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The_Hammer

The_Hammer
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  • My Substitute For Tobacco Stocks [View article]
    The liquor stocks are pricey as well as the tobacco (historically) cos right now. B-F is a great company but it rarely gets cheap. tap is a beer company and was reasonably riced when it hit high 30's.
    Mar 26, 2012. 08:16 PM | Likes Like |Link to Comment
  • Where Did The Risk Go? 8 Domestic Factors That Can Roil Stock Markets [View article]
    Do NOT underestimate the Bernank. He is an arrogant misguided bureaucratic fool.
    I have underestimated this pyscho serial printer in the past but will no longer.
    He will destroy the dollar and bankrupt retirees before global investors take away his printing press.

    Jimmy is one example why u do not put all your eggs into macro investing. Buying value investments with a distant eye on macros keeps u sane.
    Mar 26, 2012. 07:55 PM | 10 Likes Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    Hussman is right on the money on peak margins imo.

    Everything has lined up perfectly to get these numbers. Record low rates, slashing and burning employees, input cost downside outsourcing overseas and tech.

    Albeit at a low levels wages in China are soaring 10-20-30% a year and will continue.
    Mar 26, 2012. 06:17 PM | 3 Likes Like |Link to Comment
  • The FHA is no longer insuring mortgages for anyone with a credit dispute of more than $1K. One attorney estimates the action could result in a 33-50% decrease in FHA originations this year. The FHA is under pressure - with the word bailout being tossed around - as its capital has slipped well beneath mandated levels.  [View news story]
    Hahaha I'll believe it when i see it. Another stealth scheme will be introduced to pick up the slack.
    Mar 26, 2012. 06:14 PM | 1 Like Like |Link to Comment
  • 10 Reasons Investors Should Be Wary Of The Second Quarter [View article]
    see where people are missing the point. the credit spigot has been turned up the last 6 months.

    The easy loans are coming back. Credit is growing again. That's exactly what we need more debt piled on top of the record debt.

    getting 3-4 credit card offers a week . Garbage.

    FHA is ramping up the 3% fraud loans, sub-prime auto loans BOOMING and student loans revving up. Autos and housing are the big ticket items the govt is trying to pump up. cuz there is nothing else up to this point that can carry the growth load going forward. The growth engine is lacking for now until we get back mfg growth in this country and it will not happen and blossom until healthcare costs somehow slowed dramatically.

    my health plan went up 20% and know of others that had a 28% increase. This is for one year!

    We have a totally broken democracy controlled by billionaires and corp via lobbyist and politicians. Freaken criminals. More of the same fantasy lending all enabled by the crooked govt and fed. done for today.
    Mar 23, 2012. 01:27 PM | Likes Like |Link to Comment
  • The Only Surprise In Employment Numbers Is That People Are In Fact Surprised [View article]
    FHLB of Chicago Offers Downpayment Subsidies
    Obama's Housing Relief Plans for Servicemembers and FHA Borrowers
    http://bit.ly/GRPkMh
    Lawmakers Clear Bill for Vote to Shore Up FHA's Fund
    Rep. Gary Miller (R-California) called FHA’s recent premium increases “reasonable,” but an interjection by the lawmaker led to a somewhat testy spat with Galante over the nature of the agency’s concern for taxpayer funds and fiscal solvency.

    “What you’re doing is counter to solvency. Your job is to write safe and sound loans,” Miller said while asking the FHA commissioner to affirm her role with taxpayer funds. “Are you making sure FHA is solvent?”
    Galante responded by defending financing that FHA makes available for residential construction. She said that the agency plans to continue examining “appropriate values… based on appraisals… and based on underwriting techniques.”


    Safe and sound??????? I saw safe and sound in action. 1.3% down loan to zombie paid $485k for house and tax assessed at $402K worth imo $380k. Welcome to tax payers losses written in 2011. Source county tax records.

    More of the same scamming... widespread govt interference to prop manipulate housing demand and prices.

    If they would just get the F%$# out we could get prices down to levels that match real incomes.

    More enabling by the Bernank to manipulate interest rates and allow politicians to deficit spend in the trillions.

    American sheeple deserve the coming spike in inflation.
    <<<National Association of Realtors>>> using these creeps as a reference when they have 0 credibility.
    And Todd says things are just improving and fantastic cuz the numbers sez so.
    Mar 23, 2012. 11:43 AM | Likes Like |Link to Comment
  • Jim Rogers says the hit that stocks took today over concerns of an economic slowdown in China is actually a good thing. “I’m delighted to see it,” Rogers says. “They need to do that. It’ll be good for China, it’ll be good for the world, and it will present opportunities for all of us. I hope that the Chinese market collapses so I can buy Chinese shares.”  [View news story]
    DV, i think the chinese govt will pull a bernank cuz the consequences could be ugly if things really fall apart there, but no doubt there is a real estate bubble popping.

    I saw a chart recenlty that showed gasoline prices to min. wage and it is near record levels of 2008.

    Our country is made up of haves and have nots. The gap is growing wide and quickly. The have nots are group is growing rapidly.Especially in the next 5 years as cost of living really takes off.

    Wages in china albeit at a low rates are exploding 20-30 % a year now.
    Mar 22, 2012. 10:07 PM | 5 Likes Like |Link to Comment
  • Despite its bottom-line beat, FedEx (FDX -4%) shares are buckling under the weight of disappointing manufacturing data out of China and the shipper's light guidance. Q4 is still expected strong but "we just don’t have as strong an economy as we hoped it would be a year ago,” CFO Alan Graf says, adding that high fuel prices are taking a toll. But many analysts remain optimistic about long-term prospects.  [View news story]
    it seems they can pass on those fuel surcharges and price increases fairly easy.i think i have underestimated fdx's business over the years.
    Mar 22, 2012. 09:30 PM | Likes Like |Link to Comment
  • The Only Surprise In Employment Numbers Is That People Are In Fact Surprised [View article]
    Hey the serial printing psycho bernank got a little momo with all that money printing. when the buzz wears off the hangover begins.

    <<Auto sales are rising. Even the battered housing market is showing signs of improving>>

    Lets see FHA loans are going bezerk. Yes 3% down mtg loans. More F^%$en fraud loans.
    Lets see sub-prime auto loans are BOOOMING and banks are fighting over each other to give the best deals. More of the same.
    Student loans rocketing up. Hurray for student loans and 5-7% tuition increases.

    Three bloated propped up sectors: All are distorted.
    Housing
    Healthcare
    Student colege loans.
    These 3 sectors have bankrupted our country.
    Hey the Bernank has got credit growing again and so are the debts. 363% total debts to gdp.

    A real healthy level. why not 400% if we can get 0% rates on mtgs. car loans.

    Hey lowest default rates on credit card loans. great news. I wonder how many of those homedebtor zombies are not paying their mortgage.

    So keep cheering away as this distorted manipulated crony economy continues to float.
    Mar 22, 2012. 04:06 PM | 1 Like Like |Link to Comment
  • The Fed's actions were not responsible for the housing bubble, says Ben Bernanke in lecture #2 on the history of the Fed that is instead turning into a defense of a generation of easy money policies. Today's talk also includes a pat on the back for Greenspan for achieving economic stability. "Depends on what the meaning of 'stability' is," snipes Caroline Baum.  [View news story]
    462216 u fit in well with bwarney fwank. u luv crony capitalism where someone else picks up the tab and u dump your shack onto someone else, taxpayers.

    This is one of the biggest problems in this country today, everyone is out to pick the pocket of their neighbor to make a buck.

    what we need in this country is one whopper of a depression to break this entitlement attitude.
    Mar 22, 2012. 03:55 PM | 3 Likes Like |Link to Comment
  • Despite its bottom-line beat, FedEx (FDX -4%) shares are buckling under the weight of disappointing manufacturing data out of China and the shipper's light guidance. Q4 is still expected strong but "we just don’t have as strong an economy as we hoped it would be a year ago,” CFO Alan Graf says, adding that high fuel prices are taking a toll. But many analysts remain optimistic about long-term prospects.  [View news story]
    not bad earnings though, but why would they expect better?

    We are floating in a sea of debts and malinvestment. Housing being the biggest stench along with the crooked banksters.

    We got a pyscho serial printer "the Bernank" enabling crooked politicians to sell out to voters and run up massive deficits, most dolts levered up to scalp to get bailed out, and savers who made prudent financial decisions to get obliterated and starve. this is freaken insane.
    Mar 22, 2012. 03:37 PM | 2 Likes Like |Link to Comment
  • Coal: Time To Be Greedy [View article]
    massive pain can lead to great gains. not interested in buy buy buy apple, bac or cl?

    Come on man. Baaaaaahhhhhhhh.
    Mar 22, 2012. 03:30 PM | 1 Like Like |Link to Comment
  • The Fed's actions were not responsible for the housing bubble, says Ben Bernanke in lecture #2 on the history of the Fed that is instead turning into a defense of a generation of easy money policies. Today's talk also includes a pat on the back for Greenspan for achieving economic stability. "Depends on what the meaning of 'stability' is," snipes Caroline Baum.  [View news story]
    He is an arrogant bureaucrat with no real world experience. He is the great enabler allowing for this fraud debt ponzi system to stay afloat.

    who in their right minds would lend a working zombie 97% of the money to buy a house???????
    Mar 22, 2012. 03:05 PM | 5 Likes Like |Link to Comment
  • Time For Gold Miners? [View article]
    AU total prod costs of gold $1,065 an oz.

    1015 any so called safer names?
    Mar 22, 2012. 02:57 PM | Likes Like |Link to Comment
  • A Brief Remark On Gold And Bond Market Sentiment [View article]
    Excellent work Pater.

    hgnsi late February 51%
    March 7 16.7%
    Today -15.6%
    Can u say collapse and panic?
    Come to pappa.
    Mar 21, 2012. 08:31 PM | Likes Like |Link to Comment
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