Just a Hick

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    • Thu Sep 18th 10:51 AM | Rating: 0 0
      Commented on:
      Market Panic: 7 Notes and Opportunities
      Isn't tomorrow triple witching day when option and futures contracts expire?(By the way , what's the third part?) Any thoughts on what effect this will have on stock, commodity and bond prices tomorrow? I'm especially curious as to the effect on the metals markets given the rather large run up yesterday.
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    • Thu Sep 11th 11:33 AM | Rating: 0 0
      Commented on:
      The Doom & Gloom of Lehman Brothers
      Steve,

      Once you again you offer very sound analysis. You have a bright future ahead of you if the US survives this financial debacle.
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    • Thu Sep 11th 11:17 AM | Rating: 0 0
      Commented on:
      Lehman Brothers on Sale?
      Yes Lehman is on sale. They have a financing plan! They've been pursuing that plan for months with no success. They're only hope is a take-under, not a take-over.
      View article »
    • Thu Sep 11th 10:31 AM | Rating: 0 0
      Commented on:
      Distinguishing Between Out of Favor Sectors and Doomed Ones
      The real cost of bailouts should be bourne first and foremost by the people running the companies being bailed out. Until a CEO and his handpicked board of directors go bankrupt along with the company, we will have no moral hazard. Instread the best paid job continues to be the CEO of a bankrupt company.
      What we need is the embrace of a new compensation scheme whereby executive officers and boards of directors are directly responsible for a portion of the company's debts that is related to the amount of stock rewards and compensation they receive.
      Of course you may say no one in his right mind would take such a deal, but everyday people take such risks- they're called small business owners!
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    • Thu Sep 11th 10:10 AM | Rating: 0 0
      Commented on:
      Lehman Default Risk
      Start posting charts for CDS's on MER and MS. I wouldn't be surprised if their are among the next to be taken out and shot!

      God help us all.
      View article »
    • Fri Sep 5th 11:18 AM | Rating: 0 0
      Commented on:
      The End of the End-of-the-World Trade
      I couldn't call that the end of the world trade- if the world ended,there wouldn't be any demand for anything. A more proper name would be 'the rest of the world is finally catching up' trade. I agree with kotika that commodities area a signal of the business cycle, while I haven't looked at the charts or statistics, I would assume that commodities and stock prices would be positively correlated to some degree and not really provide much diversification benefit. I pity the poor fool pension funds that bought into this crap that they should load up on commodities for their portfolios,this asset class does not provide safety of income which is their charge.Any pension fund manager who bought into the commodity trade should be fired, then sued.
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    • Fri Sep 5th 10:58 AM | Rating: 0 0
      Commented on:
      Leucadia's Key to Success
      Another great company to look at along the lines of LUK is PICO.
      View article »
    • Fri Aug 29th 11:15 AM | Rating: 0 0
      Commented on:
      Nevada: More Than Just Gambling?
      How can the author omit PICO Holdings? Through their subs Vidal Water Company and Nevada Land and Resource Company, LLC , they have substantial operations and resources in Nevada. I consider this company THE only alternative to investing in Nevada other than the casino stocks.This is one of my core holdings in my retirement portfolio along with Leucadia National. PICO's symbol is PICO.It has had a pretty good run over the last few months so I am waiting for a correction to add to my position.
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    • Tue Aug 26th 11:39 AM | Rating: 0 0
      Commented on:
      Food Makers Scrimp on Ingredients in an Effort to Fatten Profits
      Even better, grow your own vegetable garden! You get exercise, reduce the amount of energy required to bring food to you and its a carbon sink.
      View article »
    • Thu Aug 7th 09:19 AM | Rating: 0 0
      Commented on:
      The Great American Economy? Take a Closer Look
      What is the SGS alternate(What does SGS stand for?) and where do you get these figures?
      Can you give a web site link to SGS data?
      View article »
    • Tue Aug 5th 11:55 AM | Rating: 0 0
      Commented on:
      Oil Headlines
      Maximax,

      I have been reading some of your past comments on SA and have a few questions for you.

      You seem to believe that all the low cost discoveries have been made. How extensively have the countries of China and Russia been explored? Could it be possible than new major fields have yet to be found in these countries that could bring a substantial amount of cheap oil to the market?Also I have the impression that Russia's fields are very poorly run resulting in low recoveries of potential reserves, couldn't enhanced recovery techniques there lead to a 10%-15% increase in production as some claim?

      What disagreements do you have specifically with the abiotic theory of oil generation?

      If Brazil's offshore fields can be developed and we can get say 1.5 million bopd from ANWR and say another 200k from new offshore sources,could we not see a sustained period of sub $100 bbl/oil(I'm also making a big assumption that new oil discoveries in onshore fields in North and South America replace declines in production from currently active fields)?

      I have never seen you opine on the Pickens' Plan.Care to share your thoughts?
      View article »
    • Sun Aug 3rd 13:26 PM | Rating: 0 0
      Commented on:
      Royale Energy: Welcome to the Russell 2000 and the Naked Short List
      Here's a hint,

      don't sign the hypothecation agreement with your online broker.Keep a separate cash account and a margin account.when you see a good companiy on the naked short list, buy it in the cash account and don't let the brokerage firm lend out the shares.
      View article »
    • Mon Jul 28th 16:39 PM | Rating: 0 0
      Commented on:
      4 Wind Power Profit Plays
      A great company in China is APWR.
      View article »
    • Mon Jul 28th 16:37 PM | Rating: 0 0
      Commented on:
      5 Sustainable Investments Everyone Should Consider (Plus 1 Honorable Mention)
      User 222...check out PICO
      View article »
    • Thu Jul 24th 11:21 AM | Rating: 0 0
      Commented on:
      This Can't Be Helping Real Estate
      I just had my 5 /1 arm readjust and I can't believe the deal I got.My rate went from 4.25% to 4.33%.That's a heck of a lot better than most folks I've talked to.My rate is tied to the 1 year T-Bill rate and thanks to the idiots at treasury who don't see the wisdom of borrowing more at 1 year rates, that rate has been artificially low for some time.And to think that Citi wanted me to do a mortgage adjustment to lock in a 25 year rate at 5.65%.
      View article »
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