patio

Thursday Outlook: Commodities, Emerging Markets

My day now starts with two cups of coffee, ground myself, and David Fry.
It's unfortunate, because then most of the other SA articles fail to inspire or amuse.

Tuesday Outlook: Commodities, Emerging Markets

How timely, from ABC news article, "upper income earners seek to avoid Obama's tax hike'. Well, duh. An excerpt...


Dr. Sharon Poczatek, who runs her own dental practice in Boulder, Colo., said that she too is trying to figure out ways to get out of paying the taxes proposed in Obama's plan.

"I've put thought into how to get under $250,000," said Poczatek. "It would mean working fewer days which means having fewer employees, seeing fewer patients and taking time off."

"Generally it means being less productive," she said.

"The motivation for a lot of people like me – dentists, entrepreneurs, lawyers – is that the more you work the more money you make," said Poczatek. "But if I'm going to be working just to give it back to the government -- it's de-motivating and demoralizing."

Tuesday Outlook: Commodities, Emerging Markets

The problem is the Repubs have turned into Dems-lite. While we have voices in Rush, hannity, et al, they are indeed entertainers or at best commnetators. It is a sad state of affairs when they are the most articulate voices of conservatism, not statesmen like Reagan.
The country needs leaders in politics, to get voted in, and articulate conservative values and lead.
- people creat jobs, not government
- its our money, not theirs
- the folks carrying the water should be be penalized, so they can create jobs for the ones now only drinking the water
- NO ONE IS "ENTITLED" TO ANYTHING THEY DON'T EARN; we need to address the budget, there is no way we can lower the national debt otherwise
- increasing the marginal rates ( soak the rich ) has NEVER worked; the idea is to increase tax revenues, to bring more money in. The rich know how to avoid higher taxes; expand out of country; don't expand ( to hell with you ); exploit the 21K page tax code
- Obama's plan will crush the economy, crush job creation, crush tax revenues.

You can complain all you like about Reagan or the idiot Bush ( I agree, he was an idiot ), but they weren't Jimmy Carter or socialists.


On Mar 03 09:16 AM Sentinel wrote:

> True patio.......
>
> But how come with with Republicans in power for most of the last
> 25 years, with voices on the airwaves like Rush Limbaugh, Laura Ingraham,
> Sean Hannity, Neil Boortz....Hell... for that matter Fox news......
>
>
> How come we are losing? What is it that the Republicans are failing
> to articulate?
>
> Or could it be that Republicans have for too long been in bed sleeping
> with the Democrats to the point that this mass of uneducated American
> Sheeple really do not see a difference between the two except that
> Democrats are HONEST about stealing your money and forwarding their
> agenda of socialism and the Republicans simply want to do it on a
> much slower basis all the while giving their Wall Street Whores all
> the Corporate Socialism they could ever want.....(TARP under Bush/Bernanke/Paulson
> anyone?)
>

Tuesday Outlook: Commodities, Emerging Markets

Socialism isn't stupidity, they know exactly what they are doing. It's an abject power grab, using the crisis to buy future votes, instead of fixing the issue to the degree possible. The more sheeple who believe government is their salvation, not themselves, the more power the socialists attain.
We will either wrest the country back soon, or we are doomed for decades.


On Mar 03 04:37 AM Schweizer wrote:

> The Obama budget was the trigger. It suppresses economic activity
> rather than promotes it, and it punishes anyone trying to make a
> profit through increased taxation to feed an ever increasing government.
> This is the exact opposite of what's needed.
>
> I didn't think he was that stupid, but I am obviously wrong.

Wednesday Outlook: Commodities, Emerging Markets

David can speak for himself, but what he does here at SA is bring constantly updated data, excellent data, sprinkled with some much needed humor and the occasional concise opinion. If he trades, at least he is doing it with his money, or money entrusted to him willingly, unlike the DC crowd.
I don't trade, I'm here to learn, to safeguard my money in an increasingly unclear future. I read everyone's opinions, and try to come to my own conclusions, and I never miss David's columns.
SA is invaluable, as things are changing so rapidly- forgt buy and hold for some time, I wish it weren't so.


On Feb 04 06:32 AM atitagain wrote:

> what good do you do all day besides trading stocks trying to make
> a dime? I'm not a huge fan of DC either but whether we are on wall
> st. or main st., we are all scumbags nonetheless.

Today's Commodity Prices Forecast Tomorrow's Inflation

The folks who run Caterpillar, and have on the ground, excellent bottoms-up data, every day, world-wide, conclude the exact opposite. I think I'll go with industry professionals, who have to run a huge corporation based upon such data, over yet more guys shilling gold.
That's really what you're doing, right?

Why Now Is the Time to Own Things

" So what does that mean? Own things. The government is going to do whatever it can to increase the supply of dollars (raising prices) in an effort to avoid deflation and to inflate away some debt. "

Yes, that same oh so powerful government whose policies got us into this mess, with its omnipotent abilities and foresight will surely be able to avoid deflation.
Too late.

Tuesday Outlook: Commodities, Emerging Markets

Merry Christmas and Happy New Year.
Thank you David for the combination of real data mixed with insightful humor- we need both.

The Commodity Rebate

Slow? They have no choice, everyone is buying very selectively or not at all.
In normal times, however, I agree with you. I can't believe how fast gas has fallen, very unusual, they usually keep it jacked up lagging oil decreases.


On Dec 05 11:46 AM smc wrote:

> that is only true if retailers and consumer products companies pass
> lower commodity prices through to consumers which they are slow to
> do

Friday Outlook: Commodities, Emerging Markets

Great video- will markets correct back to Woodstock?
When logic and proportion have fallen sloppy dead, remember what the doormouse said, 'Feed you head".
As good advise as most one hears these days.