nonsumdignus

7 Comments

    • ON: Sun Aug 3rd 19:30 PM
      Commented on:
      P/E Ratios and Inflation
      The mates at CXO advisory think we're in for a rebound relative to P/E's somewhere in the beginning of next year, just after a bottom in September:

      www.cxoadvisory.com/st.../

      But, even their model doesn't have us falling below 1200.
      View article »
    • ON: Sun Jul 27th 09:28 AM
      Commented on:
      Second Quarter Homeownership Rate Has Largest Increase in Four Years
      Looks like it's forming a right shoulder of a classic Head and Shoulders formation. We all know what happens after the right shoulder is formed... Look out below!
      View article »
    • ON: Wed May 21st 10:42 AM
      Commented on:
      Volume Seasonality
      You make no mention of off-floor trading (or so-called 'dark pool' trades), which often isn't reflected in the daily closing volume stats. Can you please address this in future columns?

      Thanks!
      View article »
    • ON: Mon Apr 21st 16:54 PM
      Commented on:
      What Is Citi Stock Worth?
      "Check out the ABX index for subprime and LCDX index for leveraged loans. Both are up in value since C closed the books on March 31.
      "

      They are up only by a small fraction 6-7% in only a single tranch (topmost quality credit). All other tranches are following their trendlines - straight to 0. The tranche that is slightly up should resume its normal course in the same direction as the others.

      Bulls are those on the slope of hope, it seems.

      www.markit.com/informa...
      View article »
    • ON: Wed Apr 2nd 11:37 AM
      Commented on:
      U.S. Market Environment Not As Bad As Reported
      This analysis, and much of those prematurely claiming victory over our current recession, conveniently leave out the underlying roots of our malaise: the consumer has no money left to spend (except their dwindling 401Ks). Debt to income ratios are at historically high ratios, and there is little left to leverage the average person's spending habits.

      Fundamentally, how has this situation changed? What new paradigm has created a way for people to continue, if not grow their spending habits?

      What's this? A stimulus package? Just a temporary high to our debt-fueled junkie. A new gov't sponsored job creation proposal from Clinton?

      The free market will find the answer, which will be found through the natural course of recession. This may be intolerable for governments, but there are incalcuable consequences beyond dollar figures if we leave it to a nanny state to save us from ourselves. Unfortunately, we won't realize we've lost ideals like liberty until after we've given it up to the all-powerful state.

      Don't just stand there and watich it happen....Do something! - sign the petition to stop taxpayer funded corporate speculative bailouts:

      financialpetition.org/
      View article »
    • ON: Wed Feb 20th 10:00 AM
      Commented on:
      Why Obama Will Be the Next President of the United States
      Mark my anonymous words: Walking away from Iraq due to its financial cost at the expense of the moral obligations of its people will soon come to justify for our people the walking away of our own debts: housing, credit cards, and the like.

      We are all it seems, both morally and financially bankrupt.
      View article »
    • ON: Fri Jan 11th 15:35 PM
      Commented on:
      Bernanke's Becoming a Nightmare
      Cutting rates will only hurt Joe Six, who will spend even less on discretionary as his dollar loses whatever buying power is left. We've been here before, we've heard this song. Low interest rates is what got us here in the first place, and it's what ails us today.

      Time to pony up and take the losses and allow the what a capitalist "free market" economy do what it's supposed to do: contract with the market forces and weed out the excess.
      View article »
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