Sasha B

Krugman on the Invisible Bond Vigilantes

and why we should be using your numbers and not PK's numbers? Why do you think your numbers should be used for the analysis? It looks to me you are just another nobody who tries to get some publicity criticizing well known figure

Wall Street: Dumb as It Ever Was

It's not that I like CNBC or their "analysts", but your article lack that scientific backgound your were referring in it. The difference in the jobs report is a rounding error from math viewpoint, but it is huge from psychological point of view. If you do not take into account how people perceive and interpret numbers, then you are blindly following efficient market hypothesis. Good luck with that.

P.S. The fact that market is up so far on poor numbers may be interpreted as a sign that their are other forces that will keep stock go up no matter how bad the numbers are. I personally don't necessarily care what these forces. I look at them as actions of stock Gods. Do you want to bet against Gods?

Barnes & Noble May Give Amazon a Run for Its e-Books

Great article. Look forward to the second part

Alan Greenspan Has Learned Nothing

I just smile and enjoy watching people bitching about Greenspan and blaming him for all the troubles. It's very difficult to comprehend what the derivative talk is about, but it's very comforting to know that it's all because of Greenspan and his speeches, that belong to Alice in Wonderland book and not to financial press.

What to Do if Japan Blows Up

congrats on the anniversary

Madoff makes some new friends.

author is a total looser who tries to look bigger taking cheap shots at a well known person. the trick is as old as blogosphere (plus a dozen centuries before that)

Great Time to Jump into Whole Foods

If I take this 5th grade logic and apply to any stock I will get to conclusion that every stock out there a screaming buy (except maybe for inverse ETFs) and once we get over this recession nonsense I will be a rich.

On U.S. Transportation Habits and Stimulus Money

I used to take two buses to school, I hope I will never have to experience it again. My 15 minute car commute transformed into an hour commute (without time I had to wait to make my connection). Public transportation should be more efficient than a slow bus that stops at every corner. Light rail is a great way to commute to work in my city.

Valley Boy: If I have 1 billion in funds and need to choose between an extra lane for congested highway or light rail, I choose light rail. First, I create alternative route that is more energy efficient. Second, I unload highway load because now people have efficient alternative and they park their cars in the garage. Third, price of gas is down because less people are driving :)

The Carbon Emissions Tax Effect

I think the opinion in the Journal is highly biased. The author tries to save "long-term health of U.S. economy" but fails to offer solution for budget deficit. I think in the long-term budget deficit is much higher threat than higher taxes now and slower recovery.
Bailout money are spent by now and we need to figure out how to pay for it. I will have to pay higher taxes one way or another. I think any tax that will modify behavior and make people more conscious about their choices is a positive thing. Behavior modifying tax is my tax of choice, but it still sucks ass.

A Summertime Short Play with SDS

It looks mood has changed drastically lately. I will cheer with everybody else: Go Bears!

This Rally Is Sustainable

I like the article and for the most part I agree with the analysis. The part I disagree with lies here "backed up by growing evidence that the current recession is in its final months". There are signs of it, but no evidence yet; and because there is no hard evidence all rallies are speculative and not sustainable.

U.S. Dollar Index Enters Downtrend

First of all I'm no technical analyst, so you are looking for one ignore the rest of my post.

USD made higher high in March and failed to break it so far, but on the other hand December low is still a resistance level and I don't think it's a downtrend until USD breaks below 79. I say USD is on sale but it while it lasts.

I don't know what sector rotation is that RiskReturnOptimizer is talking about, but dollar has been declining since March and XLY is up 40% since it's March lows.

So far it looks that one can print money non-stop without any inflation in sight. CPI is out on Friday let's hope it's going to be inflation not deflation.

Rising Treasury Yields Could Mean It's Time to Short Them

so you are saying that if yield is rising today it will continue rising in the future? I thought deflation was a real possibility. If deflation happens then yields should go down, but it will not matter to me because I bought at higher yield and lower price.

Rising Treasury Yields Could Mean It's Time to Short Them

yield is rising ... why short? let's buy them long

Ford: Will Mulally Be Able to Continue His Masterful Job?

Great article. I admired Ford for standing tall, but I never thought that in the end Ford's competitor will control Ford's employees. That's messed up.