Jim Glazen's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/31698/comments http://seekingalpha.com/article/45241-deckers-outdoor-corporation-too-much-optimism?source=feed#comment-94359 94359 Wed, 22 Aug 2007 19:42:38 -0400 http://seekingalpha.com/article/45271-fed-s-tight-monetary-policy?source=feed#comment-94283 94283 Wed, 22 Aug 2007 09:13:59 -0400 http://seekingalpha.com/article/44949-barron-s-debunks-cramer?source=feed#comment-94068 94068 Sun, 19 Aug 2007 19:47:15 -0400 http://seekingalpha.com/article/44949-barron-s-debunks-cramer?source=feed#comment-94030 94030 Sun, 19 Aug 2007 10:09:36 -0400 http://seekingalpha.com/article/44940-why-the-fed-rate-cut-was-no-surprise?source=feed#comment-94029 94029
Household Debt as a % of GDP:

1998 - 65%

Now - 93%

Unless you think Americans have the capacity to go on another decade long debt induced spending binge, it's going to take a lot more than a couple of Fed rate cuts to get this going again.

The Credit Bubble has burst. It's now time to pay the Piper. This isn't 1998.]]> Sun, 19 Aug 2007 09:55:35 -0400
Household Debt as a % of GDP:

1998 - 65%

Now - 93%

Unless you think Americans have the capacity to go on another decade long debt induced spending binge, it's going to take a lot more than a couple of Fed rate cuts to get this going again.

The Credit Bubble has burst. It's now time to pay the Piper. This isn't 1998.]]> http://seekingalpha.com/article/44898-gold-silver-etfs-lead-the-way-lower-financials-gain?source=feed#comment-94001 94001
lmfao!!]]> Sat, 18 Aug 2007 17:32:30 -0400
lmfao!!]]> http://seekingalpha.com/article/44839-dell-confesses-to-cooking-the-books?source=feed#comment-93936 93936 Fri, 17 Aug 2007 14:40:19 -0400 http://seekingalpha.com/article/44740-stratfor-ceo-discusses-subprime-and-the-economy?source=feed#comment-93928 93928
Now it's time for a nasty hangover. That means consumer spending drops big time and the housing market collapses. The housing market takes an increasing amount of greater fools willing to borrow ever increasing amounts of money to drive prices higher.

It's all over. A debt financed boom is by definition temporary. The bust is always commensurate with the boom.

Now it's time for the bust and idiots like Larry Kudlow will be eating humble pie for years to come.

Enjoy!]]> Fri, 17 Aug 2007 12:50:28 -0400
Now it's time for a nasty hangover. That means consumer spending drops big time and the housing market collapses. The housing market takes an increasing amount of greater fools willing to borrow ever increasing amounts of money to drive prices higher.

It's all over. A debt financed boom is by definition temporary. The bust is always commensurate with the boom.

Now it's time for the bust and idiots like Larry Kudlow will be eating humble pie for years to come.

Enjoy!]]> http://seekingalpha.com/article/44872-fed-cuts-key-rate?source=feed#comment-93912 93912
Enjoy!]]> Fri, 17 Aug 2007 11:19:25 -0400
Enjoy!]]> http://seekingalpha.com/article/44348-tiny-accentia-biopharmaceuticals-may-be-on-its-way-to-big-things?source=feed#comment-93599 93599
What the funding crisis? I heard Biovest can't even make payroll. This company needs big cash and fast.]]> Mon, 13 Aug 2007 23:53:58 -0400
What the funding crisis? I heard Biovest can't even make payroll. This company needs big cash and fast.]]> http://seekingalpha.com/article/44348-tiny-accentia-biopharmaceuticals-may-be-on-its-way-to-big-things?source=feed#comment-93585 93585
I have a very bad feeling about this one.]]> Mon, 13 Aug 2007 19:09:59 -0400
I have a very bad feeling about this one.]]> http://seekingalpha.com/article/44323-bank-of-america-and-wells-fargo-are-buys-at-current-levels?source=feed#comment-93552 93552 Mon, 13 Aug 2007 11:53:09 -0400 http://seekingalpha.com/article/44272-big-ben-panics-and-gold-responds?source=feed#comment-93533 93533
A more appropriate headline would be "Central Bankers Panic and Gold Does Nothing".]]> Mon, 13 Aug 2007 09:11:12 -0400
A more appropriate headline would be "Central Bankers Panic and Gold Does Nothing".]]> http://seekingalpha.com/article/44155-using-etfs-to-get-short-in-this-volatile-market?source=feed#comment-93449 93449
Short away.]]> Sat, 11 Aug 2007 11:21:49 -0400
Short away.]]> http://seekingalpha.com/article/44087-trouble-in-paradise-goldman-s-flagship-alpha-fund-reportedly-down-16-in-07?source=feed#comment-93317 93317
Enjoy.]]> Fri, 10 Aug 2007 00:14:50 -0400
Enjoy.]]> http://seekingalpha.com/article/44006-jones-sells-barneys-to-dubai-group-for-942m-ending-bidding-war?source=feed#comment-93224 93224 Thu, 09 Aug 2007 07:51:29 -0400 http://seekingalpha.com/article/43737-the-chutzpah-of-bear-stearns?source=feed#comment-93054 93054 Tue, 07 Aug 2007 11:24:24 -0400 http://seekingalpha.com/article/43639-ben-bernankes-initiation-flashback-to-1987?source=feed#comment-93024 93024
Looking back at history, currency values fluctuate mainly on relative growth rates in their respective money supplies.

A recession would indicate credit growth has faltered and money supply growth rates have reduced or even gone negative. I would expect the dollar to strengthen under this scenario just like it did during the last recession in 2000-2002.]]> Tue, 07 Aug 2007 00:14:46 -0400
Looking back at history, currency values fluctuate mainly on relative growth rates in their respective money supplies.

A recession would indicate credit growth has faltered and money supply growth rates have reduced or even gone negative. I would expect the dollar to strengthen under this scenario just like it did during the last recession in 2000-2002.]]> http://seekingalpha.com/article/43638-thestreet-com-rises-on-needham-upgrade?source=feed#comment-93018 93018 Mon, 06 Aug 2007 22:55:43 -0400 http://seekingalpha.com/article/43639-ben-bernankes-initiation-flashback-to-1987?source=feed#comment-93012 93012 Mon, 06 Aug 2007 21:47:27 -0400 http://seekingalpha.com/article/43531-david-richards-this-panic-is-a-buying-opportunity-for-global-stocks?source=feed#comment-92893 92893
Until the rest of world starts consuming what they produce rather than exporting it to bankrupt American consumers, they will be at the mercy of Joe Sixpack who now can't even pay his mortgage.

Enjoy!]]> Sun, 05 Aug 2007 10:50:08 -0400
Until the rest of world starts consuming what they produce rather than exporting it to bankrupt American consumers, they will be at the mercy of Joe Sixpack who now can't even pay his mortgage.

Enjoy!]]> http://seekingalpha.com/article/43466-is-the-u-s-heading-towards-a-recession?source=feed#comment-92861 92861
the american economy is a rotted out carcass.]]> Sat, 04 Aug 2007 14:05:20 -0400
the american economy is a rotted out carcass.]]> http://seekingalpha.com/article/43403-the-plunge-protection-team-exposed?source=feed#comment-92777 92777 Fri, 03 Aug 2007 09:18:15 -0400 http://seekingalpha.com/article/43346-amazon-experiments-with-grocery-deliveries-in-seattle?source=feed#comment-92717 92717 Thu, 02 Aug 2007 16:59:59 -0400 http://seekingalpha.com/article/43340-starbucks-earnings-reaffirms-solid-long-term-prospects?source=feed#comment-92709 92709
I think this management team will run the company over the cliff. I've talked to many people who say this last price increase is the last straw. They aren't going to Charbucks anymore. The days of $5 for bad coffee are over.

Enjoy!]]> Thu, 02 Aug 2007 14:38:18 -0400
I think this management team will run the company over the cliff. I've talked to many people who say this last price increase is the last straw. They aren't going to Charbucks anymore. The days of $5 for bad coffee are over.

Enjoy!]]> http://seekingalpha.com/article/42877-ten-stocks-for-the-global-economic-expansion?source=feed#comment-92504 92504
You're way too late to the party on these. It's like showing up to the bar at 1:30 am and the only broad in the joint is a 240 lbs heffer with bad gas.]]> Mon, 30 Jul 2007 22:50:32 -0400
You're way too late to the party on these. It's like showing up to the bar at 1:30 am and the only broad in the joint is a 240 lbs heffer with bad gas.]]> http://seekingalpha.com/article/42783-lululemon-makes-other-hot-clothing-ipos-look-cheap?source=feed#comment-92501 92501
It will eventually crash but not before the valuation gets ultra irrational and the stock destroys thousands of short sellers. That's how it always works for hyper growth momo stocks.

Is $4.5 billion market cap reasonable for a piece of junk plastic clog shoe maker?

The stock market is a game of exploiting hopes and dreams. Most companies and their management teams are piles of junk.]]> Mon, 30 Jul 2007 20:21:01 -0400
It will eventually crash but not before the valuation gets ultra irrational and the stock destroys thousands of short sellers. That's how it always works for hyper growth momo stocks.

Is $4.5 billion market cap reasonable for a piece of junk plastic clog shoe maker?

The stock market is a game of exploiting hopes and dreams. Most companies and their management teams are piles of junk.]]> http://seekingalpha.com/article/42783-lululemon-makes-other-hot-clothing-ipos-look-cheap?source=feed#comment-92490 92490 Mon, 30 Jul 2007 14:19:44 -0400 http://seekingalpha.com/article/42786-crocs-a-bona-fide-growth-story?source=feed#comment-92485 92485
The numbers tell you about the past and how many lemmings went with the fad.]]> Mon, 30 Jul 2007 12:41:33 -0400
The numbers tell you about the past and how many lemmings went with the fad.]]> http://seekingalpha.com/article/42783-lululemon-makes-other-hot-clothing-ipos-look-cheap?source=feed#comment-92479 92479
700 stores is 12 times as many stores as today, not 100. Since you can't even perform basic math, I won't try to argue my case any further.

Just watch the stock and lament.

Enjoy.]]> Mon, 30 Jul 2007 11:43:21 -0400
700 stores is 12 times as many stores as today, not 100. Since you can't even perform basic math, I won't try to argue my case any further.

Just watch the stock and lament.

Enjoy.]]>