trw88

U.S. Dollar: The Next Bubble to Pop

What bubble? The USD is 20% higher since July, but off historic lows. Gloom and doomers have been predicting US creditors will begin dumping at any time for 7 years now. They invest in US debt for 2 reasons. It's really their only alternative and it's in their interest to do so.

Andrew Hughes, what evidence do you have that US Creditors are getting nervous? Treasuries are paying the lowest rates in decades. If there were no demand for them, don't you think rates would have to be higher to sell the debt?

GE: Can You Hit This Fastball, Mr. Immelt?

Immelt missed his earnings last year 3 weeks afte saying he would make them. He is goingto havre to cut the dividend and has pretty much said he was going to just a few months after saying he wouldnt. Immelt maybe a bright guy, but he sure doesnt seem to have a hnadle on running his business. As a long time shareholder who is taking this beating, I see nothing he can do to turn it around right now and i dont see him being able to do anything for 3 or 4 years, at least. He cant sell off assets in this environment, they arent worth anyting..

Marc Faber on the Economy, Gold, WWIII

Marc Faber saw this in advance like my broken clock sees the correct time twice a day. That's what he and Nouriel Roubini do. Roubini has a monthly commentary on his website - or at least he did when i last checked. He was predicting Worldwide depression at least as as far back as 2002 and we got nearly unprecedneted worldwide growth for 5+ years after. They are no worse than the perma bulls who when the market is up act like the oracle of the ages and then hide when the markets go down.

Developments in Multi-Family Housing Don't Bode Well for New York Bancorp

I think the author raises some legit concerns but is overstating the impact the potential legislation will have on subsidized housing values and non-performing assets by a lot. I wouldn't underestimate how foolish the NY legislature could be with this destructive populism that is being hoisted upon us, but in the end I think it's more smoke than fire.

GE: Can You Hit This Fastball, Mr. Immelt?

Buffet got a 10% dividend (that wont be cut) meaning huge cash flow that he can use to buy whatever he wants cheaper and he makes his money back after 7.2years. So let's say he holds the stock for 7 and a quarter years - his profit is whatever the price of the stock is then. Sweet deal, he cant lose on these.

He also has warrants to buy for 5 years around $22, if I remember correctly.

What to Buy and Why: Barron's 2009 Roundtable, Part III

Nice call on wyeth, huh?

U.S. Dollar Strength and Implications for Gold

Interesting article. I personally think the Pound Sterling and Euro have a long way to weaken and are behind the US by about 9 months. I like gold longer term, but not now.

Gold: The Next Reserve Currency Player

If it hasn't happened yet, why would it now? Honestly, who isn't aware of these issues?

JPMorgan, Bear Stearns: More Smoke from Wall Street

Make that a surplus in PA. Sorry, firsat time comment and had some editing issues with the form.

JPMorgan, Bear Stearns: More Smoke from Wall Street

I would take jamie Dimon's assessment before this guy's any day. Very sloppy piece.


Typical gloom and doomer. Writes first without looking at data - just makes things up to fit his scenario. For example. Pennsylvania is and has been running a deficit. No clue.

ydr.inyork.com/ci_9106...

JPMorgan, Bear Stearns: More Smoke from Wall Street

Typical gloom and doomer. Writes first without looking at data - just makes things up to fit his scenario.

.Pennsylvania is and has been running a deficit.

ydr.inyork.com/ci_9106...

Obama’s Compensation Limits Amount to Zip

Couldnt disagree more, they are far more damaging than the non effect they have. It is more class warfare designed to drive a wedge between business and the have nots and they are really one and the same.

Why Has the Dollar Rebounded - And When Will It Correct?

Who is this author? Pretty lean argument. Why is the dollar considered a "safe haven"? Nothing about relative strength of foreign economies, or relative interest rates which favors the USD. For the record, foreign finacial insitutions are in just as bad a condition and their Central banks are playing catch up easing rates and have further to go. For example, Switzerland had a surprise 1% easing just announced. I think the dollar goes higher for the short term.

Dollar Strength: An Illusion

Or they are preying on fools who think that.

Dollar Strength: An Illusion

Rdidculous, the dollar like everything else has a value that is worth exactly what it's worth today. The fact that it fluctuuates and overshoots should surprise no one. Since you are speculating on the future value of the dollar, I'll throw mine in as well. Was it oversold 3 months ago? Likely. Overvalued in 2000? Probably. If you see deflation and the price of commodities continuing to drop due to slack demand and if you see their Cenbtral Banks as well as Europes Banks getting more aggressive with their credit easing, I think it's clear the dollar will continue to strengthen in the near to interemediate term.