phlash79

Under The Radar News - Tuesday

I read 5 negative to very negative outlooks above and yet banks and financials climbed significantly...I am sure glad that reporting outlets like Seekingalpha and Minyanville exist to provide the facts along with references...if a tech company had the issues anyone of these financial companies have...it's stock price would tank significantly more...I almost feel like a number of the mainstream press are on the payrolls of the FED and Big Investment houses to provide false hope and misinformation...

Have a great day!

Peace

The Fed and the Henhouse

Michael,

I read you here and on Minyanville...it is obvious that you are not on the Fed's and JPM's payroll to disseminate misinformation...lol..... others will read your insights and heed your advice...I am starting to wonder if only you and a handful of others have seen presentations like T2 partners...

Have a great day

CPI: Respite or Reversal?

THe core CPI maybe a great filter for looking at long term trend...but i the real world I still have to buy food and fuel...and without a doubt those prices are up and rising...also a force multiplier on commodities is the flight of previous equity buyers to equities focusing on commodities further driving up simulated demand and thus the prices...already DBC is seeking additional commodities to purchase to sustain the growth...they have reached limits on wheat, corn, soybeans, etc...so now they are looking to soy oil and meal and others...this means that food prices can't help but go up...as artificial demand drives up pricing...

Further the injection of liquidity has created a deflation of the dollar so from our perspective...prices are going up...a case could be made and has that the value of the dollar is sinking rapidly while other currencies are rising...so that has to be considered as while...the Euro which started out near parity with the dollar is now worth over .50 more and projected to reach 1.60 in the near future...even the Canadian dollar is worth more then the US dollar...

Most importantly the news from S&P that we are seeing the end of the subprime writedowns included "for 2007"...what most don't realize and they definitely took advantage of our naitivity is that the current mess only reflects the unwinding of loans made in 2005...the loosening criteria for loaning in 2006 and even some in 2007 mean that will will see even more writedowns for 2008 (for loans hitting reset from 2006) and 2009 (for loans hitting reset from 2007)...in other words this mess is just beginning and the FED has burned through a significant portion of their "Capital" to date...the trend in the stock market will down for the foreseeable future...I am using ultrashorts purchased on rallies and sold on dips to make money...seems to work like clockwork and acts as a great hedge maintaining my portfolio value on those stocks like S and AAPL I am long on...

Im