Sonia Mirza

107 Comments

    • Freud, the Fed, and a Box of Chocolates [view article]
      Since I have chocolate on the mind...what would be the lindt of automakers, anyone? Dec 17 08:09 PM
    • Freud, the Fed, and a Box of Chocolates [view article]
      Nice hook. I saw chocolate in the title...

      Fun article, valid points, except...with the analogy, there is no end (the kid will always want more chox...and this is cannot possibly continue ad infinitum - the interest rates falling)       Dec 17 08:07 PM
    • Options Trader: Thursday Wrapup [view article]
      Wow. That looks really painful! (RE: matador).

      Hope for his sake he didn't end up like a friend of ours who got it from an African buffalo!       Jul 13 07:53 PM
    • Apple, Google: Avoiding the Overvaluation Trap [view article]
      I doubt the author was stating that GOOG or AAPL are overvalued right now. His point was rather that they 'may or may not be'...you decide. Just make sure to include all factors (fundamental+mkt changing innovation - ie factors not traditionally quantified/recognized in val calx) in your valuations rather than depending on 1 media celeb stating "it's a good co, own it" a la kramer. Jul 10 06:31 PM
    • What's Behind the Coming Market Crash? [view article]
      Market crash - is that what they're calling it these days?

      The fact that it's in the news means it's too late - the media is often the last one to verbalize/admit/relay any downturn - let alone this 'mkt crash'. If we all know it's a market crash - why hasn't it happened already? If we all believed it was, we would all simultaneously act accordingly and cause it to occur NOW...

      Crash - I think not. Correction - perhaps.       Jul 08 11:31 AM
    • Core Inflation Remains a Low 0.1% [view article]
      Well said. And a manna reference too!

      Factoid: Vuitton is increasing its prices throughout Europe (perhaps other continents too) in July 2007, and yet there will be no price increases for the USA im 2007. Perhaps they fear with the inflation being the way it is, fewer disposable $s will go to LV if there were to be a price increase, not that the luxury arena follows the regular rules of substitution but I found it interesting nevertheless.       Jul 01 12:13 PM
    • Representative Frank On Financial Accounting Statement 140 - Loans [view article]
      Depending on the outcome, we may see a lot of baths if the restating route is taken...

      Tossing to the wind any acc treatment concerns could be very very costly - more so than actually taking the hit...       Jun 22 11:16 PM
    • Agflation! [view article]
      Q: Why is it that these people find it so irritating that someone dares to point it out?

      A: Because it was obvious to begin with. And I quote you; "...what anyone that is not unconscious knows, we have had actual cost of living in excess of the reported CPI for many years".

      There is enough noise out there without a pathological restatement of the obvious. Perhaps some of the "flakes" were hoping to drive this point home to instigate change.       Jun 22 11:10 PM
    • Agflation! [view article]
      "But other than all these items going up in price, there is no inflation."
      LOL

      Dude WTF does that mean - excuse my French. There is no inflation??? Man we wrote better theses than this when we were in 9th GRADE!!!

      How the hell do you stay employed making this type of statement? Who takes you seriously?

      Equally astonishing is the amount of stupidity - wonder why the editors let this pass?
      As always, 0 + 0 = zeR0! = NO VALUE ADDED       Jun 21 10:01 PM
    • Inflation Consensus? [view article]
      "Inflation HAS been high, and it's likely to go lower as the economy decelerates"

      Ok, Newton's 1st law of motion (yes, not exactly related but serves to illustrate the point):
      a body at rest will remain at rest, or a body in motion will remain in motion unless ...

      if inflation has been high and rising - why is it likely to go lower outta nowhere? Due to a decelerating economy? Is this the logical progression from your previous housing "overvalued houses will become a little less overvalued"...ext... to...'and this will cause the whole entire economy to decelerate?'

      Inflation itself wouldn't cause the economy to decelerate. What impetus are you NOT referring to, that would lead to a lower inflation rate?

      Do you mean you also expect interest rates to increase in an attempt to counter the growth of M2, which would eventually lead to a deceleration?

      I suppose if you're vague enough to throw such a non-linear, opinion, it's like hitting a dart board the size of an olympic pool with your eyes closed. Eventually you will be right - but "in the long run we are all dead".

      *shakes head*

      How the hell does someone like this get hired??? Is it a case of "not What you know but WHO you know?".


      Dégueulasse!!!       Jun 21 09:49 PM
    • Most Over/UnderValued U.S. Housing Markets [view article]
      Having a nifty calc is not = being able to use it ;o)
      I did have one of those, but I'm an xls junkie particularly for options
      Although since I didnt even read the charts above (allegedly) I must just have gotten REAL lucky.

      John was right about Captain Obvious' arrogance...
      Makes you wonder what one has to be so proud of if one is a self professed stinky forecaster?

      Gotta love that patronizing condescension

      feel sorry for your clients, Captain.       Jun 21 12:23 PM
    • Most Over/UnderValued U.S. Housing Markets [view article]
      Right, are you assuming I did not look at the chart above because I am a girl?

      Perhaps my question wasn't terribly clear - or rather what I was implying might not have come across. Frankly, looking at the info above, it didn't look like something to write home about - precisely as Paul mentioned below.

      And have we controlled for inflation? Are we talking in REAL terms?

      YOY price gain of 3% - still a gain, even if the magnitude is smaller than previously - and we were all expecting this - we knew the housing mkt was out of control.

      Re: "The report also notes that price declines took place in about half of the 317 markets: "Declines were widely dispersed, though most highly concentrated in California, Florida, New York, New England, and the industrial Midwest."

      And what of outliers that might skew the results? What are the results without these?

      Re: "23% of homes were overvalued by 45%.

      Today, 14% of homes for sale are still overvalued -- but by only 25%:"

      So, number of homes overvalued falls by approx 40%
      and the correction of about 44% in the overvaluation still does not impress me - so what?

      Thanks for the response though - as condescending as it may have been.
      I would never have thought to look at your charts (I mean GI/NC's charts) had you not guided my female brain to the right picture. I wonder how I managed to get an MBA in Finance and Accounting - and price options better than our class valedictorian...must have gotten lucky.       Jun 20 06:07 PM
    • A Tale of 2 Inflation Rates [view article]
      Hmm...too far :)

      it probably applies to our mkt here too - not my area of expertise but interesting to note

      oh fantastic comment about the inverse relationship bet. vitriol/comments vs rigor/analysis!       Jun 19 11:16 PM
    • Most Over/UnderValued U.S. Housing Markets [view article]
      "over-valued regions are becoming a little less overvalued"

      could you quantify "a little less overvalued" please?

      Also, do you have more detailed info on the PA market? I'd be curious although, totally not expecting an answer...       Jun 19 11:13 PM
    • Why Eliminating Guidance is a Big Mistake [view article]
      Waste of time or not...inaccurate or not...it is a necessary evil, isn't it?
      The long term investor sees no use in the job of a day trader...
      The buyer of ___ see's no use for ___ in their portfolio
      and then snickers at the uninformed party who was on the opposite side of his position...

      like it or not, this is all part of the lubrication that ensures all the gears shift smoothly

      While it might be hard for mgmt to predict accurately what the outcome might be, it gives that day trader something to play on, the newbie interns at GS (or insert name of IB here) a 12398 page report to write about to impress their bosses...and others perhaps a chance to enter/exit the market/rebalance etc etc       Jun 19 11:08 PM
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