sickofthehype

How Much Sidelined Money Remains?

We will look back a year from now and say with confidence that the 'stimulus' money was complete and utter OVERKILL.

We'll be back in the 70's again soon enough. Inflation will hit harder and faster than most anticipate, just like the 'rebound' in the stock market took us all for a surprise.

Are We Seeing a Bogus Dip?

It's all quite simple actually.

Too many are calling for this sell-off and for this retest of lows in March.

As we all know when you hear the herd preaching, they're always wrong. Higher it is.

Not to say this won't end badly, because it will - but I believe we have a window of opportunity at hand

ETF Trends: Dollar Slope Remains Downwards

And Goldman Suchs black box software is again at work this morning.

Shocker....

Oil, Forex, Equities and the Chinese Wall

On the other hand, Goldman Sachs black box trading software says we will once again miraculously spike to the $80-100 range where their predictions are currently, by year end.

Stocks Have Run into a Brick Wall

And home 'ownership' increased 7% during the 'boom'. Coincidence on the numbers?

We're simply reverting back to the norm, both with price and with those who can handle the responsibility of owning a home. However, massive inflation will help out soon on paper..


On May 20 06:47 AM Alan von Altendorf wrote:

> FT reporting 8% of all US single-family home mortgages deliquent.

Current Recession Is Tracking the 1930s Bear Market

You're right. Inflation led bear rally. However, with the amount of inflation we are about to see the rally could be huge over a period of a couple years. THEN, we will retest our lows and then some. May as well ride it up, fundamentally challenged or not.


On May 19 06:27 AM maxe wrote:

> This is not only tracking the great depression, but actually tracking
> it faster, which if anything is more serious. For those that think
> 666 is, was the bottom you are fooling yourself.
>
> The current rally in US terms is an inflation led bear market rally,
> you have not in US $ terms made any real money.
>
> If you doubt my thinking, have a look at China, India or Australia,
> all three have made REAL GAINS in this rally as their currencies
> have risen with the rally. Why is this? because all three have either
> growth or real hard mining, metal assets.
>
> I will shortly be writing my part 2 to my original story on this
> subject.

Wall Street Breakfast: Must-Know News

The fact is most consumers aren't as rational as you when it comes to buying a car. Once gas is $4 again, which will happen quickly, they will flock to fuel efficient vehicles in droves.

Last summer you had people taking $10-20K losses on big SUV's so they could buy an Accord, not considering that their approach would not pay for itself within YEARS.



On May 19 09:42 AM sidestick wrote:

> The article mentioned the increased cost of a car as $1300 by 2016.
> Will the savings in gas offset that $1300? Or will you pay even less
> for car and gas combined, thus making the more fuel efficient car
> less expensive over a lifetime than a car that only gets 20 mpg?
> How about some real comparisons, please?

Current Recession Is Tracking the 1930s Bear Market

Obamamania in full motion, inflation will kick in like no other, just watch his economy come to life and explode.

THEN, it will implode. Round two of credit infused 'growth' but may as well take advantage of it while it lasts.


On May 17 09:10 AM Jimbo wrote:

> "This time, it's different". What about all those Alt-A mortgages
> and other toxic securities waiting in the wings? The previous depression
> did not have Social Security, unemployment insurance, Bank account
> insurance etc. That's to the good for the present crisis. But we
> are a debtor nation now with our industrial capacity stripped from
> us. The vote buying mechanism in Washington is in full cry. I see
> more pain and agony before us.

I Can't See Major Market Reversal Before Dow Reaches 10,000

Yes you're right, the oil we consume is completely related to SUV's. Guess those of us with families and pets to haul around should be doing it in a Prius right?

Look at the rest of the globe - high efficiency clean diesels achieving double the mileage of the comparable car, truck, and SUV in the US, but does the US have them? No. And why? Ask your government why.

The capability has been there for quite some time, but the greedy bastards in charge keep things the way they are for a reason - their own profits.


On May 12 11:11 AM Sunnsea wrote:

> EU Bank cut their rate to 1% but not .25% like the Fed. This action
> boosted the Euro by 3 or 4 cents immediately. This is now raising
> the price of oil immediately in dollar terms and reserves are being
> built up but prices continue to rise. This is the same pattern we
> had starting about 18 months ago.
>
> Still too many 4 X 4's and SUVs on the road especially after these
> are being dumped on the market, leading to more consumption of oil.
> A vicious circle.
>
> Check out the chart from Dec 1929 to early 1930...looked like we
> were coming back then,,,took three more years as other have pointed
> out.

The Worst Case Scenario (Someone Has to Say It)

It amazes me people think they can move off to Latin America to 'escape' doomsday in the US. Hilarious! Yes, the grass is always greener somewhere else.

This article resembles many from past eras of hard times, as you can go back a hundred years and hear the same message in various forms. Get over it I say.

The sun is shining today, the birds are singing, there's a nice breeze - time to turn the laptop off and shut out the nonsense.

Could the Dow Sink Another 50% by 2012?

Dent is a perma bear and you've obviously lost some credibility since you wrote this stupid article. Wake up and get ready for inflated EVERYTHING.

Could the Dow Sink Another 50% by 2012?

As soon as you brought up Harry Dent you lost any credibility you might have had to start with.

So I assume you're all-in at this point, shorting the market right?

Marc Faber: 'It Will All End in Disaster'

Hey Halloweenie man - It applied quite well to the hype-sters of 2002-2007, but it REALLY applies to multi decade doom and gloomers pitching their prediction products...


On Mar 26 11:23 AM 31October wrote:

> So why did your name not apply to the permabulls from 2002-2007 who
> were know it alls who are out to make a buck, even after economic
> fundamentals weakened?
>
> On Mar 26 10:53 AM sickofthehype wrote:
> Hey Marc, check out my user name. It applies to you as well as the
> other fear-mongoring know it alls who are out to make a buck.

Marc Faber: 'It Will All End in Disaster'

Hey Marc, check out my user name. It applies to you as well as the other fear-mongoring know it alls who are out to make a buck.

The Rally, When It Comes, Will Be a Doozy

One word: Inflation

T-bill bubble, etc.
Why would anyone with, let's say, $500,000, keep it in cash, if we're to see several years of 10%+ inflation?
The answer is: they won't
Where it is deployed is the question, but you can bet equities, commodities, and real estate will be at the top of the list.


On Mar 06 11:30 PM Jeez wrote:

> Exactly my sentiments. There is no reason in the world why the sidelined
> money MUST get back in. The whole article is based on the premise
> that there is some natural law that says they must get back into
> the equity markets. Why not preferred or debt or bonds or commodities
> or FDIC backed paper.... Why must it be banks and GE and GM ?
>
> AND the graphs are deceptive - they are percentage of S&P market
> cap. Well the graph will shoot up (actually double) just because
> "S&P market cap" is 50% down with any increase of $ being sidelined!
> So much for doozy fantasy....