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WHAT IF JOHN MCCAIN WAS PRESIDENT

Throw them all out. No incumbents need apply in 2010

Gold Transforming into a Completely Demonetized Wealth Asset

Why gold vs. the more rare and consumed platinum or even palladium? Would appreciate your thoughts on this.

Thursday Outlook: Commodities, Global Markets

Does anemic volume mean nothing anymore? Usually these pathetically low vol rallies portend a bigger pullback - where the hell is it?

Are Reports of the Dollar's Death Premature?

The common element here? the Fed.

Financial Greed and Christianity

I have no idea what PR whiz came up with the notion that the very Jewish (Blankfein, Friedman, Steinberg shall I go on?) GS should jump behind the robes of the Big Guy, but I think it might be a sign of the apocalypse.

Unless, ... Are they long Christianity? LOL.

Grantham. Greenblatt See Value in 'Quality': 10 Guru Strategy Stocks

I too have to vote for EZPW - I have owned it sold it, and regretted selling. I hope it will pull back a little bit on its earnings report on the 5th, but it is a very nice niche (it's competitors are interesting too), fantastic balance sheet and cash flow.

Utilities: Get Dividends Paid in Euros

Didn't Brazil JUST institute some foreign investment tax within the last month or so?


On Nov 03 01:23 AM THofler wrote:

> To Gaucho's point,
>
> My French Total (TOT) gets hit with a 15% div. withholding tax. In
> an IRA this is lost, but if it were being held in a taxable account,
> I can declare the withholding on my tax return and get it fully refunded.
>
>
> My Italian ENI (E) gets hit with a 35% withholding tax. If the total
> foreign withholding taxes I declare on my return is less than a few
> thousand dollars, then I get a full refund. If I have a much larger
> withholding to declare then I only get refunded at the 15% level.
>
>
> So Total's withholding is good (fully refunded) if I'm a rich guy,
> but ENI's is not.
>
> I believe that neither the U.K. nor Brazil has any withholding tax.
>
>
> Does anyone know the story with Germany's withholding tax??

Property Values Set to Fall 43% from Current Depressed Levels

What does this mean for insurers? 43% drop in premiums due to lower valuations? Does value equate to replacement cost?

Unresolved Financial Troubles: Three More Warning Shots

Are the current policies anticipating the damage that will be wrought by the coming tax increases?

George Soros: The Guru Outlook

Does it matter? He's totally tuned into how currencies and economies work AND how to make money from it. He knows a dumb policy move when he sees it and is very willing to take big positions to profit from such a move.

I believe from his investing style he doesn't see politics, just the "truth" of how to make money on a position. You may not like him politically, but if you learn from him, you'll have a heck of a lot more money in your pocket.

I'm still wrestling with this reflexivity idea, but the guy is a savant so I take his investing commentary quite seriously.


On Oct 29 09:29 AM p church wrote:

> If Soros is so smart, why is he a liberal?

Why Apple Is Worth $80

The author makes a good case for going long FactSet.

Inflation vs. Deflation Battle Hits Key Inflection Point

You will not see real inflation until wages pick up. given the current jobs environment, outsourcing overseas, and near 20% under/un-employment, wages will be flat for some time.

The U.S. stock market is anything but cheap, analyst Andrew Smithers asserts. According to his calculations, U.S. stocks are overpriced by about 40%. "That doesn't mean markets won't keep rising given the tsunami of liquidity unleashed by the world's central banks, but it should give investors some pause for thought, even if they keep backing the momentum trade."

I thought it was overvalued in July and went short - did NOT help the portfolio at all. Lesson learned? There are certain lessons that you relearn periodically. This one was don't sell just because you "think" the run is done. Let the market decide when to close your position by using a trailing stop.

John Meriwether Is Back - Risk Must Be Too

If an advisor were to put client money into this guy's fund, is it automatically a fiduciary breach? :-)

Meriwether: When Failed Genius Is Rewarded

Exactly! Meriwether should be teaching sales training courses b/c if this absolute disaster of a fund manager can raise millions twice lose it all and still have any lack of shame for going back a third time, he must be able to sell ice to eskimos.