fAT's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/158886/comments http://seekingalpha.com/article/68359-sell-the-news-buy-the-rally?source=feed#comment-126300 126300
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]]> http://seekingalpha.com/article/67950-unemployment-drops-as-jobs-decline-do-you-believe-in-magic?source=feed#comment-125661 125661 stagnation, as in no further growth, plus INFLATION, increase in prices and reduction of currency strenght.]]> Wed, 12 Mar 2008 15:03:40 -0400 stagnation, as in no further growth, plus INFLATION, increase in prices and reduction of currency strenght.]]> http://seekingalpha.com/article/67952-amazing-action-in-ambac-and-mbia?source=feed#comment-125653 125653 Wed, 12 Mar 2008 14:47:45 -0400 http://seekingalpha.com/article/67830-how-credible-are-moody-s-s-p-monoline-ratings?source=feed#comment-125652 125652 As fas as the assessment is concerned, that's tough. It seems that the only one(s) that might be profiting from these decisions are the company execs.
If you believe that 'all's well that ends well', I can suggest that all's NOT well that MIGHT not end well.
As far as I'm concerned, it's a good short still. why? because the trend is my friend...]]> Wed, 12 Mar 2008 14:45:00 -0400 As fas as the assessment is concerned, that's tough. It seems that the only one(s) that might be profiting from these decisions are the company execs.
If you believe that 'all's well that ends well', I can suggest that all's NOT well that MIGHT not end well.
As far as I'm concerned, it's a good short still. why? because the trend is my friend...]]> http://seekingalpha.com/article/62182-how-gene-ludwig-forced-the-countrywide-sale?source=feed#comment-125636 125636 THE SALE IS PENDING. Mozillo is not down just yet.]]> Wed, 12 Mar 2008 14:13:09 -0400 THE SALE IS PENDING. Mozillo is not down just yet.]]> http://seekingalpha.com/article/67516-housing-market-tracker-forget-incentives-builders-slashing-prices?source=feed#comment-123315 123315 Thu, 06 Mar 2008 23:16:33 -0500 http://seekingalpha.com/article/67467-options-trader-thursday-outlook?source=feed#comment-123189 123189 Now they're going DOWN and so are ALL the major indexes
Time'sup!]]> Thu, 06 Mar 2008 17:02:10 -0500 Now they're going DOWN and so are ALL the major indexes
Time'sup!]]> http://seekingalpha.com/article/67473-does-the-yield-curve-point-the-way-for-stocks?source=feed#comment-123185 123185 flight to safetyflight to safetyvflight to safety
flight to safety
flight to safety
flight to safety
flight to safety
]]> Thu, 06 Mar 2008 16:59:05 -0500 flight to safetyflight to safetyvflight to safety
flight to safety
flight to safety
flight to safety
flight to safety
]]> http://seekingalpha.com/article/67478-thursday-s-options-report-anh-nly-mer-wm-fnm-aob-lcc-cmtr-jnpr-rcl?source=feed#comment-123182 123182 good time to be in the markets, huh?]]> Thu, 06 Mar 2008 16:57:01 -0500 good time to be in the markets, huh?]]> http://seekingalpha.com/article/67035-citigroup-bottoming-plus-some-free-advice-for-meredith-whitney?source=feed#comment-122054 122054 Then, they started making all sorts of bad loans, subprime, etc...and overxtending credit to non credit-worthy entities and packaging them into CDO, collateralized debt OBLIGATIONS.

So, you might think that all NAMES means something, like Coca Cola or McDonalds, just think what's hapenned to fORD and WEndy's and some airlines and on and on and on. companies do do bad things to themselvs and do declare bankruptcy. When citi reaches 16 they're that much closer to Bankruptcy.
Good riddance]]> Tue, 04 Mar 2008 14:20:39 -0500 Then, they started making all sorts of bad loans, subprime, etc...and overxtending credit to non credit-worthy entities and packaging them into CDO, collateralized debt OBLIGATIONS.

So, you might think that all NAMES means something, like Coca Cola or McDonalds, just think what's hapenned to fORD and WEndy's and some airlines and on and on and on. companies do do bad things to themselvs and do declare bankruptcy. When citi reaches 16 they're that much closer to Bankruptcy.
Good riddance]]> http://seekingalpha.com/article/66693-housing-market-tracker-100-houses-for-sale-in-detroit?source=feed#comment-122044 122044 Tue, 04 Mar 2008 13:59:37 -0500 http://seekingalpha.com/article/67126-options-trader-tuesday-outlook?source=feed#comment-122041 122041 A rally could be in the works for tomorrow or thursday, i guess, but given all the news and and the new mortgage issues and continuing writedowns, and, now, overseas markets selloffs (DAX, for ex) it's gonna be hard to sustain.]]> Tue, 04 Mar 2008 13:56:35 -0500 A rally could be in the works for tomorrow or thursday, i guess, but given all the news and and the new mortgage issues and continuing writedowns, and, now, overseas markets selloffs (DAX, for ex) it's gonna be hard to sustain.]]> http://seekingalpha.com/article/67106-market-sentiment-and-reality?source=feed#comment-122036 122036 you can LOSE]]> Tue, 04 Mar 2008 13:52:58 -0500 you can LOSE]]> http://seekingalpha.com/article/67113-inflation-and-the-declining-dollar?source=feed#comment-122034 122034 ]]> Tue, 04 Mar 2008 13:51:53 -0500 ]]> http://seekingalpha.com/article/67033-trade-and-the-declining-dollar-what-do-slowing-imports-mean-and-is-there-a-j-curve?source=feed#comment-122032 122032 I didn't think so.
CAB = NKA +RT
Where CAB is current account balance
NKA = net capital and financial account (all capital and financial transactions excluding reserve assets)
RT= Reserve asset transations


For example, a curernt account surplus is reflected in an increase in net claims, which may be in the form of official or private claims (on nonresidents) or in the acquisition of reserve assets on the part of monetary authorities.
Lookup 'balance of payments manual' by the IMF
LUCK]]> Tue, 04 Mar 2008 13:50:30 -0500 I didn't think so.
CAB = NKA +RT
Where CAB is current account balance
NKA = net capital and financial account (all capital and financial transactions excluding reserve assets)
RT= Reserve asset transations


For example, a curernt account surplus is reflected in an increase in net claims, which may be in the form of official or private claims (on nonresidents) or in the acquisition of reserve assets on the part of monetary authorities.
Lookup 'balance of payments manual' by the IMF
LUCK]]> http://seekingalpha.com/article/66559-apple-shares-up-ahead-of-iphone-sdk-event?source=feed#comment-120823 120823 Fri, 29 Feb 2008 18:35:54 -0500 http://seekingalpha.com/article/66655-2007-earnings-4?source=feed#comment-120820 120820 Fri, 29 Feb 2008 18:30:04 -0500 http://seekingalpha.com/article/66632-ben-bernanke-s-tightrope-act?source=feed#comment-120819 120819
my ocr is down...but oh well..
"
By early 1999, the japanese government had infused 10 trillion yen (83 billion USD) in capital into the banking industry.

In addition to that, the gov. spent aggressivley on fiscal stimulus programs to suport economic growth. In 2002, japan's deficit is expecte to amount to more han 7 % of Japans' GDP.

Now, there are growing concerns about how much longer the Japanese government will be able to continue its aggressive fiscal stimulus campaign. No other industrialized country has accuulated such large government debt in the post-war era. Tehse and other concerns prompted S & P to lower japan's credit rating twice in 2001 and a third time in 2002. Japan is not alone in its fiscal distress. many countries areound teh world are in distress- often resulting from systemic banking crises.

In May 2003 , Gov Bernanke visited Japan and conducted a series of meetings. he made a speech which stated that, in his opinion, the Fed would do whatever it took to keep the US from falling into deflationary recession, even if that meant printing money and buying treasury bonds to drive down their yields at the long end.
Between Jan 03 and end of march 04 BOJ printed 35Trillion Yen which the MOF used to buy US $320 BILLION. wITH those dollars, the Japanese authorities bough US dollar-denominated assets, most probably US tREASRY bonds and agency debt.
Was the BOJ/MOF conducting Gov Bernanke's unorthodox monetary policy on behalf of the Fed? There is no question that the BOJ created money on a very large scale, as the Fed would have been required to do under Bernanke's scheme.
"]]> Fri, 29 Feb 2008 18:27:41 -0500
my ocr is down...but oh well..
"
By early 1999, the japanese government had infused 10 trillion yen (83 billion USD) in capital into the banking industry.

In addition to that, the gov. spent aggressivley on fiscal stimulus programs to suport economic growth. In 2002, japan's deficit is expecte to amount to more han 7 % of Japans' GDP.

Now, there are growing concerns about how much longer the Japanese government will be able to continue its aggressive fiscal stimulus campaign. No other industrialized country has accuulated such large government debt in the post-war era. Tehse and other concerns prompted S & P to lower japan's credit rating twice in 2001 and a third time in 2002. Japan is not alone in its fiscal distress. many countries areound teh world are in distress- often resulting from systemic banking crises.

In May 2003 , Gov Bernanke visited Japan and conducted a series of meetings. he made a speech which stated that, in his opinion, the Fed would do whatever it took to keep the US from falling into deflationary recession, even if that meant printing money and buying treasury bonds to drive down their yields at the long end.
Between Jan 03 and end of march 04 BOJ printed 35Trillion Yen which the MOF used to buy US $320 BILLION. wITH those dollars, the Japanese authorities bough US dollar-denominated assets, most probably US tREASRY bonds and agency debt.
Was the BOJ/MOF conducting Gov Bernanke's unorthodox monetary policy on behalf of the Fed? There is no question that the BOJ created money on a very large scale, as the Fed would have been required to do under Bernanke's scheme.
"]]> http://seekingalpha.com/article/66617-select-chinese-stocks-have-a-way-to-go?source=feed#comment-120815 120815
As far as China, like India, it's up God knows how much over the past couple years. Given the current credit conditions worldwide, it's a matter of time before the markets over there have a severe correction too. At the rate the HS loses points, which is often 2 or 3 or even 4 percent on any given day, a big news story could send the Asian markets tumbling.
Not to squeeze you too tight with my strong frame, but it's happenned before in the not-too-distant past and it's bound to happen again int he not-too-distant future.
Our dollar may be in a very low place, but it's given Asian markets a HUGE boost. Also, US and foreign investment in Asia has also seen those markets grow. If too many investors start pulling out for one reason or another, it's going to be bad news.
don't forget how notorious banks in China are for their BAD LOANS]]> Fri, 29 Feb 2008 18:04:38 -0500
As far as China, like India, it's up God knows how much over the past couple years. Given the current credit conditions worldwide, it's a matter of time before the markets over there have a severe correction too. At the rate the HS loses points, which is often 2 or 3 or even 4 percent on any given day, a big news story could send the Asian markets tumbling.
Not to squeeze you too tight with my strong frame, but it's happenned before in the not-too-distant past and it's bound to happen again int he not-too-distant future.
Our dollar may be in a very low place, but it's given Asian markets a HUGE boost. Also, US and foreign investment in Asia has also seen those markets grow. If too many investors start pulling out for one reason or another, it's going to be bad news.
don't forget how notorious banks in China are for their BAD LOANS]]> http://seekingalpha.com/article/66559-apple-shares-up-ahead-of-iphone-sdk-event?source=feed#comment-120813 120813 a rally doesn't make for a market, in case you haven't been watching the financial news lately.

Apple should have held up today. It didn't. so hmpghh]]> Fri, 29 Feb 2008 17:55:20 -0500 a rally doesn't make for a market, in case you haven't been watching the financial news lately.

Apple should have held up today. It didn't. so hmpghh]]> http://seekingalpha.com/article/66639-dell-s-results-show-it-s-still-a-work-in-progress?source=feed#comment-120811 120811 They missed expectations.

They're great computers
They're expensive.

Dell is very smart but market share has been diminsihg]]> Fri, 29 Feb 2008 17:52:42 -0500 They missed expectations.

They're great computers
They're expensive.

Dell is very smart but market share has been diminsihg]]> http://seekingalpha.com/article/66663-dell-where-s-the-turnaround?source=feed#comment-120800 120800
Jeez, if I'd been the CEO, I would be tired as heck of proving myself in the marketplace.

So, to make a long story short and reach my long await break, Dell is hoping that he'll go back up when tech goes back up. My conjecture is that he knows and understands that his CPU's are expensive but also knows that they're a quality product and even if his pricing causes his stock to drop the quality will win out in the end, like it's done for hundreds and thousands of big-name tech companies.
I just hope he doesn't have any stress issues.]]> Fri, 29 Feb 2008 17:33:13 -0500
Jeez, if I'd been the CEO, I would be tired as heck of proving myself in the marketplace.

So, to make a long story short and reach my long await break, Dell is hoping that he'll go back up when tech goes back up. My conjecture is that he knows and understands that his CPU's are expensive but also knows that they're a quality product and even if his pricing causes his stock to drop the quality will win out in the end, like it's done for hundreds and thousands of big-name tech companies.
I just hope he doesn't have any stress issues.]]> http://seekingalpha.com/article/66621-friday-outlook-helicopter-ben-unimpressive-thus-far?source=feed#comment-120798 120798 I heard voices behind the door
The known and the nameless,
familiar and faceless
My angels and my demons at war
Which one will lose - depends on what I choose
Or maybe which voice I ignore]]> Fri, 29 Feb 2008 17:26:12 -0500 I heard voices behind the door
The known and the nameless,
familiar and faceless
My angels and my demons at war
Which one will lose - depends on what I choose
Or maybe which voice I ignore]]>