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.

America's Banks: Are They Really Insolvent?

There will be a time in the near future, after we've inflated the crap out of our economy and seriously devalued our dollar, that assets will have the be 'written up'. But of course, nobody talks about it. Yet.

Somehow people are convinced that banks will never lend again, nothing will improve again, and the stock market will go to zero.


On Feb 12 08:11 AM TimjBaker wrote:

> I wonder though, if we mark back up the performing assets that have
> been marked down due to mark-to-market rules, what would the results
> be? Would it add enough back to equity to assist in absorbing the
> losses?

Mortgage Cramdowns: A Disaster in the Making

How about pay your f-ing bills or lose your f-ing house.

S&P Set for 50%+ Gains? Not So Fast, UBS

Another huge bubble will soon implode - T Bills!!!!!!!!
Just wait until that money take the exits. You WILL see huge market recovery, both in equities and real estate.... for a while at least.

Inflation will be hitting as well. Dow at 20,000? Might actually happen sooner than most people think. A gallon of milk might be $10 but hey, you're home will double in value again.

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?

An Optimist Looks at the Market

"Comments capitulation" going on at a website near you.
If the negativity is a contrarian indicator, this one proves it like so many others..

The more I read "Now is the time to hide in your bomb shelter at your rural farmhouse", the more I think about shopping for stocks and property.

An Optimist Looks at the Market

Another contrarian indicator - Comments on every single piece of any positive news, are 100% negative and in the toilet. Comment capitulation is going on at a website near you.