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sudhindranath

sudhindranath
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  • To Taper, Or Not To Taper [View article]
    If they taper, then the stock markets will crash. And if they end QE, the bond markets will crash (bringing down stocks as well). If they continue to print, consumer price inflation (officially at 2% but in reality about 5-6% right now) will gradually rise, thereby killing stocks in the longer run.

    This does NOT mean that if they don't taper, stocks will continue to rise! The last two 50% declines in stocks happened EVEN AS the Fed was easing rates (and with rates at 0, *quantitative* easing is what they can do since they can't lower rates further). So, one is better off looking at technical indicators and if they turn sour, get the hell out of stocks whether or not the Fed is printing.
    Jun 18 03:37 PM | 1 Like Like |Link to Comment
  • Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
    Only if they rise so that real rates are about 2% or more.

    And keep in mind that they should be SHORT-TERM rates i.e. 1 yr T-note at the most.
    Jun 14 05:57 AM | Likes Like |Link to Comment
  • Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
    Exactly. Prices don't inflate. They *rise*. It is the money supply that inflates, just like a balloon does.
    Jun 14 05:57 AM | 1 Like Like |Link to Comment
  • Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
    Did you notice that the article had zero occurrences of the word "debt"? Well, that is because "deficits and debt don't matter" - at least in his mind.
    Jun 14 05:57 AM | 1 Like Like |Link to Comment
  • Peter Schiff Has It Totally Backwards - Gold Is Not Going 'To The Moon' [View article]
    You already got it - you didn't screwed in the RE market. That's your reward!
    Jun 14 04:40 AM | Likes Like |Link to Comment
  • Gold slipping in the wake of the Fed's even easier policies doesn't surprise Uri Landesman, who sees a dramatic correction ahead. The metal performs best as a "flight to quality," he argues, and the Fed moves take that bid away. His downside target next year is $1,400/oz. [View news story]
    Huh??!! The Fed decision to print more currency is "bad news" for gold??!! Up is down and down is up, right?!
    Dec 13 12:10 PM | 2 Likes Like |Link to Comment
  • Red Flags Drape Green Mountain Coffee Roasters [View article]
    I would think that the new CEO would want to get all the bad stuff thrown out. Remember the last quarter belongs to the old CEO, so it is good to get all the bad stuff out of the way. So, expect the earnings report to be quite bad. That would not only take the stock price down so that the new guy's options can be priced as low as possible but also make the comps for the next quarter (and the same quarter a year later) to look much better.
    Nov 25 04:48 PM | Likes Like |Link to Comment
  • Justifying Gold Prices From A Money Creation Perspective [View article]
    What percentage of "total amount of marketable potentially safe assets" did gold reach at the top of the bubble in 1980?
    Oct 9 02:02 AM | Likes Like |Link to Comment
  • Justifying Gold Prices From A Money Creation Perspective [View article]
    What percentage of "total amount of marketable potentially safe assets" was gold at the top of the bubble in 1980?
    Oct 9 02:01 AM | Likes Like |Link to Comment
  • Justifying Gold Prices From A Money Creation Perspective [View article]
    What percentage of "total amount of marketable potentially safe assets" was gold at the start of 1980?
    Oct 9 02:01 AM | Likes Like |Link to Comment
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