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J Collins

J Collins
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  • A Brief History Of Gold And Why It's Overvalued By A Factor Of 2 [View article]
    @mswyman: According to the data put forth on the website of St. Louis Federal Reserve, in 1980, ratio of "Total Public Debt to GDP" stood at close to 30%. Today it has risen to over 100%.
    Feb 13, 2014. 04:05 PM | 1 Like Like |Link to Comment
  • A Brief History Of Gold And Why It's Overvalued By A Factor Of 2 [View article]
    Unsustainable sovereign debt level has invariably led to subsequent monetary instability in the economy and gold has been the hedge of choice against such a monetary instability. Where does this record increase in modern sovereign debt fit in your calculation?
    Feb 13, 2014. 03:02 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    At around $150 IBM should translate into a decent long term play. At current levels it seems a bit overpriced and one can't ignore its large long term debt overhead in conjunction with the below average growth in revenues.
    Nov 24, 2013. 03:34 PM | Likes Like |Link to Comment
  • Where Are The Bears? [View article]
    This market may keep rising for as long as Fed keeps pumping QE infinity into it. But once this artificial liquidity ramp weakens for whatever reasons, we shall witness a historic correction which could safely be termed as mother of all corrections. And everyone who is anyone in the financial circles knows this very well.
    Nov 1, 2013. 10:42 AM | Likes Like |Link to Comment
  • Buffett Is Right On Gold Investing [View article]
    I agree with Mr. Buffett that one cannot eat gold. But can we eat currency notes?
    Nov 1, 2013. 09:54 AM | 14 Likes Like |Link to Comment
  • Short Netflix After Q3 Results: Fair Value $70 Per Share, 80% Downside Potential [View article]
    NFLX is overpriced only by about 20% in my view. So shorting it with Icahn invested in the stock can be a risky affair (and I think Ackman would agree with that.)
    Oct 22, 2013. 08:42 AM | 1 Like Like |Link to Comment
  • L&L Energy's Falsely Disclosed Phoenician Deal [View article]
    For Chinese companies in general and the ones that got listed through reverse mergers in particular: caveat emptor!
    Oct 22, 2013. 08:24 AM | Likes Like |Link to Comment
  • JPMorgan reaches tentative $13B settlement with DOJ [View news story]
    If a corporate entity is willing to pay a fine to the tune of $13 billion, it is reasonable to speculate about the magnitude of wrong doing that was originally at play.
    Oct 20, 2013. 12:40 PM | 1 Like Like |Link to Comment
  • Evans adds new demands in order to cut stimulus [View news story]
    Must be music to all those fat cats on Wall Street...
    Oct 17, 2013. 02:22 PM | Likes Like |Link to Comment
  • The Mythology Of Tesla's Valuation [View article]
    TSLA is a great case study of a bubble-in-progress and how so many people can't see it while it is in progress but will be so obvious to almost everyone in hindsight, 5-10 years down the road.
    Oct 16, 2013. 01:13 PM | 8 Likes Like |Link to Comment
  • A Nobel Prize Winner On Alpha [View article]
    EMH merely serves as a means to discourage small investors from doing due diligence and thereby precluding them from becoming better investors over time. Wall Street thrives on this myth called efficient market hypothesis that has been so successfully disseminated by the media amongst the small investors. Mutual funds' poor performance should by no means be construed as validation of the flawed EMH. It just reflects the fact that Wall Street has rigged the game in a way where heads they win and tails you lose! Mutual fund managers get paid handsomely despite turning in awful performance over the longer run. And if they can somehow manage to end a quarter or two in the top quartile, they get rewarded with hefty bonuses on top of already hefty paychecks! Only if fund managers' remuneration where to hinge on long term returns (5-10 year time frames) with appropriate claw back provisions for sleeping at the wheels, the fund industry returns could be relied upon for validating the EMH. Right now citing underperformance of mutual fund industry as proof of the greatness of EMH is merely conjecture at best and downright misleading at worst.
    Oct 16, 2013. 01:35 AM | 1 Like Like |Link to Comment
  • What Does It Really Cost To Mine Gold: The Iamgold Second Quarter Edition [View article]
    User878 can you please shed some light on how much debt was outstanding at that point in time you are referring to?
    Oct 12, 2013. 03:39 PM | 2 Likes Like |Link to Comment
  • JPMorgan Chase CEO Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    Why is JPM considering paying billions of dollars in fines to regulators if it has done no wrong?
    Oct 11, 2013. 03:47 PM | Likes Like |Link to Comment
  • Gold sell-off tied to single trade: Nanex [View news story]
    The massive LIBOR manipulation was NEVER a manipulation till it finally came out in the open for everyone to see. So anyone who suggests that banks are incapable of market manipulation has no legs to stand on.
    Oct 11, 2013. 02:56 PM | 5 Likes Like |Link to Comment
  • Going Neutral On Marvell [View article]
    Paulo on June 5th the closing price of MRVL was $10.71 and not $12.03 as stated in your opening line.
    Oct 5, 2013. 12:33 PM | Likes Like |Link to Comment