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ZoeZoe

ZoeZoe
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  • Are Housing Stocks Priced To Perfection? [View article]
    1)There is still enormous shadow inventory out there; banks have been withholding foreclosures from the market, but eventually they will be on the market.

    2) Investor buying is at record levels (in perecent terms). This is not particularly healthy; you still have an empty house.

    3) Europe, major China slowdown, fiscal cliff etc... We are still in a deflationary environment. The hangover following a massive credit bubble lasts 7 to 10 years on average (check out the book "This time is different" by Reinhart and Rogoff). We are in year 4.

    Homebuilders, along with Home Depot type stocks are definitely ahead of themselves. Sell or sell short.
    Oct 20, 2012. 01:20 AM | 3 Likes Like |Link to Comment
  • Billionaire Ken Fisher's Top 5 Stock Picks [View article]
    With those picks, just buy the dow instead. Is Fisher still bullish?
    Oct 20, 2012. 12:54 AM | Likes Like |Link to Comment
  • Is Gold An Inflation Hedge Or Something More? [View article]
    The fed uses core inflation and the Fed is in charge of monetary policy.

    I believe there are also other problems with the data.....rising medical costs/ insurance costs are not fairly represented. These costs have certainly been increasing at more than 2% a year. There are also issues with the housing and rental data. I recommend checking out the shadow statistics website.
    Oct 18, 2012. 02:35 AM | 1 Like Like |Link to Comment
  • Is Gold An Inflation Hedge Or Something More? [View article]
    I believe you are confusing inflation with inflation expectations. Gold moves in response to inflation expectations.

    Currency depreciation and inflation are the same thing. If you are analyzing gold relative to the dollar, then the euro is irrelevant. Remember Milton Friedman...."Inflation is always and everywhere a monetary phenomenon.

    Government data is skewed for several reasons. For one, they exclude food and energy prices.
    Oct 17, 2012. 06:03 PM | 1 Like Like |Link to Comment
  • Aegerion Vs. Isis: Which One Is The Buy? [View article]
    Good chance to get in ISIS once it bottoms.
    Oct 17, 2012. 01:15 AM | Likes Like |Link to Comment
  • Amarin: Potential For Gains From Possible Buyout [View article]
    What is downside if they are not granted the NCE designation?
    Oct 16, 2012. 07:40 AM | Likes Like |Link to Comment
  • 2 Coal Stocks To Buy As Natural Gas Prices Rise [View article]
    Economy probably too weak to support a sustained advance in NG.
    Oct 16, 2012. 07:21 AM | Likes Like |Link to Comment
  • Did David Einhorn Sell Out Of Marvell? [View article]
    Didn't Einhorn also buy RIMM awhile back? Seems he is having some trouble in tech.
    Oct 16, 2012. 07:16 AM | Likes Like |Link to Comment
  • Plenty Of People Are Prepared To Ignore Bearish Indicators [View article]
    I have seen that permabull salesman Jim Paulsen so many times I find him unbearable. Thomas Lee, on the other hand, doesn't bother me a bit.
    Oct 16, 2012. 06:43 AM | 1 Like Like |Link to Comment
  • Insider Buying And 3% Yield Are Reasons To Pick Up This Cheap Tech Stock [View article]
    Are you healthy?

    Given the way other chip stocks have been acting lately this could easily go to $10.
    Oct 15, 2012. 03:55 AM | 5 Likes Like |Link to Comment
  • ArQule's Tivantinib Failure And Exelixis' Cabozantinib PDUFA: Is There A Correlation? [View article]
    I'm surprised at the 38 million shares short interest.
    Of all the long-shot biotechs to short why bet against Cabo?

    Tivantinib is still in trials for HCC and CRC. Hope springs eternal.
    Oct 14, 2012. 08:31 PM | Likes Like |Link to Comment
  • Why A Romney Win Could Be Bad For The Market [View article]
    A good businessman does not necessarily make a good president. The country is not a business. A country, a society is much more complicated than a business.

    Besides, the economy does not need "a turnaround". We still have the largest, most productive and most innovative economy on the planet.

    We are going through a "balance-sheet recession". It is different from a typical "business-cycle" recession. Companies, state and local governments, households and the Federal government all need time to repair their balance sheets. It takes time. Japan's real estate and credit bubble burst in 1989 and they are still dealing with the aftereffects.

    Romney is selling you a story. He is selling you this idea that just because he worked in private equity/venture capital that this means he is going to make the economy all better. It's foolish to believe this. Rahm Emmanual (Obama's former Chief of Staff, now mayor of Chicago) worked in the same industry as Romney, and he was also highly successful. I'm sure Emmanual imparted all the precious wisdom he gained working in finance onto the president. There is nothing Romney knows that Obama and his gang don't also know.
    Oct 13, 2012. 08:26 PM | 2 Likes Like |Link to Comment
  • Why A Romney Win Could Be Bad For The Market [View article]
    I am not by nature a critical person, but I think your article is sophomoric and cliched.

    First, Romney was more aggresive, rude and dishonest during the debate, that's all. That's not my definition of winning. He didn't win on substance.

    Second, just becauce Romney bashes Bernanke and China during the campaign doesn't mean he will follow through with these threats. He's trying to win votes. Given Romney's ties to wall street and the hedge fund community I don't see him intentially endangering the stock market. It's not even clear that slightly higher rates would decrease equity prices.

    Regarding China, you state that you don't want a trade war but what is the alternative?.....to continue with this horrendous trade imbalance year after year.....is this a good plan? It's a massive transfer of wealth from west to east. We need to import less and export more and if it takes a trade war to move in that direction then so be it. If some kid is hitting you in the school yard do you just stand there and take it b/c you're afraid of starting a larger conflict?

    Obama plan "to get the economy going" as you write is to invest in the country's infrastructure, invest in R&D, and most importantly invest in the people. Educated people are productive people. Uneducated people are trouble. Economics is not neuroscience; we understand how it works. It's been 600 years since the dark ages. Obama went to Columbia and Harvard and is extremely bright. Capitalism is a simple concept for him; he gets it. He is also surrounded by extremely bright economists.

    I recommend you read "ThisTime is Different" by Reinhart and Rogoff. This masterwork examines 800 years of economic history and clearly illustrates that the hangover following a massive credit bubble lasts 7 to 10 years on average. The weak economy has nothing to do with Obama. The economy is simply doing what it needs to do now; it is digesting the excesses of the past. An economy cannot be in a perpetual boom.

    What's this silliness about "preserve freedom" and "socialism" in your final paragraph. What freedoms has Obama taken from you? Which industries has he nationalized? He saved GM from non-existence and the government is selling their one-third stake.

    Repubicians are right to be wary of big government, but many seem oblivious to the dangers of unchecked corporate power. Should we have no force to offset the enormous power modern corporations have? Should they be allowed to pollute as much as they want? Should they be allowed to sell you whatever crap, defective product they want to? Should they bankroll campaigns and determine the outcomes of elections? Do you want to live in a world designed by corporations for corporations, or a world designed by people for people?

    OBAMA 2012 all the way. It's not even close.
    Oct 13, 2012. 06:57 AM | 26 Likes Like |Link to Comment
  • Follow Einhorn In The Chipotle Short? [View article]
    Their chicken does not have integrity; it is always burned black and thus carcinogenic. Shame on management.
    Oct 13, 2012. 03:45 AM | Likes Like |Link to Comment
  • Why Tesla And The EV Will Win Over Gas [View article]
    Benedikt,

    Good article but it is not surprising that a Tesla would be more economical in the long run than a $30,000 car getting 22 miles per gallon.

    It would be more useful to see a cost comparison between a Telsa and a natural gas powered vehicle. WPRT, CLNE and FSYS are making inroads into the truck and van markets.

    A cost comparison to a new Prius would also be interesting. Obviously they are different cars but many consumers don't care about super acceleration etc...

    I think Tesla will do well.
    Oct 13, 2012. 02:06 AM | Likes Like |Link to Comment
COMMENTS STATS
151 Comments
147 Likes