InnocentsAbroad's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/163978/comments http://seekingalpha.com/article/167121-bullishness-at-contrarian-extreme?source=feed#comment-719515 719515
Normal people (the non super rich) are best to recognize that there will be times when the unfortunate occurs (derivative meltdowns, monetary collapses, etc).

Given that, it is likely that all the best of times has been included in current equity prices -- leaving little room for bad news.

However, in the long run, the US will always be the best investment bet, for the simple reason that, crazy as we Americans are, we are more sane than everyone else.

]]> Sun, 18 Oct 2009 13:31:00 -0400
Normal people (the non super rich) are best to recognize that there will be times when the unfortunate occurs (derivative meltdowns, monetary collapses, etc).

Given that, it is likely that all the best of times has been included in current equity prices -- leaving little room for bad news.

However, in the long run, the US will always be the best investment bet, for the simple reason that, crazy as we Americans are, we are more sane than everyone else.

]]> http://seekingalpha.com/article/167140-is-the-fed-really-printing-money?source=feed#comment-719502 719502
(1) the distribution of the holders of money market funds (banks vs insurance cos., vs. thrifts, vs. tech cos.

and

(2) how to get weekly (or even daily) data on the rates paid on excess reserves ?

Sorry to place this in theis nice article. I'm going to be looking about, but SA has so many good resources (writers) that I am wondering if I missed an article outlining this). ]]> Sun, 18 Oct 2009 13:20:30 -0400
(1) the distribution of the holders of money market funds (banks vs insurance cos., vs. thrifts, vs. tech cos.

and

(2) how to get weekly (or even daily) data on the rates paid on excess reserves ?

Sorry to place this in theis nice article. I'm going to be looking about, but SA has so many good resources (writers) that I am wondering if I missed an article outlining this). ]]> http://seekingalpha.com/article/158542-what-s-good-for-ge-is-good-for-america?source=feed#comment-652725 652725
A carbon tax covers all the bases, except the idiots in the Tea Bag movement etc. have so little knowledge of economics that they aren't able to understand that is the most efficient carbon production prevention method.

To paraphrase Winston Churchill, middle class white Americans will only do the right thing when they have exhausted all of the alternatives. ]]> Sat, 29 Aug 2009 18:29:55 -0400
A carbon tax covers all the bases, except the idiots in the Tea Bag movement etc. have so little knowledge of economics that they aren't able to understand that is the most efficient carbon production prevention method.

To paraphrase Winston Churchill, middle class white Americans will only do the right thing when they have exhausted all of the alternatives. ]]> http://seekingalpha.com/article/158542-what-s-good-for-ge-is-good-for-america?source=feed#comment-652722 652722 Sat, 29 Aug 2009 18:27:11 -0400 http://seekingalpha.com/article/158542-what-s-good-for-ge-is-good-for-america?source=feed#comment-652714 652714 Sat, 29 Aug 2009 18:22:51 -0400 http://seekingalpha.com/article/146871-free-cash-flow-isn-t-always-so-free?source=feed#comment-574650 574650
Cash flow needs to be discounted by several possibilities -- refinancings at higher rates, need for plant repair, and concerns about debt that may end up being difficult to refinance. ]]> Sun, 05 Jul 2009 14:11:45 -0400
Cash flow needs to be discounted by several possibilities -- refinancings at higher rates, need for plant repair, and concerns about debt that may end up being difficult to refinance. ]]> http://seekingalpha.com/article/146940-cbo-on-the-new-kennedy-health-care-reform-bill?source=feed#comment-574576 574576 Sun, 05 Jul 2009 12:33:09 -0400 http://seekingalpha.com/article/146942-how-the-banks-once-bailed-out-america?source=feed#comment-574572 574572
Hard to believe it, but the Founding Fathers were entrepeneurs for the Federal government (state ownership of land and banks, an entrepeneurial Federal government buying and selling shares and land).

Later, when public complaints emerged about the conduct of the national (Federal banks), it was in the context of mismanagement as control slipped into the hands of early oligarchs. ]]> Sun, 05 Jul 2009 12:29:42 -0400
Hard to believe it, but the Founding Fathers were entrepeneurs for the Federal government (state ownership of land and banks, an entrepeneurial Federal government buying and selling shares and land).

Later, when public complaints emerged about the conduct of the national (Federal banks), it was in the context of mismanagement as control slipped into the hands of early oligarchs. ]]> http://seekingalpha.com/news/market_currents/post/26801?source=feed#comment-564570 564570
There will always be debates about the meaning of any given scientific data. Fortunately, the American public at a certain point makes reasonable decisions about the wisdom of any given scientific consensus, and is willing to have public policy proceed.

On Jun 26 02:35 PM Hask wrote:

> Carbon-based, man-made global warming has been a fraud from the start
> and now the evidence is waking people up to this reality. Sun cycles
> are much more important in changing short-term temperatures and I
> don't think politicians have the ability to legislate away those.
> If the fools in Congress pass this Cap & Trade bill they will
> further devastate an already weak economy and have negligible effect
> on the climate. Spain has tried this path and it failed miserably.
> Emerging economies will not follow this hamstring their economies
> based on faulty "science" and America will suffer economically for
> generations. Let's hope this bill fails and reasonable efforts are
> made to get scientific facts on this issue out in the open.]]> Sat, 27 Jun 2009 01:50:40 -0400
There will always be debates about the meaning of any given scientific data. Fortunately, the American public at a certain point makes reasonable decisions about the wisdom of any given scientific consensus, and is willing to have public policy proceed.

On Jun 26 02:35 PM Hask wrote:

> Carbon-based, man-made global warming has been a fraud from the start
> and now the evidence is waking people up to this reality. Sun cycles
> are much more important in changing short-term temperatures and I
> don't think politicians have the ability to legislate away those.
> If the fools in Congress pass this Cap & Trade bill they will
> further devastate an already weak economy and have negligible effect
> on the climate. Spain has tried this path and it failed miserably.
> Emerging economies will not follow this hamstring their economies
> based on faulty "science" and America will suffer economically for
> generations. Let's hope this bill fails and reasonable efforts are
> made to get scientific facts on this issue out in the open.]]> http://seekingalpha.com/news/market_currents/post/26721?source=feed#comment-564566 564566

On Jun 25 12:59 PM Neil459 wrote:

> For someone that believes in propaganda, I'll bet it is. But you
> should believe in facts. The facts are that its not GS that is allowing
> GS to take advantage. Its corrupt government staffers at all levels
> that are supposed to protect us from these types of manipulation
> that are allowing this to happen. And still a lot of people think
> that giving government more power will make it go away. What a joke.
>
>
> That GS is working in self interest is true. That this government
> will solve it is simply ignorance.
>
> On Jun 25 12:23 PM D_Virginia wrote:]]> Sat, 27 Jun 2009 01:38:48 -0400

On Jun 25 12:59 PM Neil459 wrote:

> For someone that believes in propaganda, I'll bet it is. But you
> should believe in facts. The facts are that its not GS that is allowing
> GS to take advantage. Its corrupt government staffers at all levels
> that are supposed to protect us from these types of manipulation
> that are allowing this to happen. And still a lot of people think
> that giving government more power will make it go away. What a joke.
>
>
> That GS is working in self interest is true. That this government
> will solve it is simply ignorance.
>
> On Jun 25 12:23 PM D_Virginia wrote:]]> http://seekingalpha.com/article/145480-aig-dumps-two-toxic-assets-on-the-fed?source=feed#comment-563697 563697 Fri, 26 Jun 2009 12:05:11 -0400 http://seekingalpha.com/article/145507-cap-and-trade-nightmare?source=feed#comment-563527 563527
There are likely to be several generations of carbon emission control regimes. Many smart and corrupt people will make fortunes in the process. That is in the nature of a democracy. Better to have corruption rather than oppression. ]]> Fri, 26 Jun 2009 10:29:50 -0400
There are likely to be several generations of carbon emission control regimes. Many smart and corrupt people will make fortunes in the process. That is in the nature of a democracy. Better to have corruption rather than oppression. ]]> http://seekingalpha.com/article/145209-here-s-why-we-need-a-tax-on-oil-imports?source=feed#comment-562460 562460

On Jun 25 08:13 AM john s. gordon wrote:

> restraint of trade such as you are proposing certainly would generate
> squawks from the international trade organizations.]]> Thu, 25 Jun 2009 14:24:18 -0400

On Jun 25 08:13 AM john s. gordon wrote:

> restraint of trade such as you are proposing certainly would generate
> squawks from the international trade organizations.]]> http://seekingalpha.com/article/145317-five-mistakes-of-developing-traders?source=feed#comment-562424 562424 Thu, 25 Jun 2009 14:11:20 -0400 http://seekingalpha.com/article/145377-s-p-launches-new-metals-index?source=feed#comment-562399 562399 Thu, 25 Jun 2009 13:59:21 -0400 http://seekingalpha.com/article/145385-according-to-tobin-s-q-the-bear-market-isn-t-over-yet?source=feed#comment-562391 562391 Thu, 25 Jun 2009 13:55:44 -0400 http://seekingalpha.com/article/145400-entitlement-reform-likely-remedy-for-u-s-fiscal-deficits?source=feed#comment-562382 562382 Thu, 25 Jun 2009 13:51:18 -0400 http://seekingalpha.com/article/145394-country-p-e-ratios?source=feed#comment-562378 562378
Suggest the index be based on next quarter's projected earnings. ]]> Thu, 25 Jun 2009 13:47:30 -0400
Suggest the index be based on next quarter's projected earnings. ]]> http://seekingalpha.com/article/145394-country-p-e-ratios?source=feed#comment-562373 562373 Thu, 25 Jun 2009 13:45:42 -0400 http://seekingalpha.com/article/144403-tier-1-capital-ratios-of-large-u-s-banks?source=feed#comment-556416 556416

On Jun 21 01:45 PM Fitz919 wrote:

> Who in their right mind would trust a bank to accurately report a
> Tier 1 number? It's pure nonsense, it will never happen. Notice
> how many are clustered around the 10% figure, it's a number they
> want us all to believe.
>
> If a regulator didn't have a clue that 10.5% of IndyMac's loans were
> producing no income, then a bank can hide anything they want to from
> anyone they want to. It was months before B of A knew how bad things
> really were at Merrill Lynch.
>
> What we have right now is the Government requiring banks to report
> numbers which they know are false, in order to maintain confidence
> in their badly broken system.]]> Sun, 21 Jun 2009 15:34:34 -0400

On Jun 21 01:45 PM Fitz919 wrote:

> Who in their right mind would trust a bank to accurately report a
> Tier 1 number? It's pure nonsense, it will never happen. Notice
> how many are clustered around the 10% figure, it's a number they
> want us all to believe.
>
> If a regulator didn't have a clue that 10.5% of IndyMac's loans were
> producing no income, then a bank can hide anything they want to from
> anyone they want to. It was months before B of A knew how bad things
> really were at Merrill Lynch.
>
> What we have right now is the Government requiring banks to report
> numbers which they know are false, in order to maintain confidence
> in their badly broken system.]]> http://seekingalpha.com/article/143517-national-semiconductor-the-potential-in-energy?source=feed#comment-555501 555501 IMHO) is where the real value added is, especially for a company that one would hope, has added value via an effective company culture. ]]> Sat, 20 Jun 2009 16:13:35 -0400 IMHO) is where the real value added is, especially for a company that one would hope, has added value via an effective company culture. ]]> http://seekingalpha.com/article/143531-the-fda-vs-science-on-merck-hpv-vaccine?source=feed#comment-555495 555495
Vaccines make many nervous, but the real hazard is trying to fight off an infection that will not resolve, with stronger and stronger drugs. ]]> Sat, 20 Jun 2009 16:09:21 -0400
Vaccines make many nervous, but the real hazard is trying to fight off an infection that will not resolve, with stronger and stronger drugs. ]]> http://seekingalpha.com/article/142994-maybe-the-fed-isn-t-really-printing-money-like-a-drunken-sailor?source=feed#comment-545273 545273 Sat, 13 Jun 2009 13:25:31 -0400 http://seekingalpha.com/article/142968-stop-the-presses-we-re-printing-less-money?source=feed#comment-545243 545243 The economy remains fragile. In the worst of circumstances, monetary easing needs to be pursued at the short term end. ]]> Sat, 13 Jun 2009 12:52:35 -0400 The economy remains fragile. In the worst of circumstances, monetary easing needs to be pursued at the short term end. ]]> http://seekingalpha.com/article/142979-whither-cap-and-trade-an-im-exchange?source=feed#comment-545237 545237 Sat, 13 Jun 2009 12:44:56 -0400 http://seekingalpha.com/article/142983-commodity-prices-undeniable-green-shoots?source=feed#comment-545200 545200
On Jun 12 06:34 PM Manbearpig wrote:

> commodities are the new world reserve currency. people around the
> world need to hedge central banks' actions and they are doing so
> by buying crude, metals, etc. also, there is pretty wide-spread
> rumor (may be true) that china has been on a shopping spree the past
> several months in all forms of commodities and that their shipping
> docks are full of these deliveries and hence, driving these prices
> up. people have to realize that a portion of commodity price increases
> may imply economic recovery but that doesn't necessarily mean u.s.
> economic recovery. in no way can you interpolate the demand for
> oil in the u.s. vs. current spot pricing for crude oil. any way,
> all the bulls who said when gas was below 1.80 per gallon that should
> be deemed as a huge tax break are suddenly all silent since gas is
> above $3 in most metropolitan areas. following their own logic,
> the increase in prices should also mean it's a multi-trillion dollar
> huge tax hike then to individuals and businesses (e.g. airline companies,
> freightliners, etc.). the gas price hike alone has already offset
> any fiscal stimuli in place.]]> Sat, 13 Jun 2009 12:08:09 -0400
On Jun 12 06:34 PM Manbearpig wrote:

> commodities are the new world reserve currency. people around the
> world need to hedge central banks' actions and they are doing so
> by buying crude, metals, etc. also, there is pretty wide-spread
> rumor (may be true) that china has been on a shopping spree the past
> several months in all forms of commodities and that their shipping
> docks are full of these deliveries and hence, driving these prices
> up. people have to realize that a portion of commodity price increases
> may imply economic recovery but that doesn't necessarily mean u.s.
> economic recovery. in no way can you interpolate the demand for
> oil in the u.s. vs. current spot pricing for crude oil. any way,
> all the bulls who said when gas was below 1.80 per gallon that should
> be deemed as a huge tax break are suddenly all silent since gas is
> above $3 in most metropolitan areas. following their own logic,
> the increase in prices should also mean it's a multi-trillion dollar
> huge tax hike then to individuals and businesses (e.g. airline companies,
> freightliners, etc.). the gas price hike alone has already offset
> any fiscal stimuli in place.]]> http://seekingalpha.com/article/142996-great-move-ec-now-we-have-to-download-ie-ourselves?source=feed#comment-545194 545194
The scary thing is the extent that MS gets away with shoddy goods. ]]> Sat, 13 Jun 2009 12:02:28 -0400
The scary thing is the extent that MS gets away with shoddy goods. ]]> http://seekingalpha.com/article/142481-for-sears-and-aol-good-news-is-news?source=feed#comment-541192 541192 Wed, 10 Jun 2009 17:42:05 -0400 http://seekingalpha.com/article/142511-bond-expert-wednesday-wrap?source=feed#comment-541172 541172
"Two corporate bond market participants opined that it would take some outside force to send spreads wider. One suggested that it would take a large comet striking NY to dent the appetite for corporate bonds."]]> Wed, 10 Jun 2009 17:28:44 -0400
"Two corporate bond market participants opined that it would take some outside force to send spreads wider. One suggested that it would take a large comet striking NY to dent the appetite for corporate bonds."]]> http://seekingalpha.com/article/142511-bond-expert-wednesday-wrap?source=feed#comment-541170 541170 the Fed and Treasury are putting their time and attention (and financing / guarantees) to make it robust. And, by appearances, they seem to have got the hang of doing so. ]]> Wed, 10 Jun 2009 17:27:34 -0400 the Fed and Treasury are putting their time and attention (and financing / guarantees) to make it robust. And, by appearances, they seem to have got the hang of doing so. ]]>