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Market May Get Cheaper, But Tail Can't Wag the Dog Forever

If Billy Mays pitched stocks, we would be at DOW 12,000


On Jan 13 07:51 AM Royal Scot wrote:

> Another pitchman flogging the 'stocks are cheap - time to buy!' line.

>
>
> Look to the future? I don't see anything in the future but dark
> clouds. The stock market has to exist in the same economic reality
> as the rest of us.
>
> There are 'a combination of things' in play right now that make the
> market cheap, but I submit they are very sustainable since they are
> very real.

A Bull Is Born, 2009

.........this bull is more like an abortion!!!

A Bull Is Born, 2009

A BULL IS BORN!!!!!!!!!!!!!!!!!!...

Faltering Financials Forecast Continuing Failure for Stocks

Good article.

Watch the bonds and preferreds in financials the TARP is invested in

A noice panic in the market could present another opportunity to pick some up

The stocks are black boxes and merely trading vehicles. The financials are still hiding an army of skeletons in the closet. But invest alongside Uncle Sam.

Share a Coke with Warren Buffett

HAHAHAHAHAHAHAHAHAHAHA...

The man has made billions. Is that what they are teaching in MBAs nowadays?

No wonder we have a financial crisis!!!!


On Jan 10 11:09 AM Glen Bradford wrote:

> He's not so smart. You can't expect everyone to make good decisions.
> Those that make good decisions are called outperforms, lucky ducks,
> and smart.
>
> I prefer Pepsi to Coke as a vehicle of investment. It's cheaper with
> greater growth. Look to the historical return on Pepsi vs. Coke and
> imagine how far Buffett would be ahead if he came across Pepsi bottle
> caps in the streets of Omaha.

A Bull Is Born, 2009

So far the only Bull that was born was

Bull

Sh1t !!!

Retail Surprises for Short Investors

It's a tell that crowded shorts are best to be covered on news and reloaded post the squeeze.

When shorting always leave powder for the squeeze and remember, it will always be more painful than anticipated.

But fundamentals ALMOST always win..(ahem..autos)

Retail Surprises for Short Investors

It's a tell that crowded shorts are best to be covered on news and reloaded post the squeeze.

When shorting always leave powder for the squeeze and remember, it will always be more painful than anticipated.

But fundamentals ALMOST always win..(ahem..autos)

Merrill's Rosenberg on Real Estate

Rosenberg is the man. I find it amusing when equity guys talk about stocks when they do not understand the credit market.

I was a bond trader before I ever traded stocks.

Post-Panic REITs: Most Attractive Valuations in Decades

This article is written by another kid/pundit trying to pick a bottom.

REITs were fueled the 3 biggest sins of the credit bubble era:

-Cheap credit
-Leverage
-Real estate

Pain in commercial real estate typically happens later during a recession. Lower rents and higher occupancies in world where the credit punch bowl is empty and leverage is a taboo will punish the sector.

The bonds may make sense for the stronger players. The stocks are still baking in Goldilocks.

And if the REIT sector does get aid they will end up like the financials. Tighter bond spreads because Uncle Sam is playing Uncle Socialist, but lower stock prices because the growth prospects and business model are impaired in the lower growh, less levered world.

Global Earnings Downturn Only 25% Done - Citi

Citi is in deep sh1t They can't be too bearish but want to be just bearish enuff to ask for more government hand outs

Citi is so sh1t1

A Bull Is Born, 2009

Good work I am sure you were happy 2day


On Jan 04 09:49 AM Herbert Hoover wrote:

> Everyone's a bull today. Buy - Buy - Buy!!!!!!!!!!
>
> Looks like a good time to stock up on puts.

Partial List of Personal Holdings: Bonds, ETF Bond Funds and High-Yield ETFs

You made some good bets and are off to a good start.

Stocks are trading vehicles right now

Good credit plays are actual investments

NIce work

Was Amazon Behind iTune's Price Drop?

Tis just another sign of Apple losing its dominance.

As the iPhone heads to Walmart, it will slowly become the new RAZR

Some Asset Managers Moving from Treasuries to Corporate Bonds

Hedge funds are reaching trying to push up performance so they can get above their high water marks from 2008.

They also have been restricting investors from withdrawing money.

This rally is all about long only asset managers and hedge funds chasing performance. The most crowded, highly shorted pieces of krap float up the hardest in this type of tape.


On Jan 06 04:53 PM mrfreddo wrote:

> Shorting Treasuries is getting to be a very popular call. Even I'm
> doing it and my timing was wrong 90% of the time last year. Oh well,
> its a new year eh?
>
> I agree with the theory that treasury yields have been depressed
> because of a rush by the fearful into the world's safest instrument.
> As the crisis ebbs, it makes sense that we will all venture out again
> into the world and move our money back to corporate bonds and stocks.
> Treasury rates will have to rise as corporate rates fall back into
> a more normal spread.
>
> Is this crisis over? Or have we just reached a temporary lull in
> the storm that is about to break out again in full fury?
>
> The Markets have been strangely calm. Have the hedge funds exhausted
> themselves finally in their orgy of forced selling?
>
> Using TBT to short treasuries means that I win if rates go up. That
> could be due to inflation or due to a recovery taking hold. But
> as we know, the timing of these things is part of the key to the
> equation. We could be nowhere near the end of the not just bad news,
> but increasingly scarier magnitudes of bad news.
>
> Which would mean continued flight to treasuries and low rates. Certainly
> the Fed will fight to keep rates low for as long as it takes to turn
> the housing market around.