nitroae23

How Much Can We Blame the Uptick Rule?

I find it VERY hard to believed the esteemed James Cramer would contradict himself!!!

Housing Market Tracker - A sampling of Macro Effects of Housing

Low income housing is another social experiment brought to you by the U.S. government,co-opted by greedy mortgage brokers,investment bankers,developers and "flippers",raised in the hothouse of lax regulation from aforementioned gummint.It will in the long run,and YES,it will be a long run,hurt those it was supposed to help (the poor),the most.

Global P/E Ratios: How the U.S. Stacks Up

S&P current year P/E is a joke!They'll be lucky to make $65 this year,which puts us at 20.75,with inflation going up,up and away,thats coming down to the low teens,implications for the market are obvious.

Financials, Consumer Discretionary to Drag Down Q1 EPS Growth

Anytime Energy leads the way in profits,we're screwed,its a tax on every other sector

Fed Rate Cut: What Happens When We Get to Zero?

2.25% Fed Funds rate,2.5%-3% inflation,aren't we already at zero?

Subprime Write-Downs More Than 50% Done? Write-Ups Coming Next?

Interest rates coming down?Did I read that right,no saaah!Thev've been on the rise for weeks,and,as defaults pick up will go higher.Gonna complicate things significantly.The market can't sustain Fed cure du jour much longer,they have to shut the hey up and let markets repair themselves.

Market Not Buying Forward P/E Estimates

Wait til we see how much off balance stuff comes back onto the books!Credit bubble will be FAR worse for stocks than a speculative bubble in equities themselves.It will dry up business and earnings growth (read P/E) like a desert wadi in summer.Market IS pricing in lower earnings,but will need to do 10-30% more.

Financials and Retail: Not as Dire as They Seem

Retail also had the advantage of an extra day in Feb and an early easter.Pickles,my lovely wife,is my retail barometer,people are buying,then returning ALOT of things,rose colored glasses may not be the fashion this spring!

Financials and Retail: Not as Dire as They Seem

What he doesn't get is earnings projections are from the goldilocks days,M&A,gone,cred... card earnings,after defaults,much lower,only thing keeping market above water is godforsaken belief that earnings are turning around Q3 or Q4,that light at the end of the tunnel? It's a freakin bus!

Earnings Trends: Energy, Tech, Industrials, Health Care Post Double Digit Growth

If they don't cook the books,S&P500 will be lucky to earn $60-65 this year,how long before P/E's start to contract because of inflation?You can see where I'm goimg with this...

Public Employee Pensions are Going the Way of the Model T

Pension plans are a plague every municipal planner has to deal with,the quicker they die,the better.Big 3/UAW share equal parts of blame for the pile of dog poopies our auto industry is in,Big 3 for buying labor peace at all cost,UAW for slaying the fatted calf,P.S. In an earlier time,I was a union steward/organizer,but NEVER a syncophant!

Rate Cuts and Inflation: Linkage Overblown?

Vikram,brother,is this the "New Economy" that I heard so much about in 2000?Is it finally here,phew,that was quite a wait!!! So called emerging markets are intimately linked to ours,as we go down,they'll go down MORE,decreasing confidence in the coin of the realm by devaluing it will only escalate things and increase inflation as most if not all commodities are priced in dollares sic!

Rate Cuts and Inflation: Linkage Overblown?

Volcker will be suprised to hear his raising of fed funds through the roof in the 80's might not have had anything to due with inflation becoming a non factor for the next generation,how old are you?