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DL1947

DL1947
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  • Monetary Policy, Bailouts and the Financial Powers that Be [View article]
    Thumbs up for your article , but change is not coming as politicians on both sides are quite happy with the system
    Dec 24, 2009. 08:25 AM | Likes Like |Link to Comment
  • 5 Reasons Why the Market Is About to Change Direction [View article]
    I think you are right , insiders and institutionals selling leaves only the suckers in ; nothing new here . It might take as little as 2 months or as many as 10 but we are going to go down to 700 on the S&P . And when it comes down the door wont be large enough for all to get out at the same time ; the old movie will play out again .
    Dec 24, 2009. 08:13 AM | 16 Likes Like |Link to Comment
  • Kass: Rate Hike Coming in April [View article]
    Interest rates will go up in April .....................2011 that is or maybe 2012 , then again maybe only 2013 , but up they will go ....
    Dec 23, 2009. 08:45 AM | Likes Like |Link to Comment
  • Why Stocks and the USD Are Now Moving Together [View article]
    I doubt that the markets and US $ relationship will be a very lasting one , look rather for a 2 week fling , then one of them is going down , most likely the stock market .
    Dec 23, 2009. 08:20 AM | 6 Likes Like |Link to Comment
  • 4 Scenarios for 2010 - Deutsche Bank [View article]
    The bankers are not paid these bonuses for nothing , they are paid to make us dream ; sorry , not this time Mr.Bankster .
    Dec 22, 2009. 10:46 AM | 1 Like Like |Link to Comment
  • Climate Deal Requires Fairness, Not Equity [View article]
    Excellent article ; I find it impossible that politicians from all over the world will agree on anything meaningful until we hit a wall ; they will certainly not let climate change get in the way of their re-election efforts , not in the US , not in Europe or anywhere else . I am 60 + and willing to bet my last dollar that no serious agreement will be reached in my lifetime , too bad , no real statesmen coming ; saving the economy will always come first , getting it up when it's down or keeping it from going back down when it's up .....the economic argument will carry the day until it's too late .
    Dec 21, 2009. 08:50 AM | 6 Likes Like |Link to Comment
  • Major Indexes Are Facing Year-End Syndrome [View article]
    .....right


    On Dec 12 08:44 AM DL1947 wrote:

    > I am very afraid that you are .........................
    Dec 12, 2009. 08:45 AM | 1 Like Like |Link to Comment
  • Major Indexes Are Facing Year-End Syndrome [View article]
    I am very afraid that you are .........................


    On Dec 11 11:13 AM Mad Hedge Fund Trader wrote:

    > iign Meredith Whitney is about to have a second wind. The brassy,
    > former Fox News reporter parlayed a gutsy, ultra bearish call on
    > financials in 2007 into a multimillion dollar advisory business that
    > catapulted her on to Fortune Magazine’s much coveted list of the
    > 100 most influential people, as well as their more exclusive list
    > of top movers and shakers under 40. She says the sand will hit the
    > fan in Q1 2010 as another wave of losses hit the banks, taking the
    > rest of the stock market down with them. There will be no place to
    > hide. There is no credit for medium and small sized borrowers. There
    > has been no bail out for consumers, which account for 70% of American
    > GDP, and there has never been an economic recovery without their
    > participation. Their free spending hands of been tied by the chopping
    > of some $1.5 trillion in credit card limits. The Dubai default could
    > trigger a fire sale of commercial real estate which will deliver
    > more grief to an already distressed sector. Some 10% of consumers
    > who gained new access to credit for the first time over the last
    > 15 years are having it ripped away. The longer the S&P 500 stalls
    > under the 1120 level, the more soothing I find bearish calls like
    > Meredith’s for 2010. Better start tracking the short ETF’s, including
    > the Proshares 2X Ultra Short S&P 500 (SDS), the 1X short financials
    > ETF (SEF), and the 2X Proshares Ultra Short financials ETF (SKF).
    Dec 12, 2009. 08:44 AM | 1 Like Like |Link to Comment
  • The Financial Meltdown: Absolutely Nothing Has Been Fixed [View article]
    Granted Obama was dealt a very poor hand , but was it possible to play it worse than he did .

    He's doing so badly that one wonders if George W. would have done worse ; now that is low
    Dec 7, 2009. 06:44 PM | 2 Likes Like |Link to Comment
  • 5 Reasons to Expect a Near-Term Selloff [View article]
    Markets will tend towards economic fundamentals sooner or later and that means down ; if anybody knew when and by how much they would already have been hired by GS . But make no mistake it should coming within 4 to 12 months so I sit on cash for as long as necessary , like I read above I'm not chasing 6% up with a chance for 30 or 60% down , so I will lose some on dividends and interest in the meantime, not a fortune there though .
    Nov 30, 2009. 08:02 AM | 7 Likes Like |Link to Comment
  • What Will the U.S. Economy Look Like in 10 Years? Look to Greece [View article]
    What worries me the most about the US is not the present political leadership , they are totally hopeless . But my real worry is that the only existing credible alternative appears to be sound asleep ; I cant wait for someone in the GOP to stand up and lay out a plan ; no it seems that the plan for the next elections is simply to run on the time honored platform " we can do better " ; obviously they can , but it not enough .

    I hope someone like Peter Shiff gets National stature fast or that someone with National stature starts talking like him ; otherwise it will be business as usual for some long time to come with very unpleasant results for the American middle class also for a long period .
    Nov 29, 2009. 08:46 AM | 16 Likes Like |Link to Comment
  • Dubai Friday: The Black Swan Rears Its Ugly Head [View article]
    the more serious problems is US states and cities on the cronically ill list , together it is likely more than the 59B Dubai number ; how long and how many times can the Federal government step in and save them .
    Nov 27, 2009. 08:48 AM | 2 Likes Like |Link to Comment
  • The New Normal: A Secular Bear Market [View article]
    Very interesting article ; but my conclusion is buy the real dips ( S&P at 700-775 not at 950-1025 ) then you should do well and be patient , if it takes a year to get back down there , wait it out . Although a serious double dip is not the most likely scenario for 2010 , it's still a reasonable probability , so I will be careful . Buying now to get the last 10-15% is just too dangerous .
    Nov 11, 2009. 05:04 PM | 1 Like Like |Link to Comment
  • The Glide Path Option [View article]
    darned ; he's right again
    Thanks for your views Mr.Mauldin
    Nov 8, 2009. 06:56 PM | 1 Like Like |Link to Comment
  • Roubini: Commodities Due for a Correction [View article]
    It seems that there are a lot of Roubini haters out there , they dont seem to want him to spoil their party . But generally he makes a lot of sense , a lot more than the many of the permabulls who are no more than cheerleaders with no argument better than hey the market is up again ( in US$ that is , not so good when valued in other currencies or against commodities ) ; Wall St and Washington must just love them .
    Nov 6, 2009. 06:44 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
110 Comments
458 Likes