User 241672's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/241672/comments http://seekingalpha.com/article/131633-the-7-trillion-rally?source=feed#comment-468137 468137
How exactly is the consumer going to get out of this mountain of debt?

I wouldn't get too far ahead of things expecting a return to the good 'ol days of neg-am mortages and mailboxes filled with credit card applications.

People are going to have to figure out a new way forward that involves less imports and more exports, less financial engineering and more mechanical engineering. And I hope sooner than later wind down GM, CITI and AIG instead of throwing tax dollars at them.]]> Sun, 19 Apr 2009 08:03:38 -0400
How exactly is the consumer going to get out of this mountain of debt?

I wouldn't get too far ahead of things expecting a return to the good 'ol days of neg-am mortages and mailboxes filled with credit card applications.

People are going to have to figure out a new way forward that involves less imports and more exports, less financial engineering and more mechanical engineering. And I hope sooner than later wind down GM, CITI and AIG instead of throwing tax dollars at them.]]> http://seekingalpha.com/article/131531-citigroup-s-horrible-conference-call?source=feed#comment-468079 468079
Enron screws over California for billions, implodes, we get a huge reporting burden, and then public companies just outright obfuscate, omit and lie!

As a shareholder, I want to see the loan book and know what's hiding on and _off_ the balance sheet.
]]> Sun, 19 Apr 2009 04:34:18 -0400
Enron screws over California for billions, implodes, we get a huge reporting burden, and then public companies just outright obfuscate, omit and lie!

As a shareholder, I want to see the loan book and know what's hiding on and _off_ the balance sheet.
]]> http://seekingalpha.com/article/131580-the-seduction-of-america?source=feed#comment-468071 468071
Perhaps the trillions of dollars of obligations assumed by the US taxpayers could have been just mailed out as stimulus checks to restart the _real_ economy. 10 or 20 thousand per household would have been a nice down-payment on a productive economy.]]> Sun, 19 Apr 2009 04:08:37 -0400
Perhaps the trillions of dollars of obligations assumed by the US taxpayers could have been just mailed out as stimulus checks to restart the _real_ economy. 10 or 20 thousand per household would have been a nice down-payment on a productive economy.]]> http://seekingalpha.com/article/131120-notes-on-the-impending-market-reversal?source=feed#comment-464651 464651
Everything I needed to know about Wall Street I learned from Broiler Room.]]> Thu, 16 Apr 2009 01:26:50 -0400
Everything I needed to know about Wall Street I learned from Broiler Room.]]> http://seekingalpha.com/article/120964-the-curious-case-of-the-u-s-dollar?source=feed#comment-393097 393097
Such a fundamental thing as the value of the US currency and there's just no discussion beyond this "risk aversion" cliche.

Roubini? Greenspan? Gross? Surely someone with authority will speak to this.
]]> Wed, 18 Feb 2009 05:41:30 -0500
Such a fundamental thing as the value of the US currency and there's just no discussion beyond this "risk aversion" cliche.

Roubini? Greenspan? Gross? Surely someone with authority will speak to this.
]]> http://seekingalpha.com/article/115677-de-leveraging-is-not-deflation?source=feed#comment-362624 362624
I get really worried when people say something is "unimaginable" - usually it means they don't want to face the prospect.

Let's pretend that the US magically (and uniquely) faced the rapture, and went to heaven, leaving the rest of the world to plod on.

What would happen in your universe of "how things work"?

Would food production and the will to live cease?]]> Thu, 22 Jan 2009 00:23:45 -0500
I get really worried when people say something is "unimaginable" - usually it means they don't want to face the prospect.

Let's pretend that the US magically (and uniquely) faced the rapture, and went to heaven, leaving the rest of the world to plod on.

What would happen in your universe of "how things work"?

Would food production and the will to live cease?]]> http://seekingalpha.com/article/95849-las-vegas-sacramento-housing-show-big-gains-is-real-estate-about-to-surge?source=feed#comment-257353 257353
But how many sellers on the sidelines? and how many of those have ticking time-bomb liar-loan-option-arm mortgages?]]> Wed, 17 Sep 2008 17:22:31 -0400
But how many sellers on the sidelines? and how many of those have ticking time-bomb liar-loan-option-arm mortgages?]]> http://seekingalpha.com/article/95849-las-vegas-sacramento-housing-show-big-gains-is-real-estate-about-to-surge?source=feed#comment-257352 257352 Wed, 17 Sep 2008 17:21:44 -0400 http://seekingalpha.com/article/90104-bottom-fishing-cramer-s-mad-money-8-8-08?source=feed#comment-227473 227473 Mon, 11 Aug 2008 02:20:50 -0400 http://seekingalpha.com/article/90139-the-downside-risk-to-international-exposure?source=feed#comment-227467 227467
Perhaps the US deficits (household, national, trade) will cause a prolonged period of slow growth in the US, and the world will not bother to wait for a US recovery.
]]> Mon, 11 Aug 2008 02:09:42 -0400
Perhaps the US deficits (household, national, trade) will cause a prolonged period of slow growth in the US, and the world will not bother to wait for a US recovery.
]]>