johnbee's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/276385/comments http://seekingalpha.com/article/168632-roubini-hates-gold-is-he-wrong-again?source=feed#comment-730332 730332 Mon, 26 Oct 2009 06:52:40 -0400 http://seekingalpha.com/article/168632-roubini-hates-gold-is-he-wrong-again?source=feed#comment-730325 730325 Mon, 26 Oct 2009 06:39:54 -0400 http://seekingalpha.com/article/167876-is-capitalism-in-its-death-throes?source=feed#comment-727447 727447 Hope and speculation that enables entrepreneurs to dream up ideas and financed would be taken out of the market along with competition and Government t revenues would fall hugely and law and order would be out of control. In short the world either sticks to non growth barter where we grow our own potatoes to swap for eggs and protect ourselves with pitchforks or we competitively get on the treadmill of borrowing and easy credit to obtain what we think we need before we have earned it. As the treadmill speeds with more and more people on it then it will inevitably crash from time to time until a new one will be patched up and the wheels oiled again with more temptation or competitive need until it revolves so fast that crises happen almost without any intermission that benefits anyone excepting those who are in a position to pull the wheels that stop and start it and so take any profit gained while the rest of us take the loss. From Cicero to Jesus to Lincoln and beyond bankers have existed to create the mirage of competitive growth. Yes we have TV's and cars and roofs over our head. Well some of us do, but the rest (the billions who still live in poverty) are those who enable it for those who have as the world's resources are not evenly shared. But when they are then poverty will become far more apparent in the Western world to everyone but smart bankers. They will need take to the seas in large armed yachts or live in hiding to survive but they will survive as if they don't then we are all in the shit.]]> Fri, 23 Oct 2009 14:35:45 -0400 Hope and speculation that enables entrepreneurs to dream up ideas and financed would be taken out of the market along with competition and Government t revenues would fall hugely and law and order would be out of control. In short the world either sticks to non growth barter where we grow our own potatoes to swap for eggs and protect ourselves with pitchforks or we competitively get on the treadmill of borrowing and easy credit to obtain what we think we need before we have earned it. As the treadmill speeds with more and more people on it then it will inevitably crash from time to time until a new one will be patched up and the wheels oiled again with more temptation or competitive need until it revolves so fast that crises happen almost without any intermission that benefits anyone excepting those who are in a position to pull the wheels that stop and start it and so take any profit gained while the rest of us take the loss. From Cicero to Jesus to Lincoln and beyond bankers have existed to create the mirage of competitive growth. Yes we have TV's and cars and roofs over our head. Well some of us do, but the rest (the billions who still live in poverty) are those who enable it for those who have as the world's resources are not evenly shared. But when they are then poverty will become far more apparent in the Western world to everyone but smart bankers. They will need take to the seas in large armed yachts or live in hiding to survive but they will survive as if they don't then we are all in the shit.]]> http://seekingalpha.com/article/166193-markets-suffering-from-withdrawal-symptoms?source=feed#comment-713953 713953 Tue, 13 Oct 2009 12:04:37 -0400 http://seekingalpha.com/article/162187-it-s-time-to-sell-equities-and-look-to-these-3-areas?source=feed#comment-685091 685091 Those who are genuinely in the know (the directors of those banks who make up the Fed and their friends) must be making the killing of the Millenium.]]> Mon, 21 Sep 2009 13:58:18 -0400 Those who are genuinely in the know (the directors of those banks who make up the Fed and their friends) must be making the killing of the Millenium.]]> http://seekingalpha.com/article/157823-letter-to-her-majesty-suggestion-for-low-tech-apparatus-for-economic-horizon-scanning?source=feed#comment-643367 643367 Mon, 24 Aug 2009 11:23:24 -0400 http://seekingalpha.com/article/152400-etf-trends-u-s-dollar-attracts-flight-to-safety-capital?source=feed#comment-608358 608358 The rise in equity prices has little to do with reality. If some earnings are up its because of low interest rates, sacking of staff, temporary withdrawal of advertising, low inventory charges etc.
Funny that the lucky ones this last few months have been the gamblers and the uninformed unless you have been a banker in the Fed elite. It should have been obvious with hindsight that they had to be the first to be saved or we were all done for, but thats not a slam dunk just yet, and most equities have long uphill climb to go.]]> Thu, 30 Jul 2009 13:09:39 -0400 The rise in equity prices has little to do with reality. If some earnings are up its because of low interest rates, sacking of staff, temporary withdrawal of advertising, low inventory charges etc.
Funny that the lucky ones this last few months have been the gamblers and the uninformed unless you have been a banker in the Fed elite. It should have been obvious with hindsight that they had to be the first to be saved or we were all done for, but thats not a slam dunk just yet, and most equities have long uphill climb to go.]]> http://seekingalpha.com/article/151417-from-bear-trap-to-bull-market-the-u-s-dollar-is-key?source=feed#comment-603494 603494 Mon, 27 Jul 2009 10:41:02 -0400 http://seekingalpha.com/article/151311-explain-this-rally?source=feed#comment-603243 603243
Just ask around in your local stores. It's possible that people are spending ahead of what they believe will be rampant inflation and so to make best use of any money to buy consumer products before prices move against them. Does this apply to shares? Maybe - if fund managers feel they may miss the boat they will jump on the bandwagon too, but the figures show peoples' savings are up massively so where is the monet coming from? One day someone will need pay for the excesses of the past and it will be in higher taxes or inflation and most likely both.]]> Mon, 27 Jul 2009 07:32:49 -0400
Just ask around in your local stores. It's possible that people are spending ahead of what they believe will be rampant inflation and so to make best use of any money to buy consumer products before prices move against them. Does this apply to shares? Maybe - if fund managers feel they may miss the boat they will jump on the bandwagon too, but the figures show peoples' savings are up massively so where is the monet coming from? One day someone will need pay for the excesses of the past and it will be in higher taxes or inflation and most likely both.]]> http://seekingalpha.com/article/150403-s-p-futures-move-lower-forex-market-fails-to-follow?source=feed#comment-597837 597837 Wed, 22 Jul 2009 09:48:25 -0400 http://seekingalpha.com/article/149652-why-u-k-housing-is-still-over-valued?source=feed#comment-595268 595268 Mon, 20 Jul 2009 12:55:54 -0400 http://seekingalpha.com/article/149667-surprise-surprise-surprise-positive-economic-news-everywhere?source=feed#comment-595263 595263 Yet I now see a lot of bragging by those who say they got the March bottom right. Pity they didn't publish their views then. The only person who outstandingly and continually and daily called the market rise was somone called Cetin, and he was widely abused for months by pretty much everyone. Where is he now?
Its clear the market went against all the rules and was manipulated by the Fed and banker pals under duress. Have they re-established confidence? Bank results are meaningless. Its industry where we need see upside regardless of unemployment and the state of inventories will show the way to commodity prices.
Can the $ hold firm. Will interest rates rise or fall. Back to the Fed and what they can achieve. Only the big hitters know which way its going and those who are not and say they do are a waste of time.]]> Mon, 20 Jul 2009 12:52:35 -0400 Yet I now see a lot of bragging by those who say they got the March bottom right. Pity they didn't publish their views then. The only person who outstandingly and continually and daily called the market rise was somone called Cetin, and he was widely abused for months by pretty much everyone. Where is he now?
Its clear the market went against all the rules and was manipulated by the Fed and banker pals under duress. Have they re-established confidence? Bank results are meaningless. Its industry where we need see upside regardless of unemployment and the state of inventories will show the way to commodity prices.
Can the $ hold firm. Will interest rates rise or fall. Back to the Fed and what they can achieve. Only the big hitters know which way its going and those who are not and say they do are a waste of time.]]> http://seekingalpha.com/article/149413-past-is-no-prologue-stocks-vs-bonds?source=feed#comment-594704 594704 Mon, 20 Jul 2009 07:13:12 -0400 http://seekingalpha.com/article/149060-today-in-commodities-dollar-doom?source=feed#comment-590376 590376 Thu, 16 Jul 2009 10:16:07 -0400 http://seekingalpha.com/article/149157-why-coal-is-inevitable?source=feed#comment-590368 590368 Thu, 16 Jul 2009 10:11:05 -0400 http://seekingalpha.com/article/148387-winter-s-coming-for-the-boomers-part-2?source=feed#comment-586213 586213 Mon, 13 Jul 2009 14:54:33 -0400 http://seekingalpha.com/article/148225-mark-mobius-positive-outlook-for-emerging-markets?source=feed#comment-585342 585342 Getting troops across the Himalyas would also take some doing for China and just where would they start in such an immense country as India?
The US couldn't defeat Iraq nor Afghanistan and the Pakistanis can't defeat the Taleban because the native people were prepared to fight, as in Vietnam, and as they would be in India. It makes no sense whatsoever for China to fight India although it might threaten to do so to keep its population under control. As in India and Russia, the problem for China is its Moslem peoples.]]> Mon, 13 Jul 2009 06:28:32 -0400 Getting troops across the Himalyas would also take some doing for China and just where would they start in such an immense country as India?
The US couldn't defeat Iraq nor Afghanistan and the Pakistanis can't defeat the Taleban because the native people were prepared to fight, as in Vietnam, and as they would be in India. It makes no sense whatsoever for China to fight India although it might threaten to do so to keep its population under control. As in India and Russia, the problem for China is its Moslem peoples.]]> http://seekingalpha.com/article/147800-what-s-next-inflation-or-deflation?source=feed#comment-581798 581798

On Jul 09 02:12 PM bindlepete wrote:

> Hey, get real - the deflation cry is propaganda and based on a shallow
> segment of human requirements if they are requirements at all. Yes,
> new housing is down, but any significant change in the rest of consumer
> expenditures?
>
> Medical is up, food is up unless you buy the lies and distortions
> of substituting hamburger for sirloin, education is up, books are
> up, credit is up, entertainment is up, and as more and more retailers
> go broke and the competition is reduced the rises in prices will
> steepen.
>
> Will the Fed have the gut to claw back tghe flood of new money it
> created? Not in my dreams as the economy will continue to descend
> with job losses and if we are lucky flatten out at a new level of
> long term no growth, as currently measured, somewhere out in 2112.
>
>
> The Fed/Bernanke and Summers live in a dream world of a return to
> the " prosperity " of 2003-2006 without any manufacturing/exports
> that the remainder of the world markets want or can afford.
>
> Forget it and choose a new metric of growth if you think you need
> one.]]> Fri, 10 Jul 2009 05:26:03 -0400

On Jul 09 02:12 PM bindlepete wrote:

> Hey, get real - the deflation cry is propaganda and based on a shallow
> segment of human requirements if they are requirements at all. Yes,
> new housing is down, but any significant change in the rest of consumer
> expenditures?
>
> Medical is up, food is up unless you buy the lies and distortions
> of substituting hamburger for sirloin, education is up, books are
> up, credit is up, entertainment is up, and as more and more retailers
> go broke and the competition is reduced the rises in prices will
> steepen.
>
> Will the Fed have the gut to claw back tghe flood of new money it
> created? Not in my dreams as the economy will continue to descend
> with job losses and if we are lucky flatten out at a new level of
> long term no growth, as currently measured, somewhere out in 2112.
>
>
> The Fed/Bernanke and Summers live in a dream world of a return to
> the " prosperity " of 2003-2006 without any manufacturing/exports
> that the remainder of the world markets want or can afford.
>
> Forget it and choose a new metric of growth if you think you need
> one.]]> http://seekingalpha.com/article/147829-commodities-cap-and-trade-and-natural-gas?source=feed#comment-581795 581795 How about a little forethought for the grandchildren and less greed about wanting everything now.]]> Fri, 10 Jul 2009 05:17:29 -0400 How about a little forethought for the grandchildren and less greed about wanting everything now.]]> http://seekingalpha.com/article/147625-commodity-etfs-see-an-influx-of-investor-money?source=feed#comment-581791 581791 Fri, 10 Jul 2009 05:04:41 -0400 http://seekingalpha.com/article/147054-u-s-and-china-it-takes-two-to-tango?source=feed#comment-575612 575612 Mon, 06 Jul 2009 11:08:58 -0400 http://seekingalpha.com/article/146755-gazprom-s-recent-deals-should-be-a-red-flag-to-the-rest-of-europe?source=feed#comment-575236 575236 Mon, 06 Jul 2009 06:57:16 -0400 http://seekingalpha.com/article/146387-there-s-too-much-damn-corn-futures-get-trashed?source=feed#comment-569739 569739 Wed, 01 Jul 2009 09:22:55 -0400 http://seekingalpha.com/article/146417-mosaic-a-piece-of-the-ag-puzzle?source=feed#comment-569735 569735 Wed, 01 Jul 2009 09:20:28 -0400 http://seekingalpha.com/article/146417-mosaic-a-piece-of-the-ag-puzzle?source=feed#comment-569731 569731 Wed, 01 Jul 2009 09:19:24 -0400 http://seekingalpha.com/article/146111-the-bond-market-s-message?source=feed#comment-568305 568305 than in an international trading company of years standing? Yields will go up and bonds down while solid companies you can still buy at a 40% discount to last year will continue trading. ]]> Tue, 30 Jun 2009 10:16:33 -0400 than in an international trading company of years standing? Yields will go up and bonds down while solid companies you can still buy at a 40% discount to last year will continue trading. ]]> http://seekingalpha.com/article/145659-goldman-s-programmed-trading-is-back-with-a-vengeance?source=feed#comment-566623 566623 and it most definitely in the interest of the government and banksand the public for it to do so.
looks like everyone who reads your columns are irritated by manipulation that's not as they like it and wants to short the market once and for all which see only disaster for the next ten years.
If so you'd all better get it the timing right or you'll end with no market to play.]]> Mon, 29 Jun 2009 07:12:41 -0400 and it most definitely in the interest of the government and banksand the public for it to do so.
looks like everyone who reads your columns are irritated by manipulation that's not as they like it and wants to short the market once and for all which see only disaster for the next ten years.
If so you'd all better get it the timing right or you'll end with no market to play.]]> http://seekingalpha.com/article/145512-preview-from-europe-stocks-confuse-and-confound?source=feed#comment-564633 564633 The only real question is whether Bernanke will carry the day in beating deflation. He's waiting right now to see what more he needs do, if it needs more. Meantime sit tight or alternatively get out of the market if you're nervous until the trend up or down becomes more obvious, at least you can enjoy the Sun and the tennis without qualms. My only bets are on Andy Murray for a Wimbledon win!]]> Sat, 27 Jun 2009 06:21:28 -0400 The only real question is whether Bernanke will carry the day in beating deflation. He's waiting right now to see what more he needs do, if it needs more. Meantime sit tight or alternatively get out of the market if you're nervous until the trend up or down becomes more obvious, at least you can enjoy the Sun and the tennis without qualms. My only bets are on Andy Murray for a Wimbledon win!]]> http://seekingalpha.com/article/145450-bernanke-likely-to-be-ousted-by-obama-in-favor-of-summers?source=feed#comment-564628 564628 Don't stop him now. Its only the greedy banking community trying to get back in business on their own without Bernanke's controls that are trying to usurp him, and look where that got us. Alzheimers seems to be the order of the day in Wall Street.


On Jun 26 02:42 AM Nathaniel C wrote:

> I like the idea of getting rid of Bernanke who has commited many
> crimes as Fed charimen (illegal government intervention and manipulation
> of the free market). However, I am not thrilled with Summers as a
> viable replacement. I like the idea of bringing back Volcker. He
> was serious about preventing inflation compared to helicopter Ben
> who openly says he wants to debase the US dollar by 3-5% per year.]]> Sat, 27 Jun 2009 06:02:07 -0400 Don't stop him now. Its only the greedy banking community trying to get back in business on their own without Bernanke's controls that are trying to usurp him, and look where that got us. Alzheimers seems to be the order of the day in Wall Street.


On Jun 26 02:42 AM Nathaniel C wrote:

> I like the idea of getting rid of Bernanke who has commited many
> crimes as Fed charimen (illegal government intervention and manipulation
> of the free market). However, I am not thrilled with Summers as a
> viable replacement. I like the idea of bringing back Volcker. He
> was serious about preventing inflation compared to helicopter Ben
> who openly says he wants to debase the US dollar by 3-5% per year.]]> http://seekingalpha.com/article/145517-preventing-systemic-collapse-bernanke-s-ace-in-the-hole?source=feed#comment-564625 564625 Sat, 27 Jun 2009 05:55:21 -0400