Loading...
Symbols:
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
Transcripts
- NewMarket Technology Inc. Q2 2008 Earnings Call Transcript
- Ditech Networks, Inc. Q1 2009 Earnings Call Transcript
- School Specialty, Inc. F1Q09 (Qtr End 07/26/08) Earnings Call Transcript
- Dick’s Sporting Goods, Inc. Q2 2008 Earnings Call Transcript
- The Buckle Inc. Q2 2008 Earnings Call Transcript
- GameStop F2Q08 (Qtr End 8/2/08) Earnings Call Transcript
- Hormel Foods Corporation F3Q08 (Qtr End 07/27/08) Earnings Call Transcript
- The Childrens Place Retail Stores, Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript
- The Toro Company F3Q08 (Qtr End 08/01/08) Earnings Call Transcript
- The Bon-Ton Stores, Inc. F2Q08 (Qtr End 08/02/08) Earnings Call Transcript
Most Popular Feeds
-
ETFs
-
US Market
-
Long Ideas
-
Alt. Energy
- Full list of feeds »
-
Editor's Picks
-
Most Popular
- Hedge Fund Manager's Notebook: Blood on the Streets - Buy Russia
- Reevaluating Coal
- Interview with Jim Rogers, Part II: China as World’s Best Long-Term Profit Play
- How You Can Invest in the Pickens Plan
- The Twin I-Beams of Investment Success
- On SLV's 10-for-1 Split: It's All About Liquidity
- Full list of Editor's Picks »
- The Disconnect Between Supply and Demand in Gold & Silver Markets »
- The Great Consumer Crash of 2009 »
- Cramer Continues to Dig a Sirius Hole for Himself »
- Petrobras: Buy and Sit Tight Like Soros »
- 5 Impressive Stocks in This Difficult Market »
- Wall Street Breakfast: Must-Know News »
- Apple: Great Company with Lofty Valuation - Due for Pullback »
- Interview with Jim Rogers, Part I: Bigger Financial Shocks Loom »
- Four Brazilian Profit Plays »
- Time To Gradually Reaccumulate Energy Stocks - And Gold »
- Solarfun Power Holdings: Expect a Rally from Key Support »
Trading Center
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
smart money
13 Comments
Black Gold or Yellow Gold? [view article]
incandoitdon:What I mean in my writing is how on earth are you gonna change anything to do with this economy or country. The President, Federal Reserve, Military, Hillary Clinton, John McCain, Barack, nobody can change what is about to happen with our energy crisis. I have been invested in oil since it was $30 a barrel in 2000 and I keep listening to everyone say it is speculation and that oil will pull back. Well I just do not believe that anymore. Oil is going to keep rising until we fall into a great depression (GLOBALLY) and we no longer have demand or supply issues.
We have wars were Middle Easterners are trying to blow up pipe lines and terrorize the world because we do not have the same beliefs as they do. Osama has taught them how to hurt us financially. I think we need to start playing dirty. If you want to blow up a pipe line or kill someone and you put it on a website and brag about it then the US should blow up a religous interest of Al Qaeda's and put it on CNBC and laugh. Screw that politically correct crap, we need to grow some balls as a country and stop letting foreigners try to change our religion, language and beliefs.
Try to make money where you can in the market, speculation is a good thing if you are invested in a part the economy that is going to head north with or without speculation. You and I are not in a position to change our energy policy. We will not be able to do shit about rising oil except drive less and hedge yourself against rising prices by buying stock in oil drillers, oil service companies and gold.
It's not that I do not give a damn, it's that it does not make a f-ing difference. So invest smart and make some money before the shit hits the fan! Jun 09 01:03 PM
Black Gold or Yellow Gold? [view article]
What I do not understand, why is everyone arguing weither oil is speculation or peak oil. While all you waste your time debating, you should just invest in the so called speculation and make yourself some damn money. Oil is at a "peak" for the production of cheap oil, not oil production in general. Be smart and make money off what is happening in the economy. We all need to stop watching the talking heads on cnbc. The media reports what the people paying them what you to hear. Just like the presidential candidacy, the candidates pay to have the media travel with them and report what they want you to hear. After the media writes their articles and make money they then pay back the candidates. That's how cnbc and the rest of the networks operate. Get away from group thinking and read and educate yourself about what is really going on. I come home every day from work and laugh at all the dumb asses who think oil price is speculation. Speculate $137.00 oil when fill your car with gas next time. I am going to speculate all the way to the bank!! Jun 08 08:38 PMAn Overview of Peru's Stock Market [view article]
Southern Copper announced a 1.70 per share dividend yesterday. Apr 25 01:08 PMThe Fed is Deflating: 10 Reasons Why [view article]
The people stating that this article are stupid do not understand that the author is just trying to get everyone to think. As I stated above do not worry if we are inflating or deflating both will happen many times over in order to fix this mess. Better yet take all the information given here and use it as ammo in order to make wise investments. What I am saying is don't go out and buy stock in companies that do not have a economic hedge against a falling dollar or rising prices, those will be first to fall. Buy what we should invest in are, precious metals and miners, oil drillers and services, foreign companies or US companies operating aross sea. The debate does not matter it's getting you to think that does! Mar 29 10:03 AMThe Fed is Deflating: 10 Reasons Why [view article]
This has to be the best article on Alpha yet. What we do know is that commodities are increasing in price. If it is being caused be a deflating dollar or a inflation speculation we should still do well making foreign investments and investing in gold. Oil will do well for some time before the economy tanks so badly that our oil consumption declines. Mar 28 09:51 PMSouthern Copper vs. Spot Copper: TA That's Hard to Ignore [view article]
Watch out for JP Morgan, everytime they underweight a company they have a track record of making large purchases. Buy southern Copper on the next dip of $5 to $10. We are going to see $200 with in the next year. This company has great growth potential. Thay have resolved most of the labor disputes that caused them to have a couple bad quarters. They also moved a large potion of their sales to Asia from the US. I believe we will see output increase dramatically over the next couple years. This is a great time to pick up more shares and the dividend has a payout of 1.40 per share. They even paid out a special Div. last year of $2 per share. I was very excited to see it sell off last week so I could purchase more shares and watch it rebound today. Copper is$3.10 at the scrap yards for recycling. That is the highest I have ever seen the metal, there is still demand globally if the price at the scrap yard is high. The guys at the scrap yard will not buy copper at that price is there is nobody buying from them. Mar 25 03:15 PMA Warning for U.S. Dollar Bears and Commodity Bulls [view article]
Hiper Inflation is on it's way. We have not seen anything yet!!We have not even seen any economic data that is reflective of any past rate cuts. It takes about 9 months to a year to see true economic data reflective of monetary policy. It's almost funny, in about three to five years we will see rates raised in the same fashion as they Fed is cutting them now. Inflation is at 10% right now, believe it or not. The only hedge against the falling dollar and inflation in the past have been gold and oil. Keep buying on dips. The Fed should have just cut rates to zero at least we would have a bottom in the falling dollar. HAHA
What the Fed should be doing is raising interest rates to fight inflation and letting irresponsible lenders and borrowers default on their loans. A free market trade got us here and should be allowed to continue.
It would be nice to see some of this money that the Fed is pumping into banks be used instead to finance projects for alternative energy through large tax cuts or some other means. Many countries like Brazil and Germany are becoming energy independent. Brazil has not raised the price of gasoline since 2005 to their citizens. We need to focus on real issues here like becoming energy independent, cutting interest is a coat of icing on a pile of shi...
Mar 19 08:34 AM
$200 Oil - Who's Going to Pay For It? [view article]
The bottom line is our society cannot pay $200 oil. So at some time or another we will convert to other forms of energy but not until major damage is done. Then tons of money will flow out of oil and into solar, wind, nuclear, coal and geothermal. We know this, so prepare now and invest before Wallstreet comes racing to the game. Petrobras, First Solar, GE (one of the largest investors of wind and cheeply priced) Petrochina, Schlumberger, Sasol,Cameco, and Agnico Eagle mines will be great investments in the next 5-10 years check it out! Mar 12 07:32 PMGoldman's $200 Oil Call and the Hurricane Premium Theory [view article]
We are in a recession with 1.5% growth rate and oil is at $110 dollars a barrel. It will be much higher when our growth rate is about 5% or 6% in a couple years and inflation is at 15%. All the analyst have been saying for years that oil will trade around 30 to 50 dollars a barrel, including Goldman. In see oil around $250 to $300 in the next 5-10 years without a major terrorist attack on pipelines. Peak oil is getting closer and we do not have infrastructure to support anyother form of energy on a mass scale. Buy gold,oil services and drillers to offset inflation. Mar 12 07:14 PMFed Rate Cuts Backfire, Lift Gold and Oil into Orbit [view article]
The Fed is going to cut rates atleast .50 % . The best thing to do in the short term is to buy gold.Gold is so cheap compared to what it cost in the 70's. We will see $2500.00 Gold or higher. It is and has always been the hedge against inflation and a falling dollar.
We will most likely see the same thing happen in all commodities and worst of all oil. It 's not bad enough that we are facing supply shortages that are only growing , but now we are seeing hedge driven invesments to offset rapidly growing inflation. Inflation I believe will be above 15% in the next two years. Make your money now in precious metals, oil services companies and drillers. I also like alternative energies, we will see growth of a 1000% in the next 5-10 years. Look to the large industrial solar companies that are finding ways to reduce solar costs. Coal would be a good economy booster for us also. We have alot of it and in the near term and it would quickly reduce the cost of oil. Coal liquidfication is a rapidly growing industry and it burns as clean as gasoline. The US has had this technology for years. It would also create alot of jobs right here at home and all the tax cuts that go to big oil, could go to alternative energy, no matter what kind of alternative energy we use.
Our worst enemies are( Middle East) becoming in control of our economic growth and futures. This war is becoming the war of the have's and have nots, and we have not any oil! Mar 07 11:30 PM
How to Solve the Housing Crisis [view article]
I think the goverment should do nothing. Allow people who did not educate themselves and get loans under liber rates and one and three year interest only arms to lose their houses. They should suffer the consequences of poor money management. I like the idea of falling housing prices. If you are in the market to buy a house everything is great. If you already own a house with a fixed mortgage you should be ok. So the only people suffering are those that have made poor decisions. The fed cutting interest rates has actually hurt the housing market. The banks are tightening lending, because of their poor underwriting practices in the past couple years and numerous write offs. It is economics 101. Lowering interest rates in this particular circumstance only caused banks to wait to lend more money so they can get more bang for their buck once interest rates rise. This has caused rates to rise lately stopping people with good credit from rushing out and getting loans. The fed is ignoring free market trade that allows prices to correct on their own. This will cause correction and supply and demand to follow accordingly like in the past. Interest rates sometimes need cutting and rising to spark or slow the economy. Cutting rates in the face of inflation is like cutting the head off the monster to only have three grow back! What would be better, is to get rid of income taxes and only have sales tax. The illegals, drug dealers, foreigners, prostitutes ,terrorists and normal tax paying citizens would pay their fair amount of taxes according to what they spend. Mar 02 11:13 AMInflation's Power: The Dollar in 25 Years [view article]
I do not believe cutting our interest rates has anything to do with the current inflation problem, that we are just noticing. Inflation has been on the rise for years now, reflected in the rise of gold. The United States finds it very hard to believe that anyone besides ourselves could make the world spin. Although we are still the big guys on the block. The world around us is changing right in front of our eyes. Inflation is being driven globaly by the cosumption of all goods and raw materials. Chindia and others are driving inflation. The cost of oil is the main culpret, driven by supply and demand. Take a look around and see if there is anything that you can find that is not made out of oil or the machine that made the item uses oil or it is made from oil. The Goverment needs to make major advances toward alternative energies. Alternative energies to make electric, cars, raw materials and goods. We are in or near a recession and inflation is already present. Protect your investments through precious metals an alternative energies. Things will get worse before they get better! Mar 01 02:37 PMGetting Out of Leveraged Gold [view article]
Contrary to the author's comments gold will be going up for some time. We may see a small pull back in the weeks to come, but the inflation data that is soon to come out will not represent the interest rate cuts or the stimulis package passed by the gov. We will not see those inflation figures emerge till the end of 2008. So for know buy on the dips. Do not let people influence you to sell your gold! Feb 25 11:03 AM