PearlCreek's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/140330/comments http://seekingalpha.com/instablog/396178-brian-mcmorris/39472-will-sovereign-debt-downgrades-sink-the-global-economy?source=feed#comment-802528 802528
The Art Bell, tin-foil crew migrating from Marketwatch and Minyanville won't be happy with this theory. Don't you know it is different this time?]]> Fri, 11 Dec 2009 21:52:40 -0500
The Art Bell, tin-foil crew migrating from Marketwatch and Minyanville won't be happy with this theory. Don't you know it is different this time?]]> http://seekingalpha.com/instablog/396178-brian-mcmorris/32314-buy-the-rumor-sell-the-news?source=feed#comment-722605 722605 Tue, 20 Oct 2009 17:12:28 -0400 http://seekingalpha.com/article/162538-john-hussman-strenuously-overbought?source=feed#comment-685190 685190 Mon, 21 Sep 2009 15:12:31 -0400 http://seekingalpha.com/instablog/396178-brian-mcmorris/28264-another-perma-bear-abandons-ship-james-grant-this-time?source=feed#comment-685184 685184
My world is spinning. This is the equivalent if Brad Pitt were to suddenly come out of the close. ]]> Mon, 21 Sep 2009 15:10:58 -0400
My world is spinning. This is the equivalent if Brad Pitt were to suddenly come out of the close. ]]> http://seekingalpha.com/news/market_currents/post/32588?source=feed#comment-679109 679109
He is as much a contrary indicator as Bernanke and Lewis. ]]> Wed, 16 Sep 2009 11:35:24 -0400
He is as much a contrary indicator as Bernanke and Lewis. ]]> http://seekingalpha.com/article/161672-additional-dimensions-of-value-investing?source=feed#comment-678534 678534
When you mention "volatility" in generic terms do you mean standard deviation as generated by QPP?]]> Tue, 15 Sep 2009 22:51:04 -0400
When you mention "volatility" in generic terms do you mean standard deviation as generated by QPP?]]> http://seekingalpha.com/article/161244-there-are-no-good-choices-for-the-fed?source=feed#comment-674283 674283
I am shocked, just shocked. ]]> Sun, 13 Sep 2009 09:53:25 -0400
I am shocked, just shocked. ]]> http://seekingalpha.com/article/154863-just-how-bullish-is-this-market?source=feed#comment-624339 624339
Doug Kass: Seems like a straight shooter who puts his money where his mouth is. Called the bottom. When he speaks, I will take note.

Battapaglia: One of the cheerleaders of the tech bubble. Listen to him and factor in the exact opposite of what he says as the more likely outcome.

Abelson: He has been bearish since his expulsion from the womb. It is how he is wired.

Tice: His livelihood depends on marketing to bears

Schiff: He is this generations Joe Granville]]> Tue, 11 Aug 2009 00:34:46 -0400
Doug Kass: Seems like a straight shooter who puts his money where his mouth is. Called the bottom. When he speaks, I will take note.

Battapaglia: One of the cheerleaders of the tech bubble. Listen to him and factor in the exact opposite of what he says as the more likely outcome.

Abelson: He has been bearish since his expulsion from the womb. It is how he is wired.

Tice: His livelihood depends on marketing to bears

Schiff: He is this generations Joe Granville]]> http://seekingalpha.com/article/155196-expect-further-rise-in-the-s-p-500?source=feed#comment-624332 624332
That is an incredible statement from one of the great money managers of all time given what surely must be his vast social and professional investment network.

The current bearish chatter reminds me of the 1999-2000 bullish chatter. The same bluster, the overwhelming proclamations of certainty, the same main thread of "things are different", the same main street/retail group think, and the parallels to clinging to a few themes that if repeated enough will most certainly come to fruition.

If you are wildly bearish, you have good reason to be and all the ammunition you need. The arguments are clear, concise, and logical. When things are that clear as the bear case is now, my warning lights go off. Sorry bears, but the "walk over and pick money up in the corner" has already been made. If you didn't profit wildly from last summer to March, you are a salmon swimming upstream.

I am not wildly bullish, but if you haven't flipped the trading switch in your brain to at least allow the possibility of further gains, you are not doing your job as a trader or an investor. ]]> Tue, 11 Aug 2009 00:20:41 -0400
That is an incredible statement from one of the great money managers of all time given what surely must be his vast social and professional investment network.

The current bearish chatter reminds me of the 1999-2000 bullish chatter. The same bluster, the overwhelming proclamations of certainty, the same main thread of "things are different", the same main street/retail group think, and the parallels to clinging to a few themes that if repeated enough will most certainly come to fruition.

If you are wildly bearish, you have good reason to be and all the ammunition you need. The arguments are clear, concise, and logical. When things are that clear as the bear case is now, my warning lights go off. Sorry bears, but the "walk over and pick money up in the corner" has already been made. If you didn't profit wildly from last summer to March, you are a salmon swimming upstream.

I am not wildly bullish, but if you haven't flipped the trading switch in your brain to at least allow the possibility of further gains, you are not doing your job as a trader or an investor. ]]> http://seekingalpha.com/article/134333-time-to-forsake-stocks-for-bonds-arnott-and-arends-square-off?source=feed#comment-484830 484830
I would probably describe it more as butt covering and trying to keep clients.

]]> Thu, 30 Apr 2009 20:47:49 -0400
I would probably describe it more as butt covering and trying to keep clients.

]]> http://seekingalpha.com/article/124963-roubini-puts-likely-s-p-bottom-at-600-says-500-possible?source=feed#comment-419989 419989
The same with the 82 bottom. Aggregate SP 500 earnings were actually lower in 1983, well after the mega bull was 12 months old.

The higher probability scenario is some type of massive rally of significant price move upwards and of significant time and then a slow grinding sideways move or a slow grinding move with a downward bias over a couple of years.

I am looking for something like a move to 1000 over the next year or two and than a multiple year slide as the inflation fight takes grips and earnings recover. An SP500 of 750 on $90 earnings in 3-4 years puts you right on target historically for the start of the next great bull market. ]]> Mon, 09 Mar 2009 22:58:06 -0400
The same with the 82 bottom. Aggregate SP 500 earnings were actually lower in 1983, well after the mega bull was 12 months old.

The higher probability scenario is some type of massive rally of significant price move upwards and of significant time and then a slow grinding sideways move or a slow grinding move with a downward bias over a couple of years.

I am looking for something like a move to 1000 over the next year or two and than a multiple year slide as the inflation fight takes grips and earnings recover. An SP500 of 750 on $90 earnings in 3-4 years puts you right on target historically for the start of the next great bull market. ]]> http://seekingalpha.com/article/124602-the-rally-when-it-comes-will-be-a-doozy?source=feed#comment-416578 416578
I am leaning in your direction. There is way too much silence from the powers that be and showing up in the morning, shorting the financials and going home for the day is standard operating procedure. Those folks are walking a tightrope and I am not sure the bulk of them have a clue that they are about to get hung out to dry. I have no idea what shape it is going to take but it is coming.

Whenever any form of trading becomes effortless and easy, look out.

The information flow has started against the financial bears with GE and WFC. Two interesting days for those two.

Something is brewing and it is big. ]]> Fri, 06 Mar 2009 17:01:06 -0500
I am leaning in your direction. There is way too much silence from the powers that be and showing up in the morning, shorting the financials and going home for the day is standard operating procedure. Those folks are walking a tightrope and I am not sure the bulk of them have a clue that they are about to get hung out to dry. I have no idea what shape it is going to take but it is coming.

Whenever any form of trading becomes effortless and easy, look out.

The information flow has started against the financial bears with GE and WFC. Two interesting days for those two.

Something is brewing and it is big. ]]> http://seekingalpha.com/article/116432-the-cult-of-peter-schiff-is-it-deserved?source=feed#comment-366351 366351 Mon, 26 Jan 2009 09:37:11 -0500 http://seekingalpha.com/article/97602-time-not-for-a-bailout-but-for-nationalization?source=feed#comment-266969 266969
Give us all a break from theory.]]> Sat, 27 Sep 2008 14:51:16 -0400
Give us all a break from theory.]]> http://seekingalpha.com/article/97583-worrying-about-large-deposit-bank-runs?source=feed#comment-266400 266400 Fri, 26 Sep 2008 17:27:36 -0400 http://seekingalpha.com/article/96990-another-knee-jerk-proposal-from-christopher-cox?source=feed#comment-263085 263085 Tue, 23 Sep 2008 22:45:42 -0400 http://seekingalpha.com/article/92852-the-economics-of-political-spin?source=feed#comment-240557 240557
I grew up near Batavia]]> Wed, 27 Aug 2008 22:26:10 -0400
I grew up near Batavia]]> http://seekingalpha.com/article/92852-the-economics-of-political-spin?source=feed#comment-240398 240398 Wed, 27 Aug 2008 16:38:58 -0400 http://seekingalpha.com/article/90892-the-great-consumer-crash-of-2009?source=feed#comment-238858 238858

That should be a huge red flag for you all]]> Mon, 25 Aug 2008 19:14:49 -0400

That should be a huge red flag for you all]]> http://seekingalpha.com/article/60261-all-signs-point-to-more-inflation?source=feed#comment-110534 110534 Tue, 15 Jan 2008 13:36:44 -0500