Daniel Herkes

Tuesday Outlook: Commodities, Global Markets

Up and down. But the end result will be a flat market. Are there earnings, except Cash for Fords? The unemployment rate is is still around 10 percent. The trading appears to be machines hedging pennies.

Thursday Outlook: Commodities, Global Markets

I expected a small rally myself, until the housing numbers came! I'd have to read all of these charts differently to draw another conclusion. If Mr. Fry just puts the information out there, I'm willing to make my own mistakes. I make plenty of mistakes. . . As per another article this morning, employment is defiantly a leading indicator - now.

Tuesday Outlook: Commodities, Global Markets

The cat had one heck of a bounce this time.

Thursday Outlook: Commodities, Global Markets

I think all those dead loans are starting to be a problem. How long can any bank hide bad assets? Here in N. Illinois, and this is subject to locale, people stand around at the gas pumps, in grocery store lines - wherever - and talk about the "economy." Again, subjectively, people are worried and skeptical. The trust is going fast.

Wednesday Outlook: Commodities, Global Markets

If not collapse, then a weak slow growing economy with a lot of slack. The 800 unemployment gorilla sits in the room. How about those contributions? Wow.


On Oct 21 05:51 AM Rantor wrote:

> Why is no one talking about the fact that the profits at many of
> these companies is on a lot less total revenue. CAT down 44% year
> on year! That is not good news and speaks to the bigger trend in
> the economy, collapse.

Friday Outlook: Commodities, Global Markets

Thank you for the summary. You have an objective perspective as far as I can tell. When this bubble pops the other half of the W will emerge. It is just a matter of when.

Tuesday Outlook: Commodities, Global Markets

I liked the Al Gore reference.

Friday Roundup: Commodities, Emerging Markets

We all will. People get sick, and there is really no point in blaming them for it. Smoking aside, just breathing the air around you can lead to some diseases. Todays healthy habit, ie. drinking a lot of water, might actually be bad for you - bottled water might have Pb in it.


On Sep 19 05:22 PM logicalman wrote:

> REALLY OFF THE SUBJECT, BUT, WHO WILL PAY FOR THE LONG TERM CARE
> OF OLD SMOKERS WHO WILL NOT GIVE UP, OR FOR THE NEW SICKOS TAKING
> UP THIS DISGUSTING HABIT???

Friday Roundup: Commodities, Emerging Markets

Another good question would be "Who will pay for their long term care related to injuries received in the line of duty?" Vietnam was dangerous, and so is Afghanistan. I just wish we would learn to mind our own business - "son of a gun, better change our act."


On Sep 18 11:53 PM LKofEnglish wrote:
> As Jerry and
> Boys said, "it ain't no luck, I learned to duck." And that is a
> request for 40,000 additional soldiers to Afghanistan, no? forget
> how expensive that is just to create and deploy for a minute and
> ask--whose gonna pay those guys once they get there? You?

Friday Outlook: Commodities, Global Markets

Amen & ditto.


On Sep 11 04:48 AM JD of OZ wrote:

> Dave, I really appreciate the time you take to share these charts
> and your insights. I (like thousands of others I reckon) look forward
> to your posts every day. Thanks mate!!

Wednesday Outlook: Commodities, Global Markets

Thank you for putting this all together. The charts and annotations are really neat, and a rookie, such as myself, appreciates them. The base commodities are really being manipulated by our debtor the Chinese. But, the dollar is so low now, the bubble over there might well break too. We've committed financial sins, and they financed the sinning, so to speak.

What a total mess. The indexes of the markets in the States are thrashing, to borrow a computer term. low volume, limited numbers of investors, and the 800 lb. gorilla of the Fed. in the room.

I never worry about things beyond my understanding or control. I am nervous about the winter and the whole employment thing. People get all kinds of ideas when they don't work enough. Thanks

Tuesday Outlook: Commodities, Global Markets

Thanks for the charts and analysis. This a very tense time for many investors. The dissonance between the DJIA and the real time data is a bit unnerving.

There are so many people out of work right now that I just cannot see a consumer recovery. The bailout monies are too slow to do much good for the man on the street. What's worse, the mindset has hardened into "I do not believe the mainstream media" for many people - especially those who still read deeply into blogs.

Wednesday Outlook: Commodities, Global Markets

Great summary. The Dow is not really a leading indicator is it? It only reflects the trades by the big four. I'll stick to the commodities, as stocks are too manipulated for anyone but CNBC to divine any direction from them. The folks at zerohedge, and you, Messrs's Fry & Roubini are the ones to watch.

Thanks

Friday Roundup: Commodities, Emerging Markets

It's not the browser, it's the OS that allows these "virus" attacks. Users of OS X (BSD Unix), or any of the Unices (Linux too) will not have this sort of problem. We stopped using M$ products 11 years ago and have never had any more of these virus related problems. My impression, and it could be wrong, is that the people writing the malware target the M$ OS because of its inherent flaws, not due to its ubiquity. Hence:

Herkes' Law: Ubiquity is not the same as permanence.


On Aug 23 01:39 AM Redpenny wrote:

> Just to add to the virus posts.
>
> I am on an iMac running Firefox with No Script and Adblock Plus (both
> running all of the latest filters) and I have not had a problem.
> I have both No Script and Adblock Plus in manual approval mode so
> that I have to white list all websites one by one. No problems yet,
> but I will be especially careful after reading the posts.
>
> I occasionally run Safari and have not had a problem there either.
> I am on SA daily and all over the site when I visit, so this has
> me concerned.

Wednesday Outlook: Commodities, Global Markets

Hi David.

Thank you for the though provoking charts and tidbits of commentary. Thanks be to the blogosphere in general. I do not think the intelligent reader of news and information can afford not to diverge from the mainstream spin doctors. If they do so it is at their own risk. Despite my advancing age and growing malaise I can really understand the distaste the founders of the USA had for royalty and seamless vested interests. Whenever the Kneale's open their mouths I read deeper into the likes of Seeking Alpha, and increasingly Tyler Durden.