Jason Rines (iThinkBig)

17 Million to Be Unemployed in 30 Days?

I can't speak for others but after 8 years of volatility in the digital tech marketing space has created some necessary executive skills. Refinement by fire so to speak. Government is and will continue crowding out the private sector for awhile. This adds further pressure and forced refinements to the dwindling pile of innovators. When the levy of corruption finally breaks, there will be some very lean and mean executives ready to rise to the occasion. Also am in the W shaped minority Mr. Shaefer.


On May 12 05:50 AM damienhaas wrote:

> "Big corporations’ executive ego and greed and government over-reaching
> may have gotten us into this mess, but American entrepreneurs, small
> businesses, common sense, and hard work will get us out of it. It’s
> just going to take longer than most people expect"
>
> 2 points to make
>
> 1. All the bailout money seems to goes to the Mega banks and the
> auto Industry, What is left for the small business? Credit from bank
> are still very tight for small business, depend on them for recovery
> will be a very long bet.
>
> 2. Old generation of American are very hardworking and able to take
> pain and hardship, How about the younger generation? Will they able
> to take hardship and create a new and better economy for the United
> States?

Bob Doll Favors Energy, Tech and Health Services

See my note from beginning of February but this is just a repeat I stated here over and over since December. I also said to watch Washington since the beginning of 2008 for market guidance. It should not be this way but it is. I am no prophet, I just watch whom is gaming the table.

"This Is Just the Beginning [View article] The U.S. will have it's reinflation attempt, lifing four major sectors (energy, health, higher ed and I.T.), some job creation and then face serious inflation, that is the U.S. preferred method of public debt repayment. The U.S. consumer will continue reverting back to Save and Invest.

The next Bull will be 2013 and be tepid compared to the growth of the 80's and 90's. What you saw this last year was a looting of the Treasury.

You are now seeing those still in power attempting to socialize the crushing pain the middle and lower classes are/will feel so you could say that current political leaderships focused on electability and quieting of the wrath of J6Pack. Out of 3 U.S. depressions, each one is followed by voter revolution after four years. This time will be no different so by 2012 and thereafter, we should make economic progress and the U.S. will pay down it's debt but in doing so growth will range from 1%-2% after that time.

Until then, I expect more volatitlity but not as severe as what we saw Q4 and this quarter. I am not afraid to buy and hold for 5 years beginning in March. A search of comments reveals I have said the same thing for the last three months. And I can check cash flows and management, go company specific to buy equities.
Feb 09 10:28 am |Rating: +4 -1 |Link to Comment"

The Fed's Last Stand: Lower Spreads vs. Default Risk

This is a well written article, thank you.

Corporate Bonds Haven’t Been This Cheap Since 1932

Knowing Fundamentals + Understanding Human Nature + Central Banking + Due Dilligence of Company Cash Flow = 70% Investment Returns

The market created index funds that lifted lots of boats in the past. It can be tough seeing your friends all out on the boat while your grinding through numbers, but someday you'll own that boat they were all on and sailing it to interesting places.


On Dec 16 10:53 AM Boubou wrote:

> 'People are idiots' but on the other hand full-time lifelong gurus
> generally do no better than 50% right also. Same goes for mutual
> funds, pension funds etc, and all these guys we can assume can read
> the books.
> Face it, its random, and all the rest is window dressing for an industry
> that want some of your money.