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enigmaman

enigmaman
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  • The Coming Crash In The Bond Market [View article]
    I second the motion
    Mar 10 12:24 PM | 1 Like Like |Link to Comment
  • Why The Market Keeps Going Up [View article]
    Not sure but am I or are we (SA) to believe your rhetoric is sincere or not but more to the point do you believe it or were you just "saying" ?

    BTW- You seem to think I was casting aspersions on you and or you investment prowess, all I responded to was your dour assessments of the investor populace.

    Either way, no harm no foul :)
    Mar 7 04:16 PM | Likes Like |Link to Comment
  • Why The Market Keeps Going Up [View article]
    Invest- if I am to believe your rhetoric I would assume idle investors never will invest again because they either are broke, still licking their market wounds, pouting because they missed the rally, sick of the professional schnanagins, and upset at the man (corp) and lastly since most are just one step ahead of the grim reaper to busy looking over their shoulder rather then ahead they just sit and stew in their toxic juices of being eternally pissed off at the world while thinking about how they shoulda, coulda, woulda done things differently, if only.
    Mar 7 02:44 PM | 2 Likes Like |Link to Comment
  • Why The Market Keeps Going Up [View article]
    Isnt it obvious, from those same investors with idle money sitting on the sidelines, the majority of individual investors have pretty much sat out the past 5 years waiting for the end of days that never comes while they watch the markets go higher, and watch as rates rise for those bond holders to sell to protect their profits, then what do they do make money, invest in securities, buy CD, go into MM or put in the mattress, I guess we will just have to wait to see
    Mar 7 11:32 AM | Likes Like |Link to Comment
  • Why The Market Keeps Going Up [View article]
    yesterday Yahoo financial survey had 44% of respondents still not convinced they should move money into the market, only 22% felt confident the markets would go higher. So the DM bias tilts towards fear of the markets which bodes well for the markets to continue advancing.
    Mar 7 08:36 AM | 2 Likes Like |Link to Comment
  • A milestone is hit in Miami where the city sees its first construction loan for a new condo project since the property crash. A group led by Regions Financial (RF) will lend $160M to The Trump Group (no relation to The Donald) for The Mansions at Acqualina. Terms were tight - $320M in pre-sales with 50% down payments were required as a condition of the loan. [View news story]
    as tight as the terms are they will be able to meet them because the Miami market is hot with South American flush with cash looking for a safer bet then they have back home. High % of condos in S Beach have doubled in price in the past three years, average 2500 per sq ft for high end condos and and 1000-1500 for most others.
    Feb 27 11:30 AM | Likes Like |Link to Comment
  • How much debt can the U.S. handle? A new paper quantifies an 80% public debt to GDP ratio - where the U.S. is right now - as the point at which a nation reaches a potential tipping point; once a nation has debt above that level, it becomes vulnerable to the kind of self-reinforcing vicious cycles that have crippled others. Two responses from Fed officials see the analysis as simplistic and eurocentric[View news story]
    JH- here is another interactive map you may like, you pick a destination city and click it and it will show where people are migrating from
    http://onforb.es/I6pRPX

    Now the why is anybodies guess but for sure lower taxes, lower cost of living, weather, job opportunities etc I would consider are the main drivers for migration. This map al;ong with the others will help provide a clearer picture of why the migrations
    Feb 24 12:19 PM | Likes Like |Link to Comment
  • The pace and magnitude of flows into equity funds is flashing a contrarian sell signal says BAML. $8.6B flowed into equity funds last week, the 13th consecutive week of positive reads - the longest streak in 13 years. Also seen are $3.7B of flows into bond funds and $32B of redemptions from money market funds. [View news story]
    so it appears the so called dumb money is reallocating from their losing MM accounts into equity but are still adding to and not liquidating their bond accounts. Doesn't sound dumb at all.

    This may all be MSM/Obama sequester fever brought on by Obamas recent rants about the end of days slashing the 2.5% he signed off on.

    Nothing really to see here just keep moving along
    Feb 22 03:36 PM | Likes Like |Link to Comment
  • The countdown begins to the Fed trotting out members to walk back yesterday's FOMC minutes after the big miss on the Philly Fed Index. New Orders fell to -7.8 from -4.3. Prices paid 8.9 vs. 14.7. Six-month indicators actually improved though, rising to 32.1 from 29.2, the 3rd consecutive increase. (full report[View news story]
    Philly Fed report wasn't all bad in fact it was more mixed or flat then negative, to that end businesses surveyed said " Responses suggest that firms expect declines to be short‐lived, since first quarter production is expected to rise and orders and shipments are expected to increase over the next six months."

    Now before anybody goes off on my comment, remember I'm just talking about the PF report, not BB, not QE not Japan or FOMC comments
    Feb 21 02:30 PM | Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    So your analysis of the national housing markets future is based on the 5 examples you provided, really? I dont know what part of the world you live in but in many metropolitan areas housing has bottomed and in many more prices have started to rebound. Thats not to say its all great, or every seller will be made whole or get what they thought they would have before the crash but for the most part the industry is on the mend.

    Your theory that the housing market will crash because millions will sell as soon as they are able to is absurd and is not based on any empirical evidence.
    Feb 16 04:30 PM | 1 Like Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    Worn, explain the logic behind your statement "When prices do once again rise with inflation these homes will go on the market. Pop goes the bubble."

    Why would owners who have recovered their equity sell in mass. millions, yes millions.

    You are clearly saying that home ownership is akin to owning stock and will act in the same manner where those who bought high would sell if the price would come back and approach close to break even for them. Apples to Oranges
    Feb 16 11:21 AM | 2 Likes Like |Link to Comment
  • Equity flows into domestic stock funds trickled to near-zero last week, far from the $3B-$8B range seen during January. World equity funds, however, continued to see large flows, $5.1B last week. BlackRock nixes the "great rotation" idea, noting large stock fund inflows are coming out of cash balances, not bond funds. [View news story]
    so according to Black rock we have time before bond funds are tapped into which bodes well for the market, seems like it could be a long slow road to redemption, still early in the game.
    Feb 16 10:46 AM | Likes Like |Link to Comment
  • Why Does Facebook Trade At A 50% Discount To Its High Growth Peers? [View article]
    Im confused;
    You said " So, even with analyst's current estimates, why has Facebook trailed its peers so significantly in valuation? It is simple supply and demand without a catalyst."

    No Catalyst, isnt that a real big items which was not sufficiently addressed in this piece.

    Then you say "Facebook should now be free to trade in line with its peer group valuation - one way or another. While I have a hard time justifying the peer group valuation numbers"

    So you dont believe in the numbers but you still believe FB can double.

    Then you conclude by sayiung " Its share price has been held back by too much supply from its series of IPO lockup releases combined with a lack of understanding of its plan for mobile monetization."

    Has anything really changed as it relates to the market concerns about FB.

    They have the size but not yet the strength needed to dominate the space, can they change that, sure, will they be able to is anybodies guess, IMO its not about peers, or lock up its all about whether they can they deliver or, its thats simple, they first need to break through 33 to convince the market they have there act together, so far they have run into problems with that, still to many holders in the red selling as they try to get out even

    Feb 13 09:17 AM | Likes Like |Link to Comment
  • The NYT's John Broder takes Tesla's (TSLA) Model S up and down the East Coast from Washington on Interstate 95, where the company has installed Supercharger stations 200 miles apart. Things start dandily enough, but then the weather cools, and Broder has to endure freezing feet and white knuckles because he has to turn the heating off to preserve power. Eventually, he needs a tow truck to pick him up because the car runs out of juice[View news story]
    "The fun part is every time we stop to charge the car we always end up talking about the car with admirers and the time flies by. "

    yes nothing like talking with admirers every 200 miles about the fun time owning no driving no sorry charging your Model S, yes its sounds wonderfully time consuming
    Feb 10 10:41 AM | 5 Likes Like |Link to Comment
  • The NYT's John Broder takes Tesla's (TSLA) Model S up and down the East Coast from Washington on Interstate 95, where the company has installed Supercharger stations 200 miles apart. Things start dandily enough, but then the weather cools, and Broder has to endure freezing feet and white knuckles because he has to turn the heating off to preserve power. Eventually, he needs a tow truck to pick him up because the car runs out of juice[View news story]
    In a world were you get into your car, turn the key and drive this $100K car is a pipe dream wrapped in a package of unreliability, but requiring 1 hr to charge up every 200 miles or less is a serial killer for 99% of its potential market.
    Feb 10 10:37 AM | 10 Likes Like |Link to Comment
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