Pangaea

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73 Comments

    • Fri Jun 13th 10:59 AM | Rating: 0 0
      Commented on:
      Commodity ETF Volume
      "As shown in the chart below, the average daily volume of all commodity ETFs and ETNs is just 1/6th of the average daily volume for the S&P 500 tracking SPY ETF."

      But isn't the commodity market, as a whole, much smaller than the stock market, as a whole?

      More interesting perhaps would be to compare the volumes of these commodity ETF's relative to other commodity measures, rather than to stock measures.
      View article »
    • Tue Jun 3rd 16:11 PM | Rating: 0 0
      Commented on:
      Safety in Dividends?
      I know it's a hackneyed question, but what about when you take out financials? Curious is all.
      View article »
    • Tue Jun 3rd 09:24 AM | Rating: 0 0
      Commented on:
      In Light of Peak Oil, Financial Diversification Is a Bad Idea
      If I've ever read an article that screamed, "This time it's different!", this one was it.
      View article »
    • Tue May 27th 23:31 PM | Rating: 0 0
      Commented on:
      Time To Abandon Stocks?
      Britishsteel, I wasn't saying the market couldn't/wouldn't move significantly down (or up!) from here - what I was saying was that, following to the theme of this article plus the one I posted, U.S. stocks could be in for another 8 years of generally treading water, in the larger picture.

      In other words, following historical patterns, 8 years from now the Dow could be roughly the same level it is today - just as it is now versus 8 years ago. It's a long refractory and digestive period after the huge bull market that ended in 2000.
      View article »
    • Tue May 27th 01:27 AM | Rating: 0 0
      Commented on:
      Time To Abandon Stocks?
      If you follow this "big picture," it's still too soon... Could see an additional 8 years of relatively flat markets:

      100 Year Dow Jones Industrials Chart
      bigpicture.typepad.com...
      View article »
    • Fri May 23rd 11:11 AM | Rating: 0 0
      Commented on:
      PPI Shows Enormous Squeeze on Profits
      An important factor is what percentage of final goods is raw materials... I don't recall the exact percentage, but do recall that labor is a much higher percentage.

      It is ominous that these costs are skyrocketing (as well as oil/gas) just when the consumer is least prepared to handle them. In other words, there may not be much price/demand elasticity, or ability to raise prices in the face of this weakness.
      View article »
    • Mon May 12th 09:43 AM | Rating: 0 0
      Commented on:
      Gold and Silver Are Still Bargains
      You weaken your own story with the all-caps/exclamations in "the fuse is lit" about five times.
      View article »
    • Thu May 8th 11:01 AM | Rating: 0 0
      Commented on:
      Market Breadth Doesn’t Matter - Until It Does
      Interesting piece - thank you... Do you have a source as to where this moving average data can be found - anything online?
      View article »
    • Wed May 7th 22:24 PM | Rating: 0 0
      Commented on:
      Better To Be Lucky Than Smart: The Bear Market is Over
      Thanks for your thoughts. I think bullish outlooks are more meaningful when coming from people who had previously been bearish (and vice versa). I myself believe flexibility to be a key factor in successful trading and find both permabulls and permabears to be less interesting and/or helpful. As with your H.S. debating team, the ability to assess both sides of the matter and then find the "true" path with critical thinking will serve you better in the markets (and life) than recalcitrant rigidity.

      That isn't to say that I necessarily agree with your outlook or assessment at this time, but rather that I respect your changing your longstanding view and going out on a limb.
      View article »
    • Wed May 7th 15:11 PM | Rating: 0 0
      Commented on:
      Better To Be Lucky Than Smart: The Bear Market is Over
      Turned out to be quite an interesting day for this article to come out. Although, the author did say he "expect[s] the market to pause" and "anticipate[s] a retreat to as low as 1340-1380 if that is the case."

      View article »
    • Wed May 7th 12:36 PM | Rating: 0 0
      Commented on:
      'Sell in May and Go Away'....Really?
      Thanks. Here'a a related article on seasonality that reaches a different conclusion:

      Stormy Summer Ahead
      Jason Goepfert
      May 06, 2008 1:45 pm
      www.minyanville.com/ar...

      View article »
    • Wed Apr 30th 00:25 AM | Rating: 0 0
      Commented on:
      Still Too Early For Banks
      Cramer, Cramer, hmm that name sounds familiar...

      Hey, waitaminnit, isn't that the guy that said "Bear Stearns (BSC) is fine, Bear Stearns is not in trouble -- don't move your money"...??
      View article »
    • Tue Apr 29th 14:00 PM | Rating: 0 0
      Commented on:
      Stocks Have Bottomed, Credit Crisis Passing? Not Quite
      A well put-together piece - thank you.
      View article »
    • Mon Apr 28th 14:02 PM | Rating: 0 0
      Commented on:
      Good News: Consumer Confidence Falls to 26-Year Low
      Interesting discussion. I'll add this to the fodder:

      "Historically, the most accurate real-time signal of recession has been consumer confidence," says Ryan Sweet of Moody's Economy.com last week. "This level of confidence is not only consistent with a recession; it is beginning to suggest a severe recession."
      View article »
    • Mon Apr 28th 13:43 PM | Rating: 0 0
      Commented on:
      Fear and Greed or Discipline and Flexibility?
      Isn't it usually the other way around when using the VIX -- buy fear and sell complacency?
      View article »
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