tom2987's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/201808/comments http://seekingalpha.com/article/95094-two-fight-back-cramer-s-mad-money-9-11-08?source=feed#comment-252213 252213
]]> Thu, 11 Sep 2008 22:39:46 -0400
]]> http://seekingalpha.com/article/95094-two-fight-back-cramer-s-mad-money-9-11-08?source=feed#comment-252211 252211 ]]> Thu, 11 Sep 2008 22:38:50 -0400 ]]> http://seekingalpha.com/article/93577-wamu-why-core-deposits-matter?source=feed#comment-244750 244750 Wed, 03 Sep 2008 14:39:57 -0400 http://seekingalpha.com/article/93588-wamu-speculative-value-play?source=feed#comment-244723 244723
Greenspan misses the limelight and basically only gets into the news now by professing gloom and doom.]]> Wed, 03 Sep 2008 14:19:13 -0400
Greenspan misses the limelight and basically only gets into the news now by professing gloom and doom.]]> http://seekingalpha.com/article/93588-wamu-speculative-value-play?source=feed#comment-244673 244673
Remember that WAMU has gone from the $40's to $4. I mean, come on. All the negatives that the shorties mentioned above have been factored in the price already in spades (and the rumors, exhuberant negitivity, etc) . Add Cramer and his non stop bla bla bla booyahing because he hates WAMUs MGT because they won't kiss his ass,, all the "oh me too" negative articles, etc. it's a miracle WAMU hasn't had a run on it.

This tells me people are starting to ignore the talking heads and realize it is the US's largest savings. There won't be a run on this bank. Too big. Sure, it made some errors, but it's working it's way through them. Go long.]]> Wed, 03 Sep 2008 13:37:15 -0400
Remember that WAMU has gone from the $40's to $4. I mean, come on. All the negatives that the shorties mentioned above have been factored in the price already in spades (and the rumors, exhuberant negitivity, etc) . Add Cramer and his non stop bla bla bla booyahing because he hates WAMUs MGT because they won't kiss his ass,, all the "oh me too" negative articles, etc. it's a miracle WAMU hasn't had a run on it.

This tells me people are starting to ignore the talking heads and realize it is the US's largest savings. There won't be a run on this bank. Too big. Sure, it made some errors, but it's working it's way through them. Go long.]]> http://seekingalpha.com/article/80593-demand-destruction-and-gasoline-prices?source=feed#comment-182877 182877
"The four-week moving average for gasoline demand fell 5.2 percent from last year's levels to 9.163 million barrels per day"

www.reuters.com/articl...

Inventories out tomorrow, if we have a substantial build, on top of this substantial reduced demand, it could get ugly for the speculators.]]> Tue, 10 Jun 2008 18:39:24 -0400
"The four-week moving average for gasoline demand fell 5.2 percent from last year's levels to 9.163 million barrels per day"

www.reuters.com/articl...

Inventories out tomorrow, if we have a substantial build, on top of this substantial reduced demand, it could get ugly for the speculators.]]> http://seekingalpha.com/article/80593-demand-destruction-and-gasoline-prices?source=feed#comment-182859 182859 For all of User's typos, he's right. US's demand is down 1.7 percent according to MasterCard (who I have much more faith in than gov stat), and not the 0.7% you state. Keep in mind those stats are from May and do not take into consideration the most recent substantial increases at the pump. Also please consider it was over memorial day. Because so much more gasoline is used in summer, a 1% drop in summer impacts the entire year up to 5%.

For India, you say it's only 10% which won’t equate to demand destruction. I think the Indians would disagree as they are currently protesting as a result of the increase.. Actually, to put a real number to that 10%, it's actually “only” 13 cents for gas and 8 cents for diesel. But to the 300 million of India's 1.1 billion people live on less then a dollar a day, and the millions of others live on the state-set minimum daily wage of $1.60, that is a substantial increase. It would be the equivalent the price of gas in the US going UP $10.68 a gallon overnight. I’m no genius, but I think that might hurt demand.
]]> Tue, 10 Jun 2008 18:04:30 -0400 For all of User's typos, he's right. US's demand is down 1.7 percent according to MasterCard (who I have much more faith in than gov stat), and not the 0.7% you state. Keep in mind those stats are from May and do not take into consideration the most recent substantial increases at the pump. Also please consider it was over memorial day. Because so much more gasoline is used in summer, a 1% drop in summer impacts the entire year up to 5%.

For India, you say it's only 10% which won’t equate to demand destruction. I think the Indians would disagree as they are currently protesting as a result of the increase.. Actually, to put a real number to that 10%, it's actually “only” 13 cents for gas and 8 cents for diesel. But to the 300 million of India's 1.1 billion people live on less then a dollar a day, and the millions of others live on the state-set minimum daily wage of $1.60, that is a substantial increase. It would be the equivalent the price of gas in the US going UP $10.68 a gallon overnight. I’m no genius, but I think that might hurt demand.
]]> http://seekingalpha.com/article/80593-demand-destruction-and-gasoline-prices?source=feed#comment-182115 182115
The most recent article from Master Card shows true demand destruction. That is, a fall in the demand of a product. A a significant drope of 1.7 over the same period last year.

The kneejerk answer to this has always been "oh yeah, but the Chinese and Indians eat up that decrease". Wrong. For every percentage drop in US demand, China and India's demand would need to increase 3% (5.1% to make up the most recent us demand destruction). That simply isn't happening. This article also doesn't take into account that the EU is now experiencing slowing demand you'll soon see "demand destruction".

Is your agenda showing, or do I have to wipe Indiana off the list of possible colleges for my children? Economics 101.
Subsidies
The drop in subsidies in several asian countries may not seem like such a bif deal, but when you look at the average household income in those nations, it is substantial.


]]> Mon, 09 Jun 2008 18:50:29 -0400
The most recent article from Master Card shows true demand destruction. That is, a fall in the demand of a product. A a significant drope of 1.7 over the same period last year.

The kneejerk answer to this has always been "oh yeah, but the Chinese and Indians eat up that decrease". Wrong. For every percentage drop in US demand, China and India's demand would need to increase 3% (5.1% to make up the most recent us demand destruction). That simply isn't happening. This article also doesn't take into account that the EU is now experiencing slowing demand you'll soon see "demand destruction".

Is your agenda showing, or do I have to wipe Indiana off the list of possible colleges for my children? Economics 101.
Subsidies
The drop in subsidies in several asian countries may not seem like such a bif deal, but when you look at the average household income in those nations, it is substantial.


]]> http://seekingalpha.com/article/79277-index-speculators-responsible-for-commodity-prices?source=feed#comment-177987 177987
1 United States 13,843,825
2 Japan 4,383,762
3 Germany 3,322,147
4 China 3,250,827
5 United Kingdom 2,772,570
6 France 2,560,255
7 Italy 2,104,666
8 Spain 1,438,959
9 Canada 1,432,140
10 Brazil 1,313,590
]]> Mon, 02 Jun 2008 12:04:28 -0400
1 United States 13,843,825
2 Japan 4,383,762
3 Germany 3,322,147
4 China 3,250,827
5 United Kingdom 2,772,570
6 France 2,560,255
7 Italy 2,104,666
8 Spain 1,438,959
9 Canada 1,432,140
10 Brazil 1,313,590
]]> http://seekingalpha.com/article/79695-index-speculators-hoarding-commodities?source=feed#comment-177985 177985
I guess we know where all the Enron traders went after it closed.]]> Mon, 02 Jun 2008 12:00:05 -0400
I guess we know where all the Enron traders went after it closed.]]> http://seekingalpha.com/article/79277-index-speculators-responsible-for-commodity-prices?source=feed#comment-176097 176097
Market manipulation.
Was this supposed to be part of Goldman Sachs supposed "super spike" that they were reporting last week? Sorry GS, the market is getting too smart for you now. Were are the reports showing that we imported 16 million less barrels in the last 4 weeks than over the same time last year. Can you say Demand destruction.

Where will oil be next week when all of those tankers, 2 million barrels each, have to unload. Surplus of 15, 20 million for the week? Let's see what happens to oil prices then. Get ready for the crash and short oil.]]> Thu, 29 May 2008 12:52:05 -0400
Market manipulation.
Was this supposed to be part of Goldman Sachs supposed "super spike" that they were reporting last week? Sorry GS, the market is getting too smart for you now. Were are the reports showing that we imported 16 million less barrels in the last 4 weeks than over the same time last year. Can you say Demand destruction.

Where will oil be next week when all of those tankers, 2 million barrels each, have to unload. Surplus of 15, 20 million for the week? Let's see what happens to oil prices then. Get ready for the crash and short oil.]]>