GKM's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/131524/comments http://seekingalpha.com/article/99681-bernanke-and-paulson-butting-heads?source=feed#comment-281176 281176 Mon, 13 Oct 2008 09:16:23 -0400 http://seekingalpha.com/article/99459-how-oversold-are-we?source=feed#comment-279993 279993 Sat, 11 Oct 2008 16:43:54 -0400 http://seekingalpha.com/article/99444-nasdaq-perks-up-via-bottom-fishing?source=feed#comment-279757 279757 Sat, 11 Oct 2008 10:32:56 -0400 http://seekingalpha.com/article/99409-what-are-mcdonald-s-and-wal-mart-telling-us?source=feed#comment-279630 279630 Sat, 11 Oct 2008 02:13:39 -0400 http://seekingalpha.com/article/99081-crazy-p-e-ratios?source=feed#comment-278482 278482 Fri, 10 Oct 2008 01:04:22 -0400 http://seekingalpha.com/article/99264-psyching-up-to-buy-at-maximum-pessimism-levels?source=feed#comment-278311 278311
If you have no idea where the bottom is, you shouldn't be buying and the author is clueless in that respect. In fact all those saying buy buy buy are only feeding the fire. It's only when guys like this are saying you shouldn't own stocks is where we'll find the real bottom.]]> Thu, 09 Oct 2008 20:09:55 -0400
If you have no idea where the bottom is, you shouldn't be buying and the author is clueless in that respect. In fact all those saying buy buy buy are only feeding the fire. It's only when guys like this are saying you shouldn't own stocks is where we'll find the real bottom.]]> http://seekingalpha.com/article/99138-dow-jones-in-perspective?source=feed#comment-277870 277870
If you didn't see the top coming and you're a financial advisor - you shouldn't be. The excuse that you can't time the market is issued by fools to keep their jobs.]]> Thu, 09 Oct 2008 13:14:22 -0400
If you didn't see the top coming and you're a financial advisor - you shouldn't be. The excuse that you can't time the market is issued by fools to keep their jobs.]]> http://seekingalpha.com/article/99081-crazy-p-e-ratios?source=feed#comment-277311 277311 Wed, 08 Oct 2008 19:38:35 -0400 http://seekingalpha.com/article/98945-goldman-turns-cautious-on-solar-sector?source=feed#comment-276306 276306
I think we'll see a lot more games from these guys in the future. They've got to make book and it won't happen with ibanking.]]> Tue, 07 Oct 2008 19:12:33 -0400
I think we'll see a lot more games from these guys in the future. They've got to make book and it won't happen with ibanking.]]> http://seekingalpha.com/article/98947-bond-expert-tuesday-wrap?source=feed#comment-276302 276302 Tue, 07 Oct 2008 19:09:03 -0400 http://seekingalpha.com/article/98948-when-hedgies-attack-morgan-stanley-drops-40-on-rumors?source=feed#comment-276298 276298 Tue, 07 Oct 2008 19:00:48 -0400 http://seekingalpha.com/article/98483-ongoing-market-sell-off-it-s-not-the-short-sellers?source=feed#comment-273622 273622 Sat, 04 Oct 2008 19:20:16 -0400 http://seekingalpha.com/article/98445-is-agriculture-dead?source=feed#comment-273114 273114 Fri, 03 Oct 2008 19:04:58 -0400 http://seekingalpha.com/article/98438-thinking-about-the-next-six-months?source=feed#comment-272769 272769 Fri, 03 Oct 2008 12:38:19 -0400 http://seekingalpha.com/article/98406-so-the-perpetrators-are-now-our-saviors?source=feed#comment-272475 272475 Fri, 03 Oct 2008 08:54:52 -0400 http://seekingalpha.com/article/98402-the-bailout-plan-still-has-a-fatal-flaw?source=feed#comment-272460 272460 Fri, 03 Oct 2008 08:40:26 -0400 http://seekingalpha.com/article/98323-think-of-these-as-short-term-troubles?source=feed#comment-272128 272128 Thu, 02 Oct 2008 17:42:46 -0400 http://seekingalpha.com/article/98102-talk-me-down-from-the-wells-fargo-ledge?source=feed#comment-271137 271137 Wed, 01 Oct 2008 23:24:52 -0400 http://seekingalpha.com/article/98093-hank-paulson-smartest-man-in-the-room?source=feed#comment-270866 270866
As for the conclusion that Paulson is the smartest guy in the room, who knows. Look what the other smartest guys in the room did for America. If you are saying he is of that ilk, I would have to agree.]]> Wed, 01 Oct 2008 17:26:09 -0400
As for the conclusion that Paulson is the smartest guy in the room, who knows. Look what the other smartest guys in the room did for America. If you are saying he is of that ilk, I would have to agree.]]> http://seekingalpha.com/article/97964-why-not-a-transaction-tax?source=feed#comment-270138 270138 Tue, 30 Sep 2008 23:29:44 -0400 http://seekingalpha.com/article/97964-why-not-a-transaction-tax?source=feed#comment-270137 270137
Btw, great idea.]]> Tue, 30 Sep 2008 23:25:19 -0400
Btw, great idea.]]> http://seekingalpha.com/article/97950-no-shorts-outperforming?source=feed#comment-270118 270118 Tue, 30 Sep 2008 22:37:58 -0400 http://seekingalpha.com/article/97943-rename-the-bailout?source=feed#comment-269934 269934 Tue, 30 Sep 2008 17:35:44 -0400 http://seekingalpha.com/article/97950-no-shorts-outperforming?source=feed#comment-269919 269919 Tue, 30 Sep 2008 17:09:16 -0400 http://seekingalpha.com/article/97893-777-7-where-do-we-go-from-here?source=feed#comment-269187 269187
We actually aren't in uncharted waters. The market is where it has been 3 times before. The difference this time is that a bunch more stock has been distributed (as was the purpose of the previous 3 times) and people will likely think that this is a good buy once again. They will be wrong but who am I to stymie charitable contributions.

Looks like we should maybe get a 1 or 2 day pop here.]]> Mon, 29 Sep 2008 22:34:55 -0400
We actually aren't in uncharted waters. The market is where it has been 3 times before. The difference this time is that a bunch more stock has been distributed (as was the purpose of the previous 3 times) and people will likely think that this is a good buy once again. They will be wrong but who am I to stymie charitable contributions.

Looks like we should maybe get a 1 or 2 day pop here.]]> http://seekingalpha.com/article/97881-nose-cut-off-face-spited-now-what?source=feed#comment-269168 269168
But throwing away $1.2 trillion (and probably more) to over pay for worthless assets only to sell them for fair market value (i.e. less) is truly a waste of money. At what point in time does "I'm telling you the truth this time" make you question the truthfulness of the speaker?

Or think of it this way - you should never double down on a bad investment. You own a house that is underwater. Someone says to you - I can bail you out of your bad investment you just have to buy back the mortgage on your house at more than fair market value. Now think real hard - is it a good idea to double down? Hint: the answer starts with an 'n' and ends with an 'o'. ]]> Mon, 29 Sep 2008 22:19:53 -0400
But throwing away $1.2 trillion (and probably more) to over pay for worthless assets only to sell them for fair market value (i.e. less) is truly a waste of money. At what point in time does "I'm telling you the truth this time" make you question the truthfulness of the speaker?

Or think of it this way - you should never double down on a bad investment. You own a house that is underwater. Someone says to you - I can bail you out of your bad investment you just have to buy back the mortgage on your house at more than fair market value. Now think real hard - is it a good idea to double down? Hint: the answer starts with an 'n' and ends with an 'o'. ]]> http://seekingalpha.com/article/97668-hoping-paulson-s-plan-works-is-not-a-plan?source=feed#comment-267431 267431 Sun, 28 Sep 2008 10:49:20 -0400 http://seekingalpha.com/article/97531-could-the-uptick-rule-save-the-u-s-from-financial-terrorism?source=feed#comment-266183 266183 Fri, 26 Sep 2008 14:06:40 -0400 http://seekingalpha.com/article/97531-could-the-uptick-rule-save-the-u-s-from-financial-terrorism?source=feed#comment-265758 265758
This problem is people have been sold a bill of goods (again) about what stocks can do for their wealth and they are over owned, over priced, and distributed. No rule is going to prevent stocks from finding their appropriate level.]]> Fri, 26 Sep 2008 09:09:25 -0400
This problem is people have been sold a bill of goods (again) about what stocks can do for their wealth and they are over owned, over priced, and distributed. No rule is going to prevent stocks from finding their appropriate level.]]> http://seekingalpha.com/article/97374-rally-now-wheels-come-off-later-faber?source=feed#comment-264824 264824 Thu, 25 Sep 2008 11:20:14 -0400