Mr.G's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/231448/comments http://seekingalpha.com/news/market_currents/post/12296?source=feed#comment-318035 318035 Mon, 01 Dec 2008 08:48:34 -0500 http://seekingalpha.com/article/107523-citi-s-underwhelming-bailout?source=feed#comment-313531 313531 Felix good article -this is a quick fix because the bailout package isnt big enough to cover citibank I would expect to see Paulson back in front of congress shortly for more cash as this rolls along - also that money which is off the books now may be forced on to the books in a couple of months if you look at the what the G20 decided to do last weekend -I think those shadow assets being forced onto the books in the near future is what caused Citis giant fall to below 4.00 a share - This crisis is like an alcoholic anonymous meeting ..One bank at a time . If there are any other banks out there with large shadow assets off the books expect them to get the same treatment ]]> Mon, 24 Nov 2008 09:20:06 -0500 Felix good article -this is a quick fix because the bailout package isnt big enough to cover citibank I would expect to see Paulson back in front of congress shortly for more cash as this rolls along - also that money which is off the books now may be forced on to the books in a couple of months if you look at the what the G20 decided to do last weekend -I think those shadow assets being forced onto the books in the near future is what caused Citis giant fall to below 4.00 a share - This crisis is like an alcoholic anonymous meeting ..One bank at a time . If there are any other banks out there with large shadow assets off the books expect them to get the same treatment ]]> http://seekingalpha.com/article/107341-buffett-s-gamble-40-billion-bet-on-volatility?source=feed#comment-313503 313503 Mon, 24 Nov 2008 09:00:16 -0500 http://seekingalpha.com/article/106053-the-stock-market-is-not-the-u-s-economy?source=feed#comment-305906 305906 as for the world economy it doesnt seem to have a heartbeat and has literally flatlined if you look at the baltic dry index which has dropped close to 0 and now is just a steady line ]]> Fri, 14 Nov 2008 08:48:05 -0500 as for the world economy it doesnt seem to have a heartbeat and has literally flatlined if you look at the baltic dry index which has dropped close to 0 and now is just a steady line ]]> http://seekingalpha.com/article/105825-gold-bugs-beware?source=feed#comment-305307 305307 lets say in march 08 I bought all of my gold at 1000/ounce without dollar cost averaging - with that one ounce at the time(march 08) I could trade it in for 364 gallons of unleaded gasoline(gas was 2.75/ gal nymex mar 08)- Today I could sell the same ounce at $720.00 and buy 497.55 gallons at 1.45 a gallon.you get pretty much the same result across the board -wheat -oil- nat gas-copper -silver- Thats value in a deflationary situation
my point being price doesnt matter to a gold bug as much as him maintaining his purchasing power - is he upset prices arent acting better in the current situation ? absolutely , but the preservation of purchasing power outweighs it and risk is at a minimum (if no leverage)- the strong dollar- yen could turn in 24 hours or 10 weeks but it will happen very quickly who wants that risk?


]]> Thu, 13 Nov 2008 13:00:11 -0500 lets say in march 08 I bought all of my gold at 1000/ounce without dollar cost averaging - with that one ounce at the time(march 08) I could trade it in for 364 gallons of unleaded gasoline(gas was 2.75/ gal nymex mar 08)- Today I could sell the same ounce at $720.00 and buy 497.55 gallons at 1.45 a gallon.you get pretty much the same result across the board -wheat -oil- nat gas-copper -silver- Thats value in a deflationary situation
my point being price doesnt matter to a gold bug as much as him maintaining his purchasing power - is he upset prices arent acting better in the current situation ? absolutely , but the preservation of purchasing power outweighs it and risk is at a minimum (if no leverage)- the strong dollar- yen could turn in 24 hours or 10 weeks but it will happen very quickly who wants that risk?


]]> http://seekingalpha.com/article/105825-gold-bugs-beware?source=feed#comment-304949 304949 Thu, 13 Nov 2008 09:05:12 -0500 http://seekingalpha.com/article/105526-the-most-misunderstood-chart-of-all-time?source=feed#comment-304150 304150 although Weiss is a permabear and usually gets his but kicked by a rebounding stock market -I cant help but think he may be right this time -

I read a saying the other day it said "bulls never look at history or completely disregard it saying the worst could never happen ..." ( I added this part)
"...and bears disregard bulls in their fundamental analysis" That is why things are never as bad as they fundamentally should be ]]> Wed, 12 Nov 2008 12:09:53 -0500 although Weiss is a permabear and usually gets his but kicked by a rebounding stock market -I cant help but think he may be right this time -

I read a saying the other day it said "bulls never look at history or completely disregard it saying the worst could never happen ..." ( I added this part)
"...and bears disregard bulls in their fundamental analysis" That is why things are never as bad as they fundamentally should be ]]> http://seekingalpha.com/article/105061-should-we-really-bail-out-the-big-three-automakers-with-73-20-per-hour-labor?source=feed#comment-303254 303254 Tue, 11 Nov 2008 14:59:51 -0500 http://seekingalpha.com/article/105385-obama-s-green-obsession-more-harm-than-good?source=feed#comment-303168 303168
am I mistaken or does this excerpt from your article show that denmark is energy sufficient times 3 - if so what is the problem with a country who has more energy resources than it needs?-am I reading this wrong]]> Tue, 11 Nov 2008 13:48:02 -0500
am I mistaken or does this excerpt from your article show that denmark is energy sufficient times 3 - if so what is the problem with a country who has more energy resources than it needs?-am I reading this wrong]]> http://seekingalpha.com/article/105375-the-fed-money-machine-gears-up-to-print-trillions?source=feed#comment-303065 303065 Tue, 11 Nov 2008 12:26:51 -0500 http://seekingalpha.com/article/104382-a-capitalist-reformation?source=feed#comment-299463 299463
I always thought of the banks as the "house". I never thought they were stupid enough to actually be companies with gambling problems .The only sure thing is death and taxes and banks have definitely not been paying taxes over the last 20 years .

Automakers should have been looking into the future not into how to cut costs and quality while lining their executives pockets -

as for a reformation it will never take place as long as lobbyists and corporatists calling themselves democrats and republicans roam the halls of washington. Corporatism is what has caused all of this and it is now blatantly apparent it will continue until it breaks the bank (US govt) which is funded by its shareholders the taxpayers ..
]]> Thu, 06 Nov 2008 11:59:36 -0500
I always thought of the banks as the "house". I never thought they were stupid enough to actually be companies with gambling problems .The only sure thing is death and taxes and banks have definitely not been paying taxes over the last 20 years .

Automakers should have been looking into the future not into how to cut costs and quality while lining their executives pockets -

as for a reformation it will never take place as long as lobbyists and corporatists calling themselves democrats and republicans roam the halls of washington. Corporatism is what has caused all of this and it is now blatantly apparent it will continue until it breaks the bank (US govt) which is funded by its shareholders the taxpayers ..
]]> http://seekingalpha.com/article/100479-will-we-know-when-we-ve-made-a-low?source=feed#comment-284753 284753 Fri, 17 Oct 2008 14:42:39 -0400 http://seekingalpha.com/article/100479-will-we-know-when-we-ve-made-a-low?source=feed#comment-284751 284751 Fri, 17 Oct 2008 14:40:49 -0400 http://seekingalpha.com/article/100479-will-we-know-when-we-ve-made-a-low?source=feed#comment-284740 284740 but if you look at your charts if you were to invest exactly 2 months after the initial extremly large move down - you would always catch the wave up ]]> Fri, 17 Oct 2008 14:22:49 -0400 but if you look at your charts if you were to invest exactly 2 months after the initial extremly large move down - you would always catch the wave up ]]> http://seekingalpha.com/article/100404-have-investors-reached-the-point-of-maximum-pessimism?source=feed#comment-284395 284395
people are optimistic -in the current situation - a must read cut and paste into your browser

seekingalpha.com/artic...

]]> Fri, 17 Oct 2008 09:24:21 -0400
people are optimistic -in the current situation - a must read cut and paste into your browser

seekingalpha.com/artic...

]]> http://seekingalpha.com/article/100302-financials-is-fiscal-prudence-too-much-to-ask-for?source=feed#comment-284388 284388
seekingalpha.com/artic...

cut and paste the above into your web browsing bar a very good article]]> Fri, 17 Oct 2008 09:18:22 -0400
seekingalpha.com/artic...

cut and paste the above into your web browsing bar a very good article]]> http://seekingalpha.com/article/99674-coming-soon-the-600-trillion-derivatives-emergency-meeting?source=feed#comment-284383 284383 Fri, 17 Oct 2008 09:11:47 -0400 http://seekingalpha.com/article/99674-coming-soon-the-600-trillion-derivatives-emergency-meeting?source=feed#comment-284376 284376
If this is the case why is there even a stock market trading - If these debt dollars or whatever debt currency come into existence are they blackholes which will suck every dollar printed or on a computer into it ?
these derivatives sound stranger then quantum physics or string theory -

when one explodes will the fed just state it doesnt matter the dollar is just a piece of paper - he will type the number in the computer (if it fits ) with a plus sign in front and press send - Then say see how easy that was to fix - because he presses send -your house will then be worth an easy 100 million dollars -

so the way I see it is look on the bright side you will soon be as rich as warren buffet is today -

the only way to deal with this at this point is with a sense of humor otherwise it hurts to much]]> Fri, 17 Oct 2008 09:05:02 -0400
If this is the case why is there even a stock market trading - If these debt dollars or whatever debt currency come into existence are they blackholes which will suck every dollar printed or on a computer into it ?
these derivatives sound stranger then quantum physics or string theory -

when one explodes will the fed just state it doesnt matter the dollar is just a piece of paper - he will type the number in the computer (if it fits ) with a plus sign in front and press send - Then say see how easy that was to fix - because he presses send -your house will then be worth an easy 100 million dollars -

so the way I see it is look on the bright side you will soon be as rich as warren buffet is today -

the only way to deal with this at this point is with a sense of humor otherwise it hurts to much]]> http://seekingalpha.com/article/100290-september-consumer-price-index-interesting-relationship-between-food-and-energy-prices?source=feed#comment-284354 284354 and the truth will come out when in the near future when all of the #'s look good the street will not realize gains are from inflation -the consumer has been in decline for years now or leveled off the cpi , inflation- and unemployement reports have done a good job of hiding that fact ]]> Fri, 17 Oct 2008 08:39:47 -0400 and the truth will come out when in the near future when all of the #'s look good the street will not realize gains are from inflation -the consumer has been in decline for years now or leveled off the cpi , inflation- and unemployement reports have done a good job of hiding that fact ]]> http://seekingalpha.com/article/99959-countdown-of-manipulated-gold-price-running-out?source=feed#comment-283953 283953 Thu, 16 Oct 2008 15:25:10 -0400 http://seekingalpha.com/article/100212-this-recession-will-be-anything-but-deep?source=feed#comment-283917 283917 you must make the consumer whole again - do you think higher- interest rates -credit card bills -food costs -energy and gasoline bills are going to do that you are delusional ]]> Thu, 16 Oct 2008 14:53:17 -0400 you must make the consumer whole again - do you think higher- interest rates -credit card bills -food costs -energy and gasoline bills are going to do that you are delusional ]]> http://seekingalpha.com/article/100193-switzerland-strengthens-its-banks-short-interest-remains-low?source=feed#comment-283889 283889
source: article - ny times sat. Oct. 11th ]]> Thu, 16 Oct 2008 14:24:12 -0400
source: article - ny times sat. Oct. 11th ]]> http://seekingalpha.com/article/100141-silver-gap-between-paper-and-physical-prices-widening-daily?source=feed#comment-283858 283858 Thu, 16 Oct 2008 13:55:39 -0400 http://seekingalpha.com/article/100141-silver-gap-between-paper-and-physical-prices-widening-daily?source=feed#comment-283853 283853 Thu, 16 Oct 2008 13:52:55 -0400 http://seekingalpha.com/article/100141-silver-gap-between-paper-and-physical-prices-widening-daily?source=feed#comment-283852 283852 I know MFglobal handles delivery of commodities but I have no idea of whats involved -and as dieur said - I am not even sure the metal is deliverable at this point -
The one thing that perturbs me is hedge funds pretty much liquidated the paper they were rolling from month to month to cover losses or exits from funds -I am wondering if many retailers are holding inventory which was bought at higher prices and are creating a false sense of none- I know that is playing devils advocate but has been done in the past in ag grains at harvest -they wait for prices to come up then dump all at the same time pushing prices downward -with metals it could be done incrementally where as in ags -the product goes bad ]]> Thu, 16 Oct 2008 13:52:20 -0400 I know MFglobal handles delivery of commodities but I have no idea of whats involved -and as dieur said - I am not even sure the metal is deliverable at this point -
The one thing that perturbs me is hedge funds pretty much liquidated the paper they were rolling from month to month to cover losses or exits from funds -I am wondering if many retailers are holding inventory which was bought at higher prices and are creating a false sense of none- I know that is playing devils advocate but has been done in the past in ag grains at harvest -they wait for prices to come up then dump all at the same time pushing prices downward -with metals it could be done incrementally where as in ags -the product goes bad ]]> http://seekingalpha.com/article/100200-long-term-financials-look-good?source=feed#comment-283800 283800 Thu, 16 Oct 2008 12:48:16 -0400 http://seekingalpha.com/article/100154-a-tidal-wave-of-credit-expansion?source=feed#comment-283495 283495 and it is quite obvious that the consumer is the start of the food chain not the banks - If he is healthy, (which he isnt . he is the root cause of the problem ) -the banks will be healthy. -he(the consumer) needs discretionary income and breathing room in order for this to all turnaround and even if the banks are fully armed with cash they will find less and less consumers willing or able to accept it as they struggle to make it happen today -The bailout money could have done any number of things to help out consumers and banks at the same time -Instead of paying the debts of the banks they should have paid the debts of the consumer (the banks would have been the beneficiary anyway) - but it would have given some discretionary income to consumers
]]> Thu, 16 Oct 2008 05:07:29 -0400 and it is quite obvious that the consumer is the start of the food chain not the banks - If he is healthy, (which he isnt . he is the root cause of the problem ) -the banks will be healthy. -he(the consumer) needs discretionary income and breathing room in order for this to all turnaround and even if the banks are fully armed with cash they will find less and less consumers willing or able to accept it as they struggle to make it happen today -The bailout money could have done any number of things to help out consumers and banks at the same time -Instead of paying the debts of the banks they should have paid the debts of the consumer (the banks would have been the beneficiary anyway) - but it would have given some discretionary income to consumers
]]> http://seekingalpha.com/article/100071-bad-news-for-the-economy-is-good-news-for-the-dollar?source=feed#comment-283491 283491 Thu, 16 Oct 2008 04:41:49 -0400 http://seekingalpha.com/article/100020-the-big-spending-fade-rolls-on?source=feed#comment-283039 283039
copper below 240 is basically predicting almost all economic activity stops in my book ]]> Wed, 15 Oct 2008 12:43:21 -0400
copper below 240 is basically predicting almost all economic activity stops in my book ]]> http://seekingalpha.com/article/100021-a-dark-morning?source=feed#comment-283030 283030 Wed, 15 Oct 2008 12:32:46 -0400