untrusting investor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/312209/comments http://seekingalpha.com/article/1442731/comments?source=feed#comment-18952861 18952861 Fri, 17 May 2013 13:41:26 -0400 http://seekingalpha.com/article/1107741/comments?source=feed#comment-13701751 13701751 Mon, 14 Jan 2013 16:51:12 -0500 http://seekingalpha.com/article/1106671/comments?source=feed#comment-13619681 13619681 Sat, 12 Jan 2013 04:04:48 -0500 http://seekingalpha.com/article/1102171/comments?source=feed#comment-13574481 13574481 Fri, 11 Jan 2013 01:50:38 -0500 http://seekingalpha.com/instablog/668911-erik-mccurdy/1437841-monetary-velocity-continues-to-decline?source=feed#comment-13570491 13570491 Thu, 10 Jan 2013 22:35:01 -0500 http://seekingalpha.com/article/1104981/comments?source=feed#comment-13570391 13570391 Thu, 10 Jan 2013 22:31:02 -0500 http://seekingalpha.com/article/1105791/comments?source=feed#comment-13569411 13569411 Thu, 10 Jan 2013 21:50:16 -0500 http://seekingalpha.com/currents/post/755031?source=feed#comment-13532331 13532331 Thu, 10 Jan 2013 08:59:17 -0500 http://seekingalpha.com/article/1099721/comments?source=feed#comment-13475041 13475041 Wed, 09 Jan 2013 01:59:24 -0500 http://seekingalpha.com/article/1099861/comments?source=feed#comment-13474421 13474421 Wed, 09 Jan 2013 01:33:20 -0500 http://seekingalpha.com/instablog/409567-bill-l/1431361-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01-x01monday-january-7th-2012-short-term-update?source=feed#comment-13473961 13473961 Wed, 09 Jan 2013 01:18:01 -0500 http://seekingalpha.com/article/1099361/comments?source=feed#comment-13472471 13472471 Wed, 09 Jan 2013 00:07:19 -0500 http://seekingalpha.com/article/1100161/comments?source=feed#comment-13472171 13472171 Know you have posted many comments on similar ideas before. Do you have an overall summary at some link or website?]]> Tue, 08 Jan 2013 23:45:13 -0500 Know you have posted many comments on similar ideas before. Do you have an overall summary at some link or website?]]> http://seekingalpha.com/article/1094631/comments?source=feed#comment-13331201 13331201 Sat, 05 Jan 2013 03:21:20 -0500 http://seekingalpha.com/article/1094621/comments?source=feed#comment-13330271 13330271 OK, those outcomes would be be some highly profitable trades if one can just get the timing right on them.]]> Sat, 05 Jan 2013 01:10:51 -0500 OK, those outcomes would be be some highly profitable trades if one can just get the timing right on them.]]> http://seekingalpha.com/article/1094771/comments?source=feed#comment-13316901 13316901 Bernanke has simply moved into the unelected bureaucrat king poobah, where he thinks he can levy inflation taxes, at any level he chooses to levy the inflation tax, on US and worldwide citizens.

Seem to recall that the American Revolution was fought over the principle of "no taxation without representation". Just because the spineless and dishonest politicians are incompetent to raise taxes and reduce spending and manage fiscal policy does not give King Bernanke the mandate or policy alternative to generate inflation taxes, even though he thinks it does. Some of the other professors from the Princeton History Department need to give King Bernanke a crash course in the American Constitution and the history of the American Revolution.]]> Fri, 04 Jan 2013 15:41:32 -0500 Bernanke has simply moved into the unelected bureaucrat king poobah, where he thinks he can levy inflation taxes, at any level he chooses to levy the inflation tax, on US and worldwide citizens.

Seem to recall that the American Revolution was fought over the principle of "no taxation without representation". Just because the spineless and dishonest politicians are incompetent to raise taxes and reduce spending and manage fiscal policy does not give King Bernanke the mandate or policy alternative to generate inflation taxes, even though he thinks it does. Some of the other professors from the Princeton History Department need to give King Bernanke a crash course in the American Constitution and the history of the American Revolution.]]> http://seekingalpha.com/article/1084641/comments?source=feed#comment-13098451 13098451 Sat, 29 Dec 2012 13:18:50 -0500 http://seekingalpha.com/article/1085821/comments?source=feed#comment-13094821 13094821 Sat, 29 Dec 2012 11:08:31 -0500 http://seekingalpha.com/currents/post/738701?source=feed#comment-13094501 13094501 Sat, 29 Dec 2012 10:56:10 -0500 http://seekingalpha.com/article/1086231/comments?source=feed#comment-13087541 13087541 Sat, 29 Dec 2012 03:10:17 -0500 http://seekingalpha.com/currents/post/738681?source=feed#comment-13087491 13087491 Sat, 29 Dec 2012 02:56:08 -0500 http://seekingalpha.com/article/1085091/comments?source=feed#comment-13087261 13087261 Am expecting corporate revenues, profits, margins, and guidance to begin to and then keep weakening in 2013. Much of the improvement in corporate results since 08/09 has been because of massive government stimulus spending (trillions in US & worldwide). Most of this stimulus spending (deficit finance) essentially flowed directly into corporate income and balance sheets. Increased taxes and reduced government deficit spending is the mantra of governments worldwide now. Even just relatively small tax increases and any reductions in government deficit spending virtually have to transition into lesser corporate results going forward. The vast majority of worldwide consumers are being squeezed by stagnant incomes and rising prices. Without increasing consumer incomes and without massive government stimulus (and if it doesn't stay at the high levels of the last 4 years, then by definition it is a decrease), where is any increased demand going to come from .... answer no where ..... Without demand, corporations will have to begin to compete on price if they want to maintain market share and attempt to maintain revenues with decreasing demand. Margins contract, profits contract, revenues contract ... ultimately share prices follow and decline. It's always just a matter of time until equity prices follow corporate fundamentals.

On the other hand, if you believe that corporate fundamentals will improve in 2013, then please feel free to identify where the demand will be coming from to support that. Certainly does not seem likely that worldwide consumers will be willing to increase debt, even if banks were willing to lend which they largely are not, to increase demand and consumption. So without government artificial consumption demand, then the likely outcome is reduced worldwide consumption and demand, which in turn leads to more downside pressure on corporations and equity prices.

Central banks worldwide are printing money like crazy, but all they really are accomplishing is to drive inflation higher and cause even more demand destruction to the ever stagnant incomes of the vast majority of worldwide citizens. In addition they are also creating considerable pressure on themselves from an expenditure viewpoint. Since governments (all levels) in many developed countries arguably comprise 50+% of the spending in their own countries they are just driving their own costs higher and continuing to put enormous pressure on the tax and spending structures of their own economies and the stagnant incomes of the majority of citizens and consumers in their own economies.

Guess we shall all find out in 2013 and 2014 how it all starts to play out. Those who get it right, as always, will probably make some decent money in the markets over the next few years.]]> Sat, 29 Dec 2012 02:31:02 -0500 Am expecting corporate revenues, profits, margins, and guidance to begin to and then keep weakening in 2013. Much of the improvement in corporate results since 08/09 has been because of massive government stimulus spending (trillions in US & worldwide). Most of this stimulus spending (deficit finance) essentially flowed directly into corporate income and balance sheets. Increased taxes and reduced government deficit spending is the mantra of governments worldwide now. Even just relatively small tax increases and any reductions in government deficit spending virtually have to transition into lesser corporate results going forward. The vast majority of worldwide consumers are being squeezed by stagnant incomes and rising prices. Without increasing consumer incomes and without massive government stimulus (and if it doesn't stay at the high levels of the last 4 years, then by definition it is a decrease), where is any increased demand going to come from .... answer no where ..... Without demand, corporations will have to begin to compete on price if they want to maintain market share and attempt to maintain revenues with decreasing demand. Margins contract, profits contract, revenues contract ... ultimately share prices follow and decline. It's always just a matter of time until equity prices follow corporate fundamentals.

On the other hand, if you believe that corporate fundamentals will improve in 2013, then please feel free to identify where the demand will be coming from to support that. Certainly does not seem likely that worldwide consumers will be willing to increase debt, even if banks were willing to lend which they largely are not, to increase demand and consumption. So without government artificial consumption demand, then the likely outcome is reduced worldwide consumption and demand, which in turn leads to more downside pressure on corporations and equity prices.

Central banks worldwide are printing money like crazy, but all they really are accomplishing is to drive inflation higher and cause even more demand destruction to the ever stagnant incomes of the vast majority of worldwide citizens. In addition they are also creating considerable pressure on themselves from an expenditure viewpoint. Since governments (all levels) in many developed countries arguably comprise 50+% of the spending in their own countries they are just driving their own costs higher and continuing to put enormous pressure on the tax and spending structures of their own economies and the stagnant incomes of the majority of citizens and consumers in their own economies.

Guess we shall all find out in 2013 and 2014 how it all starts to play out. Those who get it right, as always, will probably make some decent money in the markets over the next few years.]]> http://seekingalpha.com/article/1085091/comments?source=feed#comment-13084671 13084671 OK, thanks for the reply and information. Know many would agree with you that such large cap dividend payers are about fairly valued in many cases. Guess lots depends on ones time horizons and view about how revenues, earnings, and economies will perform over the next few years. Personally doubt that they will be able to maintain margins, earnings, and revenues over next few quarters, but that's the market game these days. No doubt they will all will be higher in say 10+ years, but do think better entry levels will be available in coming quarters. ]]> Fri, 28 Dec 2012 22:21:49 -0500 OK, thanks for the reply and information. Know many would agree with you that such large cap dividend payers are about fairly valued in many cases. Guess lots depends on ones time horizons and view about how revenues, earnings, and economies will perform over the next few years. Personally doubt that they will be able to maintain margins, earnings, and revenues over next few quarters, but that's the market game these days. No doubt they will all will be higher in say 10+ years, but do think better entry levels will be available in coming quarters. ]]> http://seekingalpha.com/article/1085871/comments?source=feed#comment-13083031 13083031 And what is "cheap enough" for INTC ??]]> Fri, 28 Dec 2012 21:00:08 -0500 And what is "cheap enough" for INTC ??]]> http://seekingalpha.com/article/1085451/comments?source=feed#comment-13082771 13082771 Fri, 28 Dec 2012 20:42:00 -0500 http://seekingalpha.com/article/1086011/comments?source=feed#comment-13082291 13082291 Fri, 28 Dec 2012 20:08:19 -0500 http://seekingalpha.com/article/1085321/comments?source=feed#comment-13081671 13081671 Fri, 28 Dec 2012 19:34:47 -0500 http://seekingalpha.com/article/1086181/comments?source=feed#comment-13081341 13081341 Fri, 28 Dec 2012 19:21:49 -0500 http://seekingalpha.com/article/1085091/comments?source=feed#comment-13081201 13081201 But that begs the question of whether or not any of these equity selections are overvalued at this point in time or whether or not much better entry levels will become available at some point over the coming months or years.]]> Fri, 28 Dec 2012 19:14:11 -0500 But that begs the question of whether or not any of these equity selections are overvalued at this point in time or whether or not much better entry levels will become available at some point over the coming months or years.]]> http://seekingalpha.com/currents/post/738611?source=feed#comment-13080821 13080821 Fri, 28 Dec 2012 18:54:58 -0500