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  • Fully Stuffed Friday- Markets Popping Or Dropping? [View article]
    Phil, Thanks for all the interesting info that you present on highly relevant topics.

    I don't understand the flak that you have received from some commenter's recently.
    It seems if you don't reinforce their particular view of things then it's spleen venting time for them.
    I guess we can put up with some of it in the interest of free speech , but it sure does get old quick.
    Thanks again.
    Nov 27, 2015. 01:40 PM | 3 Likes Like |Link to Comment
  • Technically Speaking: The Real Value Of Cash [View article]
    Makes good sense to me. Thanks for all the data.
    Nov 24, 2015. 08:46 PM | Likes Like |Link to Comment
  • Could The Job Market Derail The Equity Bull? [View article]
    Read an article awhile back that addressed the JOLTS situation:
    It was called "The Purple Squirrel".
    The gist of this article was that companies hiring are being super selective i.e.
    They are searching for the extremely rare find "purple squirrel" aka genius, that will work for peanuts.
    I think that observation has validity, which suggests declining "real" opportunity in the job market in spite of the high JOLTS number.
    Nov 24, 2015. 08:22 PM | 1 Like Like |Link to Comment
  • Market Outlook - Bullish, But Facing A Wall [View article]
    Price, nice work again, Thanks.
    Broadly speaking, however, to me it's like comparing a 5% potential gain to a 20% potential loss. and those are not my kind of odds.
    Nov 23, 2015. 12:36 PM | 1 Like Like |Link to Comment
  • Bulls And Bears In Equilibrium [View article]
    Nice Charts of a very tricky and nuanced indicator when including the absent neutral sentiment.
    I like the long time frame presented. Thanks.
    Nov 22, 2015. 04:34 PM | Likes Like |Link to Comment
  • A New Stock Picking Ratio [View article]
    I am not opposed to share buybacks, but only the way they are implemented that obscures certain effects on investment analysis.
    The author has touched on some of these, to his credit.
    As it now stands with current accounting practices and investment industry reporting techniques., even with the salutary effects to EPS, etc, it's sloppy and inadequate reporting and highlighting results in too many shells added to an already overloaded shell game.
    Nov 22, 2015. 02:36 PM | Likes Like |Link to Comment
  • Earnings Season Stock Performance Distribution [View article]
    Nice chart.
    Exceed expectations or we'll meet you in the woodshed time.
    Public becoming a "little" less hopeful and gullible.
    Nov 22, 2015. 02:19 PM | Likes Like |Link to Comment
  • Terrific Tuesday - G20 Fixes Everything [View article]
    GAAP should be adjusted/changed to reflect with abundant clarity the effects that Share Buybacks have on the financial ratios.
    Instead, they just sit there like vultures on the balance sheet doing nothing but waiting to cause dilution by privileged executive stock options, or other bargaining.
    When Equity , Invested Capital, etc. are reduced in value, then ROE and ROIC and EPS automatically look better "artificially".
    Share Buybacks should be shown as a special expenditure in addition to the reduced cash (or increased debt) used to obtain them, and the ratios adjusted to show their effect i.e. add the Share buybacks back into a second set of formula's to show what they would be prior to the buyback.
    If this is not possible, or impractical, then the shares should be RETIRED and cease to exist (already required in some states, as I recall).
    Otherwise , it just adds more shells to the existing shell game.
    Nov 17, 2015. 11:42 AM | 1 Like Like |Link to Comment
  • Large-Cap Consumer Staples 11/13/15 [View instapost]
    Another excellent set of data.
    They're generally overpriced also.
    Nov 14, 2015. 12:05 PM | Likes Like |Link to Comment
  • Health Care / Pharma Stock Update 11/13/15 [View instapost]
    Excellent set of data. Thanks.
    Nov 14, 2015. 12:02 PM | Likes Like |Link to Comment
  • Boom To Bust 2.0 [View article]
    Lawrence, I would still leave Dec. open to a rate hike on a "one and done" basis.

    They do not want the criticism that they stayed behind the curve, whether or not that assessment is right or wrong.
    And- they can claim later that they did the deed in 2015, and that will stay on the books forever.
    So , in 2017, they can say, well, we raised rates back in 2015, but we did not over do it, etc, etc.
    Based on other factors, I agree with you that things are awfully mushy and are going to get mushier, so that speaks for no rate hike, so it will be a close call either way.
    Beyond the science , one can never ignore the human factor.
    Nov 13, 2015. 09:39 PM | 2 Likes Like |Link to Comment
  • Why The U.S. Stock Market Never Completely Recovered [View article]
    Gary, Succinct observations.
    Once again, the consumer is tapped out.
    The government led the way long ago.
    Nov 13, 2015. 12:09 PM | 2 Likes Like |Link to Comment
  • Faltering Friday - Eurozone GDP 0.3% From Recession [View article]
    Relative to our criminally active HealthCare(?) system:

    The Government doesn't care how wrong or toxic something is as long as they soak up the tax revenues from it.
    This has even lately included dope for the masses.
    The power structure reaping the profits and rewards from this corrupt system are in league with the tax revenuers.
    So this unholy alliance formed by the HealthCare Power Structure and the Government revenuers has impoverished the former middle income class.
    Bottom line is "if you don't care , then they certainly and surely don't care" for obvious reasons.
    A single payer healthcare system, while not perfect, would at the very least reduce this incredibly obvious abuse.
    Our only hope is to support candidates that advocate a single payer system.
    Otherwise, if medication and healthcare costs continue to soar far above incomes, no one but the super wealthy will be able to afford it and we will be forced to watch our loved ones (and ourselves) die unnecessary premature deaths.
    Take action NOW! before it is too late!
    PS: The HealthCare Insurance business are among the worst abusers also, and are part of the same syndicate.
    Nov 13, 2015. 11:45 AM | 1 Like Like |Link to Comment
  • Two Thousand Dollar Thursday- Futures Profits While We Wait [View article]
    Phil, Thanks for the reply, and the good tip.
    Nov 12, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • Two Thousand Dollar Thursday- Futures Profits While We Wait [View article]
    Phil, Nice work on the Futures tutorial. Thanks.
    Would that I possessed the time and temperament, not to mention the skill and the guts.
    PS: A Bloomberg terminal would also be nice.
    Nov 12, 2015. 11:07 AM | 3 Likes Like |Link to Comment