Diabolo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/283774/comments http://seekingalpha.com/article/132416-imf-notwithstanding-just-don-t-see-a-depression?source=feed#comment-473685 473685
Trust you own instinct - I believe that 2009 will still be in depression, maybe a recovery as from Nov/Dec - 2010 will be sluggish and then the world will get back on track in 2011, which will be the start of the largest boom in recent history. All this cheap money will find its way somewhere - where the returns will be higher than sluggish developed countries. The ones who will benefit from this boom will be latin america, africa and india.

But 2009 looks bad - i think we currently have a bear market's rally - bankruptcies yet have to soar - including some banks... we are not done with this yet... unfortunately!]]> Thu, 23 Apr 2009 01:29:28 -0400
Trust you own instinct - I believe that 2009 will still be in depression, maybe a recovery as from Nov/Dec - 2010 will be sluggish and then the world will get back on track in 2011, which will be the start of the largest boom in recent history. All this cheap money will find its way somewhere - where the returns will be higher than sluggish developed countries. The ones who will benefit from this boom will be latin america, africa and india.

But 2009 looks bad - i think we currently have a bear market's rally - bankruptcies yet have to soar - including some banks... we are not done with this yet... unfortunately!]]> http://seekingalpha.com/article/106411-john-hussman-the-market-is-not-in-uncharted-territory?source=feed#comment-308419 308419
I think we're at the same level of nov'29 where it rebounded off 200, though now that level should be 800.

Prob have a rebound, especially with a new president, new policies, new hope (the audacity of hope), before fizzling out as we discover more and more bad debts - which will be coming from various sources not yet taken into estimates.

Its gonna be painful... - the repricing of risk, rising bankruptcies, increasing unemployment.

I hope not a depression again, but its gonna be tough!]]> Mon, 17 Nov 2008 19:29:44 -0500
I think we're at the same level of nov'29 where it rebounded off 200, though now that level should be 800.

Prob have a rebound, especially with a new president, new policies, new hope (the audacity of hope), before fizzling out as we discover more and more bad debts - which will be coming from various sources not yet taken into estimates.

Its gonna be painful... - the repricing of risk, rising bankruptcies, increasing unemployment.

I hope not a depression again, but its gonna be tough!]]> http://seekingalpha.com/article/106319-precious-metals-will-depose-cash-from-its-temporary-throne?source=feed#comment-307756 307756
the govt will need to keep pumping these with cash - which at some point will lead to hyperinflation - gold is a great long-term investment... as for short-run, im still bullish dollars... when shit hits the fan, investors flock to dollar and yen!

]]> Mon, 17 Nov 2008 08:56:48 -0500
the govt will need to keep pumping these with cash - which at some point will lead to hyperinflation - gold is a great long-term investment... as for short-run, im still bullish dollars... when shit hits the fan, investors flock to dollar and yen!

]]> http://seekingalpha.com/article/99198-where-are-we-in-the-stock-market-cycle?source=feed#comment-305633 305633 we've seen a capitulation, now liquidation - the time to buy is coming coon, if it hasnt already come...
a higher low has already been set.. from 7750 to 7966 today...
if u so much interested in history, check out historical PEs

]]> Thu, 13 Nov 2008 19:22:39 -0500 we've seen a capitulation, now liquidation - the time to buy is coming coon, if it hasnt already come...
a higher low has already been set.. from 7750 to 7966 today...
if u so much interested in history, check out historical PEs

]]> http://seekingalpha.com/article/105742-if-only-hope-were-an-investment-strategy?source=feed#comment-305606 305606 Thu, 13 Nov 2008 18:24:33 -0500 http://seekingalpha.com/news/market_currents/post/11304?source=feed#comment-305379 305379 BUY now - never seen a better time to go long!
QCOM, ADBE]]> Thu, 13 Nov 2008 14:04:29 -0500 BUY now - never seen a better time to go long!
QCOM, ADBE]]> http://seekingalpha.com/article/105152-early-stimulus-wears-off?source=feed#comment-302411 302411
names such as Ford, GM, Chrysler, Morgan Stanley, Citigroup, Goldman Sachs, etc would be insolvent! They have been a big part of the american dream - hence why the government will never let these go! TOO BIG TO FAIL!

For the auto, merging all big 3 into 1 could be a good starting point. ]]> Mon, 10 Nov 2008 18:26:02 -0500
names such as Ford, GM, Chrysler, Morgan Stanley, Citigroup, Goldman Sachs, etc would be insolvent! They have been a big part of the american dream - hence why the government will never let these go! TOO BIG TO FAIL!

For the auto, merging all big 3 into 1 could be a good starting point. ]]> http://seekingalpha.com/article/104998-the-chinese-have-joined-in-now-what-about-india?source=feed#comment-302066 302066
China's economy is one which has been on steroids, and its performance cannot continue along the same lines. Once all countries realise the trade deficit vis-a-vis China, and root it down to their unfair currency manipulation, they may resort to protectionist measures. China will then be left with thousands of buildings that will turn into ruins.

The consumer sector, which is the driver of growth in developed countries is greater in India than China. I reckon China may find itself in the state Japan finds itself now, with over-reliance on exports, and the inability of consumers to drive growth. How much the government pumps in, it will not have any effect. China's lost decade is now starting and will be extremely painful.]]> Mon, 10 Nov 2008 12:39:23 -0500
China's economy is one which has been on steroids, and its performance cannot continue along the same lines. Once all countries realise the trade deficit vis-a-vis China, and root it down to their unfair currency manipulation, they may resort to protectionist measures. China will then be left with thousands of buildings that will turn into ruins.

The consumer sector, which is the driver of growth in developed countries is greater in India than China. I reckon China may find itself in the state Japan finds itself now, with over-reliance on exports, and the inability of consumers to drive growth. How much the government pumps in, it will not have any effect. China's lost decade is now starting and will be extremely painful.]]> http://seekingalpha.com/article/90331-how-should-adobe-be-valued?source=feed#comment-301569 301569 Sun, 09 Nov 2008 23:54:06 -0500