j_remington's Comments j_remington's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/194962/comments Don't bet on stocks, Mohamed El-Erian says. "We're on a sugar high. It feels good for a while but is unsustainable." The famed bond investor warns the burst of economic activity fueled by government spending and near-zero interest rates will soon peter out, triggering a one-month 10% plunge in stocks that takes S&P back under 1,000. http://seekingalpha.com/news/market_currents/post/38946?source=feed#comment-823780 823780 Mon, 28 Dec 2009 12:20:35 -0500 Yves Smith thinks the Treasury's doing some fancy footwork in its statements on TARP by singling out "bank only" results. "The problem with the Treasury/Obama three card monte is that the strongest TARP are the ones that paid off first. Things can only go downhill from here. Do you expect AIG to repay the TARP in full? Or the auto companies?" http://seekingalpha.com/news/market_currents/post/38866?source=feed#comment-820497 820497
Obama's PR machine has and will continue to fool the public.]]> Thu, 24 Dec 2009 11:59:08 -0500
Obama's PR machine has and will continue to fool the public.]]> What if This Really Is a New Bull Market http://seekingalpha.com/article/178419-what-if-this-really-is-a-new-bull-market?source=feed#comment-808878 808878 Wed, 16 Dec 2009 15:10:39 -0500 Why I Would Not Bet on iPhone over Android http://seekingalpha.com/article/178291-why-i-would-not-bet-on-iphone-over-android?source=feed#comment-808867 808867 Wed, 16 Dec 2009 15:06:21 -0500 U.S. Forfeiting Billions in Future Taxes So Citi Can Exit TARP http://seekingalpha.com/article/178401-u-s-forfeiting-billions-in-future-taxes-so-citi-can-exit-tarp?source=feed#comment-808650 808650 Wed, 16 Dec 2009 13:11:07 -0500 Where the Dubai Fallout Will Land http://seekingalpha.com/article/175542-where-the-dubai-fallout-will-land?source=feed#comment-807159 807159 Tue, 15 Dec 2009 15:34:13 -0500 Knight Capital: Unbelievably Cheap for No Good Reason http://seekingalpha.com/article/178281-knight-capital-unbelievably-cheap-for-no-good-reason?source=feed#comment-807093 807093 Tue, 15 Dec 2009 14:57:43 -0500 Futures drop after a serious plunge in NY area manufacturing, and a steeper than expected rise in wholesale prices. Dow now -0.5% to 10388. S&P -0.6% to 1102. Nasdaq -0.5%. Euro now -0.8% vs. dollar. Yen -0.9%. Pound -0.5%. http://seekingalpha.com/news/market_currents/post/38261?source=feed#comment-806340 806340 Tue, 15 Dec 2009 09:11:52 -0500 President Obama says he took bankers to task today over increasing lending to small businesses - but is that the biggest problem businesses face? http://seekingalpha.com/news/market_currents/post/38231?source=feed#comment-805480 805480 Mon, 14 Dec 2009 15:32:29 -0500 Futures suggest firm open to the week, what with Dubai now on solid ground, and Merger Monday back in play. Benchmark S&P +0.6% to 1110. Quiet day for economic data (today's calendar). http://seekingalpha.com/news/market_currents/post/38191?source=feed#comment-805001 805001 Mon, 14 Dec 2009 10:36:30 -0500 Oct. Business Inventories: +0.2% to $1,305B vs. -0.3% expected, and -0.4% last month. The increase reversed 12 straight declines, but inventories were down 12.6% from a year ago. Sales +1.1% to $1,004B. Inventory/sales ratio slips to 1.30 from prior 1.32, and down from a year-ago 1.37. http://seekingalpha.com/news/market_currents/post/38108?source=feed#comment-802084 802084 Fri, 11 Dec 2009 15:22:37 -0500 U.S. Steel: Overpriced and Overhyped http://seekingalpha.com/article/177487-u-s-steel-overpriced-and-overhyped?source=feed#comment-802022 802022 Fri, 11 Dec 2009 14:44:19 -0500 JPMorgan sees 30% growth in emerging markets next year, vs. a 15% return for developed market equities. Firm says the world economy is reaching "cruising speed," and should grow at a healthy 3.5% clip in 2010. It also sees S&P 500 aggregate EPS up 27% to $80. More on emerging market growth. http://seekingalpha.com/news/market_currents/post/38098?source=feed#comment-801996 801996 Fri, 11 Dec 2009 14:34:38 -0500 David Rosenberg predicts heightened volatility in 2010, as the VIX creeps back up to the 30-40 range. He says investors have become complacent in a hurry, as witnessed by the low cost of buying index puts, and thinks sovereign risk could be one of the big stories next year: "Whatever bad assets that have been resolved in this credit crisis have almost entirely been placed on the books of governments and central banks." http://seekingalpha.com/news/market_currents/post/38099?source=feed#comment-801978 801978 Fri, 11 Dec 2009 14:21:51 -0500 The latest mortgage cramdown measure, already with little support in the Senate, is rejected by the House. http://seekingalpha.com/news/market_currents/post/38126?source=feed#comment-801974 801974 Fri, 11 Dec 2009 14:19:05 -0500 Boston Fed President Eric Rosengren: We're in a "far better place" than at the beginning of 2009 - due to "bold and creative" actions by the Fed, but the central bank didn't accurately foresee and prevent all the problems: "We are partly responsible for the fact that we are coming out of a 'great recession.' " The Fed is learning from mistakes. He advises against curtailing Fed's supervisory and lender-of-last-resort roles. http://seekingalpha.com/news/market_currents/post/37621?source=feed#comment-788964 788964 Thu, 03 Dec 2009 15:51:07 -0500 Bank of America's (BAC +0.6%) TARP repayment means that the government is closer to selling its 34% stake in Citigroup (C -1%) - and that PNC (PNC -6.2%) and Wells Fargo (WFC -3.2%) are next, say Deutsche Bank analysts. http://seekingalpha.com/news/market_currents/post/37631?source=feed#comment-788959 788959
not a good situation]]> Thu, 03 Dec 2009 15:45:12 -0500
not a good situation]]> IDC: Server Sales Declining http://seekingalpha.com/article/176186-idc-server-sales-declining?source=feed#comment-788705 788705 Thu, 03 Dec 2009 12:58:13 -0500 Day 16, Stuck Inside the Box http://seekingalpha.com/article/176358-day-16-stuck-inside-the-box?source=feed#comment-788661 788661 Thu, 03 Dec 2009 12:32:37 -0500 Freed of NBC Universal and with a chance to refocus business, GE (GE +0.9%) will look at acquisitions in aviation and health care, CEO Jeff Immelt tells investors in a conference call about the sale. "We’ve got opportunities across the big infrastructure businesses - aviation, oil and gas, health care, water ... We can afford to be patient." http://seekingalpha.com/news/market_currents/post/37614?source=feed#comment-788607 788607 Thu, 03 Dec 2009 11:56:36 -0500 The government is in talks with lawmakers to use unspent TARP money to offset jobs spending and aid the long-term unemployed. According to the Treasury, the $700B bailout fund created in October 2008 already has a balance exceeding $200B. In testimony Wednesday, Geithner warned against shuttering TARP, but said much of the money would not be needed. http://seekingalpha.com/news/market_currents/post/37591?source=feed#comment-788573 788573 Thu, 03 Dec 2009 11:37:38 -0500 S&P Downgrades 226 Classes of 2002-2004 Alt-A Residential Mortgage-Backed Securities http://seekingalpha.com/article/175956-s-p-downgrades-226-classes-of-2002-2004-alt-a-residential-mortgage-backed-securities?source=feed#comment-784916 784916 Tue, 01 Dec 2009 15:29:35 -0500 HP vs. Dell: Showdown at the Windows 7 Corral http://seekingalpha.com/article/175070-hp-vs-dell-showdown-at-the-windows-7-corral?source=feed#comment-777409 777409 Wed, 25 Nov 2009 13:28:21 -0500 Dell's Lack of Innovation Disappoints http://seekingalpha.com/article/174856-dell-s-lack-of-innovation-disappoints?source=feed#comment-777377 777377 Wed, 25 Nov 2009 13:15:39 -0500 Will Black Friday Be Boom or Bust? http://seekingalpha.com/article/175151-will-black-friday-be-boom-or-bust?source=feed#comment-777331 777331 Wed, 25 Nov 2009 12:51:46 -0500 Jeffrey Saut: Underinvested Managers Chasing Performance Should Fuel Further Upside http://seekingalpha.com/article/175279-jeffrey-saut-underinvested-managers-chasing-performance-should-fuel-further-upside?source=feed#comment-777156 777156 Wed, 25 Nov 2009 11:04:01 -0500 More Losses on the Way: Don't Drink the Kool-Aid http://seekingalpha.com/article/175088-more-losses-on-the-way-don-t-drink-the-kool-aid?source=feed#comment-775445 775445 Tue, 24 Nov 2009 13:00:50 -0500 Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market http://seekingalpha.com/article/175066-sonic-foundry-mediasite-franchise-value-remains-unrecognized-by-market?source=feed#comment-775249 775249 Tue, 24 Nov 2009 11:27:06 -0500 Did the January Effect Start on November 1st This Year? http://seekingalpha.com/article/174980-did-the-january-effect-start-on-november-1st-this-year?source=feed#comment-775140 775140 Tue, 24 Nov 2009 10:33:59 -0500 “We participated in things that were clearly wrong and have reason to regret. We apologize.” - Goldman Sachs (GS) CEO Lloyd Blankfein, saying the bank is sorry for its role in the financial crisis. http://seekingalpha.com/news/market_currents/post/36688?source=feed#comment-764257 764257 Tue, 17 Nov 2009 15:42:11 -0500