svosavvy

Options Trader: Monday Outlook

two words for this market... Indian Summer don't forget to pack a sweater.

Eight Takeaways from Cambridge House Investment Conference

Where on earth are there ammunition shortages, not in the US that's for sure. Prepared for the worst has been my m.o. since I was a kid, "be prepared" as the old motto goes. As far as tenet #8 up there having a safe haven place and knowing how to operate a firearm and garden are common skills for good times or bad. I would like it if only people who went through the great depression would talk about it, seems to me they are the only ones qualified. From what I can see the only thing we have in common with that time period is the potential for gigantic deflation (which would crush gold). Where is the dust bowl? Food is cheaper than ever and getting cheaper through deflation. More available than ever (in the U.S.). I would concede that we will probably see some social unrest. As far as safe havens go, the second you buy goods with your precious metal someone will probably get wise and rob you, what's safe about that? About the only reason I even care to post at these stories is that this sensational stuff gets the locals wound up and then the rest of us have to listen to it.

Eight Takeaways from Cambridge House Investment Conference

neo classic drivel. Maybe I should get long campbells soup. We are paying the price for applying tax breaks instead of the tax brakes during our rampant expansion these last few years.

Why Bank Nationalization Will Never Happen

to put a medical twist on the bank situation. It's like getting shot, and toxic inventory is the bullet. No healing will occur until the foreign object is removed. Sell the crap then the fed needs to apply direct pressure via backstopping tar(p) baby funds to take up the void from realized loss.

Why Bank Nationalization Will Never Happen

Oh yeah, note to banks mark the crap and get it over with. Sellers need to meet buyers. Soon these abandoned homes will be worthless from lack of care. Boy I wished I was smart enough to start a housesitting service out west.

Why Bank Nationalization Will Never Happen

Finally someone else who isn't pumping up the gold bubble. Kudos author

Monetary adjustment has always been a function of relativity. All economies of scale are "stimulating" except china needs to stimulate a little more (power play?). Big economies need big stimulus california alone is a bigger economy than most individual EU states. We don't hear about the other guys printing money in the mainstream news. Heck, look at ireland $8bil last week, thats 1% of our stimulus that sounds about right for that economy of scale. How about australia $81 bil stimulus thats %10 relative of our stimulus, is australia 1/10th the economic power of the US probably not even. The bottom line is as long as we are all cutting of our legs we are not in danger of losing the ass kicking contest. The fed has already stepped up and said rates aren't going anywhere anytime soon, we are looking ahead to the devil that will be in our bed (inflation) except we are not looking square in the eye the devil that is here now (deflation). Stocks (and interest rates) go nowhere without inflation and it's probably a year or two off. In the meantime cash is king and short term vicissitudes imho are bubble-icious.

Fast Money Recap: 100 Trades for 100 Days (1/13/09)

dividend is .31 per quarter for now, thus at or around 9-10% yield recently.

Fast Money Recap: 100 Trades for 100 Days (1/13/09)

ge yield is accidentally 10% as of this morning not 17%

Fast Money Recap: 100 Trades for 100 Days (1/13/09)

don't forget the stinkiest part of the swamp is the bottom.

S&P's Downgrade of Financials Is a Definitive Bear Signal

I whole heartedly agree with the sentiment of the article and the cautious tone of the responses. Shorting financials could be really dangerous here. After all equities rise and fall through the whims of mr market, not raw data.