adan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/160209/comments http://seekingalpha.com/article/174653-the-fed-backed-itself-into-a-corner?source=feed#comment-772164 772164
i think one line, "I think the Fed needs to make clear that they work for the people, not for Wall Street...." - particularly, is the key -

thank you much!]]> Sun, 22 Nov 2009 16:37:50 -0500
i think one line, "I think the Fed needs to make clear that they work for the people, not for Wall Street...." - particularly, is the key -

thank you much!]]> http://seekingalpha.com/article/174543-currency-apocalypse-weak-dollar-makes-the-movies?source=feed#comment-770563 770563 Sat, 21 Nov 2009 13:09:00 -0500 http://seekingalpha.com/article/174553-euro-moves-could-signal-increasing-dollar-stability?source=feed#comment-770339 770339
there's lots of articles, this is just one:
www.businessspectator....

thanks!]]> Sat, 21 Nov 2009 07:47:00 -0500
there's lots of articles, this is just one:
www.businessspectator....

thanks!]]> http://seekingalpha.com/article/173913-chance-of-a-depression-now-5-percent?source=feed#comment-765567 765567
especially like your comment :

"...there is no coalition anywhere for a repeat or anything like a repeat of propping-up the banking system: the right thinks it is an unwarranted intervention in the free market, the left thinks that it is a giveaway to the undeserving and feckless superrich, and the center is bewildered because it is an enormous and poorly-structured intervention in the market, it is a giveaway to the undeserving and feckless superrich, and the optics are terrible...."]]> Wed, 18 Nov 2009 12:11:11 -0500
especially like your comment :

"...there is no coalition anywhere for a repeat or anything like a repeat of propping-up the banking system: the right thinks it is an unwarranted intervention in the free market, the left thinks that it is a giveaway to the undeserving and feckless superrich, and the center is bewildered because it is an enormous and poorly-structured intervention in the market, it is a giveaway to the undeserving and feckless superrich, and the optics are terrible...."]]> http://seekingalpha.com/article/173820-what-bernanke-s-comments-all-mean?source=feed#comment-764391 764391
as it is, there's plenty of critics of the weak dollar policy just in regard to the average person, within our own country (rick santelli, larry kudlow, ron paul, etc) -

and granted, a weak dollar helps our exporting companies, but, if the majority of jobs are created by small businesses, wouldn't their considerations, and that of the purchasing power of the average american, be more important?

don't we pay way more for gasoline and, since we import most our goods, much more than necessary for those imported items?

and i'll finish by easily admitting that i'm still very much trying to understand all this, but cannot help, at this point, feeling the middle class person, and average working american, are not benefiting, from the weak dollar -

and am very willing to continue learning, otherwise or in re-inforcement of that idea....]]> Tue, 17 Nov 2009 17:48:39 -0500
as it is, there's plenty of critics of the weak dollar policy just in regard to the average person, within our own country (rick santelli, larry kudlow, ron paul, etc) -

and granted, a weak dollar helps our exporting companies, but, if the majority of jobs are created by small businesses, wouldn't their considerations, and that of the purchasing power of the average american, be more important?

don't we pay way more for gasoline and, since we import most our goods, much more than necessary for those imported items?

and i'll finish by easily admitting that i'm still very much trying to understand all this, but cannot help, at this point, feeling the middle class person, and average working american, are not benefiting, from the weak dollar -

and am very willing to continue learning, otherwise or in re-inforcement of that idea....]]> http://seekingalpha.com/article/173684-meredith-whitney-i-haven-t-been-this-bearish-in-a-year?source=feed#comment-764376 764376
quite an eye opener vs the hype....]]> Tue, 17 Nov 2009 17:35:06 -0500
quite an eye opener vs the hype....]]> http://seekingalpha.com/article/173814-carry-trade-shifts-into-parabolic-gear?source=feed#comment-764353 764353
thanks, looking fwd to all your future work!]]> Tue, 17 Nov 2009 17:11:53 -0500
thanks, looking fwd to all your future work!]]> http://seekingalpha.com/article/173607-why-the-stock-market-should-crash?source=feed#comment-764325 764325 Tue, 17 Nov 2009 16:47:43 -0500 http://seekingalpha.com/article/173372-sentiment-overview-watch-out-for-crosswinds?source=feed#comment-761244 761244
my own feeling is, after all this time, even when the indicataors have flashed extreme bullishness etc, our tax monies have overroad it all -

so why should any pull back now then mean contrarian bullishness, or any bullishness in now warranted?

the indicators didn't pan out then, i don't trust them now either -

when we have an honest transparent market again, if we do, then this will mean more to me -

the only thing that's truly panned out?

loss of trust...

but thank you for your articles, i appreciate your efforts ;-)]]> Sun, 15 Nov 2009 17:13:03 -0500
my own feeling is, after all this time, even when the indicataors have flashed extreme bullishness etc, our tax monies have overroad it all -

so why should any pull back now then mean contrarian bullishness, or any bullishness in now warranted?

the indicators didn't pan out then, i don't trust them now either -

when we have an honest transparent market again, if we do, then this will mean more to me -

the only thing that's truly panned out?

loss of trust...

but thank you for your articles, i appreciate your efforts ;-)]]> http://seekingalpha.com/article/173223-eur-usd-trade-it-both-ways?source=feed#comment-760922 760922
this is an excerpt from a marketwatch article that elaborates on that view:

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...]]> Sun, 15 Nov 2009 11:40:56 -0500
this is an excerpt from a marketwatch article that elaborates on that view:

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...]]> http://seekingalpha.com/article/173361-global-markets-in-review-stocks-still-in-rally-mode-for-now?source=feed#comment-760919 760919
when the stock market becomes a slightly more fluxy equivalent of a U.S. savings bond, then an up market like we have today might be worth pretending to risk in ;-)]]> Sun, 15 Nov 2009 11:37:12 -0500
when the stock market becomes a slightly more fluxy equivalent of a U.S. savings bond, then an up market like we have today might be worth pretending to risk in ;-)]]> http://seekingalpha.com/article/173275-mulling-the-u-s-dollar-s-outlook?source=feed#comment-760906 760906
"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...]]> Sun, 15 Nov 2009 11:28:14 -0500
"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...]]> http://seekingalpha.com/article/173246-options-trader-friday-outlook-will-we-finish-the-week-over-target-levels?source=feed#comment-760640 760640
here's a really good article, regarding the problem with a weaker dollar - from marketwatch, excerpt :

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...]]> Sat, 14 Nov 2009 23:24:50 -0500
here's a really good article, regarding the problem with a weaker dollar - from marketwatch, excerpt :

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...]]> http://seekingalpha.com/article/172234-divining-the-next-crisis-all-eyes-on-the-dollar?source=feed#comment-752734 752734
certainly letting the market drop is much more a big deal for the 1% that own 98% of the stocks -

for the regular guy, a currency that holds its store of value would be much more beneficial -

is there anyone still representing us regular guys?]]> Mon, 09 Nov 2009 14:26:04 -0500
certainly letting the market drop is much more a big deal for the 1% that own 98% of the stocks -

for the regular guy, a currency that holds its store of value would be much more beneficial -

is there anyone still representing us regular guys?]]> http://seekingalpha.com/article/172254-stock-market-returns-lost-in-translation?source=feed#comment-752712 752712 Mon, 09 Nov 2009 14:16:11 -0500 http://seekingalpha.com/article/172241-does-disaster-loom-from-dollar-funded-carry-trades?source=feed#comment-752682 752682
is there really no one that can or will do what's necessary to force policy to that that would benefit the majority of people, rather than just a few?

or am i just naive? or off-base?

and officials wonder why there is distrust....]]> Mon, 09 Nov 2009 13:53:28 -0500
is there really no one that can or will do what's necessary to force policy to that that would benefit the majority of people, rather than just a few?

or am i just naive? or off-base?

and officials wonder why there is distrust....]]> http://seekingalpha.com/article/172008-ian-gordon-on-the-kondratieff-winter?source=feed#comment-750970 750970 Sun, 08 Nov 2009 13:19:36 -0500 http://seekingalpha.com/article/172023-economic-recovery-continues-to-stall?source=feed#comment-750954 750954
which is why, among many good reasons, you are such a good dependable read -

thanks!]]> Sun, 08 Nov 2009 13:04:57 -0500
which is why, among many good reasons, you are such a good dependable read -

thanks!]]> http://seekingalpha.com/article/171821-option-trader-friday-outlook-is-the-dollar-going-uup?source=feed#comment-749954 749954
nice comprehensive array of data and shennanigans going on 'round the dollar -

our shared store of value for our hard efforts...

like you mentioned, "Where is all this money coming from...this money is not excess money at all, this money is being squeezed out of the pockets of the labor force, who have been forced to accept not only the same pay but LESS pay in dollars from their employers, driving their standard of living down a stunning 12% in just one year while their corporate masters make stunning 'productivity' gains as they get much, much more for much, much less...."

the weaker-dollar-is-good-... is, truthfully, only meant for a few of us, though not me ;-)]]> Sat, 07 Nov 2009 12:55:26 -0500
nice comprehensive array of data and shennanigans going on 'round the dollar -

our shared store of value for our hard efforts...

like you mentioned, "Where is all this money coming from...this money is not excess money at all, this money is being squeezed out of the pockets of the labor force, who have been forced to accept not only the same pay but LESS pay in dollars from their employers, driving their standard of living down a stunning 12% in just one year while their corporate masters make stunning 'productivity' gains as they get much, much more for much, much less...."

the weaker-dollar-is-good-... is, truthfully, only meant for a few of us, though not me ;-)]]> http://seekingalpha.com/article/171849-the-fed-sending-investors-to-the-slaughter?source=feed#comment-749933 749933
considering it's been generally reported that the retail investor is largely missing from most the recent rally, as are many institutional investors, with most the buying done by the few, and more than a few of that few using tax payer monies to drive the market up, i'd say...

save what you have, or cash out your profits, "maybe" have a few shorts, but generally, wait it out....]]> Sat, 07 Nov 2009 12:50:06 -0500
considering it's been generally reported that the retail investor is largely missing from most the recent rally, as are many institutional investors, with most the buying done by the few, and more than a few of that few using tax payer monies to drive the market up, i'd say...

save what you have, or cash out your profits, "maybe" have a few shorts, but generally, wait it out....]]> http://seekingalpha.com/article/171832-is-the-hated-u-s-dollar-about-to-rally?source=feed#comment-749682 749682
"Or is it possible, no matter how unexpected, that another financial Crisis is currently beginning to unfold, and the Dollar’s moves are a sign that the investors are already beginning to shift towards safe havens like they did in 2008?" -

actually, in an interview last week by maria b of cnbc with geithner (sp?) he specifically mentioned the dollar as a refuge during crisis as proof it was strong enough, ie, fed didn't need to raise rates -

seems to me, they're counting on a crisis to "save" the dollar, for now -

what with the european banks in such bad shape, china's miracle development mostly accounting (gdp is added to when a loan is made) and make work (empty bldgs and factories that idle workers built), plus geo/military/political stuff popping up like geysers wanting to be volanoes, there's some soundness in the reasoning there -

just not a soundness that would build a lasting recovery or trust and faith in our financial system, or that or currency would once again be a reliable store of value for our work....]]> Sat, 07 Nov 2009 08:34:52 -0500
"Or is it possible, no matter how unexpected, that another financial Crisis is currently beginning to unfold, and the Dollar’s moves are a sign that the investors are already beginning to shift towards safe havens like they did in 2008?" -

actually, in an interview last week by maria b of cnbc with geithner (sp?) he specifically mentioned the dollar as a refuge during crisis as proof it was strong enough, ie, fed didn't need to raise rates -

seems to me, they're counting on a crisis to "save" the dollar, for now -

what with the european banks in such bad shape, china's miracle development mostly accounting (gdp is added to when a loan is made) and make work (empty bldgs and factories that idle workers built), plus geo/military/political stuff popping up like geysers wanting to be volanoes, there's some soundness in the reasoning there -

just not a soundness that would build a lasting recovery or trust and faith in our financial system, or that or currency would once again be a reliable store of value for our work....]]> http://seekingalpha.com/instablog/428250-michael-clark/34578-cgts-for-friday-6-november-the-dollar-tbonds-and-shorting-kbh-homes?source=feed#comment-749666 749666
regarding, from your article :

"The demand for TBonds is losing strength however...

"What this weakness in TBonds will do to the Fed's plan to force interest rates down a rabbit hole will be something interesting to watch over the next month of so...." -

i've heard several fed friendly analysts on tv say this would steepen the yield curve, and...

allow the fed to keep short term rates ultra low, which all would greatly benefit those who can borrow at the super low rates, and lend at the higher ones -

ps, that doesn't include me ;-) but i would definitely benefit from a stronger dollar, and being able to get a decent yield on a treasury note or bond....]]> Sat, 07 Nov 2009 08:21:19 -0500
regarding, from your article :

"The demand for TBonds is losing strength however...

"What this weakness in TBonds will do to the Fed's plan to force interest rates down a rabbit hole will be something interesting to watch over the next month of so...." -

i've heard several fed friendly analysts on tv say this would steepen the yield curve, and...

allow the fed to keep short term rates ultra low, which all would greatly benefit those who can borrow at the super low rates, and lend at the higher ones -

ps, that doesn't include me ;-) but i would definitely benefit from a stronger dollar, and being able to get a decent yield on a treasury note or bond....]]> http://seekingalpha.com/article/171141-schwab-s-commission-free-etfs-a-watershed-event?source=feed#comment-746546 746546 Thu, 05 Nov 2009 12:46:02 -0500 http://seekingalpha.com/article/170419-how-bloomberg-fabricates-u-s-housing-numbers?source=feed#comment-740032 740032
and the worst of all these misrepresentations has been and will be a continued mistrust in large financial institutions by most regular people; this could take a lot of work and time to heal -

and, if our stats are bad, what are we to think of the chinese (or any other country whose data we can't begin to hardly analyze) reports?

but it's a two way street, i think - the average american will have to care enough and be willing to put enough effort into learning about the economy and finance, to force our own elected officials to give us the honest adult truth - something we could work from, for sustainability....]]> Mon, 02 Nov 2009 08:25:41 -0500
and the worst of all these misrepresentations has been and will be a continued mistrust in large financial institutions by most regular people; this could take a lot of work and time to heal -

and, if our stats are bad, what are we to think of the chinese (or any other country whose data we can't begin to hardly analyze) reports?

but it's a two way street, i think - the average american will have to care enough and be willing to put enough effort into learning about the economy and finance, to force our own elected officials to give us the honest adult truth - something we could work from, for sustainability....]]> http://seekingalpha.com/article/170431-china-in-a-bubble?source=feed#comment-740016 740016
what i do sense though is, both bears and bulls have extreme views on either side, which, i would think, probably means increased volatility -


On Nov 01 03:20 PM Brian McMorris wrote:

> Funny!! What is in a bubble right now is Bearish sentiment.]]> Mon, 02 Nov 2009 08:18:24 -0500
what i do sense though is, both bears and bulls have extreme views on either side, which, i would think, probably means increased volatility -


On Nov 01 03:20 PM Brian McMorris wrote:

> Funny!! What is in a bubble right now is Bearish sentiment.]]> http://seekingalpha.com/article/170382-usd-outlook-short-term-up-long-term-down-here-s-why?source=feed#comment-739669 739669
in regard to (from the article) :

"...because there has been no change in the fundamental weaknesses of the USD, in the longer term i.e. over the coming years, there is no reason to believe at this time that the USD's downtrend will not resume...." -

and THE most fundamental weakness, i believe, unbalanced budget (excess debt and debt service), though agreed to by our own elected representatives, is and will ultimately be seen as the responsibility of the people who continue to put those kind of representatives in power...us.

i truly believe, as the average american continues to learn about finance, and takes responsibility for "keeping up," there's a "chance" our country will once again belong to most of us, and not the few of us....]]> Sun, 01 Nov 2009 19:36:17 -0500
in regard to (from the article) :

"...because there has been no change in the fundamental weaknesses of the USD, in the longer term i.e. over the coming years, there is no reason to believe at this time that the USD's downtrend will not resume...." -

and THE most fundamental weakness, i believe, unbalanced budget (excess debt and debt service), though agreed to by our own elected representatives, is and will ultimately be seen as the responsibility of the people who continue to put those kind of representatives in power...us.

i truly believe, as the average american continues to learn about finance, and takes responsibility for "keeping up," there's a "chance" our country will once again belong to most of us, and not the few of us....]]> http://seekingalpha.com/article/170353-another-reason-you-should-be-on-the-sidelines-now?source=feed#comment-739604 739604
thanks!]]> Sun, 01 Nov 2009 17:29:12 -0500
thanks!]]> http://seekingalpha.com/article/170431-china-in-a-bubble?source=feed#comment-739495 739495
i won't count big bears, since they think most everything's a bubble anyway ;-)

which it might....]]> Sun, 01 Nov 2009 14:49:03 -0500
i won't count big bears, since they think most everything's a bubble anyway ;-)

which it might....]]> http://seekingalpha.com/article/170369-dollar-danger-iran-s-oil-bourse-steps-up-activity?source=feed#comment-739494 739494
www.minyanville.com/ar...
"Ten Reasons to Ignore the Hype Over Secret Oil Meetings"

and

www.minyanville.com/ar...
"Why Would Anyone Want to Hold Dollars?"

that seem to present a good argument why whether iran prices its oil in dollars or euros actually matters that much - interesting perspective....

besides, all those value swings that may be caused by wild price swings in oil, wouldn't that then affect the "new" currency of choice? i don't know, but i wonder....]]> Sun, 01 Nov 2009 14:45:59 -0500
www.minyanville.com/ar...
"Ten Reasons to Ignore the Hype Over Secret Oil Meetings"

and

www.minyanville.com/ar...
"Why Would Anyone Want to Hold Dollars?"

that seem to present a good argument why whether iran prices its oil in dollars or euros actually matters that much - interesting perspective....

besides, all those value swings that may be caused by wild price swings in oil, wouldn't that then affect the "new" currency of choice? i don't know, but i wonder....]]> http://seekingalpha.com/article/166732-positive-signs-for-the-dollar-from-china-s-fx-reserve-growth?source=feed#comment-718525 718525
when the majority of people realize they gain the least, and pay the most proportionately, for the benefit of exports and the market, when imports and the economy are more important (to that majority) -

then politicians will sense it's time to shift away from the lobbists, if they want to be re-elected....]]> Sat, 17 Oct 2009 11:11:05 -0400
when the majority of people realize they gain the least, and pay the most proportionately, for the benefit of exports and the market, when imports and the economy are more important (to that majority) -

then politicians will sense it's time to shift away from the lobbists, if they want to be re-elected....]]>