messels's Comments messels's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/137068/comments Sticking with North American Palladium http://seekingalpha.com/article/74896-sticking-with-north-american-palladium?source=feed#comment-160248 160248
churning your own portfolio just for the sake of 'chasing money' is NEVER going to work. seems like you do all kinds of research and then just abandon it. wtf good does that do?

gl.]]>
Thu, 01 May 2008 15:14:38 -0400
churning your own portfolio just for the sake of 'chasing money' is NEVER going to work. seems like you do all kinds of research and then just abandon it. wtf good does that do?

gl.]]>
The Long Case for Southern Copper Corp. http://seekingalpha.com/article/65004-the-long-case-for-southern-copper-corp?source=feed#comment-117308 117308
i agree; pcu is awesome. :) i'm linking you in my post.
we didn't even talk about the rise in copper prices and how that's driving a surge in the price--or is it?

here's my post: www.positionmakers.com.../]]>
Tue, 19 Feb 2008 23:49:46 -0500
i agree; pcu is awesome. :) i'm linking you in my post.
we didn't even talk about the rise in copper prices and how that's driving a surge in the price--or is it?

here's my post: www.positionmakers.com.../]]>
Fed Cares More About Stock Market Than Inflation http://seekingalpha.com/article/62429-fed-cares-more-about-stock-market-than-inflation?source=feed#comment-113930 113930
the fed was faced with some heavy pressure to make sure money kept flowing through the banking system. with all the write-downs from major banking institutions, there was a LOT of incentive to hold back on making payments.
the only way the fed could alleviate that pressure was to lower the rates and to lower them quickly and by high margins.

this is a similar situation to the S&L meltdown in that there was real business pressure to hold the flow of money rather than paying out. there are numerous other examples of this scenario.

were it not for the fed's recent moves, we would be at 10,000 on the dow, in the midst of a contracting economy and a plummeting dollar. even if there is a market correction and it could be protracted, we're certainly much better off than what you're alluding to.]]>
Thu, 31 Jan 2008 18:18:42 -0500
the fed was faced with some heavy pressure to make sure money kept flowing through the banking system. with all the write-downs from major banking institutions, there was a LOT of incentive to hold back on making payments.
the only way the fed could alleviate that pressure was to lower the rates and to lower them quickly and by high margins.

this is a similar situation to the S&L meltdown in that there was real business pressure to hold the flow of money rather than paying out. there are numerous other examples of this scenario.

were it not for the fed's recent moves, we would be at 10,000 on the dow, in the midst of a contracting economy and a plummeting dollar. even if there is a market correction and it could be protracted, we're certainly much better off than what you're alluding to.]]>
My Guess: A 25 Point Fed Cut http://seekingalpha.com/article/61999-my-guess-a-25-point-fed-cut?source=feed#comment-113924 113924 i'm unbelievably impressed w/ the fed right now. of course, i'm also waiting for a sustained turn around but it looks like it's in the making...time will tell.]]> Thu, 31 Jan 2008 17:39:25 -0500 i'm unbelievably impressed w/ the fed right now. of course, i'm also waiting for a sustained turn around but it looks like it's in the making...time will tell.]]> Nintendo's Competitive Advantage http://seekingalpha.com/article/59142-nintendo-s-competitive-advantage?source=feed#comment-108798 108798 microsoft is a third person singular entity requiring such verb conjugation. note in the previous sentence i used "is" and not "are". it's extremely distracting and detracts from your analysis.
en.wikipedia.org/wiki/...]]>
Mon, 07 Jan 2008 17:00:50 -0500 microsoft is a third person singular entity requiring such verb conjugation. note in the previous sentence i used "is" and not "are". it's extremely distracting and detracts from your analysis.
en.wikipedia.org/wiki/...]]>