Gtarras

Doug Kass Calls a 2009 Market Top on Overly Bullish Psychology

one simply has to read SA articles and comment sections to question the main premise of Kaas's piece that the current market sentiment is bullish.

BRIC Countries 'Flying Kites'

To Author: so much hype, and yet I find nothing concrete in your thesis, sorry. For example, the final line:

Behind the scenes, we can bet that creditor states are preparing for flight. Though the dollar's slide has been stayed by pronouncements of confidence from Russia, Japan, China, and others, there will come a time when the pain is too great and the outcome too certain. Private investors who haven't already left the collapsing dollar ballroom may be crushed when the big players stampede for the door

I assume you are making a point of a stampede out of dollar. Yet you stop short of WHAT they will stampede into? Would you care to clarify, and explain why a certain currency/asset would be their preferred choice? TIA.

A Tale of Two Economies: U.S. vs. China

"the U.S. dominates as the largest dead-beat the world has ever seen – trying its best to borrow the surpluses of all the world's productive economies."

Jeff, which country produces most of the world's innovations, US or China? Where does improvements in productivity come from? The smart technologies etc? What does China offer other than plain labor? Iam simplifying a bit here, but you get the picture?

BTW, US GDP is about twice the size of the Chinese, no? China, without any doubt is the fastest growing economy, with high work ethic, but beating down on the US is pretty lame, IMO.

China Is Now in Firm Control of U.S. Debt Markets

China buys about 12% of US treasury supply. does it mean its in control?

Russia: Leading the BRIC Rally

Russia's market, weighted heavily by oil, gas, metals, telecom cos, has lowest PE in the world. I believe it is below 3 today. Major reason for it is political risk. Obviously the economic reality does not help, but other markets have PE much much higher. Russia is way oversold.

Could the Dow Sink Another 50% by 2012?

I had to go through all this negative hogwash to find out at the end that the author is actually long the market. LOL! Why do SA editors allow such nonsense?

Volume Gives Shorts the Upper Hand

Although I am bullish, I thoroughly enjoyed the article. Great advice, simple, to the point, Thanks.

2009: Year of the Ox (And What That Means for the Markets)

nice, bulls eye description of the russian environment.. Mr. Poranin u are referring to is just a screw in the propaganda machine launched by the Putin regime.. USA and USA policies are the centerpiece of the machine, and it ricks of the old style theme: we are the fortress with enemies encircling the country..

It is all done in order to create an external enemy and unite country people around whom? thats right.. Mr .Putin...

the dire predictions of the USA civil unrest are simply laughable.. But it makes a good piece of news for the sensationalist reporters in America... yea, they need to sell their papers...