Seeking Alpha

Aristiphones

Aristiphones
Send Message
View as an RSS Feed
View Aristiphones' Comments BY TICKER:
Latest  |  Highest rated
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    the interesting concept going forward is having state or even federal transportation authorities start putting up wireless charging stations on the interstate highway system. this will put to rest the problem of anything having to do with range. forever. since most cars just sit around anyways (to and from work) i really don't see how all electric isn't the present. Nissan Leaf is awesome car too...did notice it wasn't mentioned but they've lit the fire under the trade in these vehicles.
    May 22, 2013. 08:54 AM | 1 Like Like |Link to Comment
  • Tesla's Glory Days Will Be Few As Bigger Competitors Are Already Catching Up [View article]
    i agree. "first mover advantage in a whole new tech segment." niche player. cache. and just one model. this car...is a rock star.
    May 22, 2013. 08:54 AM | 5 Likes Like |Link to Comment
  • 2 Measures Of Inflation: New Update [View article]
    Home Depot stock. Home Depot stock. Home Depot stock. best defensive play vis a vis inflation ever in history. "for a good time call Lowe's" as well. commodities are getting crushed. TALK ABOUT A GROWTH DRIVER!!!! the money is already free. amazing. with a war as the backdrop you could be laying keel on a thousand ship Navy if you felt up to it Mr. Short. how's that for impressive! this is very exciting stuff...can't overstate it enough...with Union Pacific hitting one record after another i can very easily see Warren Buffet doing a spin off of BNSF and making a truly GARGANTUAN amount of money in so doing. (depending on tax treatment of course.) haven't even mentioned the media stocks yet have i. this is a true financial "Phoenix rising from the ashes" thing going on...one for the history books IF the economic growth broadens and deepens. obviously this is what the Fed chairman has been talking about all along. "escape velocity" indeed.
    May 22, 2013. 02:02 AM | Likes Like |Link to Comment
  • That QE taper may end up being a QE expansion as FRBNY President Bill Dudley tells a gathering in Japan the uncertain economic outlook has him unsure if the next move will be up or down. He worries about investor over-reaction to a "normalization" of policy and suggests the FOMC may need to update what it needs to see to move in that direction. Stocks like the "up" talk, the S&P 500 (SPY +0.4%) at a fresh session high. [View news story]
    actually the market itself could force the Fed's hand. truly awesome display of "bubble mania." there are currently three in my view. "how is one to know whether an irrational exuberance is underway" indeed. we will simply ignore the part that says "when the policy is to create asset bubbles and succeed" of course since "the Fed will say nothing then." the amount of wealth creation these last four years have been the most in the history of the United States. nothing even remotely comes close...not even the 20's, not even the 80's, not even the 90's. can it translate into an actual economic recovery worthy of the name? this Administration's existence is riding on it in my view. my view as to what the Chairman will say tomorrow is "no date certain" or "the end of forever." we shall see...
    May 22, 2013. 01:22 AM | Likes Like |Link to Comment
  • Dry Weather Will Pinch Wheat Production [View article]
    belts get tightened in recoveries. i'm not worried about the price of wheat. move along...
    May 22, 2013. 01:06 AM | Likes Like |Link to Comment
  • Economic Expectations Continue To Clash With Reality [View article]
    let me tell you why i'm raging these last few days. not saying it's easy but i will venture a prediction. i am cranking up the tweets because i think tomorrow is GREAT day to buy and rumor...and once the Fed Chairman is done it will be great day to sell on the fact. not much of a betting man...quarters are about the best i can do right now. what say you? you in for 25 cents?
    May 22, 2013. 01:04 AM | Likes Like |Link to Comment
  • 2 Issues For The Fed: How And When [View article]
    and i will repeat my bet with you as well Mr. Chandler. 25 cents says the market rallies on the news of a speech of the Fed Chairman..then sells off. i'm still wavering on the whole "close" but i am leaning towards higher right now. do you...dare........
    May 22, 2013. 01:03 AM | Likes Like |Link to Comment
  • Markets Continue To Set Record Highs, Despite Fed Warnings [View article]
    "the entire commodity complex is getting crushed with interest rates at or near zero forever, record all time highs for the major indexes save tech, record prices for land and property, record high prices and low yields for treasuries and debt." so why don't YOU try and explain it kapiche cuz "that's so much wealth creation even Midas himself has diversified his holdings." can you say SWAG. (and yes you may include me in your Masters of the Universe collection now.) now get in the game and think "Fed speak" tomorrow. she's going to gap higher at the open, she's gonna sell off on the news of the announcement...but does Bernanke like some raging Clingon Warrior Princess swing around and obliterate the idea of the very existence of short selling "and leave them as nothing more than a floating load of flotsam in outer space."
    May 22, 2013. 12:32 AM | 1 Like Like |Link to Comment
  • Rising Asset Prices Sharpen U.S. Policy Challenge [View article]
    "and Aristophones" cough, cough "is in his prime" cough, cough, cough. wonderful article...knocked the cover off the ball here...this recovery is real and if you're a trader or investor you're a buyer. i waiting in the Treasury camp but i will DECAMP should there (ever?) be something that can even throw a wrench in this thing...let alone a monkey wrench. the execution of America Inc. since the financial collapse has been OUTSTANDING....and seems to be working with the policy response. i will be listening..."obliquely... the Fed Chairman to see/hear the how's and why's of what it takes to start broadening this recovery out to the folks like me..."the working stiffs"...and i hope whatever it is he and his Committee have in mind it works. ready to get back to school...move up that ladder...and start rockin' in the real world. (and if you're hiring consider this my resume cuz yes...i am this good.)
    May 21, 2013. 09:42 PM | Likes Like |Link to Comment
  • A Long Way Down For Financial CDS [View article]
    wonderful charts....love the simplicity. Wall Street's looking lean and mean in here. "storm of the century" no doubt...but ever since Obama's re-elect there have been breakouts all over the place. animal spirits GALORE. "just give me one massive jobs print." 800,000 sound good...
    May 21, 2013. 09:38 PM | Likes Like |Link to Comment
  • Bull Run Likely To Continue So Long As Low Quality Outperforms High Quality [View article]
    if my treasury gambit doesn't pan out (back where i started) it's small caps for me. there is no greater word for this recovery than "anemic" or "slow." but you can light these candles too...and if there's any hint of inflation i want the inflation fighters (the little guys) on my side. it's simply an axiom that those closest to where the business actually being transacted are the ones who keep their costs most in line. obviously a policy conducive to creating jobs would be nice...but i gave up on that in 2006...and unfortunately have not been disappointed. shall we throw in a catastrophic war effort to boot? awful. one of most disgraceful periods in American history ever. i'm long treasuries right now so sure...i will be listening VERY closely to what the Fed chairman says tomorrow. but by no means am I "against" the recovery still underway....so obviously he has something to say about he is going to go about "broadening and deepening it" then i'm all ears. this thing had all the markings of a Great Depression 2.0...how this country has so far dodged it is beyond me...but if your job is to be in this thing then your job is to be full invested here.
    May 21, 2013. 09:38 PM | Likes Like |Link to Comment
  • Farmland Values Increase By 20% In Plains States [View article]
    "shark infested waters." those lands "as is" are some of the most valuable things on the Planet in my view. Wall Street stands ready to "drive up those asset prices to the moon" as well. there is no greater "real" asset in my view than Iowa farmland. if i were you i'd start taking a personal interest in some of those gentlemen.
    May 21, 2013. 09:37 PM | 1 Like Like |Link to Comment
  • Jeremy Siegel: Dow 17,000 In 2013 [View article]
    "when the Fed moves against QE." this will not be the end of the world either btw but i do agree we may have a short term equity deflation as a consequence of the dollar support being created by such a thing. with the war effort (the "other QE") showing no signs of abating ever and the banking system looking pretty tiny right now you want to be in equities...long management and labor. "don't fight the Fed" nor those on her side. i had thoughts of a statistically significant decline in equities this year but that idea is quickly fading. for the record i have been on the record bullish for four years now...saving this year.
    May 21, 2013. 09:22 AM | Likes Like |Link to Comment
  • Jeremy Siegel: Dow 17,000 In 2013 [View article]
    his reasoning sure is a bunch of gibberish that's fer sure. he's not talking business cycle ("we've only just begun"), credit cycles ("bubble reinflation nothing more"), technology cycles (here comes Microsoft et al...start buying) and a new energy paradigm (away from oil and towards solar and natural gas.) if he's your salesperson for a bull market i'd get another actually. these are my reasons for being bullish...plus "interest rates at or near zero." wish we had a jobs boom so i could take advantage of all the opportunities out there. not ready to move to North Dakota quite yet...but it's really hard to say no actually. so much of the world i grew up in has been "ended." like they never wanted to be here in the first place actually...
    May 21, 2013. 09:09 AM | Likes Like |Link to Comment
  • The Major Bubble That Nobody Is Talking About [View article]
    we are not "told" we are missing out on something...we tell OURSELVES that we are doing that. hmmmm. "commodities are getting hammered." i say that's a low...and start dollar cost averaging in. i would do so by buying a railroad stock of course. UNP is the best of the best. can't say how the Buffet (BNSF) play is doing cuz he put the thing inside a wonderful insurance company. if he spun it off of course i'd be a buyer...
    May 21, 2013. 09:06 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,327 Comments
607 Likes