cashew

Dennis Kneale: The Ultimate Contrarian Indicator

Kneale is the worst addition to CNBC who now looks like they are becoming FOX with Kneale, Kudlow, Francis, Caruso Cabrera. The best person they have and don't use wisely is Pisani !

2009 Depression Will Be Nothing Like 1929

Right on ! This fellow is doom and gloom as well. We could go down below DOW 6000. However, if the government develops a brain and goes to mark to model or suspends the mark to market for two years under some guidlines it would have a big impact. If the stress test on the banks come back positive you would change the market psychology and the shorts would be forced to cover and the market would move up 20% very quickly.


On Mar 06 06:21 AM pelican wrote:

> "It is obvious, we are in a full blown depression.."
>
> Well, for someone who is bashing doom and gloomers, this is a pretty
> bold statement. And if you don't mean like the Great Depression...well,
> what do you mean? I'll stick with deep recession for now.

Cramer's Mad Money - This Is Not Your Father's Honeywell (2/24/09)

Cramer should do some research before commenting on Canadian banks which are doing fine !

Stocks Are Doomed, Only Cash or Precious Metals May Survive

I agree a completely worthless article that SA shouldn't allow !


On Feb 12 08:26 AM Jerry G wrote:

> Please read this loser Dr O profile,says his expertise is in medicine
> and chemistry.He sounds more like a relative of Madoff specializing
> in the pawn trade.Pure Bull!

Bill Ackman's Hedge Fund Losses Are Staggering

So what ! You can rationalize it all you want different strategies etc but a huge loss is still a huge loss!


On Feb 11 09:54 AM Daniel Moser wrote:

> Everyone, and I mean everyone, has entirely failed to see the otherside
> of the story with Ackman's fund. He never claimed that this fund
> referred to as the Target fund is a diversified low risk hedge fund.
> If this is all it takes to run a hedge fund, literally everyone would
> be doing it. They would start a fund, go all in on one stock and
> see if it works. That is not what Ackman is doing. He is an activist
> or at the very least is an activist with Target. He is working with
> management almost as a constultant to do things (right or wrong)
> that he believes will increase shareholder value for Target and thus
> his investors. Quite simply, he is a real investor in the "1940's
> building a business" sense of the word. While he might have positioned
> one of his funds entirely in Target stock, he seems to have done
> so because he believed if the execs at Target engaged in some of
> his ideas, their business would improve, not simply because he thinks
> he picked a winner with Target.
>
> The reason the author is not running a hedge fund similar to Ackman's,
> with all due respect, is that he is lacking the capabilities and
> desire to work with the management of companies he invests in. Ackman
> literally is an owner of Target, as though Target is a private company.
> The only difference is that he knows every single day what his share
> of that company is worth. Hence, he is trying to do what he can
> to improve Target's business.
>
> All hedge funds do not operate the same, people need to remember
> that. You can't compare D.E. Shaw or SAC Capital performance to
> Ichan or Ackman. They employ entirely different strategies. Doing
> so is entirely misrepresentative of positives and negatives of each
> fund.
>
> All that being said, sure maybe Ackman could have done a little more
> to protect his clients. But as far as I can tell, when you invest
> with Ackman, you are investing in him to change businesses he invests
> in-not a quick trader who gets in and out in the blink of an eye.

Authentidate: Investors Unaware of Stock's Significant Opportunity

This co. has been a joke since Botti started it and it was called Bitwise !!! There is no hope for this one it should have gone out of business years ago!!!!!!!!!!!!!!!!!!!...

Is Nationalization Contagious?

John Cordes a very thoughtful and excellent response. Thank you.


On Jan 24 08:55 AM John Cordes wrote:

> It"s rather amazing to see how many people think that a cataclysm
> is a viable option. It's almost as though there is a perverse vengence
> or subtext of hoped for melt down in which all those who are underserving
> malefactors and the elite will suffer and set the stage for the survivors
> to ascend. Too many movies and armagedon dwellers I think. It's
> a particularly American characteristic perhaps, wipe the slate clean,
> start over, the losers deserve it mentality. I think it's a product
> of social darwinism and a culture that has insufficient experience
> with humanistic philosophies and spiritualism. Not a plug for religion,
> just an observation.
>
> By the way, nationalization is tantamount to a collapse, just more
> costly to the public. As one poster noted, Obama's team is too smart
> to do either. Distasteful as it is, we will preserve the big three
> banks for the sake of the economy, which could not endure another
> psychological blow of this magnitude nor the financial bomb it would
> set off. Think of it as you like, either a spider web, a cancer,
> a root rhizome that goes everywhere and is tangled up with hundreds
> of corporations and businesses. A bankruptcy of such magnitude is
> like an emt explosion that frys the infrastructure of everything
> it touches. Look at what Lehman's collapse did to dozens of otherwise
> innocent corporations and funds. Magnify that by 50 in the case
> of CITI or BAC.
>
> So grow up people, it's not a Mad Max movie, it's your society and
> economy as you know it. No fuzzy, grainy black and white newsreels
> of hobos and soup lines, but a modern day catastrophy that would
> produce havoc and wealth destruction that would last for years and
> most likely change world order politics and our own social fabric.
> Unless that's what you Mad Maxers think we need.

Is Nationalization Contagious?

I agree if you nationalize banks you are putiing us into a deep depression you may never pull out of. The Fed's need to go mark to model. institute the uptick rule, create a bank to hold all the toxic crap and if the Fed's bought common shares you would see the market and economy turn upward quickly.


On Jan 23 02:15 PM TPoise wrote:

> The nationalization of ANY major bank would spread instantly throughout
> the financial markets of the world. XLF would be $1/share or less.
>
>
> Nationalization is just a really bad idea. We need to ATTRACT private
> capital so the need is reduced for government money. However, not
> many people are willing to pile money into a bank right now knowing
> that their preferred shares or common will get wiped out just like
> TPG did with WaMu in 2008.

How to Succeed in a Bear Market

The smart investor got out or went short a long time ago. The smart investor may now be slightly bullish but very cautious with a small position waiting for more solid info before putting more capital to work.


On Nov 30 09:08 AM Fredrik wrote:

> yes, people who do their homework usually come out on top but that
> does not mean that studying company fundamentals will necessary earn
> you better than market returns. it is much better in my opinion
> to do your homework on such subjects as financial history and market
> behaviour. a great example is that i will bet you that the when
> we have hit the lows and a new bull market emerges it will not be
> the great companies that perform in fact it will be exactly the opposite,
> the garbage companies will perform extremely well, have a look at
> financial history instead, everytime this amazes the fundamental
> stock analysts and the MBA types because it doesnt 'make sense',
> the fact is its just what markets do...

Hide in the Fetal Position - Fast Money Recap (10/2/08)

Macke is right cash is it !!!!!!!!!!!

Hide in the Fetal Position - Fast Money Recap (10/2/08)

macke is right cash is it !!!!!!!!!

Citigroup: Trading Transparency

If you bought financials on the lows last week. Wachovia below 10 and Citi down below 12 and sold Friday late in the day you made a huge return. Was it smart to do it ? Who knows, but if stocks went much lower the whole game would have been over for everyone!!!!!!!!!!

Have We Reached a Near-Term Bottom?

What if Paulson puts heavy pressure on Hedge funds and mutual funds to buy. Can we get a sustainable rally ? If we don't hold these levels the world is over as we know it. I think everyting will be done to save the world.

Have We Reached a Near-Term Bottom?

What if Paulson put heavy pressure on Hedge funds and mutual funds to buy. Could you get a sustainable rally with the RTC being passed shortly. If this fails the world is over so I think everything will be done to save the world !!!!!!!!!

Money Flows Into the Market: What They're Telling Us

The problems are so big that they can't let it fail!!!!!! The market has been hyped in the late 90's and then real estate was blown up due to the stock market crash in 2000. The market will move higher on green technology and a slow restoration of housing. However, housing is doomed to go nowhere for years and the stock market will be the only game in town. Even with inflation interests rate next year may make a modest climb . I agree the fundamentals of the economy suck but that doesn't mean the market won't move a lot higher by next year !