RiskAverseAlert's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/286692/comments http://seekingalpha.com/article/177739-that-which-the-ecb-hath-separated-let-no-man-join-together-again?source=feed#comment-801442 801442
Disgusting is how the British pretend to have anything of value to say about the predicament on the European continent being it is their unregulated OTC derivatives casino that helped lay the trap sovereigns find themselves in. If we're lucky the ECB soon will be dissolved and an emergence of sovereign national banking led by the U.S. (who also has been trapped by the lure of Britain's casino) subsequently will develop.

Clearly, when monetarist machinations threaten the viability of sovereign nations to govern their own affairs, the uselessness of the model but demands courage to insist it be swept away. Those whose power inevitably will be diminished have it coming simply by their own unwillingness ever to exercise forbearance -- a character flaw but waiting for an organized resistance willing to ask, what is this crap whose end feeds chaos? It is, indeed, useless and, as always, a threat to peace, prosperity, human dignity, decency, and an abomination in the mind of any God-fearing man.

Anyone arguing the model has legitimacy, pretending the abused is the abuser, deserves the serious attention only of those in the mental health community...]]> Fri, 11 Dec 2009 09:59:45 -0500
Disgusting is how the British pretend to have anything of value to say about the predicament on the European continent being it is their unregulated OTC derivatives casino that helped lay the trap sovereigns find themselves in. If we're lucky the ECB soon will be dissolved and an emergence of sovereign national banking led by the U.S. (who also has been trapped by the lure of Britain's casino) subsequently will develop.

Clearly, when monetarist machinations threaten the viability of sovereign nations to govern their own affairs, the uselessness of the model but demands courage to insist it be swept away. Those whose power inevitably will be diminished have it coming simply by their own unwillingness ever to exercise forbearance -- a character flaw but waiting for an organized resistance willing to ask, what is this crap whose end feeds chaos? It is, indeed, useless and, as always, a threat to peace, prosperity, human dignity, decency, and an abomination in the mind of any God-fearing man.

Anyone arguing the model has legitimacy, pretending the abused is the abuser, deserves the serious attention only of those in the mental health community...]]> http://seekingalpha.com/article/177078-10-reasons-the-equity-rally-is-over?source=feed#comment-799862 799862 Thu, 10 Dec 2009 11:07:36 -0500 http://seekingalpha.com/article/177268-richard-russell-downturn-will-be-vicious?source=feed#comment-799816 799816
"Prices can fall of their own weight, but it takes buying to put them up."

All one need do is look below the surface and discover gaping holes in the buying putting stocks up.

I am rather curious about Mr. Russell's view on the speed with which collapse might proceed. I share this view, largely Elliott Wave-based, which itself fundamentally is justified with awareness of frightful vulnerabilities presented by a chain reaction collapse of sovereign debtors (including the U.S. Treasury), a risk that appears likely to precipitate collapse of the euro-zone as a consequence. ]]> Thu, 10 Dec 2009 10:40:48 -0500
"Prices can fall of their own weight, but it takes buying to put them up."

All one need do is look below the surface and discover gaping holes in the buying putting stocks up.

I am rather curious about Mr. Russell's view on the speed with which collapse might proceed. I share this view, largely Elliott Wave-based, which itself fundamentally is justified with awareness of frightful vulnerabilities presented by a chain reaction collapse of sovereign debtors (including the U.S. Treasury), a risk that appears likely to precipitate collapse of the euro-zone as a consequence. ]]> http://seekingalpha.com/article/177267-is-there-a-case-for-active-equity-etfs?source=feed#comment-798312 798312 Wed, 09 Dec 2009 13:14:46 -0500 http://seekingalpha.com/article/177246-contrarianism-the-new-consensus?source=feed#comment-798128 798128 Wed, 09 Dec 2009 11:23:18 -0500 http://seekingalpha.com/article/176855-the-destruction-of-the-dollar-it-s-nearly-inevitable?source=feed#comment-797147 797147
We are in the dying days of an imperialist monetarist system that has existed in some form or another for thousands of years. The beginning days of a global credit system along lines established by Hamilton and nearly put in place worldwide at the conclusion of the second world war are upon us.

Your thinking is much too contained inside the box. Certainly the United States legitimately owes a great deal on what has been loaned to the nation and unwisely spent. Yet the only way this legitimate debt is going to be fairly paid back is along lines suggested here. Too many repugnant, colonialist adventures have been unwisely pursued in recent times for the nation to be suckered into the only other alternative: all out war for the purpose of reneging -- stealing -- what is rightly owed. The people simply are in no mood after having been swindled for so many years, wittingly or not, by those whose Ivy League educations have proven no more valuable than the presently bankrupt Federal Reserve. Likewise, there simply are not enough aircraft in the world, nor enough poisons to jam down our throat that could bring a change of heart.

You see, I AM a protectionist. I believe the U.S. deserves everything put forward in the simple, single-sentence Preamble to its Constitution. This runs contrary to everything we are experiencing, which you think we deserve. So, per your being short Treasuries, let it be known there are real Americans (unlike this treasonous hack Bernanke) who will defend the dollar and the Treasury, who understand how these are under attack by enemies both internal and external, and who kindly ask those too afraid to step outside the box if they might find the dignity within themselves to open their minds and simply listen. Truth is only some small number of people in Congress is all that need be changed for the world to be reborn in the spirit of the American Revolution. The choice we presently face goes way beyond anything you are suggesting. It is between peace and human dignity versus physical breakdown and war. The matter is that serious. Don't kid yourself to think there aren't interests pushing for the latter in these, the dying days of their bankrupt imperialist monetarist system.]]> Tue, 08 Dec 2009 20:07:10 -0500
We are in the dying days of an imperialist monetarist system that has existed in some form or another for thousands of years. The beginning days of a global credit system along lines established by Hamilton and nearly put in place worldwide at the conclusion of the second world war are upon us.

Your thinking is much too contained inside the box. Certainly the United States legitimately owes a great deal on what has been loaned to the nation and unwisely spent. Yet the only way this legitimate debt is going to be fairly paid back is along lines suggested here. Too many repugnant, colonialist adventures have been unwisely pursued in recent times for the nation to be suckered into the only other alternative: all out war for the purpose of reneging -- stealing -- what is rightly owed. The people simply are in no mood after having been swindled for so many years, wittingly or not, by those whose Ivy League educations have proven no more valuable than the presently bankrupt Federal Reserve. Likewise, there simply are not enough aircraft in the world, nor enough poisons to jam down our throat that could bring a change of heart.

You see, I AM a protectionist. I believe the U.S. deserves everything put forward in the simple, single-sentence Preamble to its Constitution. This runs contrary to everything we are experiencing, which you think we deserve. So, per your being short Treasuries, let it be known there are real Americans (unlike this treasonous hack Bernanke) who will defend the dollar and the Treasury, who understand how these are under attack by enemies both internal and external, and who kindly ask those too afraid to step outside the box if they might find the dignity within themselves to open their minds and simply listen. Truth is only some small number of people in Congress is all that need be changed for the world to be reborn in the spirit of the American Revolution. The choice we presently face goes way beyond anything you are suggesting. It is between peace and human dignity versus physical breakdown and war. The matter is that serious. Don't kid yourself to think there aren't interests pushing for the latter in these, the dying days of their bankrupt imperialist monetarist system.]]> http://seekingalpha.com/article/176070-the-bond-bubble-theory-for-a-continuing-market-rally?source=feed#comment-786984 786984 Wed, 02 Dec 2009 15:34:29 -0500 http://seekingalpha.com/article/176064-new-york-fed-treasury-spread-model-zero-chance-of-a-double-dip-recession?source=feed#comment-786917 786917
So, uh, tell me... during those previous periods when we were coming out of recession, when had the Fed's balance sheet doubled in a mere matter of months? How can anyone NOT appreciate what this means in matters affecting confidence? Truly, the current period finds no precedent worthy of comparison such as you make.

But then again... Those who staged a 1929-like buying operation earlier this year need this kind of obfuscation in order to offload the dead equity whose only hope going forward is nothing but burden and pain.]]> Wed, 02 Dec 2009 15:17:20 -0500
So, uh, tell me... during those previous periods when we were coming out of recession, when had the Fed's balance sheet doubled in a mere matter of months? How can anyone NOT appreciate what this means in matters affecting confidence? Truly, the current period finds no precedent worthy of comparison such as you make.

But then again... Those who staged a 1929-like buying operation earlier this year need this kind of obfuscation in order to offload the dead equity whose only hope going forward is nothing but burden and pain.]]> http://seekingalpha.com/article/175617-the-gold-market-fights-back?source=feed#comment-786873 786873
Nevertheless, given grotesque leverage of global finance (pushed further along by today's English-speaking lovers of Weimar Germany), any pending leverage unwind will in all probability hit gold (physical and shares) much as occurred in '08. This is not to strike a bearish tone. Rather only to note that, when capital starvation strikes, anything not nailed down tends to be sold.]]> Wed, 02 Dec 2009 14:59:40 -0500
Nevertheless, given grotesque leverage of global finance (pushed further along by today's English-speaking lovers of Weimar Germany), any pending leverage unwind will in all probability hit gold (physical and shares) much as occurred in '08. This is not to strike a bearish tone. Rather only to note that, when capital starvation strikes, anything not nailed down tends to be sold.]]> http://seekingalpha.com/article/175496-is-dubai-s-default-a-black-swan-event?source=feed#comment-782563 782563
But seriously, not sure how growing risks of sovereign debt default will not ultimately cascade to threaten even U.S. Treasury liabilities.]]> Mon, 30 Nov 2009 09:33:21 -0500
But seriously, not sure how growing risks of sovereign debt default will not ultimately cascade to threaten even U.S. Treasury liabilities.]]> http://seekingalpha.com/article/175675-is-alpha-now-illegal?source=feed#comment-782543 782543
Which thought dovetails your alpha discussion...

What of the time element need be considered in calling this or that strategy legitimately alpha? Are annual time frames for measuring performance best suited, or might 3-5 year time frames better qualify?]]> Mon, 30 Nov 2009 09:21:26 -0500
Which thought dovetails your alpha discussion...

What of the time element need be considered in calling this or that strategy legitimately alpha? Are annual time frames for measuring performance best suited, or might 3-5 year time frames better qualify?]]> http://seekingalpha.com/article/175536-dubai-gauging-the-impact?source=feed#comment-779829 779829 Fri, 27 Nov 2009 13:54:31 -0500 http://seekingalpha.com/article/175060-another-crisis-looms-right-around-the-corner?source=feed#comment-779822 779822 Fri, 27 Nov 2009 13:47:39 -0500 http://seekingalpha.com/article/175539-analyzing-the-dubai-chaos?source=feed#comment-779610 779610
Indeed, one wonders whether DW is a trial run for larger things yet to come aimed at destroying the broader power of sovereign nation states over private financial interests. Once again, the need for Secretary Gates (rather than our incompetent Treasury Secretary) to become the authoritative sounding board for the people of the United States in addressing matters precipitating what appear intentional drives venturing to bankrupt sovereigns (most emphatically including the U.S. Treasury) is resurfacing following the most glaring attack on sovereigns to date: namely, the bankrupting of AIG via operations conducted in the City of London...]]> Fri, 27 Nov 2009 10:50:20 -0500
Indeed, one wonders whether DW is a trial run for larger things yet to come aimed at destroying the broader power of sovereign nation states over private financial interests. Once again, the need for Secretary Gates (rather than our incompetent Treasury Secretary) to become the authoritative sounding board for the people of the United States in addressing matters precipitating what appear intentional drives venturing to bankrupt sovereigns (most emphatically including the U.S. Treasury) is resurfacing following the most glaring attack on sovereigns to date: namely, the bankrupting of AIG via operations conducted in the City of London...]]> http://seekingalpha.com/article/174623-25-reasons-we-will-not-have-a-depression?source=feed#comment-775404 775404 You're bearing out things that nobody fears
You're naming old names but I gotta make clear
I can't say baby where they'll be in a year

When a Big Hog Daddy whose name I call Shemp
Said a bear's get up and go musta got up and went
Well I got bad news, Shemp's a real good liar
'Cause the CNBC boogie sets his mouth on fire

When I pulled into town in a bearskin car
Shemp Daddy said I took it just a little too far
You're telling me things but your Rupert he lied
You can't catch me 'cause the bull done died
Yes it did

You stand in the front just a shakin' your crass
I'll take you to the woodshed, you can look through my glass
I'll show you somethin' you can sure understand
'Cause the kill on the road you'll be eaten from my hand

Sweeeeeeeeeeeeeeet Commooooooooooootion]]> Tue, 24 Nov 2009 12:33:34 -0500 You're bearing out things that nobody fears
You're naming old names but I gotta make clear
I can't say baby where they'll be in a year

When a Big Hog Daddy whose name I call Shemp
Said a bear's get up and go musta got up and went
Well I got bad news, Shemp's a real good liar
'Cause the CNBC boogie sets his mouth on fire

When I pulled into town in a bearskin car
Shemp Daddy said I took it just a little too far
You're telling me things but your Rupert he lied
You can't catch me 'cause the bull done died
Yes it did

You stand in the front just a shakin' your crass
I'll take you to the woodshed, you can look through my glass
I'll show you somethin' you can sure understand
'Cause the kill on the road you'll be eaten from my hand

Sweeeeeeeeeeeeeeet Commooooooooooootion]]> http://seekingalpha.com/article/174714-why-a-market-crash-doesnt-matter?source=feed#comment-775344 775344
Likewise, what of pathetic dividend yields offered on stocks you mention? Why would not investors fast be moving to a point where competitive returns on equity are demanded at a time when liabilities higher up in the food chain are being expanded like so many circus balloons? ]]> Tue, 24 Nov 2009 11:56:47 -0500
Likewise, what of pathetic dividend yields offered on stocks you mention? Why would not investors fast be moving to a point where competitive returns on equity are demanded at a time when liabilities higher up in the food chain are being expanded like so many circus balloons? ]]> http://seekingalpha.com/article/174837-options-trader-monday-outlook-stuffing-the-futures-for-thanksgiving?source=feed#comment-775273 775273 Tue, 24 Nov 2009 11:35:03 -0500 http://seekingalpha.com/article/173913-chance-of-a-depression-now-5-percent?source=feed#comment-768915 768915
Yet per grossly leveraged financial assets it'll be the same old crushing deflation as before.

Some call this dynamic a breakdown crisis, and project an impact unlike anything since the Black Death. As hard as this might be to swallow, considering all things presently in place such dire outlook makes a great deal of sense to anyone with higher power of thinking than your typical Monetarist Monkey.]]> Fri, 20 Nov 2009 10:19:25 -0500
Yet per grossly leveraged financial assets it'll be the same old crushing deflation as before.

Some call this dynamic a breakdown crisis, and project an impact unlike anything since the Black Death. As hard as this might be to swallow, considering all things presently in place such dire outlook makes a great deal of sense to anyone with higher power of thinking than your typical Monetarist Monkey.]]> http://seekingalpha.com/article/174492-the-twenty-year-stock-bubble-is-still-inflated?source=feed#comment-768806 768806 Fri, 20 Nov 2009 09:45:59 -0500 http://seekingalpha.com/article/173684-meredith-whitney-i-haven-t-been-this-bearish-in-a-year?source=feed#comment-766165 766165
It is plain equity is dead money. Were this not true would Buffett sink such a big stake into a hugely capital-intensive railroad? This capital preservation play screams loud and clear equity is grossly overvalued and soon might not buy much of anything possessing sure cash-generating value. That Buffett could not wait for the next shoe to fall speaks of fear his BRKA would not possess the same currency as now.

Something like Whitney, I have never been this bearish.]]> Wed, 18 Nov 2009 18:00:27 -0500
It is plain equity is dead money. Were this not true would Buffett sink such a big stake into a hugely capital-intensive railroad? This capital preservation play screams loud and clear equity is grossly overvalued and soon might not buy much of anything possessing sure cash-generating value. That Buffett could not wait for the next shoe to fall speaks of fear his BRKA would not possess the same currency as now.

Something like Whitney, I have never been this bearish.]]> http://seekingalpha.com/article/173562-banning-derivatives-and-other-such-foolishness?source=feed#comment-763684 763684
Do you deviate into a realm where those intimately knowledgeable of the history of nations might consider your generic defense of derivatives a case of giving aid and comfort to an enemy of the people of the United States of America? Might you too, then, be saying, "Do as I say, not as I do?"]]> Tue, 17 Nov 2009 10:14:13 -0500
Do you deviate into a realm where those intimately knowledgeable of the history of nations might consider your generic defense of derivatives a case of giving aid and comfort to an enemy of the people of the United States of America? Might you too, then, be saying, "Do as I say, not as I do?"]]> http://seekingalpha.com/article/173390-time-for-the-u-s-economy-to-reindustrialize?source=feed#comment-762288 762288
A better approach is bankruptcy reorganization of our dead, overbearing, overreaching globalization junkies (at whose core finds the companies indicated here) and resurrection of national banking along lines Alexander Hamilton developed. Then, we can get on with the job of a massive build-out of 4th generation nuclear power facilities and a transformation from a hydro-carbon-based economy to a hydrogen-based economy, financing this at rates of interest the private sector simply cannot compete with. ]]> Mon, 16 Nov 2009 13:09:52 -0500
A better approach is bankruptcy reorganization of our dead, overbearing, overreaching globalization junkies (at whose core finds the companies indicated here) and resurrection of national banking along lines Alexander Hamilton developed. Then, we can get on with the job of a massive build-out of 4th generation nuclear power facilities and a transformation from a hydro-carbon-based economy to a hydrogen-based economy, financing this at rates of interest the private sector simply cannot compete with. ]]> http://seekingalpha.com/article/171737-fed-maintains-the-emergency-rate-while-saying-all-is-well?source=feed#comment-748622 748622 Fri, 06 Nov 2009 15:13:12 -0500 http://seekingalpha.com/article/171549-charlie-gasparino-another-crash-has-to-happen-again?source=feed#comment-748593 748593 Fri, 06 Nov 2009 14:56:09 -0500 http://seekingalpha.com/article/170743-bank-of-america-citigroup-jp-morgan-and-wells-fargo-stocking-up-on-liquidity?source=feed#comment-742169 742169 Tue, 03 Nov 2009 09:37:29 -0500 http://seekingalpha.com/article/170475-gold-is-not-in-a-bull-market?source=feed#comment-742080 742080
The question is what will gold do as the present economic breakdown crisis accelerates? Believing that the stock market has been tracing a counter-trend rally in a bear market with much, much further to go, what seems gold's likely fate in a capital-starved world is no different than its fate last year as the world rushed to plug gaping holes in the various three-letter securities marketplaces blown to bits with the collapse of Wall Street's structured finance. In other words there is considerable risk of a huge wave of gold selling precipitated by unstoppable, ongoing balance sheet de-leveraging.

What has come to pass thus far in the de-leveraging process is only the beginning. That said, though, gold still could rocket higher in this present period of transition into the next phase of financial collapse. But beware. That gold principally is being bid higher out of perception it represents a financial store of value strongly suggests it can just as easily be sold were the need to raise capital to sweep upon the scene (which eventuality, I believe, is a virtual certainty).]]> Tue, 03 Nov 2009 08:59:18 -0500
The question is what will gold do as the present economic breakdown crisis accelerates? Believing that the stock market has been tracing a counter-trend rally in a bear market with much, much further to go, what seems gold's likely fate in a capital-starved world is no different than its fate last year as the world rushed to plug gaping holes in the various three-letter securities marketplaces blown to bits with the collapse of Wall Street's structured finance. In other words there is considerable risk of a huge wave of gold selling precipitated by unstoppable, ongoing balance sheet de-leveraging.

What has come to pass thus far in the de-leveraging process is only the beginning. That said, though, gold still could rocket higher in this present period of transition into the next phase of financial collapse. But beware. That gold principally is being bid higher out of perception it represents a financial store of value strongly suggests it can just as easily be sold were the need to raise capital to sweep upon the scene (which eventuality, I believe, is a virtual certainty).]]> http://seekingalpha.com/article/170457-cramer-does-it-again-with-cit-call?source=feed#comment-741991 741991 Tue, 03 Nov 2009 08:23:04 -0500 http://seekingalpha.com/article/169098-the-intrinsic-value-of-nothing-part-1?source=feed#comment-735719 735719
That said, I agree the "elaborate fiasco called quantitative easing" is doomed to fail. Yet that we have among us the blind leading the blind into a ditch is not necessarily a bad thing. How else might wiser minds gain the path of least resistance in rising to the top?

Still, sir, I have said this before in this forum and I should say it again: the Austrian school is one whose principles best suit a fascist social arrangement, whereas a Hamiltonian credit system best suits a nation whose foundational principle seeks to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare and secure the Blessings of Liberty to ourselves and our Posterity.]]> Thu, 29 Oct 2009 12:45:37 -0400
That said, I agree the "elaborate fiasco called quantitative easing" is doomed to fail. Yet that we have among us the blind leading the blind into a ditch is not necessarily a bad thing. How else might wiser minds gain the path of least resistance in rising to the top?

Still, sir, I have said this before in this forum and I should say it again: the Austrian school is one whose principles best suit a fascist social arrangement, whereas a Hamiltonian credit system best suits a nation whose foundational principle seeks to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare and secure the Blessings of Liberty to ourselves and our Posterity.]]> http://seekingalpha.com/article/169383-economic-crisis-2008-9-ignore-friedman-s-lessons-at-your-peril?source=feed#comment-733817 733817 Wed, 28 Oct 2009 09:59:07 -0400 http://seekingalpha.com/article/169022-ten-stocks-for-the-next-ten-years?source=feed#comment-733758 733758 Wed, 28 Oct 2009 09:24:47 -0400