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fatcat

fatcat
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  • David Rosenberg on the 'Cheery' .6% Case-Shiller Decline [View article]
    Wow,thats a ugly chart....the unemployed or underemployed usually don't buy houses,and now with the new rules(20% down,good credit,sufficient income,etc),the buyer pool is shrinking fast.

    I don't know where this ends,but its sure not going to be pretty...
    Jul 5 06:27 AM | 3 Likes Like |Link to Comment
  • There's No Lying in Government Statistics: The Labor Market Is Still Down [View article]
    Good analysis,but with some holes...how does several million illegals or legal temps,who live 5 or 6 to the house and send half of their earnings back to a foreign country,change the equation?They consume very little ,but displace other "discouraged workers"

    This was not the case in the 83 recession....so maybe it truly is different this time..
    Jul 2 04:25 PM | 9 Likes Like |Link to Comment
  • Job Losses Signaling Recession Isn't Over [View article]
    There can be no jobless recovery in a 70% consumer economy....does not make sense...its only transfer payments from the gov.
    Jul 2 03:46 PM | 3 Likes Like |Link to Comment
  • Wednesday Outlook: Commodities, Global Markets [View article]
    @Cetin....I don't think Mr.Fry gives advice to the casual reader of SA...just the facts...
    Jul 1 06:36 AM | 10 Likes Like |Link to Comment
  • Ivy League Endowments Are Stuck in a Rut - Barron's [View article]
    A horrible market like we had would make most managers look bad,but illiquid markets in exotic assets makes the problem much worse...for instance,they were probably locked out of much the gains for the last few months,for lack of liquidity.

    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...
    Jun 28 06:47 PM | 2 Likes Like |Link to Comment
  • Positioning for When Water Runs Out: Part II [View article]
    In spite of its many problems,Michigan has tremendous water resources and a good base of employable plant workers and plant facilities.

    If it wasn't so cold there,I might consider moving....their water will make a big impact in the future,IMO...
    Jun 27 02:23 PM | 6 Likes Like |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    Great news for your family,Dave...Prayers can be answered...
    Jun 23 08:54 AM | 2 Likes Like |Link to Comment
  • 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.  [View news story]
    Also,one in Kansas...makes three...welcome back to reality...
    Jun 20 07:17 AM | Likes Like |Link to Comment
  • Assuming the $134B in U.S. bonds found smuggled in a suitcase carried by two Japanese men across Italy's border proves genuine, William Pesek wonders what it means for U.S. control of the world's core currency if someone can carry around the GDP of New Zealand. Either way Karl Denninger hopes this issue doesn't disappear into the night.  [View news story]
    It already has disappeared...the two men have been released,according to a Japanese newspaper who sent a reporter to Italy to investigate...
    Jun 17 06:20 PM | 2 Likes Like |Link to Comment
  • The Economy Is So Bad, Even Pawn Shops Are Suffering [View article]
    Pawn shops have been closing in our area(NC),many after years in business.Gold prices forced jewelry prices up,killing sales,and demand for tools is off as well.

    What saves it...you can scrap the gold jewelry for twice what you loaned or bought it for.If people give out of gold,the pawn business is dead.

    You can't make it on TVs and DVD players....
    Jun 16 06:29 PM | 1 Like Like |Link to Comment
  • After discussing Bank of America's (BAC) "horrific" loan losses, analyst Dick Bove boosts his price target to $19 from $5, saying confidence in the bank and its management is improving, and that it's becoming increasingly clear the Merrill Lynch acquistion was a good move. BAC +0.6% premarket to $13.81.  [View news story]
    And Bove is always right....the biggest bank shill of all...
    Jun 15 08:56 AM | Likes Like |Link to Comment
  • If It Looks Like a Bull, Walks Like a Bull, Acts Like a Bull… [View article]
    Say it ain't so,Chris.....the last bear has died.

    If you are a contrarian,this may be your signal...
    Jun 13 09:09 AM | Likes Like |Link to Comment
  • Harley-Davidson Fights Back from Negative Analysis [View article]
    If the Harleys in the garages of the wannabe bikers,the doctors,lawyers,etc,ever come to market,it would crush new sales.

    Most of the bikes I just mentioned haven't been cranked in years...
    Jun 10 11:41 AM | 2 Likes Like |Link to Comment
  • Wednesday Closing Update [View article]
    Why are we a day late on this report?
    Jun 3 04:33 PM | Likes Like |Link to Comment
  • The Sad Truth About Housing Data [View article]
    You don't mention the millions of units being held back from the market by the banks,according to some sources.

    If this is true,it would keep supply coming for several quarters,as sales improve....
    Jun 3 08:08 AM | 7 Likes Like |Link to Comment
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740 Comments
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