motherbird's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/174569/comments http://seekingalpha.com/article/86047-loss-of-clarity-on-chesapeake-s-peak?source=feed#comment-211203 211203
November of 1980 was the all-time high of energy with a weighting of 29.24% of the S&P 500. Its interesting to note that that same month and year saw the all time low for financials with a weighting of 4.49% of the S&P 500. Their weightings moved in the opposite directions over the next 23-25 years with energy bottoming at 5.31% in 2003 and financials topping at roughly 25% in 2005. Thier weightings move opposite each other over 20 something year cycles and reach extremes at the turn of those cycles.

It appears to me there is much market cap yet to be destroyed in financials. Likewise energy's market cap weighting would have to double from here before it reaches its historical extremes.]]> Mon, 21 Jul 2008 23:47:57 -0400
November of 1980 was the all-time high of energy with a weighting of 29.24% of the S&P 500. Its interesting to note that that same month and year saw the all time low for financials with a weighting of 4.49% of the S&P 500. Their weightings moved in the opposite directions over the next 23-25 years with energy bottoming at 5.31% in 2003 and financials topping at roughly 25% in 2005. Thier weightings move opposite each other over 20 something year cycles and reach extremes at the turn of those cycles.

It appears to me there is much market cap yet to be destroyed in financials. Likewise energy's market cap weighting would have to double from here before it reaches its historical extremes.]]> http://seekingalpha.com/article/83662-lehman-rebounds-as-market-plunges?source=feed#comment-197788 197788
Lehman and many other banks are on a collision course to the ash-heap of history. Time is the only variable.













l]]> Thu, 03 Jul 2008 08:46:28 -0400
Lehman and many other banks are on a collision course to the ash-heap of history. Time is the only variable.













l]]> http://seekingalpha.com/article/72220-general-electric-s-healthcare-disappointment?source=feed#comment-150447 150447
Because of the patients lack of incentive and the medical providers unrestrained incentive, health care costs have escalated to bubble like proportions. So much so that the word doctor has become synonymous with millionaire.

Both privatized insurance and socialized insurance, are doomed to collapse because both circumvent the consumer/producer negotiations.

Are we approaching that point? Is the bubble bursting in the health care industry? Politicians sure have been talking up solutions to rising health care costs over the last number of election cycles. The problem is that their solutions are what created the bubble in the first place (ie socialized medicine in the form of medicare and medicaid.) Now they want to expand the program to cover everyone beyond just seniors. If the politicians get their way, there may be another leg up for the health care providers with the expanded pool of new monies brought on by coercing all to participate in health care socialism.



]]> Mon, 14 Apr 2008 12:00:54 -0400
Because of the patients lack of incentive and the medical providers unrestrained incentive, health care costs have escalated to bubble like proportions. So much so that the word doctor has become synonymous with millionaire.

Both privatized insurance and socialized insurance, are doomed to collapse because both circumvent the consumer/producer negotiations.

Are we approaching that point? Is the bubble bursting in the health care industry? Politicians sure have been talking up solutions to rising health care costs over the last number of election cycles. The problem is that their solutions are what created the bubble in the first place (ie socialized medicine in the form of medicare and medicaid.) Now they want to expand the program to cover everyone beyond just seniors. If the politicians get their way, there may be another leg up for the health care providers with the expanded pool of new monies brought on by coercing all to participate in health care socialism.



]]> http://seekingalpha.com/article/71414-raising-chesapeake-energy-s-intrinsic-value-estimates?source=feed#comment-146650 146650 Mon, 07 Apr 2008 17:44:40 -0400