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  • WiMAX Forum and LTE Summit - A Tale of Two Conferences [View article]
    I see a Samson vs Goliath scenario setting up here, and I'm routing for the former. Where are those real-time video feeds promised 20yrs ago... I've been paying ridiculous telephone bills for a very long time and receiving just about nothing in return. The low quality stuff I currently have access to is practically worthless because of the time required to download, now my access to information is even being threatened by digital television as well.

    It's enough to get someone pissed off... no wonder the economy is depressed, we've been paying high prices for too many years for next to nothing in terms of real service.
    Jun 26, 2009. 04:41 PM | Likes Like |Link to Comment
  • OceanFreight: Risky, But Deserving of Consideration [View article]
    Ouch Ryan, are those numbers current as of the time you posted, or what? I'm surprised SA would allow such, so I assume since it's on SA I can believe it.
    Jun 16, 2009. 04:42 PM | Likes Like |Link to Comment
  • The Coming Economic Collapse, Part 2 [View article]
    Government disgusts me, the citizens don't know anything because the real facts and figures are misrepresented as a result of rampant greed on behalf of the top 10%.

    There are but a few buried data points: (Gov. bubble chart)
    Jun 13, 2009. 11:25 AM | Likes Like |Link to Comment
  • Gold Still Linked to Dollar Movements [View article]
    This chart is worth a thousand words (explicatives?)

    Yet gold has not budged...but oil sure has. The FED has $7T off balance sheet, wonder if they'll ever get that back out of the market?

    Where to from here????
    Jun 13, 2009. 11:12 AM | Likes Like |Link to Comment
  • Team Obama's Charm Offensive [View article]
    Peter, Tell us what the big boys are buying!

    What I think I see:
    China prints money to buy fresh Federal Reserve notes, takes these notes and buys commodities + Treasuries + who knows what. What besides underwater MBS's and Treasury notes is the FED buying?
    Jun 8, 2009. 02:39 PM | 2 Likes Like |Link to Comment
  • The Reflation Trade Portfolio [View article]
    This economy is going nowhere without me.
    May 24, 2009. 02:42 PM | 2 Likes Like |Link to Comment
  • Warnings from the President: This Is a Bear Market Rally [View article]
    thiazole - Good stuff man, thanks for sharing!

    On May 17 10:54 AM thiazole wrote:

    > Well, now you guys have shown your hands. If I said something ridiculous
    > like "democrats are better for the economy, and that is why it will
    > be V shaped", they you'd think I just didn't know what I was talking
    > about and dismiss me outright. Unfortunately, your latest posts
    > are the equivalent of that and show how little you guys have actually
    > studies previous recessions. The reason the ECRI said "80%" is because
    > 80% of very deep recessions like this one in the past have been followed
    > by a V shaped recovery, while mild recessions like the last two are
    > usually followed by L or U shaped recoveries. It just goes to show
    > you why guys are so out of touch with what is going on, since you
    > don't realize this indisputable fact of history.
    > It also shows you how little you understand the actual economic numbers
    > (or is it just the math?). The stimulus package is a LOT of why
    > we'll see a V shaped recovery. So far, only a VERY small % of the
    > stimulus package as been injected into the economy (something like
    > $40 billion over the past 6 months). As I recall, starting this
    > summer, they are planning on injecting $75 billion every quarter
    > into the economy. How much is that? It seems very small, doesn't
    > it? Well, the current GDP is about $11 trillion, so $75 billion
    > is about 0.7% of $11 trillion. But the GDP isn't clicking at $11
    > trillion per quarter, but per year, so you need to multiply the stimulus
    > by 4 quarters to see what impact it ALONE would have on the GDP:
    > 0.7 X 4 = 2.8%. So the stimulus ALONE will account for 2.8% of the
    > entire GDP in the 3rd quarter. That means if you were expecting
    > to see negative 2.8% growth in the 3rd quarter, then you should be
    > expecting 0%.
    > Now couple that with the fact that if you read the charts of things
    > like month over month retail sales, industrial production, durable
    > goods orders, that the rate of economic contraction is CLEARLY tapering
    > off compared to what was happening during the last two quarters (I
    > know, bears only like looking at YOY charts because it makes things
    > look worse than they are - quarterly GDP growth could give a crap
    > less about what was happening a year ago, though). It would be PESSIMISTIC
    > to assume 4% GDP contraction for the 2nd quarter - probably more
    > like 2%. Assuming the rate of trajectory, that would easily be 0%
    > or even growth in the 3rd quarter. Now add in the 2.8% from the
    > stimulus, and then think about what happens if the stimulus actually
    > does what it is supposed to do - we'll have inventory shortages in
    > no time and that is what causes a V shaped recovery. It will be
    > just like 1975. Go look at the historical GDP and employment numbers
    > for 1974-75 to see what a V shaped recovery looks like (or almost
    > any deep recession like this one for that matter).
    > Another thing the ECRI has pointed out is that V shaped recoveries
    > aren't all that they are cracked up to be - they usually create inflation,
    > new bubbles, and are often followed by another recession in a shorter
    > period of time than a U or L shaped recovery. So if you just get
    > your jollies on pessimism, you can always look forward to that.
    May 17, 2009. 10:33 PM | Likes Like |Link to Comment
  • Warnings from the President: This Is a Bear Market Rally [View article]
    thiazole - You need to visit , this will fix the problem.

    On May 15 09:53 AM thiazole wrote:

    > **** I hate this forum. One more time:
    > /~thiazole/
    > 1974vs2008DowChart
    > Recentered1.JPG
    May 17, 2009. 09:12 PM | Likes Like |Link to Comment
  • Tudor Investment Takes New Positions in Financials, Among Others [View article]
    Looks like they picked some losers and dumped them at the bottom. Then they turned around and bought another batch of losers. Well, there are some winners in there but sheesh, it looks a bit like shotgun trading....?
    May 15, 2009. 01:56 AM | Likes Like |Link to Comment
  • Trident Microsystems: Minimal Downside Risk, Maximum Potential [View article]
    "Full Disclosure: We have a holding in Trident Microsystems, Inc. (TRID). "

    For how long?
    May 9, 2009. 05:29 PM | Likes Like |Link to Comment
  • Two Companies Poised To Ride the Palladium Rush (SWC, PAL) [View article]
    Good idea, thanks for the suggestion!
    May 2, 2009. 09:23 PM | Likes Like |Link to Comment
  • The Current Stagnation of Natural Gas Vehicles in America [View article]
    How about Fiat motor company? You know, the company that is "buying" Chrysler. Don't they have a natural gas automobile technology? The answer is YES!

    BTW, I don't see why the hydrogen couldn't be extracted from NG by catalytic processes, it might be easier to accomplish than many other production methods.

    Or, perhaps the promise of cold fusion will become the answer? That would be bullish for palladium, by the way.
    May 2, 2009. 09:04 PM | Likes Like |Link to Comment
  • U.S. Big Banks: Survival of the Simplest [View article]
    Good article Mr. Hutchinson, it's refreshing to read your alternative suggestions of where the banking sector could be headed as opposed to others who demand their ideas be implemented. Wonderful style, logical, and unconvoluted.

    Thank you!
    Apr 14, 2009. 11:29 AM | Likes Like |Link to Comment
  • Citigroup: The Death of Buy-and-Hold Investing? [View article]
    This is quickly becoming a NINJA global economy. We'll be lucky to see only double digit unemployment judging by the rapid rate of economic deterioration we're witnessing. Already, California has double digit unemployment and the impact from the global slowdown has only just begun.

    We'll be lower tomorrow and again the next day, I don't see many positive indicators on the horizon. Perhaps greed is now short the market, which could possibly bring about a quicker end to this nightmare.
    Mar 2, 2009. 01:36 PM | Likes Like |Link to Comment
  • Mr. Market Has Spoken [View article]
    The laws of free markets apply only to those who are subject to risk. The entire banking industry and US congress have isolated themselves from risk at the expense of the world economy for many years now. They have given away the contents of American wealth, while managing to turn the world against them, including the American people. These men (and women) refuse to admit what happened and take corrective action because they themselves are so corrupt and arrogant, they cannot acknowledge even to themselves their mistakes. They will pursue the same agenda until at some point, the entire economy either collapses and falls to some other form of regime. History always repeats itself.
    Feb 24, 2009. 04:06 PM | 2 Likes Like |Link to Comment