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  • 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? continue with this horrendous trade imbalance year after 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 06:57 AM | 26 Likes Like |Link to Comment
  • Natural Gas Has Nowhere To Go But Up [View article]

    You should use UNL instead of UNG......UNG is a disaster because of the constant roll-over.

    Many frack operations (depending on location) are now more profitable than conventional. The best have costs as low as $1.50

    $100 oil creates surplus NG because you get NG as a by-product from all the oil drilling.

    As your chart shows, NG can stay at $2 for a long time (like the entire decade of the 1990's). It could even go to $1.50. Many companies will continue to drill b/c of the way the land leases are structured.

    No real money in NG until it is put in vehicles or exported.
    Apr 26 04:12 AM | 15 Likes Like |Link to Comment
  • The Solar Bubble Has Officially Burst - Survivors Will Ultimately Capture More Market Share [View article]
    Natural gas = $2 in USA.
    Apr 6 03:05 AM | 10 Likes Like |Link to Comment
  • The Great Recession Is Over: Time To Back Up The Truck [View article]
    The time to back up the truck was in 2009. I think this post is a good contrary the general public gets wildly bullish it's increasingly time to sell. The government is being financed by China, Japan, the Federal Reserve etc.... how is this healthy?
    Jan 2 08:51 AM | 9 Likes Like |Link to Comment
  • Who Does The Fed Serve? [View article]
    Maybe the Fed serves Goldman.
    Jan 10 02:29 AM | 5 Likes Like |Link to Comment
  • U.S. Stocks Not In A Bubble; I'll Tell You What Is, Though [View article]
    The market IS a bubble in the sense that we have fake interest rates. The Fed is not allowing price discovery in the bond market (the largest market by far). If the bond market and money are mis-priced, then so is everything else.
    Nov 8 08:47 PM | 5 Likes Like |Link to Comment
  • Jim Cramer's 3 Strong Buy Recommendations [View article]
    PNRA is too expensive/risky in this environment....see Chipotle.
    Nov 4 06:05 AM | 5 Likes 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 03:55 AM | 5 Likes Like |Link to Comment
  • Why Not To Invest In Herbalife [View article]
    Making fun of someone's bio is pretty lame. Plenty of successful investors do not have a typical wall street education...for example Dr. Berry who was profiled in The Big Short.
    Dec 7 11:49 AM | 4 Likes Like |Link to Comment
  • President Obama's anti-drilling argument uses false statistics, argues CNBC's Larry Kudlow. The president argues that America uses over 20% of the world’s oil, but has only 2% of the world’s known oil reserves. Patently untrue, says Kudlow. The U.S. has 1.4T barrels of recoverable oil, which is enough to meet all U.S. oil needs for about the next 200 years, without any imports.  [View news story]
    Obama is obviously not including shale oil in the calculation b/c it's a new technology and we don't really know the oil quantities involved yet, either domestically or internationally. How can you begin calculating our % of world reserves when we have no idea how much shale oil there is in Argentina or China?

    Even if we do have a lot of oil we should still be innovating and exploring alternatives. Have any of you pro-oil guys spent any real time understanding the potential consequences of global warming? Go read "Hot, Flat and Crowded" It will blow your mind.

    Why would Obama be anti-jobs and anti-drilling? This is just silliness. They want to drill responsibly. Do you like oil in your fish?

    Larry Kudlow is a loud, rude, loose-with-the-facts TV commentator.

    Obama has one good quality after another. Highly intelligent, highly educated, industrious, honest, a gifted writer. The average joe doesn't became President of the Harvard law review and then President of the country before he's 50. Obama 2012.
    Mar 17 02:14 AM | 4 Likes Like |Link to Comment
  • Peregrine Semiconductor Takes A Hit, But Is It Warranted? [View article]
    Good article, but what makes it cheap? What metric are you using? Price/Sales?, EV/ebitda? and how does it compare to its peers?
    Jan 22 07:57 PM | 3 Likes Like |Link to Comment
  • SolarCity's Acquisition Of Common Assets Is A Game Changer [View article]
    The stock seems very, very expensive if they are offering a service that can be commoditized.
    Jan 17 04:53 AM | 3 Likes Like |Link to Comment
  • SodaStream: Management Brushes Off Concerns [View article]

    Using the system is significantly less expensive than buying soda in cans or bottles. Given that much of the middle class is struggling financially, the company probably has a bright future.

    By contrast, GMCR's single serve coffee system is an expensive way to drink coffee.
    Jan 17 12:06 AM | 3 Likes Like |Link to Comment
  • What If Barack The Government Job Slayer Had Been More Like Reagan The Government Job Creator? [View article]
    Obama and Reagan had little to do with these gains and losses. Preexisting economic forces are bigger than any one man.
    Nov 11 11:55 AM | 3 Likes Like |Link to Comment
  • 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 01:20 AM | 3 Likes Like |Link to Comment