jse17

The Demise of Japan as an Economic Power?

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The Demise of Japan as an Economic Power?

If one were truly a contrarian in context of the abundance of bad news presented here and elsewhere, one would likely buy the Japanese ETFs and CEFs. Additionally, the Japanese indexes are the least expensive of any major market according to First Eagle Fund’s manager.

As the E*TRADE baby so eloquently states, do some analytics and basic research Shankopotamus …… !

Another Reason You Should Be on the Sidelines Now

I too enjoy PDP’s articles but …… If one uses “technicals” at all, comparing charts from 80 years in the distant past to the current market environment is much like evaluating the weather forecast from that era as a marker for tomorrow.

The wondrous and talented Sir John Templeton said, “I never knew an investor that consistently made money applying technical analysis. For those that respect and adhere to the technical school, I wish you the best but “C’mon man (or lady)” an 80 year gap in events is beyond a reasonable reach!


On Nov 01 04:49 AM TradingHelpDesk wrote:

> You articles continue to be a must read.
>
> I learn something everytime. Thanks.

Paul Tudor Jones: Gold's Undervalued and Bonds Are a Curve Flattener Play

Explosive up moves certainly brings the Guru class to the forefront including the recycled variants! Alternatively, as one of the current, popular investment advisors so eloquently states (the E*TRADE Baby) do a little analytics and research and make it happen on your own!

Nassim Taleb Confronts Critics

I would state to Dr. Taleb that legitimate educators attempt to enlighten, enrich, and inform while charlatans pontificate and confuse! Additionally, the brightest among us rarely require continuous reinforcement of their superior (emphasis added) intellect!

Grantham on the Markets: '860 Is Fair Value for S&P'

Bingo!

There is always a second component to these wild predictions even if unreported. Something on the order of but I will show you the way is casually implied. Jeremy has no more of a valid idea of what the market will price out in 7-years than the price of postage stamps assuming they continue to exist!

Clark Gable's famous quote from Gone With The Wind many years back remains valid and applicable even today, "Frankly, I do not give a damn!"


On Oct 27 01:23 PM CES wrote:

> No comment about predicting the market's value and going on out SEVEN
> years ahead-what a crystal ball !!!!

Stock Price Strength Notwithstanding, Economy and the Dollar Are Still on the Skids

A two-part question for inquisitive minds:

1-What is the most out of favor investment vehicle imaginable ATPIT?

2-What fool would possibly place USDs into a MMF?

(Hint) Everyone has a long term, independent, contra-oriented investment philosophy until times get difficult! Additionally, I believe we may all agree that times are currently difficult! The more difficult the investment environment, the more likely the return to the investment fetal position!

As Barton Biggs states, it indeed takes great courage to be a pig!

The Greatest Depression Is Coming

Ravi Batra as Lazarus before him has risen at least in form!

John Hussman: The Stock Market has Never Been this (Intermediate-Term) Overbought

I appreciate Dr. John’s work that presents in an insightful, intellectual mode. Supporting the overbought scenario, mutual fund cash was reported at 4.0% down from its recent 02/2009 high of 5.9%. The recent low of 3.5% was recorded in 07/2007, a happier point in time. These figures are reported with a 2-month lag by the Investment Company Institute’s bulletin.

With all of the technicals noted and assumed material in character, what do we do? Barton Biggs has stated that it takes courage to be a pig! Baron Von Rothschild proclaimed that his wealth resulted from taking the middle 2-quarters of a market’s move and forfeiting the first and fourth quarter’s profits. It is abundantly safe to say that conflicting clichés, truisms, formulas theories, and tenets abound.

A prudent investor may well respond that it is impossible to know with any degree of absolute certainty precisely what to do. If so, perhaps it is best to take some of our highly valued chips off the table e.g., 10%, sit back and open a bottle of our favorite libation, and enjoy the day!

5 ETFs to Buy With Loonie's New Power

I appreciate Larry’s article and input. Yes, it does appear time from the Canadian perspective to engage the process!

Additionally, several of my Ontario based friends who have previously rented for the winter months season in South Florida are actively considering condo purchases this year! On an anecdotal foundation, beautiful units in the Jupiter, Juno, and Tequesta area are discounted up to 50% from their 2006 highs.

Is There Really a Global 'Cabal' Aiming to Dump the Dollar?

Yes and the earth is 6000 years old, Terry Schiavo was sentient at her demise, and the Birther's are a universally respected academic body!

Speaking of Birthers, the world's developing nations are driven to produce, scientists, engineers, and educators, while the US fills the room with 7.5 watt "night lights". Not a pretty picture in the least!

On Oct 06 11:43 AM Socialism cannot compete! wrote:

> Author says there may be a secret cabal acting against the U.S. dollar.
> I say it is no secret to Obumma -- he is not loyal to the U.S., and
> it would not be surprising at all if he told the other nations to
> dump the dollar and thereby "redistribute" value more equitably around
> the world. After all, he is a "citizen of the world"...has foreign
> allegiances (Kenya, Indonesia...Saudi Arabia?) stronger than anything
> he has to America -- as witnessed by his constant apologizing for
> America (when has he said anything negative about Indo or Kenya?).
> The man is fine with the dollar tanking. It may well be part of the
> strategy for taking more control -- an even weaker economy is needed,
> but it has to look like it happened from without.

Sleeping With The Jaguars

Your reference to “zealots” advocating global climate change is most interesting in evaluating this group’s intellect and academic achievements vs. that of the Kool-Aid guzzling disbelievers!

“Science as a Candle in the Dark,” Carl Sagan PhD. Paraphrasing, “C’mon man!”


On Oct 05 07:26 PM ebworthen wrote:

> One need only hear climate change believers say that "It is no longer
> debateable" to know that the time to question has come.
>
> I could list facts here, but the zealots would not hear them.
>
> Global warming is a religion, where humanity is omniscient and all-powerful,
> and the followers Arthur Dimmsdale lashing their backs and those
> of others for breathing, consuming, and creating "CO2".
>
> Unemployment - consider that our employment has increasingly become
> two wage earners, or three, or four per household. If the housing
> market and employment are in bad shape, collectively, we are in REALLY
> bad shape compared to past generations.

John Maudlin: When Debt Gets Bigger than GDP It's Big Trouble

Alas, Armageddon journalism sells books, journals, and convention/meeting tickets in exotic locales. Previous masters of this “art” during my investment carrier include the likes of Howard Ruff, Gary Schilling, Doug Casey, Gary North, Ravi Batra and John Mauldin among others.

Interestingly, this crew is almost never held accountable for their often failed philosophies. I suspect the accountability issue or lack thereof is based on the appeal of lower taxes, gold coins, a failed food supply chain, and government intervention etc.

Following the “sage” advice of this cluster is similar to betting against a Las Vegas Casino. Hey, who do you believe pays for the crystal chandeliers. Paraphrasing let the ultra sensitive ear beware of the perpetual negativity of the Siren’s song!


On Oct 05 08:42 AM Roger Nusbaum wrote:

> on going context; I've never been in the armageddon camp.
>
> to the other commenters the point i was referring to was not total
> indebtedness of the country which would include consumer and corporate
> debt.

Canada: Better Demographics than Many of Its Peers

Perhaps Larry’s two sentence presentation of why one should invest in Canada is more than succinct enough! Think about the future “stability index” vs. their lumbering, flailing, and floundering neighbor.


On Sep 29 02:52 PM Larry House wrote:

> I added EWC to the portfolio a few days ago. Seems as good bet as
> any.

Jeff Rubin: Expect Oil Prices to Rise Dramatically and Globalization to End

You lie!


On Sep 25 06:26 AM chich wrote:

> Wow bluesky, i think you're one of those people that loves the BP
> commercials talking about green and such, what an idiot. BP doesn't
> stand for beyond petroleum it stands for British petroleum just so
> you know....now, about the theory, it makes perfect sense. Oil is
> running out. It will NEVER run out, but it's supply will go down
> so much, and the easily accessible oil will be gone so soon that
> oil prices will go up. There is no cheap alternative. I repeat THERE
> IS NO CHEAP ALTERNATIVE. You have to understand the numbers and what
> they imply...You've seen in this very video that this year is having
> "unusually brisk" oil finds. Do you know how much 10 billion barrels
> of oil is? It's 4 months supply. That's right 4 months supply. And
> the stuff they're finding now is the stuff that's hard to get to.
> Not impossible, just hard to get to. This means higher price and
> this will change the way we live. No doubt about it.
> Now another number. Yesterday, yes, yesterday on September 24 I saw
> a commercial talking about how much gasoline the GREEN prius has
> saved. Believe, I love the marketing strategy. After all there are
> gullible morons like you who love that word who have enough money
> as a market demographic to cater to. Make no mistake, though, it's
> these same gullible morons that cry on the news about how their refinanced
> homes are too expensive now...because they never understood the underlying
> facts and principles behind the economy- look in the mirror and you'll
> know who I'm talking about. Now, back to the prius commercial, and
> the wonderful toyota marketers...the commercial said that the prius-
> worldwide mind you- had saved a whopping BILLION gallons of gas.
> Wow, A billion gallons of gas...wow...
> Again, run the numbers...Since it's inception in 1999, the prius
> has saved about 15 hours worth of global consumption of oil! That's
> 10 years of prius to save 15 hours worth of oil consumption...WOW...
> Each oil barrel is 42 gallons, and roughly depending on demand 20
> gallons of that goes to gasoline. So, 1 billion divided by 20 gives
> us the remarkable number of 50 Million barrels, which as i have said
> a couple of lines of text back, barely qualifies as a drop in the
> bucket- or 2 1/2 days of US oil consumption... THERE IS NO CHEAPER
> ALTERNATIVE THAN OIL. In fact, the most expensive barrel of oil will
> be the cost of the cheapest VIABLE YES VIABLE alternative energy.
> and that my dear, is where we see that oil in fact will never run
> out, but rather just get really expensive. It's the end of suburbia
> as we know it, and it's the rebirth of the bustling city center.
> I will be releasing a report soon, that buffoons such as yourself
> will be able to buy, so if you reread this, don't be too alarmed.