raising4daughters

Five Reasons the Market Could Crash This Fall

For all of you that are CERTAIN and KNOW that a 50% retracement is coming, I wonder if you've shorted SPY.

I get the sense that you're nothing but bizarro-world equivalents of the CNBC cheerleaders. One side is pump, pump, pump while the other is dump, dump, dump.

I lightened the US equity portion of my portfolio this week, but am still 40% US equities. When we go back down to S&P 700-800, I'll sell some treasuries and corporates to buy more US equities.

It's really not that hard.

Goldman's Success: Put Down Those Pitchforks

Fifth. The unlawful Federal Reserve is the fourth.


On Jul 19 10:24 AM HERO1957 wrote:

> Goldman Sachs is the fourth branch of government.

Investment Outlook: Lessons from Jim Abbott and the Wall of Worry

Not to disagree with everything you've said, but haven't we already had a lost decade. The S&P 500 was at 1300-1400 10 years ago.


On Apr 17 03:08 AM Fighting Yoda wrote:

> The whole system is rigged, with FASB 157 rigging was made official.
> Phony stress tests, Helicopter Ben knows no limits to printing money.
>
>
> The Govt. is desperately trying to prop up a failed system, it is
> not going to work.
>
> The rally has outlived itself, the most bullish are surprised by
> the rally. Thin volumes, no new money coming in - are signs of poor
> quality rally.
> It is going to end very badly - likely to have a lost decade - deflationary
> recession.

Added Debt Won't Rescue the Great American Ponzi Scheme

Eventually? If the gub'mint ran a $100B surplus every year (over and above interest payments) for 100 years, it could pay down a national debt of $10T. Surplus of $100B? Not likely any time soon. 100 years? Our unborn great-grandchildren will still be paying.


On Mar 23 06:47 AM etbob wrote:

> The economy will eventually recover. Growth will be slower than in
> the past, as debt needs to be paid down, by both gov't and individuals.
> This should lead to a sustained, gradual, recovery.

Buffett on the Credit Crisis: 'An Economic Pearl Harbor'

Amazing. This guy has made billions and has seen everything in his 80+ years. He actually sounds mildly bullish on this country (admittedly, he's been clear that there's still some bad medicine coming). Everyone, and I mean everyone, is telling us that the sky is falling and that we're headed for GD2.0.

When everyone is one one side and Buffet is on the other, it tells me that we're less than 1 year from the bottom.

Wall Street, R.I.P. Now What?

Crocodile tears. These guys have been making gobs of money for many years, skimming off the top of the wealth generated by REAL wealth-creating industries like mining, manufacturing, fishing, and the like.

In a weird sort of way, to me, this looks like the first step toward re-establishing sanity in this country. Maybe with the vampires on Wall Street gone, large manufacturers and conglomerates can actually make decent returns and reinvigorate the real wealth creating sector of our economy.