SavCD

20 Comments

    • Morgan Stanley: Maintaining the USD's Reserve Currency Status [view article]
      Gary,

      I am puzzled by your analysis. You don't mention the lack of U.S. reserves, the current account deficit, the $4 trillion GAAP annual deficit as problems, not the fact that the Euro is already 26% of reserve currencies.       Apr 01 11:22 PM
    • News That Moved Tuesday's Market [view article]
      You are right, this was a straight short squeeze. Apr 01 10:46 PM
    • Get Out of Commodities - Barron's [view article]
      Barron's just seem to understand that the control of markets is moving outside of PR control (like this article) and toward data control. As the new global masses of Middle Class people, as SWF's, as pension funds, put money in these funds that will contune to grow in value. This is no longer a market controllled by a few in one country. Mar 30 08:13 PM
    • Meredith Whitney Threatens Severe Deflation For Your Portfolio [view article]
      I think she is right. Mar 29 10:51 PM
    • Five Indicators Moving the Dollar the Most [view article]
      Your articles are always good! I was surprised that trade balance fell out in 2007. Mar 29 10:46 PM
    • Bespoke's Commodity Snapshot: Key Support Lines Challenged [view article]
      You do excellent work Mar 22 12:04 AM
    • Flow of Funds Report: Maybe Bernanke Is Onto Something [view article]
      I think you need to go back and look at the Financial Report of the United States....liabilities have been rising faster than assets since 2000. You are leaving out the Federal laibilities which rose from $20 trillion t0 $50 trillion. Mar 09 11:28 AM
    • Employment Figures Mean Big Fed Cut, More Dollar Weakness Likely [view article]
      Kathy,

      Your number of 100,000 job losses is right if you net out the category with the big job increases - Government added 38,000 people!       Mar 09 10:18 AM
    • Goldman Sachs Bearish on Canadian Dollar [view article]
      I have found it very profitable to always bet against GS recommendations. The last was their projection late in the year for Gold to fall 15-20% early this year. I bought based on their negative recommendation. Mar 07 08:12 PM
    • Yen Carry Trade Hits a Critical Juncture [view article]
      Good article! Mar 06 11:20 PM
    • Dollar's Decline a Crisis of Solvency - Not Liquidity [view article]
      Agree completely.......the only thing you have to watch is the dollar right now. There is no substantive work being done on the current account deficit, SS and Medicare, or the National Debt. Mar 06 11:18 PM
    • Capitalize on Water Shortages With Grain ETFs [view article]
      John,

      You are so right. Most people don't know what you know.

      The other time bomb is Mexico.       Feb 28 11:20 PM
    • Wednesday Outlook: Fed Inflation Softness Alarming [view article]
      Greenspan is correct. The consumer economy in the U.S. won't return this decade. We will need to be an export economy to grow. The drop in the dollar helps, but we need a real jobs focus on exports.....this is where the stimulus package should have been aimed. Feb 28 09:18 AM
    • Water ETFs: Commodity or Infrastructure Investments? [view article]
      Gary,

      I still like the grains play,since it is an indirect water play.       Feb 28 09:15 AM
    • Thoughts on the Dollar: PPP and Thresholds [view article]
      Jim,

      Thanks for the well presented article. I think you are talking about yesterday's economy, not tomorrows. If the dollar were to rally,it would stall any recovery. The U.S. is no longer a consumer economy. It will be an export economy, and that takes a lower dollar.       Feb 28 09:12 AM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»