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The_Hammer

The_Hammer
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  • Today on the open market: The Fed buys $5.79B in Treasurys maturing 2012-2013, of $33.56B offered by dealers; though mostly in bonds issued a year ago. Most Treasurys move lower: 30-year yield +0.03 to 4.62%, 10-year +0.04 to 3.45%, 5-year +0.02 to 2.04%. Two-years get a boost, yield -0.02 to 0.61%.  [View news story]
    This is crazy activity. what gives the Fed the right to monetize the debt? They were not elected.
    This has to change soon and I hope Ron Paul HAMMERS the $@#! out of bernank.
    Jan 27 11:29 AM | Likes Like |Link to Comment
  • Yahoo: Free Cash Flow Analysis [View article]
    philip wpo is in a few troubled industries scams...for profit education and newspapers.
    Sum of the parts cos that throw off cashflow are great investments if purchased at nice discount and mgt takes advantage of sum of parts discounts to acquire shares. like to see yhoo take a further hit to share price to consider.
    Jan 27 10:12 AM | 1 Like Like |Link to Comment
  • Oil Sands Could ‘Delay’ Peak Oil - Candice Beaumont [View article]
    Hey Uncle do the facts in your opinion and from the Economist match what travis has to say. Unfortunately I have not been able to visit these areas, see for myself and draw my own conclusion.

    Travis thanks for the comments.
    Jan 26 04:23 PM | Likes Like |Link to Comment
  • Largest Ever Gold Outflow From GLD [View article]
    Hey jeff ever seen a correction before?
    I tried ---- attempted to explain to you that the ONLY bubble right now is in the ISSUANCE of FED govt treasuries. Unfortunately you refuse to examine the Balance sheet of the US Fed Govt.
    I know you never made any money off of pm's so you got blinders on. Maybe Bernank needs another consultant to prime the pump for him.
    Jan 26 04:16 PM | 5 Likes Like |Link to Comment
  • Yahoo: Free Cash Flow Analysis [View article]
    the analysis fails to account for lt investments and reduction in ev.
    cap ex will be about 150 mil less this year.
    Jan 26 03:23 PM | Likes Like |Link to Comment
  • Most Heavily Shorted S&P 1500 Stocks [View article]
    pax, how many shares are sold short?
    The total minus who = float in your 100% short scenario?
    Jan 26 02:21 PM | Likes Like |Link to Comment
  • Don't Ignore China's Potential Long-Term Shift in Timber Suppliers [View article]
    George, Timberwest a corp structure?
    anything change since last article on timberwest?
    See it is still off substantially from 2008 highs.
    Jan 26 01:55 PM | Likes Like |Link to Comment
  • Cheers: An Analysis of 10 Liquor and Spirits Industry Stocks - Part 2 [View article]
    deo uses a financial engineering. high debts and dumb buybacks at high levels. the company was aggressively buying back stock at 80-90 then a seller of stock in low $60's. poor mgt imo.
    no mention of tap or cedc more levered.
    Jan 26 01:42 PM | Likes Like |Link to Comment
  • New Single-Family Home Sales Jump 17.5% in December [View article]
    HURRAY housing is coming back! who F%$#en Cares

    Housing has bankrupt our country. it has sucked in so much capital that malinvestment and fraud has overrun our country. Building houses does not make our country more competitive. This capital would be more useful investing in the mfg of high end industrial products and services to increase exports, new power grids, nuclear and alt energy utility and mass transportation. The Fed govt subsidizes the RE way to much and these subsidies should be all lifted and redirected elsewhere.
    Jan 26 01:32 PM | 2 Likes Like |Link to Comment
  • Largest Ever Gold Outflow From GLD [View article]
    Here are the estimated growth rates for GDP from Federal Budget going out to 2017

    2011 4.20%
    2012 5.61%
    2013 5.94%
    2014 5.80%
    2015 5.21%
    2016 5.05%
    2017 4.77%
    LOL!!!!!!!!!!!
    I guess we can spend our way to these growth rates printing money and printing low downpayment house and auto loans FHA/GMAC backed by the taxpayers.

    IT IS CALLED PHONY ECONOMY NO DIFFERENT THAN THE LAST DECADE.

    Based on these growth rates deficit 2017 $22.398 Trillion.

    Here's another chuckle:

    <<<11:37 AM The U.S. budget deficit should rise to $1.48T, or 9.8% of GDP, by the end of the current fiscal year, largely because of the extension of lower tax rates, the Congressional Budget Office says.>>>

    The budget from Aug 2010 said deficit was going to be $1.416 trillion. Already going up. LOL!

    It's F%$#en over they can't stop spending and printing.
    Jan 26 11:37 AM | 10 Likes Like |Link to Comment
  • Largest Ever Gold Outflow From GLD [View article]
    Anyone listen to Oblama's speech last night. He said by freezing spending he will cut the deficit by $400 bil. LOL!

    Freezing spending he will cut $400 Billion?????? NOT!

    The deficit is ballooning and debt is skyrocketing. For your info in the Budget these clowns predicted that US GDP would grow a few years at 5.50 - 6.0%. No way. Even with these phony growth numbers the deficit hits $22.4 TRILLION by 2017!

    Just think what the Interest expense will be when rates go to normal avg interest rates. they project $465 billion for fiscal 2011 with avg interest rates of about 3%in interest expense. I project interest expense at over $920 bil at avg interest rates of about 5.50%. In 2000, avg interest rates was like 6.25%. This huge int exp will eat up a huge portion of tax receipts.
    Jan 26 11:21 AM | 11 Likes Like |Link to Comment
  • Largest Ever Gold Outflow From GLD [View article]
    <<31.6 tonnes of metal exit the trust, the biggest single-day reduction ever,>>> Alot of fast money hedgees exiting, good riddance to these churn and burners anyway.
    Great news as we are probably going to see a few more days like this one before we hit bottom. Watch mining stocks lead the charge upwards. They already took a beating in some cases down 30-35% and are bouncing here.

    Bernank and his stooges are going to be very successful drumming up very high inflation and devaluing the dollar. Did not think this idiot could pull it off but he gave us his gameplan early in 2002 and I did not believe it at the time.
    Jan 26 11:13 AM | 9 Likes Like |Link to Comment
  • Largest Ever Gold Outflow From GLD [View article]
    This is great news. High frequency speculators moving out while investors pick up the pieces.
    The shakedown continues as this will set up the next move upwards due to the relentless Asian demand and Central banks money printing.
    Jan 26 10:51 AM | 16 Likes Like |Link to Comment
  • Cashing In on a Gold Boom (or Bust) [View article]
    <<It is no longer a secret that gold is one of a few places to protect your wealth from the coming surge in inflation that Ben Bernanke’s printing presses assure. So by now, everybody and his brother are in on the trade with a big fat long position. >>

    the sheeple are still asleep. I have done an unscientific study to see whether people own PM miners, etf's or physical. out of about 70 people with at least some savings not a paycheck to mouth type, only 2 people own PM's via one physical silver and the other a
    gold miner stock. I do not see the rush by the masses to buy in yet.

    Nothing goes straight up or down and as we know hedgees leverage up so we are seeing an unwind of their leverage now. I do believe the miners which have taken a much bigger hit than physical are bottoming ahead of physical.
    Jan 26 10:41 AM | Likes Like |Link to Comment
  • Existing Home Sales Surge [View article]
    Tack affordability is fleeting reliant mainly on historically and artificially low interest rates. The best time to buy a house with a "real" down payment is at interest rate highs.
    I do agree a a numbe rof areas of the country are priced at house replacment cost where cash buyers are buying, but on the whole houses are still to high vs local incomes.
    I have never heard Shiller say we have 50% lower prices from this level. If you look at long term inflation trendlines and median income growth houses are still about 20% over inflated.

    Open your eyes tack. the GOVT is pourng money at this economy by massive Money printing combines with outrageous deficit spending aliong with artificially low interest rates and finally they have opened the spiggot up for low downpayment houseing FHA and auto loans GMAC/Americredit. the govt is backing all these loans. This are FAKE loans. This does not register.e tried this S#$! already via Fannie/Freddie and GM. it does not work. these are not economic loans.

    Printing and going into debt trillions should generate economic activity in the short term but there are serious consequences to our actions as confidence in dollar continues to fall.
    Jan 26 09:45 AM | 1 Like Like |Link to Comment
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