fatcat's Comments fatcat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/180375/comments Thursday Outlook: Commodities, Global Markets http://seekingalpha.com/article/168060-thursday-outlook-commodities-global-markets?source=feed#comment-724768 724768
That explains it..

Thanks again for your work,Dave.]]> Thu, 22 Oct 2009 05:17:45 -0400
That explains it..

Thanks again for your work,Dave.]]> First Impressions Don't Mean Much to Dick Bove http://seekingalpha.com/article/168055-first-impressions-don-t-mean-much-to-dick-bove?source=feed#comment-724766 724766
He's worthless...]]> Thu, 22 Oct 2009 05:11:05 -0400
He's worthless...]]> Looking for Potential Sinkers in the S&P 1500 http://seekingalpha.com/article/167045-looking-for-potential-sinkers-in-the-s-p-1500?source=feed#comment-720123 720123
Wish I had listened more often...could have avoided some of the pain...oh,well...


On Oct 16 06:47 PM SeekingTruth wrote:

> Richard, I read with great interest your splendid article :
> VOLUME PERSPECTIVE ON US & CHINA ETF's and will study it at length
> over time , it's a "keeper" for sure.
> Many thanks for responding to a reader request so well and quickly.
>
> In at least a purely financial sense (really more), I am moved to
> think that SA could also be an abbreviation for :
> "Saints Abound", which you have clearly demonstrated with this treasure
> trove of info about a subtle but hugely important subject.
> I also agree completely with the article Summary and view's that
> you provided.
> I'm also sure this article will get the attention and appreciation
> of those owning the listed stocks as well.
> All I have to do now is dig in and enjoy!
> Many Thanks again.]]> Mon, 19 Oct 2009 02:35:41 -0400
Wish I had listened more often...could have avoided some of the pain...oh,well...


On Oct 16 06:47 PM SeekingTruth wrote:

> Richard, I read with great interest your splendid article :
> VOLUME PERSPECTIVE ON US & CHINA ETF's and will study it at length
> over time , it's a "keeper" for sure.
> Many thanks for responding to a reader request so well and quickly.
>
> In at least a purely financial sense (really more), I am moved to
> think that SA could also be an abbreviation for :
> "Saints Abound", which you have clearly demonstrated with this treasure
> trove of info about a subtle but hugely important subject.
> I also agree completely with the article Summary and view's that
> you provided.
> I'm also sure this article will get the attention and appreciation
> of those owning the listed stocks as well.
> All I have to do now is dig in and enjoy!
> Many Thanks again.]]> American Austerity Is About to Begin http://seekingalpha.com/article/167101-american-austerity-is-about-to-begin?source=feed#comment-720120 720120
Can't say that for many pols...hope he doesn't change when he becomes one....]]> Mon, 19 Oct 2009 02:26:45 -0400
Can't say that for many pols...hope he doesn't change when he becomes one....]]> Thursday Outlook: Commodities, Global Markets http://seekingalpha.com/article/157482-thursday-outlook-commodities-global-markets?source=feed#comment-708611 708611
thanks for your work...


On Oct 08 09:42 AM David Fry wrote:

> I should have mentioned we returned an item to Best Buy and noticed
> that the TV we had purchased at the same time a few days earlier
> had its heavily discounted price slashed another $200 which the store
> credited us.
>
> I guess we should go there once a week until the 30 day price guarantee
> expires.
>
> We also were looking for office chairs but none of the big box stores
> carried them any longer--Macy's, J.C. Penny, Sears and so forth.
> But my wife noticed the incredible amount of merchandise, particularly
> clothing, that stores maintained. Further, there were very few people
> manning the cash registers.
>
> This is view from the Fry's in a large mall in Manchester, NH. Hardly
> very scientific.]]> Thu, 08 Oct 2009 10:19:36 -0400
thanks for your work...


On Oct 08 09:42 AM David Fry wrote:

> I should have mentioned we returned an item to Best Buy and noticed
> that the TV we had purchased at the same time a few days earlier
> had its heavily discounted price slashed another $200 which the store
> credited us.
>
> I guess we should go there once a week until the 30 day price guarantee
> expires.
>
> We also were looking for office chairs but none of the big box stores
> carried them any longer--Macy's, J.C. Penny, Sears and so forth.
> But my wife noticed the incredible amount of merchandise, particularly
> clothing, that stores maintained. Further, there were very few people
> manning the cash registers.
>
> This is view from the Fry's in a large mall in Manchester, NH. Hardly
> very scientific.]]> Money Supply: The Myth of Hyperinflation http://seekingalpha.com/article/159833-money-supply-the-myth-of-hyperinflation?source=feed#comment-661443 661443
If we had enough jobs,we wouldn't be having this conversation.....We don't even make our own shoes and underwear anymore.]]> Fri, 04 Sep 2009 07:46:09 -0400
If we had enough jobs,we wouldn't be having this conversation.....We don't even make our own shoes and underwear anymore.]]> Game On for the Markets? http://seekingalpha.com/article/159340-game-on-for-the-markets?source=feed#comment-656014 656014
Very hard to be a trader right now...]]> Tue, 01 Sep 2009 08:55:39 -0400
Very hard to be a trader right now...]]> Sony (SNE) plans to put Google's (GOOG) browser on laptops in the U.S., the first such deal for Chrome since its debut. Google says it wants similar deals with other PC firms; without those partnerships, the Sony deal may be too small to matter. http://seekingalpha.com/news/market_currents/post/31628?source=feed#comment-655944 655944
Surprised it hasn't gained more traction...]]> Tue, 01 Sep 2009 08:18:03 -0400
Surprised it hasn't gained more traction...]]> Why Aren't Bond Yields Any Higher? http://seekingalpha.com/article/157904-why-aren-t-bond-yields-any-higher?source=feed#comment-643178 643178
It's coming...]]> Mon, 24 Aug 2009 10:01:12 -0400
It's coming...]]> According to bank analyst Dick Bove, many bank stocks sell at higher multiples today than during the high-growth 2002-06 period. What's more, "those companies with the least chance of recapturing their 2007 earnings peak" performed best in the recent rally. Bove suggests investors buy 'high quality' banks (including HCBK and JPM), "not the ones perceived to be offering the biggest 'bang for the buck.'" http://seekingalpha.com/news/market_currents/post/31135?source=feed#comment-643168 643168 Mon, 24 Aug 2009 09:57:02 -0400 Short Interest Update on Sears http://seekingalpha.com/article/157880-short-interest-update-on-sears?source=feed#comment-642984 642984 Mon, 24 Aug 2009 08:46:56 -0400 Friday Roundup: Commodities, Emerging Markets http://seekingalpha.com/article/157647-friday-roundup-commodities-emerging-markets?source=feed#comment-640873 640873 Sat, 22 Aug 2009 09:29:56 -0400 High-quality companies - those with a "wide moat" between them and the competition - are getting dusted in this rally, says Morningstar's Jeremy Glaser. Lower-quality companies are up more than 26% vs. the high-quality firms' +4.8%. http://seekingalpha.com/news/market_currents/post/31079?source=feed#comment-640857 640857 Sat, 22 Aug 2009 09:13:11 -0400 Friday Outlook: Commodities, Global Markets http://seekingalpha.com/article/151709-friday-outlook-commodities-global-markets?source=feed#comment-629509 629509 Fri, 14 Aug 2009 07:59:05 -0400 Retail Sales Disappoint - Again http://seekingalpha.com/article/155955-retail-sales-disappoint-again?source=feed#comment-628345 628345
This would certainly be bullish for grocery chains....]]> Thu, 13 Aug 2009 11:54:19 -0400
This would certainly be bullish for grocery chains....]]> Wells Fargo: Whatever Happened to Bank Bears? http://seekingalpha.com/article/155945-wells-fargo-whatever-happened-to-bank-bears?source=feed#comment-628219 628219
Only a fool would fail to see that the banks are years away from shedding their massive problems..]]> Thu, 13 Aug 2009 11:01:41 -0400
Only a fool would fail to see that the banks are years away from shedding their massive problems..]]> Ford (F +1.4%) says it plans to cut the number of its suppliers almost in half by year's end, to 850 from a current list of 1,683, and with a long-term goal to shrink it to 750. http://seekingalpha.com/news/market_currents/post/30112?source=feed#comment-619897 619897 Fri, 07 Aug 2009 12:19:26 -0400 Fed reduces August Term Auction Facility ((TAF)) auctions to $200B from $250B, citing improving market conditions. The TAF was introduced in late 2007 to make it easier for cash-strapped banks to borrow from the Fed anonymously. http://seekingalpha.com/news/market_currents/post/28812?source=feed#comment-600810 600810
Wonder how many will go down tonight...Happy FDIC Friday...]]> Fri, 24 Jul 2009 10:12:31 -0400
Wonder how many will go down tonight...Happy FDIC Friday...]]> CIT's 5-Step Road to Too Big to Fail http://seekingalpha.com/article/149819-cit-s-5-step-road-to-too-big-to-fail?source=feed#comment-594732 594732 Mon, 20 Jul 2009 07:46:37 -0400 Zubin Jelveh says Stan Liebowitz's WSJ piece on negative-equity forelosures is another instance of the walk-away myth: "With the economic picture as gloomy as it currently is, and the government having just bailed out big institutions to the tune of $700 billion, is it crazy for an underwater homeowner to keep paying his/her mortgage and hope for assistance from the government?" http://seekingalpha.com/news/market_currents/post/27262?source=feed#comment-574475 574475
I remember when car loans were assumable,you could catch a guy getting killed on a trade-in,after paying 2yrs on a 3yr note,and assume it for nothing.Great deal for everyone.

Course,back then a car wouldn't last but 4 yrs!!]]> Sun, 05 Jul 2009 11:19:58 -0400
I remember when car loans were assumable,you could catch a guy getting killed on a trade-in,after paying 2yrs on a 3yr note,and assume it for nothing.Great deal for everyone.

Course,back then a car wouldn't last but 4 yrs!!]]> State Budget Gaps and Investment Implications http://seekingalpha.com/article/146950-state-budget-gaps-and-investment-implications?source=feed#comment-574459 574459
I was a muni salesman/specialist in the 80s...pretty boring back then,steady yields and good performance,no defaults...the good old days....

If you say the problems are bigger than you imagined,that scares the hell out of me...


On Jul 05 10:35 AM Richard Shaw wrote:

> fatcat -- you're right about the handwriting on the wall, but I was
> pleased to find the state-by-state detail and the exact forecasts,
> which in spite of the prior handwriting was shocking to me to see
> the magnitude of the problem -- it is even bigger than I imagined]]> Sun, 05 Jul 2009 11:01:40 -0400
I was a muni salesman/specialist in the 80s...pretty boring back then,steady yields and good performance,no defaults...the good old days....

If you say the problems are bigger than you imagined,that scares the hell out of me...


On Jul 05 10:35 AM Richard Shaw wrote:

> fatcat -- you're right about the handwriting on the wall, but I was
> pleased to find the state-by-state detail and the exact forecasts,
> which in spite of the prior handwriting was shocking to me to see
> the magnitude of the problem -- it is even bigger than I imagined]]> State Budget Gaps and Investment Implications http://seekingalpha.com/article/146950-state-budget-gaps-and-investment-implications?source=feed#comment-574275 574275 Sun, 05 Jul 2009 06:36:29 -0400 David Rosenberg on the 'Cheery' .6% Case-Shiller Decline http://seekingalpha.com/article/146928-david-rosenberg-on-the-cheery-6-case-shiller-decline?source=feed#comment-574271 574271
I don't know where this ends,but its sure not going to be pretty...]]> Sun, 05 Jul 2009 06:27:59 -0400
I don't know where this ends,but its sure not going to be pretty...]]> There's No Lying in Government Statistics: The Labor Market Is Still Down http://seekingalpha.com/article/146687-there-s-no-lying-in-government-statistics-the-labor-market-is-still-down?source=feed#comment-572116 572116
This was not the case in the 83 recession....so maybe it truly is different this time..]]> Thu, 02 Jul 2009 16:25:53 -0400
This was not the case in the 83 recession....so maybe it truly is different this time..]]> Job Losses Signaling Recession Isn't Over http://seekingalpha.com/article/146765-job-losses-signaling-recession-isn-t-over?source=feed#comment-572050 572050 Thu, 02 Jul 2009 15:46:49 -0400 Wednesday Outlook: Commodities, Global Markets http://seekingalpha.com/article/146355-wednesday-outlook-commodities-global-markets?source=feed#comment-569534 569534 Wed, 01 Jul 2009 06:36:48 -0400 Ivy League Endowments Are Stuck in a Rut - Barron's http://seekingalpha.com/article/145870-ivy-league-endowments-are-stuck-in-a-rut-barron-s?source=feed#comment-566185 566185
I suspect a lot of state and local retirement funds are in the same predicament...I know CA. has a lot of RE investments that way upside down...

Anyway,good reporting Eli...]]> Sun, 28 Jun 2009 18:47:07 -0400
I suspect a lot of state and local retirement funds are in the same predicament...I know CA. has a lot of RE investments that way upside down...

Anyway,good reporting Eli...]]> Positioning for When Water Runs Out: Part II http://seekingalpha.com/article/145580-positioning-for-when-water-runs-out-part-ii?source=feed#comment-565009 565009
If it wasn't so cold there,I might consider moving....their water will make a big impact in the future,IMO...]]> Sat, 27 Jun 2009 14:23:22 -0400
If it wasn't so cold there,I might consider moving....their water will make a big impact in the future,IMO...]]> Tuesday Outlook: Commodities, Global Markets http://seekingalpha.com/article/144735-tuesday-outlook-commodities-global-markets?source=feed#comment-558679 558679 Tue, 23 Jun 2009 08:54:26 -0400 Another Friday night and two more banks check out: The 38th and 39th bank failures of the year take place in Georgia and North Carolina. http://seekingalpha.com/news/market_currents/post/26341?source=feed#comment-555045 555045 Sat, 20 Jun 2009 07:17:38 -0400