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  • Bernanke's Hints at Stronger Dollar: Meant to Cool Oil Prices? [View article]
    pardon the caffeine induced premature post....

    that still leaves us with nearly $100 oil.
    Jun 4, 2008. 07:33 AM | Likes Like |Link to Comment
  • Bernanke's Hints at Stronger Dollar: Meant to Cool Oil Prices? [View article]
    I agree with speculator, we didn't see sucha big run until oil hit $80 - I'd bet (if I had time to do the analysis) that 1/4 of the $128 price is due to a decline in the $USD. Small comfort as that still leaves us
    Jun 4, 2008. 07:32 AM | Likes Like |Link to Comment
  • Consumer Sentiment as a Contrarian Predictor [View article]
    well said karchad! Do you think the tax increases will improve sentiment? :-) One item to note, no official recession in the latest downturn around that 65 level, does that portend that the official recessionary period is around the corner? One would wonder which drives the other, do people "feel bad" which sets off a recession, or the converse.
    Best to all.
    Jun 4, 2008. 07:28 AM | Likes Like |Link to Comment
  • As Coal Skyrockets, Analysts Are Late to the Party [View article]
    These coal stocks have gone parabolic in some cases (JRCC) among them. It however is also NOT making money and is actually seeing margin declines. This may infer that the cost of extraction is higher(?) I would not be buying a full position in any of these stocks.

    While the pricing power is improved, this is very much an investment on a stock by stock basis, just like gold juniors.

    Jun 4, 2008. 07:03 AM | Likes Like |Link to Comment
  • Hecla Mining: Best Valued Silver Producer [View article]
    Would Venezuelan nationalization of Hecla's facilities provide a nice entry point? I'd sell there immediately.
    Jun 3, 2008. 02:37 PM | Likes Like |Link to Comment
  • What Bernanke Had To Say [View article]
    iThinkBig has an interesting thesis - why not raise in August, rather than October? The outcomes are fairly "certain" as far as they can be so. Dems win huge in Congress, McCain wins, and redistributionist, foolish policies ensue. Raising rates then will not raise the ire of the incoming leftists and would bode well for him when he comes up for renomination.
    Jun 3, 2008. 02:33 PM | Likes Like |Link to Comment
  • CNNMoney's 'Depression Comparisons Misguided' Shows It's Imminent [View article]
    Okay then, assume we will have a protracted recession/staglation: Where are the investments to be made to maximize return?

    Short Ag; short oil, long Wal Mart and Costco? and what does that expected return look like in such a period - 3-5%? Or just sit in cash?
    Jun 2, 2008. 09:31 AM | Likes Like |Link to Comment
  • Wage Inflation on the Horizon [View article]
    Given the extent of globalization in the service economy, I agree that it will occur but slowly.
    Jun 2, 2008. 08:43 AM | Likes Like |Link to Comment
  • Investing in ETFs to Accommodate Change [View article]
    Regardless of who gets elected, since all are largely liberals, this is a very very likely scenario. We may also see the reductions of dividends in favor of buy backs which might create buying opportunities in formerly high div paying stocks that get sold off in anticipation of, or the result of such a reduction. We may have witnessed the end of a very good period of time to hold dividend paying stocks in taxable accounts.

    For those interested in LPs there is an association of publicly traded partnerships (a lobbying group-shocker!) that publishes a pretty comprehensive list of MLPs etc.

    Best to all.
    Jun 2, 2008. 07:36 AM | Likes Like |Link to Comment
  • Park Your Money With GM - Barron's [View article]
    I agree zen, stick with SA and investors.com
    Jun 1, 2008. 09:36 PM | Likes Like |Link to Comment
  • Compared with Canada, U.S. Economy Looks OK [View article]
    Lavalyn has a very good point. How much is the Canadian GDP a function of the nominal rise in currency/commodities-p... its being overly adjusted - wait for next month's revisions. OR you could elect a bunch of revisionistas like we had with Clinton and Bush who can "adjust as needed."
    May 30, 2008. 07:05 PM | Likes Like |Link to Comment
  • U.S. Market Setting Up for a 2nd Half Rally [View article]
    User is absolutely right. What we're heading into is a potential rate increase in october, a strengthening dollar (death to exports, and the currency gains masked as equity appreciation on foreign stocks and US MNCs), an (appropriate) decline in oil and commodities, and I can't recall when rising interest rates helped bank earnings in the face of sucha massive housing inventory glut. Consider the bad news that is yet to come - more write offs, continued bankruptcy and foreclosure headlines that will keep cash on the sidelines, etc.

    The continued preferred play is to be short the long side of the yield curve and albeit nimbly, long the dollar.
    May 30, 2008. 09:33 AM | Likes Like |Link to Comment
  • iShares Austria: Exposure to Rapid Growth in Post-Communist Europe [View article]
    I had been in EUROX for the same reason but this ETF has much greater appeal and concentration in an area that is the epicenter of the "flat tax" experiment - New Czech, Ukraine, etc.
    Best to all.
    May 29, 2008. 01:20 PM | Likes Like |Link to Comment
  • Inflation: It Could Be Worse - A Lot Worse [View article]
    When one adjusts for all the "adjustments" made to the calculation displayed in the graph, it already is worse..much worse.
    May 29, 2008. 10:58 AM | Likes Like |Link to Comment
  • When Will American Realize the World Has Changed? [View article]
    Read Ritholtz's article today on this topic - I love this guy's "smash mouth" logic and writing style.
    May 29, 2008. 10:51 AM | 1 Like Like |Link to Comment
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