Alex Filonov

http://muddlinginvestor.blogspot.com/
Total Rating:
+10 / -5

276 Comments

    • Fri Nov 7th 14:30 PM | Rating: 0 0
      Commented on:
      How Stocks Work: Four Viewpoints
      Future cash flows and future profits are the key numbers here. Unfortunately, they can't be predicted with any certainty. As a result, investment is a guess game, and one with better guess wins.
      View article »
    • Fri Nov 7th 14:24 PM | Rating: 0 0
      Commented on:
      Sun Microsystems: Slowly Fading Away?
      I liked Sun a lot. I invested in it long ago, lost some money. Still like products, but I'm afraid company is not going to survive in this economic environment. A pity, really. But management just doesn't know what to do.
      View article »
    • Fri Nov 7th 14:21 PM | Rating: 0 0
      Commented on:
      The Long, Steep Road Ahead - to Capitalism
      Politics interfere with economy? Surprise! It interferes with everything. We live in political environment, we can't remove it from life.
      View article »
    • Thu Nov 6th 17:26 PM | Rating: 0 0
      Commented on:
      When Will the Recession End?
      Your crystal ball is so clear... Mine is murky. We'll get out of it when we will. And I don't think recession is going to end before housing/credit/financi... crisis is resolved.
      View article »
    • Thu Nov 6th 17:24 PM | Rating: +1 0
      Commented on:
      Is TheStreet.com Cheap Enough Yet?
      There are other problems.

      1. Technical. Latest site redesign was awful. Now it's easier to find articles through Yahoo! Finance or Google search than on site itself. And sister sites are not designed any better.

      2. Too many sister sites. Looks like somebody's trying to build media empire. May be TSCM should stick to what it's doing better?

      Disclosure: long TCSM.
      View article »
    • Thu Nov 6th 16:24 PM | Rating: 0 -1
      Commented on:
      Out of the Election and into the Frying Pan
      Who said we elected him for pleasure? Honeymoon is neither here nor there.
      View article »
    • Thu Nov 6th 15:36 PM | Rating: 0 0
      Commented on:
      Reverse Carry Trade Borrowing Proves Deadly
      Of course people have short memory. Is it a surprise?
      View article »
    • Thu Nov 6th 15:32 PM | Rating: 0 0
      Commented on:
      Don't Follow the Wall Street Crowd - Prepare for Market Rollover
      I have to say that difference between solvency and liquidity exists until the run on bank. As we can see from Lehman Brothers collapse, it's apparent solvency didn't help even a little bit, because Lehman didn't have any sources of liquidity to meet withdrawals. Goldman Sachs and Morgan Stanley could only save themselves by converting to banks to get access to Fed's liquidity. That's companies which probably can buy out themselves. On the other hand, Countrywide probably wasn't solvent even a year ago, but it's still alive, thanks to access to liquidity.
      View article »
    • Wed Nov 5th 11:28 AM | Rating: 0 0
      Commented on:
      Google Scraps Yahoo Ad Deal
      Well, Yahoo! will have to fend for itself. Tough. Maybe they at last start thinking how to monetize their main strength: users. Can anybody make display advertising on the 'Net work? Yahoo! is in the best position to so that.
      View article »
    • Tue Nov 4th 18:39 PM | Rating: 0 0
      Commented on:
      Can Gross World Product Shrink?
      I like your optimism. Of course, worldwide "negative growth" can happen. I'd say it will happen, I just don't know when.
      View article »
    • Tue Nov 4th 16:45 PM | Rating: +2 -1
      Commented on:
      The Biggest Bubble of Them All
      I wish it was that simple. Sure, we are quick to borrow future money for current satisfaction. But US economy is still the best in the world. And our government debt is still lower than that of Japan, as a percentage of GDP.
      One more note: quite often the biggest danger in economy is the one almost nobody is talking about. Nobody was afraid of inflation in 1960s and even in the beginning of 1970s. Almost nobody is afraid of deflation now. Everybody is talking about virtue of savings and folly of living on credit. Just imagine: most of US population listened and became thrifty overnight. What would happen to economy? Something worse than Great Depression and there will be no winners. I don't want to see reduced spending (as a result of increased savings) this Christmas season, sorry.
      View article »
    • Mon Nov 3rd 18:31 PM | Rating: 0 0
      Commented on:
      Will Retail Investors Continue to Buy and Hold Stocks?
      Buy and hold is good for long term (secular) bull market, like it was in 1982-2000. Now we are on secular sideways market. Buy and hold doesn't work here.
      Homework is more important than ever. Check every position you have at least once a week. Check and recheck every stock you are planning to buy. If in doubt, don't buy, if in doubt about current position, sell.
      Of course, if you are sure that you don't need this money until 10 years later, buy now. Secular bull should return by then.
      And of course, nobody knows the future, myself included.
      View article »
    • Mon Nov 3rd 11:05 AM | Rating: 0 0
      Commented on:
      Coast to Coast Deflation Fears
      Sometimes it doesn't matter how much money you print. Just look at Japan, they printed money like crazy, but couldn't stop deflation. The problem is spending money, not printing it. If you print money and people and businesses hoard it, you still have deflation (and sharply increased government debt, which, thanks to inflation, becomes even more expensive every day, case in point, again: Japan).
      View article »
    • Fri Oct 31st 16:24 PM | Rating: 0 0
      Commented on:
      Sun: No Guidance, No Restructuring, No Turnaround
      Looks like Sun is dead. A pity. Great products, bad company.
      View article »
    • Fri Oct 31st 11:58 AM | Rating: 0 0
      Commented on:
      Chart of the Day: The Russia-Brazil Spread
      Picture is clear: political risk is very high in Russia, which is priced into CDS.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»