ValueInvestor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/176889/comments http://seekingalpha.com/article/174028-marc-farber-gold-will-never-fall-below-1-000-again?source=feed#comment-765553 765553
It might take several years but gold will definitely be below $1,000, its just a matter of time.]]> Wed, 18 Nov 2009 12:01:52 -0500
It might take several years but gold will definitely be below $1,000, its just a matter of time.]]> http://seekingalpha.com/article/173794-are-interest-rates-headed-up?source=feed#comment-764324 764324
Well they certainly aren't heading down. Its just a matter of time before they do. I figure the middle of 2010 (or earlier) is when they start raising them.]]> Tue, 17 Nov 2009 16:46:52 -0500
Well they certainly aren't heading down. Its just a matter of time before they do. I figure the middle of 2010 (or earlier) is when they start raising them.]]> http://seekingalpha.com/article/172091-so-you-want-to-run-a-hedge-fund?source=feed#comment-752916 752916
The performance/incentive fee is where the real money is. I would say 20% is high. 10% would be more appropriate IMO. Also, the SEC should pass a law stating all hedge fund managers should work as a fiduciary for all clients.]]> Mon, 09 Nov 2009 16:25:31 -0500
The performance/incentive fee is where the real money is. I would say 20% is high. 10% would be more appropriate IMO. Also, the SEC should pass a law stating all hedge fund managers should work as a fiduciary for all clients.]]> http://seekingalpha.com/article/172121-more-gm-magna-fallout-what-russia-will-have-to-learn?source=feed#comment-752792 752792 Mon, 09 Nov 2009 15:02:45 -0500 http://seekingalpha.com/news/market_currents/post/36140?source=feed#comment-752772 752772
Just because something isn't back to an all-time high doesn't mean it isn't a bubble.]]> Mon, 09 Nov 2009 14:53:18 -0500
Just because something isn't back to an all-time high doesn't mean it isn't a bubble.]]> http://seekingalpha.com/news/market_currents/post/36008?source=feed#comment-752700 752700 Mon, 09 Nov 2009 14:08:46 -0500 http://seekingalpha.com/article/171610-crisis-in-context-this-time-is-different-eight-centuries-of-financial-folly-by-carmen-m-reinhart-and-kenneth-s-rogoff?source=feed#comment-752678 752678
The 4 most dangerous words in finance. When will people learn, times change and the little things might be different, but ECONOMIC FORCES DON'T CHANGE. Debt is debt and it doesn't magically disappear. Who are the morons that believe this junk, oh yeah Alan Greenspan.]]> Mon, 09 Nov 2009 13:49:24 -0500
The 4 most dangerous words in finance. When will people learn, times change and the little things might be different, but ECONOMIC FORCES DON'T CHANGE. Debt is debt and it doesn't magically disappear. Who are the morons that believe this junk, oh yeah Alan Greenspan.]]> http://seekingalpha.com/article/171820-wall-street-dumb-as-it-ever-was?source=feed#comment-748298 748298
THATS 800,000 JOBS PEOPLE. An overstatement that big reeks of government deception. I wouldn't trust a lot of the numbers they throw out.]]> Fri, 06 Nov 2009 12:53:21 -0500
THATS 800,000 JOBS PEOPLE. An overstatement that big reeks of government deception. I wouldn't trust a lot of the numbers they throw out.]]> http://seekingalpha.com/article/170844-breaking-up-the-big-banks-ackermann-vs-hoenig?source=feed#comment-744634 744634
The too big to fail mantra is getting old. ]]> Wed, 04 Nov 2009 13:29:50 -0500
The too big to fail mantra is getting old. ]]> http://seekingalpha.com/article/170855-commodities-how-to-trade-like-goldman-sachs?source=feed#comment-744565 744565
"Goldman is very bullish on Natural Gas. Their 3 month price target on Nat Gas is $6.50 while their 12 month target is $7.70. That is a 33% and 57% expected climb."

Uhmm, the 3 month price (March 10) is currently at $5.30 meaning an increase to $6.50 is only a 22.6% increase and the 12 month price (Dec 10) is currently at $6.60 meaning an increase to $7.70 is only a 16.6% increase.

Learn how the markets work before posting junk like this.]]> Wed, 04 Nov 2009 12:59:24 -0500
"Goldman is very bullish on Natural Gas. Their 3 month price target on Nat Gas is $6.50 while their 12 month target is $7.70. That is a 33% and 57% expected climb."

Uhmm, the 3 month price (March 10) is currently at $5.30 meaning an increase to $6.50 is only a 22.6% increase and the 12 month price (Dec 10) is currently at $6.60 meaning an increase to $7.70 is only a 16.6% increase.

Learn how the markets work before posting junk like this.]]> http://seekingalpha.com/article/169035-what-you-don-t-know-about-gaming-could-make-you-obsolete?source=feed#comment-742809 742809
Sure outdoor games can do wonders for the body, but not much for the mind. So a little of both is good IMO. ]]> Tue, 03 Nov 2009 14:47:50 -0500
Sure outdoor games can do wonders for the body, but not much for the mind. So a little of both is good IMO. ]]> http://seekingalpha.com/article/170602-google-voice-search-goes-to-china?source=feed#comment-741355 741355 Mon, 02 Nov 2009 18:28:34 -0500 http://seekingalpha.com/article/169727-google-s-android-vs-apple-history-repeats-itself?source=feed#comment-737381 737381 Fri, 30 Oct 2009 14:54:10 -0400 http://seekingalpha.com/article/170154-oil-supply-and-demand-hardly?source=feed#comment-737370 737370
They don't take delivery. They sell their positions before the last trading day.

koolsool,

Check out any oil sands companies annual report and you'll see that costs aren't as high as they make you beleive. Costs are closer to $50/barrel to extract, not $70 or $90 like some people state. ]]> Fri, 30 Oct 2009 14:48:58 -0400
They don't take delivery. They sell their positions before the last trading day.

koolsool,

Check out any oil sands companies annual report and you'll see that costs aren't as high as they make you beleive. Costs are closer to $50/barrel to extract, not $70 or $90 like some people state. ]]> http://seekingalpha.com/article/169392-have-we-reached-peak-oil?source=feed#comment-734435 734435
I'm not saying it necessarily makes up for the slower production from conventional oil, but disregarding it paints a darker picture than reality.]]> Wed, 28 Oct 2009 16:14:50 -0400
I'm not saying it necessarily makes up for the slower production from conventional oil, but disregarding it paints a darker picture than reality.]]> http://seekingalpha.com/article/169492-pig-farmers-are-making-me-nervous?source=feed#comment-734360 734360
“the investment desert is littered with the bones of those who bet on new paradigms” – Jeremy Grantham]]> Wed, 28 Oct 2009 15:08:46 -0400
“the investment desert is littered with the bones of those who bet on new paradigms” – Jeremy Grantham]]> http://seekingalpha.com/article/167565-the-secret-paulson-goldman-meeting?source=feed#comment-723914 723914

On Oct 21 02:25 AM John Aislabie wrote:

> What is the matter with everybody? The frenzied to need to show everything
> is a conspiracy is puerile.
> The guy has a social meeting with his old colleagues - only after
> checking with General Counsel. What is he supposed to do to stay
> in touch with the currents of banking activity? ~Chat with Last National
> of Podunk, Arkansas ?
> We should want our administrators to be well informed and preferably
> on first name terms with the movers and shakers, this stuff is much
> too serious to be handled by amateurs.]]> Wed, 21 Oct 2009 14:58:43 -0400

On Oct 21 02:25 AM John Aislabie wrote:

> What is the matter with everybody? The frenzied to need to show everything
> is a conspiracy is puerile.
> The guy has a social meeting with his old colleagues - only after
> checking with General Counsel. What is he supposed to do to stay
> in touch with the currents of banking activity? ~Chat with Last National
> of Podunk, Arkansas ?
> We should want our administrators to be well informed and preferably
> on first name terms with the movers and shakers, this stuff is much
> too serious to be handled by amateurs.]]> http://seekingalpha.com/article/166827-oil-outpacing-its-own-etf?source=feed#comment-717781 717781

On Oct 15 05:22 PM stockferret wrote:

> You think USO is sucking? Try the LEAPS on USO. My in-the-money
> 35 calls for 2011 only went up $.60 when USO was up $1.30 today.
> USO is a pos no matter how you play it...]]> Fri, 16 Oct 2009 13:33:26 -0400

On Oct 15 05:22 PM stockferret wrote:

> You think USO is sucking? Try the LEAPS on USO. My in-the-money
> 35 calls for 2011 only went up $.60 when USO was up $1.30 today.
> USO is a pos no matter how you play it...]]> http://seekingalpha.com/article/164066-the-hard-truth-courtesy-of-the-fdic?source=feed#comment-696876 696876
Since its essentially a pre-paid expense why shouldn't they amortize it. How is it any different than paying a utility bill in advance?]]> Wed, 30 Sep 2009 11:31:22 -0400
Since its essentially a pre-paid expense why shouldn't they amortize it. How is it any different than paying a utility bill in advance?]]> http://seekingalpha.com/article/163936-is-it-time-to-recognize-reality?source=feed#comment-695634 695634
When you see data specifying 7.6% of ALL mortgages are 30 days delinquent and 44% of sub-prime mortgages are delinquent you know there's still trouble in the deck.

www.reuters.com/articl...

This combined with credit card defaults is setting up a big fall. I honestly don't know how analysts can predict these huge earnings increases in the S&P 500. Where are the profits coming from if consumers have no spending cash? Sure there are a lot of people that still have jobs and enough disposable income, but its the margin that creates earnings growth and loss. A small change in consumer activity can cause a big change for companies.]]> Tue, 29 Sep 2009 13:32:40 -0400
When you see data specifying 7.6% of ALL mortgages are 30 days delinquent and 44% of sub-prime mortgages are delinquent you know there's still trouble in the deck.

www.reuters.com/articl...

This combined with credit card defaults is setting up a big fall. I honestly don't know how analysts can predict these huge earnings increases in the S&P 500. Where are the profits coming from if consumers have no spending cash? Sure there are a lot of people that still have jobs and enough disposable income, but its the margin that creates earnings growth and loss. A small change in consumer activity can cause a big change for companies.]]> http://seekingalpha.com/article/163305-aluminum-s-future-a-mixed-bag?source=feed#comment-691269 691269
As a commodities trader I can tell you, whenever a commodity hits an all-time real low it has nowhere to go but up. Sure it can go lower in the short term, but it can't go much lower for very long. The economic forces at those prices would put every single producer on the planet out of business if nothing changes, but it will, so it naturally the price willl go higher. Buying long term calls would pay off handsomely.

Remember, a commodity isn't a stock, it can't go to zero. Also, investing in the commodity instead of a company means you don't have to worry about poor hedging techniques, management errors, strikes in foreign countries, credit problems etc. ]]> Fri, 25 Sep 2009 14:34:32 -0400
As a commodities trader I can tell you, whenever a commodity hits an all-time real low it has nowhere to go but up. Sure it can go lower in the short term, but it can't go much lower for very long. The economic forces at those prices would put every single producer on the planet out of business if nothing changes, but it will, so it naturally the price willl go higher. Buying long term calls would pay off handsomely.

Remember, a commodity isn't a stock, it can't go to zero. Also, investing in the commodity instead of a company means you don't have to worry about poor hedging techniques, management errors, strikes in foreign countries, credit problems etc. ]]> http://seekingalpha.com/article/161211-cramer-s-mad-money-how-to-trade-earnings-9-11-09?source=feed#comment-676536 676536 Mon, 14 Sep 2009 17:23:47 -0400 http://seekingalpha.com/article/73798-overstock-com-patrick-byrne-s-tenuous-grasp-of-reality?source=feed#comment-670843 670843 Thu, 10 Sep 2009 16:05:10 -0400 http://seekingalpha.com/article/51865-patrick-byrne-s-staggering-history-of-lies?source=feed#comment-670836 670836 Thu, 10 Sep 2009 15:59:28 -0400 http://seekingalpha.com/news/market_currents/post/29877?source=feed#comment-616709 616709
WTF? good signs? Those are all still pointing downward.]]> Wed, 05 Aug 2009 14:48:55 -0400
WTF? good signs? Those are all still pointing downward.]]> http://seekingalpha.com/article/153574-ford-takes-advantage-of-cash-for-clunkers?source=feed#comment-616627 616627 Wed, 05 Aug 2009 13:58:24 -0400 http://seekingalpha.com/article/151795-fair-value-for-the-s-p-500-tell-me-lies-sweet-little-lies?source=feed#comment-605227 605227 Tue, 28 Jul 2009 13:13:26 -0400 http://seekingalpha.com/article/151430-high-frequency-trading-we-fear-what-we-do-not-understand?source=feed#comment-603924 603924
This might be true in theory, but in practice the prices the exchange charge are too high for the majority of smaller Firms and therefore it is only realistic for the "big boys" to use this info. This isn't a fair system.]]> Mon, 27 Jul 2009 14:02:49 -0400
This might be true in theory, but in practice the prices the exchange charge are too high for the majority of smaller Firms and therefore it is only realistic for the "big boys" to use this info. This isn't a fair system.]]> http://seekingalpha.com/article/149473-some-nortel-workers-threaten-violence-if-severance-is-unsatisfactory?source=feed#comment-595352 595352 Mon, 20 Jul 2009 13:45:43 -0400 http://seekingalpha.com/article/149858-is-goldman-starting-to-offload-its-prop-positions?source=feed#comment-595327 595327

On Jul 20 11:44 AM Homer II wrote:

> all you skeptics and leeries just need to buy GS and stop worrying
> about rigged markets. If you had started last year, with tight stops
> you would now be sitting on a double (or better)]]> Mon, 20 Jul 2009 13:26:56 -0400

On Jul 20 11:44 AM Homer II wrote:

> all you skeptics and leeries just need to buy GS and stop worrying
> about rigged markets. If you had started last year, with tight stops
> you would now be sitting on a double (or better)]]>