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  • How Much Are Apple's 45 Million Users Worth? [View article]
    Interesting article with some large assumptions
    Jul 29 11:25 am |Rating: +1 0 |Link to Comment
  • Apple Scores Again [View article]
    Apple is amazing company. I"m not buying at current levels tho. Yes, it requires patience but i believe there will be a significant pullback in the market sometime in 2nd half of the year.

    Good luck!

    Kevin
    20smoney.com
    Jul 22 11:16 am |Rating: 0 0 |Link to Comment
  • Short the U.S.A. [View article]
    Wippet:

    Yes, i'm doing the exact same thing you are doing. THanks for your comment.


    On Jul 17 01:50 PM Whippet wrote:

    > As for your positions, Paco, there is another quote by Lord Catamite
    > Keynes: "The markets can remain irrational longer than you can remain
    > solvent." It may be a bit early, and these are all timing trades
    > based upon the fact you're using leveraged vehicles.
    >
    > Do remember that in another equities crash, there will be another
    > flight to cash and Treasuries. The ten and thirty year rates will
    > collapse again, perhaps not as far as last time, but collapse nonetheless.
    > I'm a believer that we are experiencing, SIMULTANEOUSLY, Keynesian
    > deflation AND Austrian inflation. Prices and wages are dropping
    > AND the dollar is being devalued. This is evident in that dollar-denominated
    > exogenous commodities (oil, gold, cocoa) have appreciated dramatically
    > while retail prices, wages, and endogenous commodities (natural gas,
    > lumber) have cratered. It's not as simple as buying TBT and waiting
    > for Weimar.
    >
    > Right now, cash is king, although I hate the thought. Watch the
    > failed recovery bubbles pop, and buy hard assets and their producers.
    > It's tough to sit on the sidelines in cash when the markets pop,
    > but it feels nice when they go splat.
    Jul 17 16:21 pm |Rating: +3 -1 |Link to Comment
  • Short the U.S.A. [View article]
    Couldn't agree more... i feel like this is something I have written... awesome article and common sense explanation of our monetary policy and economic strategy.
    Jul 17 16:20 pm |Rating: +7 -3 |Link to Comment
  • A Plea for Better Balance (Sheets)  [View article]
    Good article. I too am short Macy's (M).

    20smoney.com
    Jun 23 09:39 am |Rating: 0 0 |Link to Comment
  • Stocks Will Fall 37% or Gold Will Rally 60% [View article]
    Good article. Gold has plenty room to run. The fundamentals are incredibly supportive.
    Jun 02 11:39 am |Rating: +4 -3 |Link to Comment
  • U.S. Treasury Owned Gold: What Can It Buy? [View article]
    Good article. I've been advocating a buy of GDX, AUY, GLD for months now at 20smoney.com
    May 26 11:23 am |Rating: +3 -1 |Link to Comment
  • Why Gold Enthusiasm Is 'Cool' Again [View article]
    Really good article and excellent point about how patience is needed.
    May 22 12:24 pm |Rating: +5 0 |Link to Comment
  • 5 Dividend Stocks for a Bear Market [View article]
    several reasons to own WMT: 20smoney.com/2009/05/2.../
    May 20 17:21 pm |Rating: +1 -1 |Link to Comment
  • The Impact of General Growth's Bankruptcy on Commercial Real Estate [View article]
    Good article. However, I'm more bearish on the consumer/retail and commercial real estate as a result. SPG isn't going bankrupt, but I don't see much upside for them. Near term, i think there is some downside.
    Apr 20 09:12 am |Rating: +1 -2 |Link to Comment
  • The End of Gold, Part Three [View article]
    If coffee is $500 a cup, ill be glad i can sell some gold at $5000/oz in order to pay for stuff. everyone else will be screwed.

    Meanwhile gold is spiking today!
    Feb 11 10:35 am |Rating: +3 -1 |Link to Comment
  • How Airline Cuts Affect Philip Morris [View article]
    Wow that is a in depth article... what a joke that this article shows up on Yahoo! Finance's page for PM.
    Feb 09 22:56 pm |Rating: 0 0 |Link to Comment
  • Is Apple Poised to Move into the Living Room? [View article]
    Agreed. Apple is poised better than anyone to capitalize on the living room. Why would they not? They have the seamless ecosystem of products and content already in place, why not add another room?
    Feb 05 16:43 pm |Rating: +5 0 |Link to Comment
  • Merrill Lynch Kisses Up to Gold, Predicts It Will Hit $1,500 [View article]
    gooooooooooooooooooooo...
    Feb 04 15:32 pm |Rating: +3 0 |Link to Comment
  • Is Amazon's Kindle Outpacing Early iPod Sales? [View article]
    Kindle is selling like hot cakes yet I never see ANYBODY with one. I'm not a believer in the Kindle story. Who wants to carry one of those around?
    Feb 04 10:19 am |Rating: +1 0 |Link to Comment
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