KIT

Boeing's Dreamliner Nightmare May Present Investor Opportunity

Watch for contracted suppliers to fail as orders they expected do not show up in time. Look for more delays as suppliers struggle.

Why I'd Avoid Toyota, The #1 Automaker in the U.S.

The Japanese drive on the other side of the road like the British. They switch the drivers wheel to our side on export cars. I know of no American car built to left side drive for the japanese market. How many Toyotas would sell in America if they refused to build cars for our roads?


On Jun 22 11:29 AM Pstoneki wrote:

> The Japanese buy very few American cars. Why? THE QUALITY. Their
> expectations are much much higher than the American consumers. When
> I worked for Nissan I used to visit dealerships in Japan. I watched
> every (and I mean every) customer examine every single detail of
> the particular car they were buying, down to how parallel the defroster
> element wires in the back window were. If the car was not absolutely
> perfect in every way they wouldn't buy it. Find me an GM/Ford/Chrysler
> car that can pass that kind of test.

Financial Crisis: Plenty of Would-Be Infernos Still Smoldering

GYW.. Grave Yard Whistlers are not ignoring the facts check INSIDERS for stock sales after cashing in their stock options

moneycentral.msn.com/i...

www.marketwatch.com/in...

Albert Edwards: New Equity Lows Coming, China's No Green Shoot

"The continued enthusiasm for all things China reminds me so much of the way investors were almost totally blind to the fact the US growth miracle was built on sand. China could be the biggest disappointment yet."

Was not that long ago that America was thought ( promoted ) broken away from the rest of the world and we could have a recession here and China could carry the world..... Turns out that was a load of crap.

I dont care that the Chinese markets are rising because companies there invest in each other and value themselves on paper profits this creates...... Built on sand.

Now suppose USD does drop 50% as some hyperinflation types believe. Will China's buying power in its 2 trillion USD holding be cut by 1 trillion? I see China 's threats to move away from the USD as no different than a bank robber with his gun to his own head demanding " Give me your money or your next !" They need to be co-operating with the USA to help solve the common problem. The path they are on will devalue ALL FUTURE profits from the USA not just the dollars they hold now. China needs to take some ministers to the woodshed.

5 Reasons to Avoid the Gold Rush

Joe Average does not have $1000 for 1 oz of gold he will not have $5000 if it runs to that point. His 350K house will fall to 160K before his 1 oz of gold doubles. To protect your net worth you need to cash out of everything ( good luck selling the family home today )


On Jun 19 08:12 AM doubleguns wrote:

> "There is a wild card in the price of gold, though: China. If it
> decides to switch partially from owning US Treasuries to owning gold,
> the price of gold will skyrocket."
>
> And the Chinese are looking for another 80 bil in gold as well as
> putting gold in a new reserve currency along with the Russians.
>
>
> Open your eyes.

Inflation vs. Deflation: What Are Investors Facing?

China does not really float their currency against the USD its still fixed to it.

As the USD falls China goes with it making Chinas products even cheaper in countries other than the USA.

If China detached their currency from the USD because of inflation they kill profit from their largest customer.

1 billion people at $400 per year will not replace the American consumer.

Russia Makes the First Call for the Monetization of Gold

The US printed money to cover shortfall in Europe last fall. Are Russia Brazil and China prepared to do the same or are they just self serving

Oil / Natural Gas Ratio Still Extreme

Old days 7 to one was normal based on rough BTU equvilency and the old balance of availability.

Today no one needs natgas and shale has increased availability.

Oil is not needed right now either but has become a replacement for gold as USD safe ground. Gold can be manipilated by central banks. Oil can be manipilated by hedge funds and ETFs. The difference is Govt wants gold price down, and oil price down but make people believe the markets are ok oil has to be high.

At any rate 18 to 1 may be the new normal the economy will have to return to normal to use the natgas and if that happens the oil price will rise. Probably in lock step.

We need diasters to limit natgas availabiity

Both are related to the USD and will move with it up or down so thats neutral.

Worst of Selling May Be Done, But Bear Market Far from Over

aldn.net/lattis-sharlo...

A little more graising on the green shoots to come. ( hope you like the picture )


On Jun 17 12:47 PM Fighting Yoda wrote:

> After the greatest rise ever, a mere 3% drop and the worst of selling
> is done? Hmm

Bearish on Equities? Big Mistake!

aldn.net/lattis-sharlo...

GREEN SHOOTS AND BEARS

Housing Starts: 'Soaring' Is Overstatement

Good catch, this 17% was my breakfast rant this morning

I know percent is percent, a ratio. I too am put off by the news headlines that state 25% gain in big letters. Percentage is always to something......

If I have an investment dollar on the table and throw a quarter on top then scream 25% increase in investment it is not the same as having a million dollars and finding $250,000 on top to call 25% gain!

One 25% buys a house the other a gum....

25% is scalable exactly by definition but what it is compared to makes all the difference in the effect of the %

Reporters are failing at informing the public if they exclude the proper comparision

Are Gold ETFs Trapped in a Bubble?

When hyperinflation comes I will look for the people in the new suits ....... they must have gold at home..................


On Jun 15 03:08 PM SugarDaddy wrote:

> In the 20's an ounce of Gold would buy you a decent suit & tie.
> Again in 2009 an ounce of Gold will do the same $950.
>
> Case closed for me !

Bank Write-Downs Projected to Continue into 2010

arxiv.org/PS_cache/arx...

The have not fixed anything

Forget 14000 it was not real, 9000 may not be either

Inventory Drop Supports Oil Rally

tonto.eia.doe.gov/dnav...
STATS from your Govt weare swimming in oil


On Jun 11 11:37 AM ArtfulDodger wrote:

> KJT:
>
> This is the type of news that investors too heavily invested in oil
> don't like to hear, but all of us need to hear it --- and heed it!
>
>
> Thank you for it!

Inventory Drop Supports Oil Rally

Last summer as prices rose to $140 we had monthly reports of decline in oil stock just like this one. Total mileage driven has not returned to normal, speculation has. Paper hedging of oil contracts that are cancelled at the last moment and moved forward. Paper shortage of oil is the result.

100+ million barrels are in tankers Airlines, Truckers and family driving are all down, DRYS normal ships are parked.

So who used the oil this month?

Time the govt forced the delivery of oil futures instead of allowing the public to be robbed once more....twice more .... three...