DaveW

67 Stocks Returning 50%+ This Past Month

30+ comments and not a word spoken. k, it's not a telepathic box above the 'Publish' button, it's a typing box, you share thoughts by actually typing them, then click publish.



On Aug 30 08:55 AM bloomberg 30 wrote:

> .

Cognitive Dissonance on Wall Street

I've been looking for a good word (which is not an expletive) that describes this market post-March bottom and 'cognitive disconnect' fit's that void perfectly. nice article.

If I might add, the process through psychological pain can take one of two paths, 1.) Avoidance, through addiction or denial and, 2.) Acceptance, by acknowledging and processing the pain. The former can last a very long time and always ends badly. Extending the metaphor to the current situation on Wall Street/Capital Hill, only an intervention at this point can direct us to the path of the latter: acceptance of the pain and coming to terms with the world as it really is at this time. But, who will intervene?

The Imminent Equity Implosion

Cetin, you're a kid whose centient awareness of the economy only spans the repeal of the Glass-Steagall act. Our economy was not expanded in any meaningful way, consumerism was expanded in the most meaningful of ways. A house of cards it was and will be if constructed again.
When will people like you learn? It would be better to burn the house of cards and build something meaningful in its place. Sorry, but our standard of living must plummet along with the markets to obtain a more affordable American worker who can be the driving force behind a new industrial and export driven economy. If we get a 'do over' here, let's not do the last 15 years over, let's try something that will work.


On Apr 13 04:27 PM Cetin Hakimoglu wrote:

>
>
> That's not true. The use of debt to
fund
> growth is one of the great economic achievements of recent
history.
> Wasteful deficit spending is bad, but when used on initiates
that
> create value such as tax cuts and stimulus, can expand the economy.
>
>
> On Apr 13 04:17 PM Naufal Sanaullah wrote:
>

The Whitney Ratings

Hmm, 'interesting' is a word I'd reserve for something more constructive. I'm thinking 'disgusting', 'shameful', 'twistedly opaque'.....well, you get the idea how I feel about this.

Disclosure: just my own opinion, skewed by the fact I am currently greiving the death of our once great free market.

Short Into the 'Bad Bank' Syndrome

As the market nears overbought conditions and corrects, banks will drop the most in the near term. If/when we retest 800 or lower, investors will flee the financials in mass. We are nearing a very good short opportunity. In FAZ at $40 yesterday and will be out today and/or buy more in low to mid $30's.

America's Tryptophan Hangover

If you are looking for pitch-fork and torch wielding mobs you won't find them, not yet anyway. However, a quite comprehensive metamorphasis is now occuring. The consumer is speaking with their wallets, saving more, spending and borrowing less. This transformation will speak volumes and have much more power than any rant would. Nevertheless, phones rang off the hook and emails poured when TARP, C and auto-maker bailouts were being considered: I'll wager they were not calm, sleepy statements...

If Only Hope Were an Investment Strategy

Toro, enjoy your articles, thanks. BTW, did you liquidate your positions afterall?? You must have, as the markets screamed skywards from some mysterious buy signal, like everything suddenly is fine and dandy. Enjoy the rally folks, 40% upwards from here get ready to go short again!

How Deceitful Are the Big Banks?

Are you really surprised at this dishonesty? Do you REALLY want change? Yes? Then start raising your children to be honest and accountable. Ergo, we as parents must live honestly and make responsible decisions. Our culture is built around image and living large - larger than our paychecks, using our homes to finance a larger lifestyle. We have put a generation of children, brought up in a culture of entitlement, into corporate America and - viola! - we aren't so happy with the choices they are making.

The social and cultural motivations behind behaviors is very important with regard to where we find ourselves now. But, just as importantly, these behaviors can be changed.

Let's live within our means, teach our children to live within their means and make it 'normal' to live honestly and make an honest, un-leveraged, living. As such, I would wager that more future CEO's and CFO's would stay away from vague and highly-leveraged investments.

Do I REALLY think that will happen? No, but I can dream. Therefore, in leau of shangri-la, the investment banking system must entirely be regulated and monitored, like the problem child they are.

'The Worst Is Over for Financials' - Really?

Grace,
Great to have a calm voice of reason within all the noise. Always like your posts, keep up the good work.