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    • Sun Mar 9th 00:57 AM | Rating: 0 0
      Commented on:
      Is VMware the Next Netscape?
      VMWare is a great product – cost savings and improving efficiency. Competitors are obviously lining up. VMW should spell trouble for Citrix which has been a monopoly.
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    • Sat Mar 8th 21:49 PM | Rating: 0 0
      Commented on:
      5 Reasons Why the U.S. Dollar Will Weaken Further
      I disagree with the U or V shaped recovery. I think housing and financails will take a long time to unwind. Financails still have to take a lot more pain. Equity of Fannie etc may go to zero - read todays Barrons. Goldman Sachs will report on 14th - lets see the results, current price action is very troubling. Who would have thunk Google @430, it can easily go to 300 along with the other horsemen
      Commodities are holding up the indexes giving a false picture. There seems to be no place to run or hide. Be defensive - sell rallies.
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    • Sun Mar 2nd 14:32 PM | Rating: 0 0
      Commented on:
      Financials ETFs: Seven Weeks After 'Cramer's Bottom'
      Financials along with the market have a long way to go down. Relative to other world indexes our indexes have not gone down at all - recession and subprime are our problems not rest of world (ROW).
      Fed has been pandering to wall street (that is their main mandate since Greenspan). Ill timed Fed cuts hamper smooth functioning of the market and are highly disruptive - give out wrong signals - false hopes and the base for the next bubble.

      Regarding Cramer - he loves to make calls - he does not care if he right or wrong. If wrong - blame the Fed, else gloat in any temporary glory. Lots of financials jumped - 20 (JPM) - 40% (COF) even 100% in case of WAMU. All are obviously coming back.

      Nobody has called any kind of bottom in housing - everyone is predicting protracted doom-n-gloom - but lot of big housing stocks jumped more than 100%. Fed/Cramer inspired irrational exuberance '08.

      Stay away from toxic waste, bide your time.
      View article »
    • Tue Feb 26th 01:06 AM | Rating: 0 0
      Commented on:
      Greenspan's Latest: Oil Boom Will Likely 'Go on Forever'
      Greenspan has been consistently wrong (and bad) about everything, even though I too believe oil prices will go higher at least in $ terms.

      Oil prices would be governed by the $ and US deficits (Fed money printing) not as much by fundamentals. Chinese/Indians etc now have infinite reserves of dollars to buy oil. Once upon these countries were $ starved and could not have bought any oil. So the $ supply in the world will cause oil price rise (in dollar terms). McCain wants to continue and increase war efforts – that would contribute to the oil prices (if he wins – seems unlikely)

      Greenspan was instrumental in both the .com and housing bubble. He is shameless and corrupt and shrugged is shoulders- what bubble! Now he wants to create the commodity bubble. The commodity bubble is inevitable – the world will have to invest their vast currencies ($) somewhere – if not treasuries that earn negative interest returns it would be Oil, Gold,…

      Buy commodities on dips.
      View article »
    • Tue Feb 5th 00:08 AM | Rating: 0 0
      Commented on:
      Bubble Economy Endgame
      I do not care (or understand) money supply. I only care about prices. If money supply increases causing the prices to rise - it is inflation, else it is not. Fed is pumping in money by lowering interest rates and other means - how it is not causing inflation - by any definition? The price of all items of consumption- food, gas, housing (despite recent minor falls) - have risen hugely. Why do inflation indicators ignore it – volatility stuff? Is it because prices of flat screen TVs are coming down?

      I certainly agree just by lowering interest rates banks will not get motivated to lend – risk aversion has set in to some extent. Except the reckless borrowers (there are a many), the rest of the borrowers my also stay away. So the deflation camp my win out.
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    • Sun Jan 27th 13:52 PM | Rating: 0 0
      Commented on:
      Rick Santelli Takes Down Jim Cramer
      Just to my above post - lot of his picks FWLT, MON, AAPL, ... etc have made a ton of money for people (even CROX did for a while). I did not pick any of these. My home work pointed me in a different direction.
      So to be fair to Cramer (I have no love for him) - pick him if you like his style - which is all about momentum and is hence fraught with high risk. That is NOT my style.
      View article »
    • Sun Jan 27th 13:06 PM | Rating: 0 0
      Commented on:
      Rick Santelli Takes Down Jim Cramer
      Cramer is a smart guy - amazing knowledge of stocks and Wall Street, an entertaining show, educational is ways too.

      However Cramer is a perma bull - "there is a bull market somewhere…". His MO is buy high sell higher - may work well in a bull market but a disaster in 'normal' markets. That strategy is strictly for nimble experienced traders - not for newbies - that his show is supposedly about. Touting stocks like Under Armor, Crox, Lulu, Sears (because Eddie Lampert is his friend) - this is utter madness. He is simply trying to hype the stocks. I am a value/conservative investor - all Cramer picks lost me money - HAL, VLO, JCP, ACAD, CVTX,... (I was quick to get out a long time ago with minimal damage). Don't tune to his show anymore.

      Cramer is strictly about momentum (recommends IBD - momentum only). He states all this in his book - he was bullish on .com but was smart to get out in time, making a ton of money. Anyone who was bullish on .com (and is proud of it), a 7 Trillion massacre for common investor - is simply intellectually corrupt and represents the Wall Street greed.

      His horsemen are dying not to mention the CROX's and the like.

      Santelli always the voice of reason and common sense - extremely uncommon in the financial media - I love is views.
      View article »
    • Mon Dec 31st 21:00 PM | Rating: 0 0
      Commented on:
      Lennar's Insolvency: Enron Redux?
      Great Analysis. I am short housing.
      However if the market turns around, not likely in the near future, all the values will go up. So the question is can the home builders hang on for a while?
      View article »
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