Roberm73

Global Economic Outlook: Today's Senate Testimony

Awesome post. In the end we default on the debt once the polictians over extend our credit.

Buffett's S&P 500 Puts: Big Blunder?

I think Buffet still follows the style of Graham. Nothing wrong with it and the deals he crafts protect the money of his company, while the returns may suffer in the short term, he may be proving right on the long term. So far it has work out. The only question now is how bad will it get and can of all of the sub companies survie. Hard to say at this point.

Mexican Economy: Does What Happens in Mexico, Stay in Mexico?

I agree, with the annoucment that pemex profits fell at double the rate expected, Mexico is qucikly running itself out money. A collapse of Mexico would be sesmic event for the US.

The Trades to Make if the Fed Bails Out State Governments

While I hate to say it, I think we will get round one of bailouts for the states. So I like the trade and it matchs what PIMCO has been saying.

Jack Welch Believes the TARP Is Working

Shilling for the government may not be a good long term job...

How Much Worse Can the Ad Market Get? Just Wait

The tech companies will suffer with the rest of the economy. Google should surivie but the stock has a lot to go down before it stops

Geithner on Yuan: Misstep or Warning Shot?

I think they are overplaying there hand here. Firing a warning shot may be good polictics but it may have terrible economic effects. Smoot Hawley Tariff Act II? History may repeat but it usually rhymes.

Google (GOOG): About 85% of employees have some stock options under water. GOOG is going to offer employees a voluntary one-for-one stock option exchange. Could this be costly?

Sounds a little diluation to the stock price. Or they are worried about brian drain as the perks are taking away by the cost cutting CFO

Citigroup Chart of the Day

C will have be siezed and sold. I think they are to far gone to save.
I made plenty on puts on the company already.

Can a Pair of Steves Hold Off a Pair of Giants?

I think Rimm may get a boost from Obama of all people.
Why you ask?
www.alleyinsider.com/2...
Casue he well keep his blackberry and be seen with it.
As for the Iphone it is very cool but many people are very loyal to the Blackberry

Contemplating the Demise of Bank of America, Citi and JPMorgan

doomisnigh.blogspot.co...
Everyone should read this link before decided if the banks are worth time to talk about investing in much less investing in.

Earnings Preview: eBay

Ebay was had been whitewashed, beating up and overpriced for some time. It should be flourishing. It is not. Clear signs management needs a shake up. Skip this stock, there are better one's to be had.

The Family Foresight Thought Experiment

Good fun
If you held physical assest from 1908, Gold Coins, Silver Coins, Hell even paper assest (Dollars of the day) you would see almost a 3-4 times return. Key underlinded of long term weath preservation is not to trust any goverment (all can fail), Land can be seized (russia), but if you and your hiers, have large physical assest and have them stored in several highly safe counties, (Swiss, Sweden) or in several global places with little chance of reveoultion (Small islands and nations).

Four Reasons Why Gold's a Slam Dunk Investment

In the short run gold will decrease as demand for jewerly, cars (used in catalyic converters), computers, and other non-necessary items is decressed. Long term we may never see gold at $80 again. Long term it should move higher for the reasons outlined, risk of geopolictial events continues to increase (One reason is protectionism, cause less trade equals more conflicts, you dont bomb your trading partners unless you have a override reason like religion). Terrorism is not going to shrink till we deal with the poverty and mid east issues, Inflation is clearly above where it needs to be and Bernake does not care about it.
Risk of a major issues in the finacial markets could drive people to safe heavens of physical gold.
So before you call each other names consider the long run before you place bets on either side. And anyone with one investment (Stocks or gold is looking to be burned by the black swan)

Decoupling Of Physical Gold And Paper Gold Prices

Like all investments, being in gold or silver should not be the one thing you do. It should be no more then 10% of your total weath. Yes it is used as a dollar edge, but there is easier ways to do this. Just open a bank account in a forgien country, it can be done on the web now. The play in phyical metal (bullion) is simply a bet againt fiat money. However the investment in Rare Coins is just like other invenstment of a non-financial type, buy what you like, enjoy it and maybe it will go up in value. Dont think you can walk in off the street and buy up coins and get rich. Like the art or wine market it is driven by professional collectors who spend a lifetime figuering out the market. As for the future, there is nothing wrong with some gold and silver as the credit cruch will continue for sometime and may be reflected in the markets and dollars for a while.