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  • What's Up with Gold Inventories? [View article]
    Maybe money is shifting towards miners. What does the GDX chart look like?
    Nov 07 05:28 am |Rating: +1 0 |Link to Comment
  • Crisis in Context: 'This Time is Different: Eight Centuries of Financial Folly,' by Carmen M. Reinhart and Kenneth S. Rogoff [View article]
    A recent SA article in a similar vein is "Yet Another Finger of Instability" (see link below), which in turn recommends a book by one Buchanan (with link).

    seekingalpha.com/artic...
    Nov 07 05:09 am |Rating: +1 0 |Link to Comment
  • Two Great Bounces: 1929 vs. Today [View article]
    We're at the bungee apogee.
    Nov 06 16:15 pm |Rating: +1 0 |Link to Comment
  • Headless BofA [View article]
    "Lewis, by contrast, made sure to throw any potential rivals out of their top-floor windows on a regular basis."

    Stockholders should similarly "toss" the current BOD and elect the defenestrated execs in their place.
    Nov 06 16:07 pm |Rating: 0 0 |Link to Comment
  • At the Bull-Bear Crossroads [View article]
    A little stick save in the last 40 minutes today, to keep the Dow in the green & above 10,000.

    ("The Invisible Thumb.")
    Nov 06 15:59 pm |Rating: +6 -3 |Link to Comment
  • Wells Fargo's Mortgage Conversion Scheme: Delaying the Inevitable [View article]
    I guess WFC's losses will get put onto the gov't.'s balance sheet if/when a gov't. agency or the Fed buys these mortgages and the owners get converted to renters. Uncle Sham will backstop his fellow humbuggers. But then there'll be a "sudden stop," when foreigners stop backstopping US (buying Treasuries).
    Nov 06 15:53 pm |Rating: +2 0 |Link to Comment
  • Treasury's Stress Tests Weren't Stressful Enough [View article]
    "That clearly has not happened, and leaves open the question of whether the banks that were pronounced "safe" really are."

    The decline in bank stocks over recent weeks may be a harbinger of that concern.
    Nov 06 15:39 pm |Rating: +3 0 |Link to Comment
  • 10.2% [View article]
    There'd be less unemployment if DC hadn't raised the minimum wage.
    Nov 06 15:32 pm |Rating: +5 0 |Link to Comment
  • Is the Hated U.S. Dollar About to Rally? [View article]
    Denninger is saying the same thing. Dollar bears should tighten their stops.
    Nov 06 14:50 pm |Rating: +4 0 |Link to Comment
  • The Fed: Sending Investors to the Slaughter? [View article]
    "do you buy now or wait it out for the inevitable bust?”

    Gold is a good place to wait.
    Nov 06 12:23 pm |Rating: +1 -1 |Link to Comment
  • Why Gold Is Rising [View article]
    "That said, the premiums to buy that insurance are getting pretty expensive…"

    There's maybe a 10% downside before the limit-order buys from Asian and Arab central banks get triggered.

    "Personally, I don’t see how we escape this crisis without a dramatic decline in paper wealth. Credit can’t expand forever, much as the Fed and Treasury would like for that to happen. Eventually the cycle goes into reverse."

    Exactly--something's gotta give.
    Nov 06 12:10 pm |Rating: +3 0 |Link to Comment
  • More Misdirection from the Fed [View article]
    If critical financial institutions aren't allowed to incorporate, they'll be more prudent, and they won't grow too big to fail.
    Nov 06 11:52 am |Rating: +1 0 |Link to Comment
  • How Apple's Market Share Will Propel Stock to $500, Part 2 [View article]
    PS: The conventional wisdom a year ago was that AAPL would underperform in a recessionary environment, given its premium prices, onrushing smartphone competition from Palm's Pre and BB's Storm (etc.), and the uncertainty about SJ's health. Only uncertified bloggers got it right.
    Nov 06 11:49 am |Rating: +3 0 |Link to Comment
  • Research In Motion: Still the Best Positioned Smartphones Play [View article]
    PS: "Motorola's (MOT) Droid is more likely to be a "Research in Motion (RIMM) killer than an Apple (AAPL) killer," remarked Cramer, who criticized RIM for buying back stock rather than finding new ways to grow the company."
    Nov 06 11:42 am |Rating: +2 0 |Link to Comment
  • Research In Motion: Still the Best Positioned Smartphones Play [View article]
    There's a devastating InfoWorld review of RIMM's Blackberry, at www.infoworld.com/d/mo...

    "Deathmatch: BlackBerry versus iPhone: It’s time for us to bury the BlackBerry and move on to modern mobile -- even for e-mail

    "By Galen Gruman / InfoWorld / MAY 26, 2009"

    It concludes, "For everyone else, the BlackBerry is yesterday's mobile messenger, way past its prime and heading toward retirement. The iPhone is light-years ahead of the BlackBerry on almost every count."

    Subsequently Gruman felt betrayed and wrote about it when a revision to the iPhone's OS made the basic iPhone (not the GS version) inoperable with Microsoft's Office interface if hardware encryption security is enabled. But still, the iPhone GS is way ahead of the BB, and worth the extra $100 to a company.
    Nov 06 11:39 am |Rating: +1 0 |Link to Comment
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