syruppy's Comments syruppy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/168638/comments Is the Fed Being Hawkish Enough? http://seekingalpha.com/article/82688-is-the-fed-being-hawkish-enough?source=feed#comment-192823 192823 Wed, 25 Jun 2008 17:13:02 -0400 Is Crude Oil a 'Bubble' Ready to Burst? http://seekingalpha.com/article/79350-is-crude-oil-a-bubble-ready-to-burst?source=feed#comment-177020 177020
Feel free to pump the relatively benign CO2 through beds of algae if that it is what's necessary to assuage in-country, blame-America-first, anti-capitalist, global warming fanatics and alarmists (cheerleaders all for their dreams of the one great collectivist world order), if that is what is necessary to combat out-of-country energy-monopolists.

The relatively low price of coal is the biggest weapon available to America, India and China, when and if it comes down to a fight for economic survival. Since the US is the Saudi Arabia of coal, it's long past time for the leadership of the country to start getting positively charged about it.

If the leaders of the nation will simply vote for public servants in the House and Senate to put America first--and kick all of the other rascals out--that alone will put a big dent in the every oil barrel thereafter.]]>
Fri, 30 May 2008 17:43:00 -0400
Feel free to pump the relatively benign CO2 through beds of algae if that it is what's necessary to assuage in-country, blame-America-first, anti-capitalist, global warming fanatics and alarmists (cheerleaders all for their dreams of the one great collectivist world order), if that is what is necessary to combat out-of-country energy-monopolists.

The relatively low price of coal is the biggest weapon available to America, India and China, when and if it comes down to a fight for economic survival. Since the US is the Saudi Arabia of coal, it's long past time for the leadership of the country to start getting positively charged about it.

If the leaders of the nation will simply vote for public servants in the House and Senate to put America first--and kick all of the other rascals out--that alone will put a big dent in the every oil barrel thereafter.]]>
Yield Implosion Muddies Currency Waters http://seekingalpha.com/article/77257-yield-implosion-muddies-currency-waters?source=feed#comment-167781 167781 Wed, 14 May 2008 22:12:40 -0400 The Fed Finds Religion http://seekingalpha.com/article/77214-the-fed-finds-religion?source=feed#comment-167431 167431 Wed, 14 May 2008 10:57:27 -0400 The Dollar Is Currently Bottoming http://seekingalpha.com/article/76797-the-dollar-is-currently-bottoming?source=feed#comment-167162 167162 Tue, 13 May 2008 20:19:20 -0400 U.S. Monetary Policy: Defending the Status Quo http://seekingalpha.com/article/76999-u-s-monetary-policy-defending-the-status-quo?source=feed#comment-167153 167153 Tue, 13 May 2008 20:00:39 -0400 The U.S. Dollar: A Marathon, Not A Sprint http://seekingalpha.com/article/76276-the-u-s-dollar-a-marathon-not-a-sprint?source=feed#comment-164499 164499 Thu, 08 May 2008 20:12:31 -0400 Fading Glory: The Dollar as the World's Reserve Currency http://seekingalpha.com/article/75571-fading-glory-the-dollar-as-the-world-s-reserve-currency?source=feed#comment-161792 161792
The left in the US is anti-business, anti-religion, anti-personal liberty. The left in China is just the same, except that, it isn't anti-business. ]]>
Sun, 04 May 2008 23:40:33 -0400
The left in the US is anti-business, anti-religion, anti-personal liberty. The left in China is just the same, except that, it isn't anti-business. ]]>
Friday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/75318-friday-outlook-commodities-emerging-markets?source=feed#comment-160766 160766 Fri, 02 May 2008 12:20:07 -0400 Thursday Outlook: 'As Advertised' http://seekingalpha.com/article/75085-thursday-outlook-as-advertised?source=feed#comment-160186 160186
In a business atmosphere that was less politically charged, we’d either have the price of oil coming down by now, or U.S. growth would be through the roof instead of just above zero, as investment flowed to new and alternative sources of energy and carbon, such as nuclear energy, more oil and gas drilling, coal mining—not to mention, research and development of mitigation strategies and methods.

What you see in the numbers is an understating of the economy. It is a failure to more objectively quantify—and add to the GDP—an amount equal to the apparent value of having anti-business, anti-capitalists stymie energy planning and policy as they hamstring U.S. energy production and demonize energy users.
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Thu, 01 May 2008 13:28:47 -0400
In a business atmosphere that was less politically charged, we’d either have the price of oil coming down by now, or U.S. growth would be through the roof instead of just above zero, as investment flowed to new and alternative sources of energy and carbon, such as nuclear energy, more oil and gas drilling, coal mining—not to mention, research and development of mitigation strategies and methods.

What you see in the numbers is an understating of the economy. It is a failure to more objectively quantify—and add to the GDP—an amount equal to the apparent value of having anti-business, anti-capitalists stymie energy planning and policy as they hamstring U.S. energy production and demonize energy users.
]]>
Tuesday Outlook: Y2K Head Fake Redux? http://seekingalpha.com/article/74517-tuesday-outlook-y2k-head-fake-redux?source=feed#comment-158607 158607
"The [B]'dot-com bubble'[/B] (or sometimes the 'I.T. bubble') was a speculative bubble covering roughly 1995–2001 (with a climax on March 10th, 2000 with the NASDAQ peaking at 5132.52) during which stock markets in Western nations saw their value increase rapidly from growth in the new Internet sector and related fields. The period was marked by the founding (and, in many cases, spectacular failure) of a group of new Internet-based companies commonly referred to as dot-coms. A combination of rapidly increasing stock prices, individual speculation in stocks, and widely available venture capital created an exuberant environment in which many of these businesses dismissed standard business models, focusing on increasing market share at the expense of the bottom line. The bursting of the dot-com bubble marked the beginning of a relatively mild yet rather lengthy early 2000s recession in the developed world." (wiki)

I don't see that]]>
Tue, 29 Apr 2008 10:55:51 -0400
"The [B]'dot-com bubble'[/B] (or sometimes the 'I.T. bubble') was a speculative bubble covering roughly 1995–2001 (with a climax on March 10th, 2000 with the NASDAQ peaking at 5132.52) during which stock markets in Western nations saw their value increase rapidly from growth in the new Internet sector and related fields. The period was marked by the founding (and, in many cases, spectacular failure) of a group of new Internet-based companies commonly referred to as dot-coms. A combination of rapidly increasing stock prices, individual speculation in stocks, and widely available venture capital created an exuberant environment in which many of these businesses dismissed standard business models, focusing on increasing market share at the expense of the bottom line. The bursting of the dot-com bubble marked the beginning of a relatively mild yet rather lengthy early 2000s recession in the developed world." (wiki)

I don't see that]]>
Tax Talk and the Economy http://seekingalpha.com/article/74330-tax-talk-and-the-economy?source=feed#comment-157967 157967 Mon, 28 Apr 2008 11:08:55 -0400 It's Time to Focus on the Value of the Dollar http://seekingalpha.com/article/72663-it-s-time-to-focus-on-the-value-of-the-dollar?source=feed#comment-152217 152217
Imagine government as the sponge in the middle of a frozen glass of water; as the water melts, the sponge gets bigger and bigger. When all the water has melted, and the sponge is as big as it can get, no matter how hard you work at it, all there is to drink is the wee bit that the sponge has not soaked up.

Government should be spending when times are tough. Government should be putting money aside in the booms-i.e., staying the heck out of the way. Look to California to see the story unfolding of what Government should not do: it's not liberal economics that is the problem--it's liberals.]]>
Thu, 17 Apr 2008 11:05:20 -0400
Imagine government as the sponge in the middle of a frozen glass of water; as the water melts, the sponge gets bigger and bigger. When all the water has melted, and the sponge is as big as it can get, no matter how hard you work at it, all there is to drink is the wee bit that the sponge has not soaked up.

Government should be spending when times are tough. Government should be putting money aside in the booms-i.e., staying the heck out of the way. Look to California to see the story unfolding of what Government should not do: it's not liberal economics that is the problem--it's liberals.]]>
When the Rest of the World Stops Hoarding US Dollars http://seekingalpha.com/article/72154-when-the-rest-of-the-world-stops-hoarding-us-dollars?source=feed#comment-150395 150395 Mon, 14 Apr 2008 11:18:42 -0400 The Dollar's Rout: Beginning of the End or End of the Beginning? http://seekingalpha.com/article/72214-the-dollar-s-rout-beginning-of-the-end-or-end-of-the-beginning?source=feed#comment-150370 150370 Mon, 14 Apr 2008 10:56:49 -0400 Why the Dollar Hit a Record Low http://seekingalpha.com/article/71868-why-the-dollar-hit-a-record-low?source=feed#comment-148981 148981
Those that are betting against the dollar--for whatever their reasons--has increased the buying power of European Common Market companies and citizens. This, combined with low interest rates, increases investment in the US and high employment.

US exports have increased. Even France is buying Napa juices to make wine.

Betting against the dollar by putting your money on the Yuan, for example, would like petting a dog's tail because you are afraid that a pat on its head risks a bite.]]>
Fri, 11 Apr 2008 10:57:28 -0400
Those that are betting against the dollar--for whatever their reasons--has increased the buying power of European Common Market companies and citizens. This, combined with low interest rates, increases investment in the US and high employment.

US exports have increased. Even France is buying Napa juices to make wine.

Betting against the dollar by putting your money on the Yuan, for example, would like petting a dog's tail because you are afraid that a pat on its head risks a bite.]]>
The Fed is Deflating: 10 Reasons Why http://seekingalpha.com/article/69979-the-fed-is-deflating-10-reasons-why?source=feed#comment-133086 133086
For example: Assume Buyer purchases a home in the 2000s for $550K, after house prices already have been rising steadily since 1996. At the time of the purchase, Buyer thinks, e.g., "I'm probably the last purchaser before house prices fall ... but, I need a house." House prices continue to rise and Buyer feels comfortable investing $150K in the house.

Buyer retires and wants to move, so the home is put on the market in 2007 for more than $1.7M. The market has changed and the home does not sell. Buyer continues to live in the home and lowers the price of the home to $1.5M in 2008, although that still is not low enough to attract a buyer in the housing market.

Question: Extrapolating the above $200K decrease in the listing price of the home to the entire market, have housing prices in the Buyer's region really suffered a serious deflation in value? Should the entire economy go into the tank because the irrational expectation "bubbles" of a relative few number of home-sellers have been pricked?]]>
Fri, 28 Mar 2008 13:25:07 -0400
For example: Assume Buyer purchases a home in the 2000s for $550K, after house prices already have been rising steadily since 1996. At the time of the purchase, Buyer thinks, e.g., "I'm probably the last purchaser before house prices fall ... but, I need a house." House prices continue to rise and Buyer feels comfortable investing $150K in the house.

Buyer retires and wants to move, so the home is put on the market in 2007 for more than $1.7M. The market has changed and the home does not sell. Buyer continues to live in the home and lowers the price of the home to $1.5M in 2008, although that still is not low enough to attract a buyer in the housing market.

Question: Extrapolating the above $200K decrease in the listing price of the home to the entire market, have housing prices in the Buyer's region really suffered a serious deflation in value? Should the entire economy go into the tank because the irrational expectation "bubbles" of a relative few number of home-sellers have been pricked?]]>
The Fed is Deflating: 10 Reasons Why http://seekingalpha.com/article/69979-the-fed-is-deflating-10-reasons-why?source=feed#comment-132067 132067
Unlike the Dutch tulip mania of 1634-37 that drove prices for a substantially similar and ephemeral commodity to unsustainable heights, housing was not a bubble begging to burst; maybe just deflate a wee bit--for now--before getting a second wind.

Similarly, the dot-com bubble smelled a lot like the ephemeral tulip bulb of Dutch-daze when it burst in 1999-2000.

Homes, however, offer obvious tangible and psychic value. I think everyone probably knows that, given a burgeoning and dynamic society (full employment, increased productivity, a growing economy), the unsustainable housing prices of yesterday probably will seem a lot less heady in a few to perhaps a dozen years down the road.

What is missing from the housing debacle--which is more a story of too much, too quick, instead of too much ever--is a villain. We've got the usual credit criminals, facilitators and enablers that are always more than happy to feed on a something-for-nothing society, whenever the opportunity arises. They will serve to time and the politicians are actually lining up to reward these dysfunctional societal behaviors, even as they roast all of our gooses.

There is no Charles Keating or Michael Miliken to whip like a rented mule, to throw in jail for their perfidy, to crucify for the sins of a something-for-nothing society that always seems to be in the market for new morals and ethics at cheap prices.

It is time for business investment to keep the economic wheels of fortune turning. We can expect no help from government unless it wishes to lower taxes, create ITCs, de-federalize the economy, and deflate government bureaucracy.

For people with more than ethics in their pockets, it's time to smell the roses: cash is dead, long live the cash!
]]>
Wed, 26 Mar 2008 18:20:51 -0400
Unlike the Dutch tulip mania of 1634-37 that drove prices for a substantially similar and ephemeral commodity to unsustainable heights, housing was not a bubble begging to burst; maybe just deflate a wee bit--for now--before getting a second wind.

Similarly, the dot-com bubble smelled a lot like the ephemeral tulip bulb of Dutch-daze when it burst in 1999-2000.

Homes, however, offer obvious tangible and psychic value. I think everyone probably knows that, given a burgeoning and dynamic society (full employment, increased productivity, a growing economy), the unsustainable housing prices of yesterday probably will seem a lot less heady in a few to perhaps a dozen years down the road.

What is missing from the housing debacle--which is more a story of too much, too quick, instead of too much ever--is a villain. We've got the usual credit criminals, facilitators and enablers that are always more than happy to feed on a something-for-nothing society, whenever the opportunity arises. They will serve to time and the politicians are actually lining up to reward these dysfunctional societal behaviors, even as they roast all of our gooses.

There is no Charles Keating or Michael Miliken to whip like a rented mule, to throw in jail for their perfidy, to crucify for the sins of a something-for-nothing society that always seems to be in the market for new morals and ethics at cheap prices.

It is time for business investment to keep the economic wheels of fortune turning. We can expect no help from government unless it wishes to lower taxes, create ITCs, de-federalize the economy, and deflate government bureaucracy.

For people with more than ethics in their pockets, it's time to smell the roses: cash is dead, long live the cash!
]]>