Neal Vanderstelt's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/222595/comments http://seekingalpha.com/instablog/354433-cliff-wachtel/41047-world-markets-brief-12-24-ava-fx-warns-beware-the-illiquid-pre-holiday-trading-scam-forex-commodities-trading-outlook?source=feed#comment-820037 820037 Thu, 24 Dec 2009 04:56:52 -0500 http://seekingalpha.com/article/179649-pound-vs-loonie-is-a-relief-rally-coming?source=feed#comment-820016 820016 Thu, 24 Dec 2009 04:35:57 -0500 http://seekingalpha.com/article/179122-long-usd-trends-neutral-on-momentum?source=feed#comment-815418 815418 Mon, 21 Dec 2009 06:48:49 -0500 http://seekingalpha.com/article/128293-inflation-is-this-the-real-danger?source=feed#comment-444403 444403 Sun, 29 Mar 2009 16:43:16 -0400 http://seekingalpha.com/article/125118-where-is-that-mythical-housing-bottom?source=feed#comment-433160 433160
Lessons from the Great Depression
-Don't buy something with leverage/credit that you could never possible afford to pay off in the future. this is what so many businesses did in the roaring 20's and the fatal yrs before the depression.
-Don't buy market slogans at market peaks of how strong the economy will continue to be or there's no end to the thriving economy. if it seems too good to be true it usually is. much like Jim Cramer quotes, quotes from analyst and politicians back in the depression, today and other economic crisis. they are paid liars nothing more. sometimes they tell the truth, sometimes half truths, and sometimes they outright lie when they have to.
-More debt creates more poverty. the more you owe the farther you have to dig out of a hole. each time you sign into something your signing your own fate away. with taxes you don't have a choice. this is why monetary policies are so important to balance an economy.
-always consider the risk not just the reward. what were the chances of the home buyers doubling their investment that baught 2yrs before the bubble collapsed? and what were the chance of them loosing it all? obviously the prices were high and rates were escalated. it may have been hard to predict that some would loose it all but the tell tail signs were surfacing.

and one of my favorite quotes:
The Light that burns twice as bright burns half as long...
and you have burned so very, very brightly]]> Fri, 20 Mar 2009 02:05:08 -0400
Lessons from the Great Depression
-Don't buy something with leverage/credit that you could never possible afford to pay off in the future. this is what so many businesses did in the roaring 20's and the fatal yrs before the depression.
-Don't buy market slogans at market peaks of how strong the economy will continue to be or there's no end to the thriving economy. if it seems too good to be true it usually is. much like Jim Cramer quotes, quotes from analyst and politicians back in the depression, today and other economic crisis. they are paid liars nothing more. sometimes they tell the truth, sometimes half truths, and sometimes they outright lie when they have to.
-More debt creates more poverty. the more you owe the farther you have to dig out of a hole. each time you sign into something your signing your own fate away. with taxes you don't have a choice. this is why monetary policies are so important to balance an economy.
-always consider the risk not just the reward. what were the chances of the home buyers doubling their investment that baught 2yrs before the bubble collapsed? and what were the chance of them loosing it all? obviously the prices were high and rates were escalated. it may have been hard to predict that some would loose it all but the tell tail signs were surfacing.

and one of my favorite quotes:
The Light that burns twice as bright burns half as long...
and you have burned so very, very brightly]]> http://seekingalpha.com/article/125118-where-is-that-mythical-housing-bottom?source=feed#comment-433148 433148 Just keep in mind the complexity of the housing market. The fact that you have to go though a process of borrowing money to buy such a big ticket item and the process of selling a home requires time to find a buyer and a process to go though completing a contract when the market is illiquid for houses. Think about it - you put a sign out in front of your house and hope someone finds it no the mls. The buyer has to look at it and make all kinds of decisions of weather they should buy and if it is a good time to. When everyone is doing this at once it further complicates the matter because the asset is now in less demand. If you compare it to selling other assets you can see all the complexity of having an agent, a special contract, and what not. Selling other things are much less complicated and don't require complicated procedures. As far as jobs goes this puts all kinds of people involved in housing out of work such as builders, makers of products, those in construction trades and so on. So the big question is when will housing deflate to a reasonable value and what will fill the gap in unemployment. One would have to look back into history when the problem got out of hand (ie when house prices became overinflated) and what measures our government is doing to make put the economy on track. So then you have to consider is the government putting more cash into our pockets in one way or another to help stimulate the economy and not just feed debt. There's not only a process to selling a home but a process for the economy to rebound. If a person has less wages or no wages and has to pay a huge percentage out of pocket for the cost of living and taxes to the government the chances are slim for a recovery. ]]> Fri, 20 Mar 2009 01:41:00 -0400 Just keep in mind the complexity of the housing market. The fact that you have to go though a process of borrowing money to buy such a big ticket item and the process of selling a home requires time to find a buyer and a process to go though completing a contract when the market is illiquid for houses. Think about it - you put a sign out in front of your house and hope someone finds it no the mls. The buyer has to look at it and make all kinds of decisions of weather they should buy and if it is a good time to. When everyone is doing this at once it further complicates the matter because the asset is now in less demand. If you compare it to selling other assets you can see all the complexity of having an agent, a special contract, and what not. Selling other things are much less complicated and don't require complicated procedures. As far as jobs goes this puts all kinds of people involved in housing out of work such as builders, makers of products, those in construction trades and so on. So the big question is when will housing deflate to a reasonable value and what will fill the gap in unemployment. One would have to look back into history when the problem got out of hand (ie when house prices became overinflated) and what measures our government is doing to make put the economy on track. So then you have to consider is the government putting more cash into our pockets in one way or another to help stimulate the economy and not just feed debt. There's not only a process to selling a home but a process for the economy to rebound. If a person has less wages or no wages and has to pay a huge percentage out of pocket for the cost of living and taxes to the government the chances are slim for a recovery. ]]> http://seekingalpha.com/article/100383-the-euro-has-significant-problems-and-they-re-likely-to-worsen?source=feed#comment-285279 285279 Sat, 18 Oct 2008 15:40:32 -0400 http://seekingalpha.com/article/98399-inflation-deflation-and-the-u-s-china-relationship?source=feed#comment-274307 274307 Sun, 05 Oct 2008 21:15:24 -0400 http://seekingalpha.com/article/98107-more-on-rising-dollar-declining-gold?source=feed#comment-271224 271224 Thu, 02 Oct 2008 01:47:19 -0400 http://seekingalpha.com/article/97307-profiting-from-the-700-billion-bailout?source=feed#comment-267067 267067 Sat, 27 Sep 2008 18:22:27 -0400 http://seekingalpha.com/article/96422-forget-about-a-v-shaped-recovery-maybe-a-w-or-l-and-what-about?source=feed#comment-260343 260343 Sat, 20 Sep 2008 21:35:25 -0400 http://seekingalpha.com/article/91267-recession-fears-go-global?source=feed#comment-232438 232438 Sun, 17 Aug 2008 13:11:16 -0400 http://seekingalpha.com/article/91204-market-predictions-crazy-about-the-dollar?source=feed#comment-231912 231912
Mark is a racist from Europe although we have them too where they come from the left.""

I suppose you think that if you mention race it dismisses all the fact of what the Bush administration and anti-American US Government is doing? What does it make you for liking the bastards in power who are the lowest scum on earth? You may be able to toss around the term racist but where are your own morals? Do you have any morals or are you just a parasite? ]]> Sat, 16 Aug 2008 12:34:14 -0400
Mark is a racist from Europe although we have them too where they come from the left.""

I suppose you think that if you mention race it dismisses all the fact of what the Bush administration and anti-American US Government is doing? What does it make you for liking the bastards in power who are the lowest scum on earth? You may be able to toss around the term racist but where are your own morals? Do you have any morals or are you just a parasite? ]]> http://seekingalpha.com/article/91204-market-predictions-crazy-about-the-dollar?source=feed#comment-231907 231907 This is not a reason to like the Jews.
Bush is a puppet to Israel and not only Israel but to Saudi and king Abdullah the oil tycoon. these sick bastards have been manipulating the markets and creating wars out of any crisis they can find so they can push their own agenda like oil and war profits that do not benefit the average American. By the way Bush has the lowest approval rating even lower than Nixon. Bush would just love to impress his Israeli buddies (who he serves not us Americans) and find a backdoor way into getting into a war with Iran such as though provoking Russia. Bush is an ass hole he is ruining all global diplomacy. Who cares about Israel, it doesn't concern the US and there should not be troops deployed in the Middle East which is another Vietnam. WWIII is possible because of zionist war mongers promoting wars. Cheney is another sick lowlife bastard Israeli puppet that is profiting from making wars.

The USD itself has to choose between having exports though a devalued dollar or to letting the economy rebound. With the economy slowing it may allow commodities to retreat. However the economy itself is basically ruined long term because of government spending (Bush's drunken sailor spending / war mongering for his zionist jew buddies) and massive deficits that are over 50 trillion for American tax payers. Nobody hates America more than the Bush administration and the American government so think twice about who you say is anti-American because apparently you are so dumbed down by refined foods and what's shown thought the propaganda machine you don't have any concept of it.]]> Sat, 16 Aug 2008 12:24:16 -0400 This is not a reason to like the Jews.
Bush is a puppet to Israel and not only Israel but to Saudi and king Abdullah the oil tycoon. these sick bastards have been manipulating the markets and creating wars out of any crisis they can find so they can push their own agenda like oil and war profits that do not benefit the average American. By the way Bush has the lowest approval rating even lower than Nixon. Bush would just love to impress his Israeli buddies (who he serves not us Americans) and find a backdoor way into getting into a war with Iran such as though provoking Russia. Bush is an ass hole he is ruining all global diplomacy. Who cares about Israel, it doesn't concern the US and there should not be troops deployed in the Middle East which is another Vietnam. WWIII is possible because of zionist war mongers promoting wars. Cheney is another sick lowlife bastard Israeli puppet that is profiting from making wars.

The USD itself has to choose between having exports though a devalued dollar or to letting the economy rebound. With the economy slowing it may allow commodities to retreat. However the economy itself is basically ruined long term because of government spending (Bush's drunken sailor spending / war mongering for his zionist jew buddies) and massive deficits that are over 50 trillion for American tax payers. Nobody hates America more than the Bush administration and the American government so think twice about who you say is anti-American because apparently you are so dumbed down by refined foods and what's shown thought the propaganda machine you don't have any concept of it.]]> http://seekingalpha.com/article/89208-fomc-meeting-fed-talks-tough-on-inflation?source=feed#comment-223626 223626 if you don't think the value of the dollar can go lower your just painting a false picture of hope. just because crude has corrected from record highs doesn't mean the dollar is strong. remember 100 a barrel was considered too high. this will only deteriorate over time. so it's not a panic overnight drop but in time it will erode with the macros being so bad. Remember a similar situation happened in Japan and it went though a very long period of deflation. The same is happening now. ]]> Tue, 05 Aug 2008 21:45:37 -0400 if you don't think the value of the dollar can go lower your just painting a false picture of hope. just because crude has corrected from record highs doesn't mean the dollar is strong. remember 100 a barrel was considered too high. this will only deteriorate over time. so it's not a panic overnight drop but in time it will erode with the macros being so bad. Remember a similar situation happened in Japan and it went though a very long period of deflation. The same is happening now. ]]> http://seekingalpha.com/article/89104-ahead-of-the-fed-oil-and-the-dollar?source=feed#comment-223282 223282 Tue, 05 Aug 2008 12:59:14 -0400 http://seekingalpha.com/article/88537-gold-should-continue-to-outperform-dollar-should-fall?source=feed#comment-221726 221726 are more competitive"
depends on who they have to compete with. if China has to adjust higher because of their record inflation this will mean the yen can evaluate higher and still maintain competitive between rival.]]> Sun, 03 Aug 2008 17:05:33 -0400 are more competitive"
depends on who they have to compete with. if China has to adjust higher because of their record inflation this will mean the yen can evaluate higher and still maintain competitive between rival.]]> http://seekingalpha.com/article/88537-gold-should-continue-to-outperform-dollar-should-fall?source=feed#comment-221723 221723 there was inflation in the US before the dollar dropped. it's called stagflation. ie economy slowing while inflation still rises. this can be attributed to growth countries and Eurozone is not one of them. ]]> Sun, 03 Aug 2008 16:56:07 -0400 there was inflation in the US before the dollar dropped. it's called stagflation. ie economy slowing while inflation still rises. this can be attributed to growth countries and Eurozone is not one of them. ]]> http://seekingalpha.com/article/84607-a-surprise-in-store-for-the-dollar?source=feed#comment-204419 204419 Sun, 13 Jul 2008 13:37:08 -0400 http://seekingalpha.com/article/83791-commodity-driven-role-reversal?source=feed#comment-199295 199295 Sun, 06 Jul 2008 14:08:03 -0400 http://seekingalpha.com/article/83791-commodity-driven-role-reversal?source=feed#comment-199292 199292 ]]> Sun, 06 Jul 2008 14:00:16 -0400 ]]> http://seekingalpha.com/article/83791-commodity-driven-role-reversal?source=feed#comment-199282 199282 Sun, 06 Jul 2008 13:50:15 -0400