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pollyserial

pollyserial
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  • The Demon The Gold Bears Are Mistakenly Overlooking [View article]
    IMO what happens in Japan and the ECB has more to do with where gold goes than the Ukraine or etc. Gold will move in a serious way when people start losing faith in the central bankers. Earlier this year it was Japan (I believe) that prompted the run. Getting ready phase 2 of that run (Abenomics is a miserable failure) and extremely interested to see how the markets react to whatever Draghi comes up with. Nothing else matters to any of the markets right now.
    Jun 1 10:15 PM | 1 Like Like |Link to Comment
  • Los Angeles sues JPMorgan for predatory lending [View news story]
    How about we all just agree that BOTH democrats and republicans are to blame, and have pursued nearly all the same economic policies for the last 40 years.....de-regulation, trickle down theories, etc etc., with extremely modest differences in terms of taxation. IN any case, its the banking lobby -- more specifically the investment banking lobby that encouraged the 'financialization' of the american mortgage, which ultimately led to these problems.
    May 30 07:34 PM | 4 Likes Like |Link to Comment
  • Fresh 52-week highs for Apple following Goldman PT hike [View news story]
    lmfao
    May 30 01:54 PM | Likes Like |Link to Comment
  • Pending home sales disappoint [View news story]
    And they wonder why GDP isn't improving.
    May 29 01:18 PM | 3 Likes Like |Link to Comment
  • Q1 GDP revised to decline of 1% [View news story]
    1Q GDP was expected to come in there, too. Growth has been right around the corner for....three years now. QE is killing GDP, globally, by lowering cap ex in favor of hot money straggles (buybacks, etc), and by strangling the consumer. Economists won't believe it until they've thoroughly destroyed the economy. Meanwhile, the ECB will print to save the EU, without realizing that more printing will cause massive unrest and destroy the EU.
    May 29 01:15 PM | 3 Likes Like |Link to Comment
  • Dudley: FOMC to give wide berth to stocks as it hikes [View news story]
    This is nuts! The Fed is risking getting shut down with this attitude IMO.
    May 20 10:40 PM | Likes Like |Link to Comment
  • Molycorp rocked again, -18% as J.P. Morgan piles on with downgrade [View news story]
    deer creek I've been thinking the same thing. of course if it's like Nokia there's about three more months of pain for shareholders ahead. otoh I think the long run upside could be higher. we'll see.
    May 10 11:14 AM | Likes Like |Link to Comment
  • Molycorp's (MCP) CEO Geoffrey Bedford on Q1 2014 Results - Earnings Call Transcript [View article]
    And the other question is...what exactly is the buy price of the decade? Long a few hundred shares here but I think that buy price of the decade is most likely sub 2. We'll see.
    May 9 01:21 PM | 1 Like Like |Link to Comment
  • Molycorp's (MCP) CEO Geoffrey Bedford on Q1 2014 Results - Earnings Call Transcript [View article]
    Pretty edgy comment there, where, in response to questions about cash burn, he just tells the JPM guy that they're prepared to issue more equity if they need money. Yikes.
    May 8 07:58 PM | 1 Like Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    Low interest rates favor stocks but rising interest rates don't. No one has a crystal ball here but there's a distinct possibility that the curve continues to invert/flatten if Ms. Yellen continues to step on the brakes as she seems to be saying she will.
    May 8 02:39 PM | Likes Like |Link to Comment
  • Why This Market Is Not Going Down Any More [View article]
    Not sure if you've noticed, but Buffet has backed off of acquisitions. He has a long timeframe, to be sure, but you don't hear him on the tv every day telling us what a great time it is to buy stocks, as he was in 2009.
    May 8 02:37 PM | 1 Like Like |Link to Comment
  • QE? We Don't Need No Stinkin' QE! [View article]
    The fed themselves said they have no idea what exactly the transmission mechanism actually is.
    May 8 01:32 AM | 3 Likes Like |Link to Comment
  • Housing Market To Heal (But Remain Cautious Of Homebuilders) [View article]
    We have a tremendous shortage of snowplows in LA, which continues to make it difficult to make it open houses.
    May 2 01:32 AM | 2 Likes Like |Link to Comment
  • Housing Market To Heal (But Remain Cautious Of Homebuilders) [View article]
    Wait, you mean, "Russ Koesterich, CFA, is the Chief Investment Strategist for BLACKROCK, the largest single holder of single family housing in the US"?
    May 2 01:30 AM | 3 Likes Like |Link to Comment
  • The Great Bear Market Warrior [View article]
    If I read you correctly, you are agreeing with him that today's "money" has no fundamental "value". It's just that you don't seem to find that problematic. I'm a bit mixed on it myself. I'm far from a gold bug or a doomer or similar. Obviously, it's pretty convenient for me that my net worth is accessible as a stream of digits on my phone, and I can even increase those digits magically by making market related choices. But I don't really trust it, and the more I look at history, the less I trust asset prices 1974-present, in any fundamental, long-term sense. De-regulation coupled with ditching the gold standard is the best reason I can see for the incredible run in stocks and housing over the last 40 years. Will it hold up? I have no idea.
    Apr 28 06:49 PM | Likes Like |Link to Comment
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