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fatcat

fatcat
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  • How Much Gold DO You Need? [View article]
    My gold allocation has been 10% over the last 10yrs,my average cost is about $500 oz. Now its worth double,so thats 20%...and if it goes to $1500 ,Thats 30% or more as other assets lose value.

    A great insurance policy for preservation of wealth....but I started 10yrs ago.I'm not sure if you would get the same benefit starting at todays prices...
    Jun 2, 2009. 01:21 PM | 4 Likes Like |Link to Comment
  • Telltale Signs That a Significant Correction Isn't Imminent [View article]
    I still don't understand why the interventionist gov. has allowed the run in oil to continue,since this is counter to any recovery effort.I would have expected +-$50 for some time to come....
    Jun 2, 2009. 08:29 AM | 2 Likes Like |Link to Comment
  • Goldman Sachs Principal Transactions Update: Collapse in Agency Program Trading Volume [View article]
    It may not be so much to make the market go up,as to maintain current levels,at least thru summer.

    They better start forcing the oil market back down a bit,or all the shoots are going to turn brown...
    May 31, 2009. 09:50 AM | 6 Likes Like |Link to Comment
  • Eight Notes on the U.S. Government's Effects on the Economy [View article]
    Dr.Merkel...this is very much a "stream of consciousness" article....the kind Joyce usually wrote after consuming a bottle or two of wine.

    Point #2 is spot on....a needy borrower always pays a higher rate...always..
    May 31, 2009. 07:36 AM | Likes Like |Link to Comment
  • How Today's 2.46% Dividend Yield Could Destroy Your Wealth [View article]
    If oil and commodity prices continue to rise,the consumer will be further pressured and corp. earning will be murdered.

    How bout that for a wilted sprout...
    May 30, 2009. 07:38 AM | 8 Likes Like |Link to Comment
  • Sell in May? Not This Time [View article]
    Your article is a contradiction...you say not this time,but yet you go on to say why you think the rally is overdone.

    Yesterday afternoon was a good time to go away for the average investor....
    May 30, 2009. 07:30 AM | 9 Likes Like |Link to Comment
  • Irish biotech Elan (ELN) is talking with Bristol-Myers Squibb (BMY) about selling BMY a minority stake, it was revealed Friday. The deal is structured in a way that could be a precursor to a full takeover, according to the WSJ. ELN +21% after hours; BMY +1.79%.  [View news story]
    12 beers....wow thats a lot...

    You may be lucky you didn't have a dog in this one...I got blindsided not once,but twice last year on Elan.It was my biggest loser in 08....

    Look at the chart,its amazing...


    On May 30 01:42 AM doubleguns wrote:

    > How does one comment at 1:05 in the morning after 12 beers about
    > this type of take over. Unfortunately I have not dog in this fight.
    > This is obviously a big dog fight however.
    >
    > Pharmas are in the mix and this is probably one of the biggies.
    May 30, 2009. 06:13 AM | Likes Like |Link to Comment
  • Weekly Roundup: Strong Finish to a Choppy Week [View article]
    I opened small positions on double short USO and QQQ Thursday,just to be trading....or should I say giving money away.

    As soon as it moves my way a little bit,I'm out for awhile....there's no way to fight GS,MS,and the boyz...
    May 30, 2009. 06:07 AM | 1 Like Like |Link to Comment
  • CENSORSHIP [View instapost]
    James,I don't like censorship either,in general,but I also don't want to see porno dvds displayed along with the Disney movies at Blockbuster.

    There has to be sane limits..

    Love your writings...thanks.
    May 29, 2009. 12:06 PM | 2 Likes Like |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    Thanks Dave....I've noticed you aren't covering Dr. Copper in your articles like in the past....has that metal lost importance in your mind?

    Thoughts ,anyone?
    May 28, 2009. 06:54 AM | Likes Like |Link to Comment
  • With Commercial Real Estate's Bleak Outlook, Tread Lightly [View article]
    The expectation that the reits will be bailed out is buoying the market...


    On May 23 10:25 AM jdl51 wrote:

    > I keep hearing about the commercial real estate crash but SRS keeps
    > falling and is near its low. Someone is driving the commercial REITS
    > up.
    May 23, 2009. 01:03 PM | Likes Like |Link to Comment
  • My Thoughts on Gold [View instapost]
    When you buy a insurance policy to protect your property,you expect the premium to be lost every year....why would a premium on the golden policy be different.

    My gold is the "just in case' part of my portfolio...but since I've legged in over the past 10yrs,I got to keep my premium,too.

    there is no reason to think any differently for the next 10yrs....
    May 23, 2009. 05:09 AM | Likes Like |Link to Comment
  • Geithner says he's committed to trimming the bulging budget deficit and maintaining the U.S.'s AAA rating: "It's very important that this Congress and this president put in place policies that will bring those deficits down to a sustainable level over the medium term." Treasurys and stocks came under heavy selling yesterday, which influential bond trader Bill Gross said was due to concerns over America's AAA rating.  [View news story]
    Gross says nothing without approval from treasury/fed.This is more manipulation of markets,with the help of the rating agencies.

    Lies,lies and more lies....
    May 22, 2009. 07:47 AM | 3 Likes Like |Link to Comment
  • Jeff Macke's bizarre attack on fellow CNBC commentator Dennis Kneale is making the rounds. If anyone has the faintest idea what he's talking about, let us know in the comments.  [View news story]
    He was a little incoherent on the fast money show earlier....maybe a blood sugar plunge?
    May 20, 2009. 03:32 PM | 1 Like Like |Link to Comment
  • Housing Starts at Underappreciated New Low [View article]
    Anyone know how to short the marble countertop business?LOL..
    May 20, 2009. 06:14 AM | 3 Likes Like |Link to Comment
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