E Nuff Sed's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/139212/comments http://seekingalpha.com/article/174459-can-apple-stop-the-android?source=feed#comment-770567 770567 Sat, 21 Nov 2009 13:15:27 -0500 http://seekingalpha.com/article/174584-u-s-debt-hysteria-is-getting-ridiculous?source=feed#comment-770162 770162
This site is crawling with destructive austrian school termites.

So what is the alternative - nationalize the banks go under and turn all the car dealerships into soup kitchens? It is this kind of liquidationist thinking a balance sheet recession into the great depression in the 30's.

We barely avoided another one thanks to the coordinated global fiscal and monetary response . What the austrian termites don't get is that this is about the consumer and the private sector deleveraging. If the government does not leverage up and provide monetary and fiscal support a quarter of the population will be depending on food banks instead of 5%, now.]]> Sat, 21 Nov 2009 00:20:11 -0500
This site is crawling with destructive austrian school termites.

So what is the alternative - nationalize the banks go under and turn all the car dealerships into soup kitchens? It is this kind of liquidationist thinking a balance sheet recession into the great depression in the 30's.

We barely avoided another one thanks to the coordinated global fiscal and monetary response . What the austrian termites don't get is that this is about the consumer and the private sector deleveraging. If the government does not leverage up and provide monetary and fiscal support a quarter of the population will be depending on food banks instead of 5%, now.]]> http://seekingalpha.com/article/173607-why-the-stock-market-should-crash?source=feed#comment-764184 764184 Tue, 17 Nov 2009 14:41:52 -0500 http://seekingalpha.com/article/173838-jeff-saut-still-bullish?source=feed#comment-764159 764159
Not sure if I buy the secular bull - a secular bull will only begin if we cross 1500 on the S&P - which I don't see happening for several years. I think we will be cycling between 900 - 1400 for many years.]]> Tue, 17 Nov 2009 14:25:35 -0500
Not sure if I buy the secular bull - a secular bull will only begin if we cross 1500 on the S&P - which I don't see happening for several years. I think we will be cycling between 900 - 1400 for many years.]]> http://seekingalpha.com/article/173153-what-does-it-take-to-become-a-truly-competent-investor?source=feed#comment-764088 764088 Tue, 17 Nov 2009 14:00:09 -0500 http://seekingalpha.com/article/173684-meredith-whitney-i-haven-t-been-this-bearish-in-a-year?source=feed#comment-763011 763011 Mon, 16 Nov 2009 22:30:53 -0500 http://seekingalpha.com/article/173427-taiwan-semiconductor-and-brocade-are-on-sale?source=feed#comment-761323 761323
BRCM seems to be quite over priced. ]]> Sun, 15 Nov 2009 20:11:26 -0500
BRCM seems to be quite over priced. ]]> http://seekingalpha.com/article/173401-is-the-bernanke-doctrine-a-disaster?source=feed#comment-761190 761190 Most of the money supply (created by the expansion of the Fed balance sheet) has been soaked up by the banking system which is trying to stay solvent. There is little credit available (compared to 2005- 07) on the street to fuel inflation. It will be a while before credit begins to seep back into the street to reignite inflation.]]> Sun, 15 Nov 2009 16:05:02 -0500 Most of the money supply (created by the expansion of the Fed balance sheet) has been soaked up by the banking system which is trying to stay solvent. There is little credit available (compared to 2005- 07) on the street to fuel inflation. It will be a while before credit begins to seep back into the street to reignite inflation.]]> http://seekingalpha.com/article/173429-u-s-job-losses-demystified?source=feed#comment-761184 761184 Sun, 15 Nov 2009 15:51:46 -0500 http://seekingalpha.com/article/173161-are-stocks-making-a-major-top?source=feed#comment-761022 761022 Sun, 15 Nov 2009 13:01:50 -0500 http://seekingalpha.com/article/173161-are-stocks-making-a-major-top?source=feed#comment-760965 760965
This is because the market can only go higher when there is cash on the sidelines (dry powder). When this powder starts depleting then its time to turn cautious.]]> Sun, 15 Nov 2009 12:06:28 -0500
This is because the market can only go higher when there is cash on the sidelines (dry powder). When this powder starts depleting then its time to turn cautious.]]> http://seekingalpha.com/article/173161-are-stocks-making-a-major-top?source=feed#comment-760909 760909
Bull market tops are formed gradually as investors are lulled into complacency and there is a slow degradation of market breadth. I agree that we are nowhere near the top of this cyclical bull market (there is just too much fear in the market, as attested too by the tone of the comments posted above). The time to worry would be when the amateur - bears start capitulating.]]> Sun, 15 Nov 2009 11:28:29 -0500
Bull market tops are formed gradually as investors are lulled into complacency and there is a slow degradation of market breadth. I agree that we are nowhere near the top of this cyclical bull market (there is just too much fear in the market, as attested too by the tone of the comments posted above). The time to worry would be when the amateur - bears start capitulating.]]> http://seekingalpha.com/article/173161-are-stocks-making-a-major-top?source=feed#comment-760889 760889
On Nov 13 08:19 AM ain't no fortunate son wrote:

> Most major tops like the ones in Fall, 2007, were marked by major
> technical divergences in key stocks and the indices. Technical divergences occur when stocks are still going up but the major momentum oscillators have already topped out and are falling... key ones to follow are MACD, Stochastics, RSI. These divergences can last for several months at a major top. This indicates that buying momentum has ended while the last of the late to the party buyers are still pushing up prices. Running a view of the longer term charts for the 2007 period should illustrate these divergences quite effectively.>
> The author had a good article as far as it went, but without mentioning the relationship that negative technical divergences have to market tops it is very incomplete, because these divergences in my opinion are some of the best early warning signals that trouble lies ahead.
> He speaks of being a technician, yet leaves out one of the most important technical tools one can use to help determine a market top.]]> Sun, 15 Nov 2009 11:13:33 -0500
On Nov 13 08:19 AM ain't no fortunate son wrote:

> Most major tops like the ones in Fall, 2007, were marked by major
> technical divergences in key stocks and the indices. Technical divergences occur when stocks are still going up but the major momentum oscillators have already topped out and are falling... key ones to follow are MACD, Stochastics, RSI. These divergences can last for several months at a major top. This indicates that buying momentum has ended while the last of the late to the party buyers are still pushing up prices. Running a view of the longer term charts for the 2007 period should illustrate these divergences quite effectively.>
> The author had a good article as far as it went, but without mentioning the relationship that negative technical divergences have to market tops it is very incomplete, because these divergences in my opinion are some of the best early warning signals that trouble lies ahead.
> He speaks of being a technician, yet leaves out one of the most important technical tools one can use to help determine a market top.]]> http://seekingalpha.com/article/173301-japan-parallels-are-too-close-for-comfort?source=feed#comment-759763 759763 Fri, 13 Nov 2009 23:08:58 -0500 http://seekingalpha.com/article/172003-blackstone-benefiting-from-improving-economic-trends?source=feed#comment-758079 758079 Thu, 12 Nov 2009 22:48:45 -0500 http://seekingalpha.com/article/172654-cramer-s-mad-money-the-ultimate-stealth-rolling-bull-market-11-10-09?source=feed#comment-757987 757987
On Nov 11 11:10 AM Gravity404 wrote:

> Cramer says he doesn't like JNJ. That means it's time to BUY, BUY,> BUY it.
>
> Everyone should have JNJ in their portfolios and $60 is a excellent
> entry point for long term buyers.]]> Thu, 12 Nov 2009 20:33:44 -0500
On Nov 11 11:10 AM Gravity404 wrote:

> Cramer says he doesn't like JNJ. That means it's time to BUY, BUY,> BUY it.
>
> Everyone should have JNJ in their portfolios and $60 is a excellent
> entry point for long term buyers.]]> http://seekingalpha.com/article/172312-equities-update-stocks-strike-fresh-highs?source=feed#comment-753233 753233
On Nov 09 07:02 PM Shabba wrote:

> At any rate it is a very bad sign that stock are rising along with
> a falling dollar. It probably indicates mass buying of equities
> by foreigners. In other words, Bernanke is effectively selling off
> the country by keeping rates low.]]> Mon, 09 Nov 2009 20:14:45 -0500
On Nov 09 07:02 PM Shabba wrote:

> At any rate it is a very bad sign that stock are rising along with
> a falling dollar. It probably indicates mass buying of equities
> by foreigners. In other words, Bernanke is effectively selling off
> the country by keeping rates low.]]> http://seekingalpha.com/article/171817-relative-strength-of-countries?source=feed#comment-751366 751366 Sun, 08 Nov 2009 18:41:15 -0500 http://seekingalpha.com/article/171817-relative-strength-of-countries?source=feed#comment-751362 751362

On Nov 06 11:15 AM jburns wrote:

> A bushel of wheat is a bushel of wheat. It bakes the same number
> of loaves of bread if it sells for one dollar a bushel or 100 dollars
> a bushel.]]> Sun, 08 Nov 2009 18:40:15 -0500

On Nov 06 11:15 AM jburns wrote:

> A bushel of wheat is a bushel of wheat. It bakes the same number
> of loaves of bread if it sells for one dollar a bushel or 100 dollars
> a bushel.]]> http://seekingalpha.com/article/169730-canada-back-in-a-housing-bubble?source=feed#comment-751318 751318 Sun, 08 Nov 2009 17:39:15 -0500 http://seekingalpha.com/article/171420-adp-report-shows-decline-in-private-u-s-payrolls?source=feed#comment-751275 751275 The quarterly labour productivity number (+9.4%) are explosive esp. in contrast with 0.4% increase in labour price inflation.]]> Sun, 08 Nov 2009 16:37:15 -0500 The quarterly labour productivity number (+9.4%) are explosive esp. in contrast with 0.4% increase in labour price inflation.]]> http://seekingalpha.com/article/170477-if-this-is-a-secular-bear-market-where-do-we-stand?source=feed#comment-751249 751249 1) The compression of P/E's from top to bottom seems to be around a factor of 3 to 4.
2) We have reached this factor in March 2009.]]> Sun, 08 Nov 2009 15:59:58 -0500 1) The compression of P/E's from top to bottom seems to be around a factor of 3 to 4.
2) We have reached this factor in March 2009.]]> http://seekingalpha.com/article/172035-sentiment-overview-a-scarcity-of-bulls?source=feed#comment-750877 750877 seekingalpha.com/insta...
This kind of bullishness does not happen very often and usually presages a good 12 - 36 month bull run. The bearish sentiments from your article confirm this as markets climb a wall of worry. This is because worried investors stand on the sidelines with dry powder batting their inner demons of fear and greed till the latter overwhelms the former.
It is indicative that Warren Buffet made his "all in bet" on BNI last week. To my ear this is like a some one ringing the bell for the thanksgiving dinner. Time to dig into the turkey and mashed.]]> Sun, 08 Nov 2009 12:11:17 -0500 seekingalpha.com/insta...
This kind of bullishness does not happen very often and usually presages a good 12 - 36 month bull run. The bearish sentiments from your article confirm this as markets climb a wall of worry. This is because worried investors stand on the sidelines with dry powder batting their inner demons of fear and greed till the latter overwhelms the former.
It is indicative that Warren Buffet made his "all in bet" on BNI last week. To my ear this is like a some one ringing the bell for the thanksgiving dinner. Time to dig into the turkey and mashed.]]> http://seekingalpha.com/article/171955-positioning-for-a-bond-rally?source=feed#comment-750302 750302 There are only 2 ways to get out of it - (a) devaluation of the US dollar or (b) higher taxation.
I am betting the politicians will choose (a) to pander to the public. ]]> Sat, 07 Nov 2009 20:35:00 -0500 There are only 2 ways to get out of it - (a) devaluation of the US dollar or (b) higher taxation.
I am betting the politicians will choose (a) to pander to the public. ]]> http://seekingalpha.com/article/171626-ims-health-is-being-stolen-from-shareholders?source=feed#comment-750171 750171 Sat, 07 Nov 2009 17:49:08 -0500 http://seekingalpha.com/article/171737-fed-maintains-the-emergency-rate-while-saying-all-is-well?source=feed#comment-750099 750099 Sat, 07 Nov 2009 16:11:11 -0500 http://seekingalpha.com/article/171779-buffett-s-burlington-buy-is-really-a-bet-on-china?source=feed#comment-750050 750050 BNI's ROE for the last 5 years has been between 15 to 20% while BRK's ROE has been languishing at around 5 to 10%.

Where else can you get this kind of return but in your very own RR?]]> Sat, 07 Nov 2009 15:05:31 -0500 BNI's ROE for the last 5 years has been between 15 to 20% while BRK's ROE has been languishing at around 5 to 10%.

Where else can you get this kind of return but in your very own RR?]]> http://seekingalpha.com/article/171156-6-reasons-s-p-will-go-to-1250-credit-suisse?source=feed#comment-749347 749347 Fri, 06 Nov 2009 22:46:07 -0500 http://seekingalpha.com/article/171828-job-losses-worse-than-expected?source=feed#comment-749333 749333 Fri, 06 Nov 2009 22:24:20 -0500 http://seekingalpha.com/article/171910-consumer-credit-decline-continues?source=feed#comment-749303 749303 Fri, 06 Nov 2009 21:41:39 -0500