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DL1947

DL1947
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  • Market Seems Pleased With 'QE Lite' [View article]
    I regretfully agree with your conclusions
    Aug 10 06:50 PM | 5 Likes Like |Link to Comment
  • Time to Take Profits From This Rally [View article]
    A month ago analyst were predicting 19c and later 17c , and all of a sudden they were down to 12c , fishy ain't it , some beat that is .
    Jul 14 08:32 AM | 1 Like Like |Link to Comment
  • The Long-Term Outlook for Stocks [View article]
    For TV commentators and analysts , the long term is next month .
    Jun 15 09:52 AM | Likes Like |Link to Comment
  • Why Last Week's Collapsing ECRI Leading Indicator Was Not a Recession Signal [View article]
    Of course it is not a recession signal , for the bulls even the worse data can only mean a V shape recovery ; please get real .
    Jun 14 06:15 PM | 2 Likes Like |Link to Comment
  • Weekly Market Notes: Not the End All Correction Some Are Expecting [View article]
    I think profits have been good for two reasons : reducing the labor force , this may go on a little but we have seen the bulk of cost reductions and what is now needed is meaningful top line growth and that is not coming anytime soon ; and the effect of the 787B$ stimulus which is now waning , Government may throw in a little more but dont expect anything approaching that size in the near future ; so 55-60$ net earnings going foward on the S&P is more likely with S&P at 850-900 .
    And I did not mention the words oil spill , European banks and China slowdown or States and Cities Finances and other similar things like foreclosures .
    Jun 1 06:44 AM | 2 Likes Like |Link to Comment
  • Euro Zone Conference Notes: Has Anything Sustainable Been Achieved? [View article]
    Minus 7% GDP , the average must be more like minus 5% , all of Europe is not running at 10% going down to 3% ; but you have the right idea , could be ugly .
    May 10 02:45 AM | 2 Likes Like |Link to Comment
  • Real GDP vs. True GDP [View article]
    Good article , the author will be proven right over time ; even if the 30% number was 15% , the upcoming problem appears huge .
    May 3 02:56 AM | 3 Likes Like |Link to Comment
  • Shifting Demographics and New Headwinds for Stocks [View article]
    Speaking of corrupt and unreliable government , look no further than the US
    Mar 15 09:28 PM | 1 Like Like |Link to Comment
  • Why I'm Now Less Optimistic About Credit Crisis [View article]
    2 words : I agree
    Mar 8 09:26 PM | 1 Like Like |Link to Comment
  • Heading Down the Path of Correction to Depression [View article]
    An excellent summary of a horrible situation which less than 1% of the population understands . Unfortunately it not possible to put it in much simpler terms .

    Well done
    Feb 17 08:16 AM | 17 Likes Like |Link to Comment
  • Questioning the Latest U.S. Jobs Data [View article]
    Jeff Nielson's Largest US jobs-Lies Yet is a must read
    Feb 8 08:36 AM | 1 Like Like |Link to Comment
  • Questioning the Latest U.S. Jobs Data [View article]
    A war the US can win for a change ... attack Canada
    Feb 5 06:40 PM | Likes Like |Link to Comment
  • The Precarious State of Our Union [View article]
    Excellent Peter
    Jan 31 08:30 AM | 12 Likes Like |Link to Comment
  • Ticking Prime Bomb: Fannie Mae Monthly Summary (November 2009) [View article]
    Pretty charts , ugly problem
    Jan 29 09:24 PM | 2 Likes Like |Link to Comment
  • Weighing the Market Week Ahead: Fasten Your Seat Belt! [View article]
    The Fed is only talking exit strategies ( which is part of the show that is trying to keep hopes alive ) ; but if you want to know what the Fed thinks of the strenght of the recovery ( if any ) , dont focus on its talk but on its actions which for now point to no recovery to speak of .
    Jan 24 06:52 AM | 9 Likes Like |Link to Comment
COMMENTS STATS
110 Comments
458 Likes