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Stocks with the Largest Short Positions

Thank you, very helpful. Now another article with top ten in terms of actual percent short interest would be super helpful.

Crude Reality: How Long Can Oil Stay Down?

Nice article. I agree with a U-shaped recovery in oil, not a V-shape. For now, though, a 1-2 day bounce.

Small Cap ETF Underperformance Signals Continuing Investor Fears

Thank you.

What Will Happen If America Returns to an Historical Savings Rate?

Trader Mark,
This is well thought out and carefully written. Thank you for sharing.

Prophet Bernanke Plans for Inflation

Marc Faber has been talking about inflation for a while. Here is what he said in June. Had you bought commodities in June, Prophet Faber would have led you to 30 - 80% losses, depending upon what commodity you bought. And if you bought Japanese stocks, his other recommendation, uh oh...

"By Patrick Rial and Lynn Thomasson

June 24 (Bloomberg) -- Japanese stocks, Asian real estate and commodities are investors' best bets as faster inflation erodes returns in the rest of the world's markets, said investor Marc Faber, author of the Gloom, Boom & Doom Report.

``Demand for commodities and oil will not vanish.'' Faber said at a conference in Tokyo. ``The shift in demand that drove up commodity prices is not going to go away.''

Record prices for commodities have accelerated inflation around the world and lifted shares of raw material and energy producers. Oil more than doubled since the beginning of last year, while products including coal, rice and fertilizer also reached record highs in 2008.

Faber, who told investors to buy gold as the metal began a seven-year rally, predicted inflation may boost Japanese share prices and Asian property will benefit as more people gain access to mortgages.

Artificial U.S. Dollar Rally Is Coming to an End

kotika,
The author is not comparing the Dollar to the Euro; in fact, if you read the article to the end, he admits the possibility that Europe will be worse of than the United States. He is advocating for Asian currencies, in the belief that global economic power is going to shift. That, in my opinion, is undeniable; even if the U.S. remains an economic superpower, as I believe it may (and hope it does), Asia, in relative terms, is undervalued compared to future potential. And some of their currencies (and I don't mean the Japanese Yen) are severely undervalued.

John Hussman: The Market Is Not in Uncharted Territory

Thank you, John Hussman. I appreciate your analysis.

Stock Market: Is the Rally 'Real?'

Simple, straightforward and cogent. Thank you.

Is Jim Cramer Right? Is Apple Really a Market Barometer?

I think Cramer may have been speaking of Apple's predictive value. Simultaneous price correlation and the other tools you use would be useless to assess this metric. Instead, I would use a delay of one day and assess AAPL's price correlation with the SP, then 2 days and so on up to 5 days. Then I would do the same on a weekly chart. That is one way of measuring predictive value.

Buffett Likes to Be Early; Don't Rush to Follow

Thanks, Devin. Nice research and analogy.

The Market's Disassociation with Reality

"Let's face it, there have been plenty of market crashes, where the stock indexes fell by more than 40%, and we aren't even close to that."

Really? Now that is really stretching the numbers.

Check your math, sir. From peak to trough - from October 2007 to October 10, 2008, the SP 500 fell from 1560 to 844. 40% off of 1560 is SP 936. We fell 46% from peak to the recent trough.

Rally Now, Wheels Come Off Later - Faber

Paul,
Agree that the credit markets will present great opportunity. How do you invest in those -- as a small investor?

Alternative Buyers for Lehman (and Not Just the Usual Suspects)

Scott, you're funny. Thanks for the laughs.

Real Disposable Income Up in Q2

Why not just point out what's questionable about this article instead of making ad hominem attacks?

Real Disposable income obviously increased as a result of the stimulus payments. How is that news? It would be nice if you had some predictions on what would happen to Real Disposable Income (RDI) AFTER the stimulus payments are done.

Take a look at this graph from the Government BEA, people. It may be more helpful:

www.bea.gov/briefrm/dp...

And, yes, Mr. Perry, I do wonder about your motives.

U.S. In Recession? Not So Fast!

Sorry, I meant "you" would help your analysis...