trader1138's Comments trader1138's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/243438/comments Revered author Jim Collins' next book: Why some companies weather heavy economic turbulance way better than their peers. After seven years of research, Collins says he can prove that innovation isn't the key to bouncing back from the recession. Discipline is. http://seekingalpha.com/news/market_currents/post/25288?source=feed#comment-528369 528369 Tue, 02 Jun 2009 13:34:10 -0400 This week's dollar slide could be a game changer, marking a key moment in the world's economic recovery. The dollar's decline, the first in almost a year, appears independent of broader movements in equity or bond markets, and could be the start of a major nosedive. http://seekingalpha.com/news/market_currents/post/24725?source=feed#comment-513403 513403

On May 21 03:51 PM ibejack wrote:

> Why make the jump to Armageodon scenerio?
>
> All were talking about is inflation and the problems that go with
> it.
>
> The dolalr is in a long term downtrend and everyone knows it. Buy
> gold as a hedge.]]> Thu, 21 May 2009 15:56:29 -0400

On May 21 03:51 PM ibejack wrote:

> Why make the jump to Armageodon scenerio?
>
> All were talking about is inflation and the problems that go with
> it.
>
> The dolalr is in a long term downtrend and everyone knows it. Buy
> gold as a hedge.]]> This week's dollar slide could be a game changer, marking a key moment in the world's economic recovery. The dollar's decline, the first in almost a year, appears independent of broader movements in equity or bond markets, and could be the start of a major nosedive. http://seekingalpha.com/news/market_currents/post/24725?source=feed#comment-513385 513385 Thu, 21 May 2009 15:42:07 -0400 Laszlo Birinyi thinks U.S. stocks are at the beginning of a bull market, and the S&P 500 could advance as much as 88% in the next 2-3 years. http://seekingalpha.com/news/market_currents/post/24703?source=feed#comment-513294 513294 Thu, 21 May 2009 14:43:12 -0400 Currency watchers warn the dollar could be in for a major nosedive. http://seekingalpha.com/news/market_currents/post/24709?source=feed#comment-513279 513279

On May 21 02:27 PM Carlos Lam wrote:

> On May 21 02:16 PM trader1138 wrote:]]> Thu, 21 May 2009 14:32:35 -0400

On May 21 02:27 PM Carlos Lam wrote:

> On May 21 02:16 PM trader1138 wrote:]]> Currency watchers warn the dollar could be in for a major nosedive. http://seekingalpha.com/news/market_currents/post/24709?source=feed#comment-513241 513241 Thu, 21 May 2009 14:16:13 -0400 The government "is now the sole reliable and sufficient source of federal student-loan capital," Obama tells lawmakers, and private lenders should be curtailed in the federal student-loan program. http://seekingalpha.com/news/market_currents/post/24705?source=feed#comment-513022 513022 Thu, 21 May 2009 12:26:51 -0400 Even as many banks prepare to repay TARP, other emergency financial measures are starting to take on an air of permanence. Geithner says it's still too early to think about the unwinding process. http://seekingalpha.com/news/market_currents/post/24699?source=feed#comment-512997 512997 Thu, 21 May 2009 12:14:41 -0400 FOMC minutes: the economy will continue to contract, unemployment will rise and remain elevated through the end of 2011, inflation will remain subdued. Some officials are open to buying more Treasurys. (Read the full FOMC minutes) http://seekingalpha.com/news/market_currents/post/24612?source=feed#comment-511701 511701 Wed, 20 May 2009 14:08:35 -0400 Impressive chart quantifies the international housing bubble using the price/rent ratio - which tries to capture the value of the asset relative to its cash flow. Compared to elsewhere, the U.S. bubble seems tame. http://seekingalpha.com/news/market_currents/post/24514?source=feed#comment-510147 510147

On May 19 03:01 PM klarsolo wrote:

> Aha...so the Euro is closely linked to Spain? Fascinating]]> Tue, 19 May 2009 15:04:57 -0400

On May 19 03:01 PM klarsolo wrote:

> Aha...so the Euro is closely linked to Spain? Fascinating]]> Impressive chart quantifies the international housing bubble using the price/rent ratio - which tries to capture the value of the asset relative to its cash flow. Compared to elsewhere, the U.S. bubble seems tame. http://seekingalpha.com/news/market_currents/post/24514?source=feed#comment-510120 510120 Tue, 19 May 2009 14:54:52 -0400 As expected, the Senate approves a bill cracking down on such credit card practices as sudden interest rate hikes and hidden fees. http://seekingalpha.com/news/market_currents/post/24517?source=feed#comment-509976 509976 Tue, 19 May 2009 13:41:01 -0400 President Obama will today announce the U.S.'s first attempt at official emissions limits, as well as requiring a new mileage standard of 35.5 mpg. The move will cost consumers another $1,300 per vehicle, and could save 1.8B barrels of oil through 2016. http://seekingalpha.com/news/market_currents/post/24469?source=feed#comment-509407 509407 2. sustain uncertainty
3. push through every liberal wet dream policy under the sun
4. sit back and enjoy making everybody 'equal'
5. issue a new, presidential edition of 'Harrison Bergeron']]> Tue, 19 May 2009 09:05:28 -0400 2. sustain uncertainty
3. push through every liberal wet dream policy under the sun
4. sit back and enjoy making everybody 'equal'
5. issue a new, presidential edition of 'Harrison Bergeron']]> Scary chart of the day: S&P 500 earnings decline over the last 20 months. http://seekingalpha.com/news/market_currents/post/24429?source=feed#comment-508689 508689 Mon, 18 May 2009 15:47:46 -0400 Three-month Libor slides another 4 points to 0.79%, the 34th straight day of decline. Analysts say confidence among banks, combined with a jump in consumer deposits, is driving the drop. http://seekingalpha.com/news/market_currents/post/24426?source=feed#comment-508592 508592

On May 18 02:20 PM Cetin Hakimoglu wrote:

> Sorry, folks but the crisis has been fixed. There are no more problems
> with the economy.]]> Mon, 18 May 2009 14:40:00 -0400

On May 18 02:20 PM Cetin Hakimoglu wrote:

> Sorry, folks but the crisis has been fixed. There are no more problems
> with the economy.]]> It's China's world; the rest of us just live in it. "Americans simply do not grasp the competition that is coming down the pike. We are too busy spending our 'stockpile' on bailing out the oligarchs' personal pocketbooks." http://seekingalpha.com/news/market_currents/post/24247?source=feed#comment-504125 504125 Thu, 14 May 2009 14:41:21 -0400 FDA slaps General Mills (GIS) with a warning, saying heart benefit claims in use on Cheerios boxes for over 2 years represent 'serious violations' of federal law. The FDA suggests filing a new-drug application for Cheerios to keep the box label as is. http://seekingalpha.com/news/market_currents/post/24133?source=feed#comment-502296 502296 Wed, 13 May 2009 13:14:08 -0400 As investors regain their taste for risk, emerging markets are getting a boost, with stocks up 50% since the beginning of March. Optimists argue the worst of the global crisis has passed and China's stimulus plans will lift demand for commodities and agriculture. http://seekingalpha.com/news/market_currents/post/23930?source=feed#comment-499273 499273 Mon, 11 May 2009 14:43:17 -0400 Socially responsible investors line up behind unions: A group of 26 pension and mutual funds that invest in social causes and represent $372B in assets have urged Congress to support legislation making it easier for workers to join unions. http://seekingalpha.com/news/market_currents/post/23923?source=feed#comment-499271 499271 Mon, 11 May 2009 14:42:22 -0400 Amid economic rubble, 'ShangKong' will rise. Wall Street and Fleet Street soon to be supplanted their Asian cousins as the capital of international finance? http://seekingalpha.com/news/market_currents/post/23971?source=feed#comment-499269 499269 Mon, 11 May 2009 14:41:20 -0400 If shares of companies like Harley-Davidson (HOG) and Winnebago (WGO), selling luxury, discretionary items like $35,000 motorcycles and $140,000 RVs are rebounding by 100%+ - 4 to 5 times the increase in the S&P500 - does that suggest that the recession must be over? http://seekingalpha.com/news/market_currents/post/23867?source=feed#comment-495990 495990 Fri, 08 May 2009 15:40:34 -0400 Yesterday's messy 30-year bond auction: an anomaly, or the first crack in the dam? http://seekingalpha.com/news/market_currents/post/23856?source=feed#comment-495750 495750 Fri, 08 May 2009 13:00:15 -0400 Interesting to see if S&P can defend the 900 area. http://seekingalpha.com/news/market_currents/post/23786?source=feed#comment-494317 494317 Thu, 07 May 2009 14:51:45 -0400 Geithner uses the NYT op-ed page to explain how regulators tested the banks. http://seekingalpha.com/news/market_currents/post/23663?source=feed#comment-494218 494218 Thu, 07 May 2009 14:07:18 -0400 Treasury sells (.pdf) $14B in 30-year bonds in a messy auction at a high yield of 4.288% (vs. expected 4.19% - 57.15% of bids were at the high). Bid to cover ratio: 2.14. Primary dealers took $8.8B; indirect bidders took $4.61B. 30-year Tsys fall off a cliff, now -1.66% to 120-10. http://seekingalpha.com/news/market_currents/post/23773?source=feed#comment-494108 494108 Thu, 07 May 2009 13:17:27 -0400 It's all well and good to check up on 19 biggest lenders, but how healthy are the rest of the 8,000 or so U.S. banks? (DealBook) http://seekingalpha.com/news/market_currents/post/23766?source=feed#comment-493938 493938 ]]> Thu, 07 May 2009 11:56:31 -0400 ]]> It might not be the 'irrational exuberance' of the 1990's, but investors are showing an uncanny willingness to be optimistic despite data to the contrary, pushing financial markets well ahead of the real world. http://seekingalpha.com/news/market_currents/post/23578?source=feed#comment-492476 492476 ]]> Wed, 06 May 2009 14:41:48 -0400 ]]> For 2009, S&P +0.45%, with its highest close since Jan. 8, joining the Nasdaq (+11%), which has its highest close since November. DJIA is still off -5% on the year. http://seekingalpha.com/news/market_currents/post/23363?source=feed#comment-489256 489256 Mon, 04 May 2009 16:20:32 -0400 S&P breaks through 900 for the first time since Jan. 8. http://seekingalpha.com/news/market_currents/post/23358?source=feed#comment-489098 489098 Mon, 04 May 2009 14:36:13 -0400 Naked Capitalism wonders why a conflict of interest isn't a conflict of interest when it comes to Goldman Sachs (GS). (previously) http://seekingalpha.com/news/market_currents/post/23314?source=feed#comment-489074 489074 Mon, 04 May 2009 14:23:06 -0400