California, New York, and New Jersey? http://seekingalpha.com/article/145737/comments?source=feed#comment-565365 565365
Europe, the OECD countries of Asia, and Canada are coming out of the Depression faster than the US... they have the same health care model which is even more state controlled. Germany is laden with Unions and is an export powerhouse, same with Scandanavia, etc.

The fact that NY, NJ and Cal, have a lot of other "things in common" might also lead one to look at their 'wealth problem" like... an over investment in residential real estate that doesn't get you a return.

Your simplified, isolate-the-things-you... and forget-everything-else is the sort of arm-chair economics that gets investors into trouble.]]>
Sun, 28 Jun 2009 05:36:39 -0400
Europe, the OECD countries of Asia, and Canada are coming out of the Depression faster than the US... they have the same health care model which is even more state controlled. Germany is laden with Unions and is an export powerhouse, same with Scandanavia, etc.

The fact that NY, NJ and Cal, have a lot of other "things in common" might also lead one to look at their 'wealth problem" like... an over investment in residential real estate that doesn't get you a return.

Your simplified, isolate-the-things-you... and forget-everything-else is the sort of arm-chair economics that gets investors into trouble.]]>
IBM's Gerstner Favors Taxing Short Term Capital Gains http://seekingalpha.com/article/145537/comments?source=feed#comment-563234 563234
I'll take the other side of that. I'll take America.]]>
Fri, 26 Jun 2009 07:25:04 -0400
I'll take the other side of that. I'll take America.]]>
20 years of hell for the U.S. economy: Art Laffer thinks we're screwed (video, 6 min.). http://seekingalpha.com/news/market_currents/post/26758?source=feed#comment-563012 563012
Just remember his twenty-year claim when he's fuming on Kudlow before the 2010 elections, and in '12, '14 etc...]]>
Thu, 25 Jun 2009 21:49:42 -0400
Just remember his twenty-year claim when he's fuming on Kudlow before the 2010 elections, and in '12, '14 etc...]]>