granger

Friday Roundup: Commodities, Emerging Markets

Good info as always, cool video too

How Bloomberg Fabricates U.S. Housing Numbers

Thanks again, you have done a great job. I do not know if you are wrong or right (beleive you are right).

But does now matter, because all you have to do is be 25% or 50% and it scares the hell our of me. It should scare everyone.

I am as defensive as I have ever been for a week plus.

A Low Price-to-Book Stock: Highway Holdings

thanks for the idea

The Next Step in the Bank Implosion Cycle

Does anyone know the current limits for the S&P 500 and the Dow Jones Industrial where curbs kick in?

Any info or links would be appreciated?

Market: Spooked Today, But Panic Attack Is Likely Temporary

I use Jobless Claims as my leader, just my opinion but I call LEI the misleading economic indicator

not trying to be cute, seriously that is a flawed number and has has been for years

it gets manipulated to whatever it needs to say through revisions


On Oct 30 05:52 PM drewriders wrote:

> Look at the history of the market. Unless leading economic indicators
> start going negative or the monthly job situation suddenly starts
> to get worse we are moving higher from here long term. 'panic selling',
> if it occurs at all, is if we have positive job growth in the next
> six months and it starts to turn largely negative again. THEN you
> have to worry about retesting the March lows, but it will only be
> temporarily.

Success Factors: Going for Break-Even Rather than Revenue Growth?

thanks, great info

A Cautious Look at Where Markets Are Headed

you nailed it in my opinion

On Oct 29 10:06 AM pdtor wrote:

> Downturn could morph into something more serious,as so many players
> are gameing the market,especially the banks and hedge funds. It
> could be sudden and vicious, and test the lows of Nov. 08.Just a
> guess, holding onto my $$$ to buy.I expect $$$ to go up, as a save
> haven, gold and energy, commodities to go down. Loooking for a very
> volitile 3 mo.

The Best Trades Could Be the Ones Not Entered

Great article. It could not be said any better. Thanks

Redux: Future S&P Returns Could Be Extraordinary

Thank you, great information

Aflac: The Duck Bounces Back

Very nice!

I did not wake up until $20, but loaded up between 17-20 area. have trimmed slightly to cover some of my costs and lock in a profit. But whats left is going in the vault for many years, hopefully decades.

Again, very nice on that $11 area, that's beautiful.


On Oct 30 03:49 PM Graham and Dodd Investor wrote:

> "Load up when the shares were at $11." That's the kind of thing Warren
> Buffett would have done, at least with GEICO. But then, you and I
> aren't Buffett.

Are PNC's Account Gimmicks Going Too Far?

Thanks again, great stuff

Janet Tavakoli: Goldman CFO May Have Lied About AIG

thank you, good info

The Next Step in the Bank Implosion Cycle

Reggie, thanks for another brilliant article. I love reading your work.

Any thoughts on how the coming FASB rules will affect the top banks?

Plus thoughts on the exposure that derivatives forced to exchange would bring (Same as market to market?)

Also comments on the dark pools and their being pried open? Who are the winners and loser? Will it bring broad based selling, while it can still be done in secrecy?

Not simple topics and a lot of questions in those 3 above, but your thoughts would be appreciated.

Inflation vs. Deflation Battle Hits Key Inflection Point

Great stuff. I enjoyed the article (I agree, so I am biased)

We are at a huge inflection point. I have been arguing that deflation is still in the works for several more years (admit that inflation is coming eventually). Friends and family think I am nuts.

Heavily short at 1083 in the S&P. That was my 50% reracement area.

Dow's 52 Week High Hasn't Been Confirmed

Volume is of supreme importance.

Price advertises, time regulates, volume validates. We are going lower in my opinion.