Errol

Marc Faber's 10% Prediction? Gimme a Break

Did you not get enough attention as a child? You seem to constantly argue with people who have made good calls - Schiff, Faber, etc. And like a previous poster said, if it's not news worthy, then why are you writing about?

Jim Rogers Still Bullish on Commodities, Bearish on the Fed

I couldn't agree more with Andy. Roger has been investing since the early 70's and took advantage of some serious commodity trends then as he as done over the past nine years. His is outlook is more long-term and admits himself that he is not the best short term trader, but I would never bet against him.

Bubbly Treasuries Will Disappoint

I agree with all of the other reasons that Treasuries are in a bubble but would wait for a technical sign to show that the bubble has burst mainly because I don;t think we have seen the worst news in which a "mania" type phase occurs. Although I do think that once the bubble bursts the flood gate will open, I don't want to short treasuries before a technical indication as many people lost their shirts trying to predict the top or short the tech bubble and oil bubble.

What's Best for the Economy: Monetary Policy, Government Spending or Tax Cuts?

Honestscop -
I wholeheartedly agree that a recession is a contraction of the economy and that job loss is a symptom of recession, not the cause. However, and I have worked in the supply chain for four years, so I can speak with some experience, that government expenditure in infrastructure, is great if it promotes increased economic activity outside of the initial goal of the project - i.e. that spending leads to further growth. In this case, how can repairing roads that are already there lead to further growth? Moreover, you state that supply networks would benefit from this spending, again I disagree. Supply networks are running very low on product as companies have slashed prices in order to promote sales and increase cash. Any spending on copper, lead, etc will only lead to a supply chain inefficiency and a spike in prices - hence stagflation. I think you assume to much in capital purchases - I am not confident that businesses in this climate would invest in expensive capital if the future aside from government sponsored purchases may not be there. I think you'll agree that a better source of spending would be in energy independence - both alternative sources of energy and drilling for more oil, since our entire infrastructure does depend on oil and because as the price of oil drops, so do oil producing projects which could lead to a harsh bottleneck in the future.
Cheers

Buy Ford, Short GM

Short GM? Right, because there is a HUGE upside to shorting it right?

What's Best for the Economy: Monetary Policy, Government Spending or Tax Cuts?

Couldn't agree with Prudentialnvestor and Elwood Blues anymore. Repairing a road is great, but once the road has been repaired, those employed to repair it, go straight back into unemployment. This "counting on government for work" nonsense that began in the early 1900's has always been and will always be less efficient that the market place. Tax cuts across the board and calling for lower pay for dare I say government officials (why not, ceos and workers are doing it) will benefit the economy the most.

Just How Sensitive Is the Economy to the Auto Industry?

The bottom line is that the market is saturated. The autos have relied on easy money and cheap credit for the past seven years to sell more cars. Now that tool is gone. There is one car in the U.S. per person above the age of 16, and yet the autos ignore this fact and pretend that in 2011, things will go back to normal. Their whole model, like the financial model, is wrong. The government, high taxes, unions, and the piss-poor management and foresight are what make the autos a dinosaur.

Looking for a New Bottom Fishing 'Story'

The quality of articles here have really declined. Anyone that quotes Fast Money should not be writing articles here.

The Bears Capitulate

When you start seeing posts like this, it's almost always time to re-think your position...kind of like when Time said "Stocks are Dead" in 1981.

Sentiment Overview: A Little More Bullish

I tend to agree. Even though the trading range of 9800-7500 seems to be wedging into a range of 8900-8100 which would tend to signal a gap up or down (more likely up considering the recent bounces of extremely negative news), a rally up to 10,000 would be a 33% rally and probably sold into.

Falling Foreclosure Headlines Are Misleading

Weren't you the same guy that advised people to start looking at REIT's recently?

'Bailout' Is Top Contender for Word of the Year

I was thinking "unprecedented" had a shot.

Sentiment Overview: Are We Finally Getting Bearish?

Unprecedented has to be the most overused word these days.

The REIT Time to Buy

The quality of seeking alpha article has become horrible.
So let me get this straight. We're going to see much higher levels of unemployment, less spending by consumers and lot of businesses going under and you are advising people to buy REITs?

Bullish on Switzerland

Are you serious? How can you make such a recommendation? The Swiss banks UBS and Credit Suisse are leveraged up to the hilt, second only to the Icelandic Banks!
These two banks combined control more than 750% of their respective countries GDP. 750%!
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