adan

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271 Comments

    • Thu Aug 14th 09:39 AM | Rating: 0 0
      Commented on:
      The Great Consumer Crash of 2009
      too big for me to read at once, which i don't mind, am saving to digest in pieces - i appreciate the apparently thorough look - thanks!
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    • Thu Aug 14th 08:33 AM | Rating: 0 0
      Commented on:
      Option ARMs, Who Thought Up these Time Bombs?
      very timely needed article - thanks!

      commenter above (pshah) says it right too: "...No amount of modfication will help because lenders will only modify them into regular principal and interest payments and these overstretched borrowers can't afford them."

      solutions? time and price i'm afraid, like getting over a life threatening virus....
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    • Wed Aug 13th 16:29 PM | Rating: 0 0
      Commented on:
      Previously Stronger States Show Higher Foreclosure Rates [Housing Tracker]
      keep up the good work, thanks!
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    • Tue Aug 12th 08:34 AM | Rating: 0 0
      Commented on:
      Have We Reached the Turning Point?
      the bulls complain about "all the pessimism," yet are themselves constantly crying "buy buy buy," "turning point up," and "turn around point!" -

      what would this unfaltering optimism mean to them on the other side of the trade?

      i guess it's all part of the game :-)
      View article »
    • Mon Aug 11th 08:57 AM | Rating: 0 0
      Commented on:
      The Week Ahead: Retail Focus
      no mention here of the # of stores that've lowered expectations, that have closed, or the increase in the savings rate (geez, we're not spending as much ?)
      View article »
    • Mon Aug 11th 08:44 AM | Rating: 0 0
      Commented on:
      Will the Bear Market Rear Its Head This Week?
      maybe someone w/more available taxpayer $ than we the taxpayers ourselves have has a vested interest in propping the market's up, til they're ready to let them drop :-)
      View article »
    • Sun Aug 10th 10:06 AM | Rating: 0 0
      Commented on:
      The Auction-Rate Security Mess: Read the Writing on the Wall
      re: "...The auction-rate security issues once again highlight the need for better due diligence and a better understanding of risk." -

      definitely agree with this, but, honest transparent presentation precedes and allows this due diligence and understanding (of risk)

      transpose the sale of almost anything else, a car, a toaster, a computer, and there'd be no question of who was primarily at fault....
      View article »
    • Sun Aug 10th 09:56 AM | Rating: 0 0
      Commented on:
      Nielsen: Expect U.S. Back-to-School Sales of Nearly $1.6B
      i agree, back to school supplies are different from gift purchases, but even now, i'm being surprised by how many people have told me they're waiting til the week after school starts to buy school stuff, ie, even cheaper
      View article »
    • Sun Aug 10th 09:52 AM | Rating: 0 0
      Commented on:
      Weekly Rewind: A Powerful Upside Reversal
      re: "...Financials (XLF) took a relative breather with a gain of +1.4% on poor Fannie Mae results...heat from Cuomo's auction-rate security investigations...: impressive given the news.... -

      which begs the question how sustainable this "breather" is :-)
      View article »
    • Sun Aug 10th 09:49 AM | Rating: 0 0
      Commented on:
      The Evolution of the Bear
      re: "...this is mostly priced in - the bottoming of the financials is evidence for this...." -

      i think it's only evidence that the world's greatest power has used that power to sustain a particular sector, and said, ok, now shift the bear to something else, we have too much of our own $ in these banks and brokers
      View article »
    • Sun Aug 10th 09:40 AM | Rating: 0 0
      Commented on:
      Three Rolling Correlations in the Current Market
      glad to hear there'll be "More on this theme to come...." - thanks!
      View article »
    • Sun Aug 10th 00:16 AM | Rating: 0 0
      Commented on:
      More on Fidelity and ETFs
      hard to imagine fidelity won't, eventually, go big time into their own etf's

      smart move on pimco's part i think
      View article »
    • Sun Aug 10th 00:09 AM | Rating: 0 0
      Commented on:
      Bullish Sentiment Trend Continues Lower
      marc faber recently wrote that over-bought conditions at the beginning of bull markets, and over-sold conditions at the beginning of bear markets, were common, and persisted -

      that extreme bearishness, is more meaningful within the context of the stage of the trend

      i thought that was pretty interesting
      View article »
    • Fri Aug 8th 17:37 PM | Rating: 0 0
      Commented on:
      Does PIMCO Mark the Start of World ETF Domination?
      i don't know about domination :-) but far as i'm concerned, their products are welcome
      View article »
    • Fri Aug 8th 09:05 AM | Rating: 0 0
      Commented on:
      Fixed Income: Little Value in Treasuries, Preferred Financials Yielding 8%
      interesting article, but way too much risk for me, even at these spreads - sorry
      View article »
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