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pollyserial

pollyserial
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  • John Hussman: Market Peaks Are A Process [View article]
    I wasn't debating or defending Hussman or his views, just honestly interested in what the differences are between now and then. I still am, not picking a fight or anything, just always trying to understand the world better, through other people's eyes.
    Jun 5, 2014. 11:19 PM | Likes Like |Link to Comment
  • John Hussman: Market Peaks Are A Process [View article]
    How would you say 2014 is different from 2012? Just curious.
    Jun 5, 2014. 03:31 PM | Likes Like |Link to Comment
  • John Hussman: Market Peaks Are A Process [View article]
    And by the way, if you look at institutional money flows...the 'pros' are apparently already out. Retail has already assumed control of the proverbial bag. But I agree on the long slow grind rather than a crash, because that generates optimal option decay.
    Jun 4, 2014. 11:44 PM | Likes Like |Link to Comment
  • John Hussman: Market Peaks Are A Process [View article]
    I agree with you macro, and the moment of truth for markets will come as economists are forced to read the writing on the wall: liquidity is important in calamities but it does noting, zero, nada, zilch to generate real growth, if anything it impairs real growth because finance/buybacks/etc can obscure lack of true cap ex for quite a while. But, now that volatility is really and truly nearly dead, the cycle will need to begin again just so the banks can stay in business.....
    Jun 4, 2014. 11:12 PM | Likes Like |Link to Comment
  • John Hussman: Market Peaks Are A Process [View article]
    I suppose the answer to your question is a question: how exactly did the NY fed become the most important member of the fed? Wall street is their mandate.
    Jun 2, 2014. 09:10 PM | Likes Like |Link to Comment
  • Molycorp's $560 Million Intangible Assets Are Worthless [View article]
    But it probably should be, as, the assets are only worthless "if" the burn rate is sustained. Not saying you are right or wrong, but management appears convinced that the burn rate will improve. Seeing shades of NOK a few years back. But, short away, I want it quite a bit lower, for a nice margin of safety!
    Jun 2, 2014. 08:29 PM | Likes Like |Link to Comment
  • John Hussman: Market Peaks Are A Process [View article]
    As margin declines, does that mean, technically, there's less 'cash on the sidelines', or more?
    Jun 2, 2014. 06:40 PM | Likes Like |Link to Comment
  • Molycorp's $560 Million Intangible Assets Are Worthless [View article]
    "If" isn't standard accounting language, AFAIK. That is all.
    Jun 2, 2014. 06:28 PM | Likes Like |Link to Comment
  • John Hussman: Market Peaks Are A Process [View article]
    Dudley seemed to be saying back on May 20 that the Fed will not tolerate this scenario. Looks to me like it's the reason the market spiked. How long will talk be good enough? That's the trillion dollar question.
    Jun 2, 2014. 06:19 PM | 1 Like Like |Link to Comment
  • ISM revises again; May print is now 55.4 [View news story]
    The hilarious thing about all of these numbers is that they are constantly and retroactively revised, to massage the MOM and YOY changes...you just gotta laugh! Quite amusing the extent to which these guys have more or less destroyed fundamental analysis, it just isn't possible any more.
    Jun 2, 2014. 05:05 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 01:15 PM | 3 Likes Like |Link to Comment
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