sickofthehype

A Bull Market That Few Are Buying

Correct, ultimately a new recession was formed based on the high rates to combat inflation - and this is likely to happen again. However, before the next recession will be an inflationary run up once again in equities - the fix is in people, so take advantage of the window of opportunity as it unfolds...


On May 12 07:07 AM Donkey Kong wrote:

> High inflation means much higher interest rates which is BAD for
> stocks and valuations (given the terrible inflation of the late 70s
> and early 80s, stocks were trading at 8x earnings in 1982 as interest
> rates were 13-14%)! I think it's time for YOU to take a basic macro
> economics refresher course, Mr. Math Whiz. As alternative, I will
> pay for your tutoring through the Slyvan Learning Center (you'll
> be like the son I never had).
>
> Also, how are GOOG, MA and V good inflation hedges???? Did you slip
> in the kitchen and crack your head on some Jell-O before writing
> this missive...?

Why This Rally Is Unsustainable

Now who looks like the schmuck as I called you out on your Swine Flu hype.
Schmuck you are.


On May 02 01:53 PM sickofthehype wrote:

> You lost credibility at swine flu. Now hurry, run for your life!!!!
>

Why This Rally Is Unsustainable

You lost credibility at swine flu. Now hurry, run for your life!!!!


On May 01 10:57 PM Gaucho wrote:

> Based on what fundamentals?
>
> Consumers ability to spend.
> The unemployment rate.
> Balanced budget.
> Manufacturing investment.
> Housing market.
> Exports.
> Price of oil now and future.
> GDP
>
> I could never understand the rally in the market. I could never understand
> the doubling of GS. All of this does not make sense and yet the authors
> explination does.
>
> BTW gold has been manipulated way below where it should be. Buy the
> metal and not the ETF since the government will take the EFT and
> give you worthless dollars when it gets ugly.
>
> Another BTW if this swine flu really gets going then you can kiss
> the economy goodby. As if it wasn't done already.

Home Prices May Be Nearing Bottom, Bank Equities to Follow?

Thanks for your concern, but actually I'm in IT. I have nothing to do with real estate, except watch it for fun.


On Jan 14 10:52 PM WAKEUP wrote:

> sickofthehype, are you perhaps (!) a real estate agent, or somehow
> tied into the real estate market? (Hmmmmmmm?) Never mind. We know,
> already.

Home Prices May Be Nearing Bottom, Bank Equities to Follow?

I think we're at a bottom, and the 100% negative comments are a nice indicator.

Here in Phoenix the suburbs are seeing homes sell at 1999-2000 prices. Tell me the pendelum hasn't swung too far...

When properties, res/commercial, are selling at half replacement cost, I'm sorry but that's a deal. While you guys are crying about how we have 50% more to go, the smart money will be picking up steals. And when the inflation hits that IS GOING TO HAPPEN, this will all be a memory. Low prices AND low rates.

Now kick back and keep renting if you wish, but in reality we're bouncing along the bottom.

One last thing: Just watch after Obama is inaugurated. A new housing bill will suddenly come about, and consumer sentiment will rise, and the following turn in events will shock 99% of the population. Banks are only adding to balance sheets because of the requirement to match foreclosed loan balances, but once the inventory starts diminishing and the flood gates open, look out.

Don't let the sky hit you on the head.

Last Thursday Was the Bottom - It's Time to Get Back in

One of the best contrarian indicators is sentiment, and after reading the comments it appears we're most likely at least 'near' a bottom.

1,000 on the Dow? Nice. Go back to your shack in the mountains and make sure you have plenty of ammo in the guns.

How Will Banks Spend Their Bailout Money?

Why specific stipulations are not in place to DEMAND what is done with 'bailout money' is insane.

Probably because they were too busy filling up the 400+ pages with pork barrel BULLSHIT.

Wachovia Hints at What's in Store for Wells Fargo

The actual amount of Option ARMs is not as large as most people might think. The media portray these as yet 'another wave' of foreclosures - however, these borrowers are much more creditworthy than 'subprime' ones, and the wave might just be a small one.

Back Room Deal? - Cramer's Mad Money (10/10/08)

Cramer tells everyone to sell the farm, then two days later is saying to get back in again. 25%, yada yada, whatever. Bottom line is he's a clown. And usually a very good contrarian indicator.

Question: Why does this joke of an 'expert' get so much publicity on SA? Did you see the most recent Fox Business commercial exploiting his ridiculousness?