Seeking Alpha


Send Message
View as an RSS Feed
View Ergo's Comments BY TICKER:
Latest  |  Highest rated
  • The Commodities Con [View article]
    Thank you for the thoughtful article and gen'l strategy summaries.
    May 5, 2010. 04:33 PM | 4 Likes Like |Link to Comment
  • Will There Be Hyperinflation in the U.S.? [View article]
    No risk of inflation currently? You haven't been to the grocery store lately. Seriously, this climate is more complicated than Econ 101 with two variable equations. People aren't considering ALL the likely risks.

    Since space is short, consider one example: market crashes (e.g., like after 9/11). Deflationary, BUT... debt obligations are too high and money printing is the only way out. Dollars flood back from across the globe and hyperinflation roars in.

    I can give you other scenarios, but you'd have to be deliberately blind not to get a chill from the risk factors right now. What basis do people really have in thinking everything will always get better? Surely, the history cited above shows the world has always been chaotic. Pay attention.
    May 5, 2010. 01:31 AM | 1 Like Like |Link to Comment
  • 2,200 Page Train Wreck [View article]
    When the tide goes down, you see the rocks in the harbor. How many other companies are playing the same games? Is it really just Enron and Lehman?
    Mar 12, 2010. 01:14 PM | 1 Like Like |Link to Comment
  • How JP Morgan Treats Its Clients: Scandalously and in Bad Faith [View article]
    Quite a story there. Thanks for the good reporting.
    Feb 18, 2010. 11:49 AM | 6 Likes Like |Link to Comment
  • Activision Blizzard, Inc. Q4 2009 Earnings Call Transcript [View article]
    Interesting read. The Starcraft II release will be huge (I believe it is actually three separate releases for campaigns with each of the three races). There is a big following for this game. (Although the 11.5 million number likely includes people with more than one account - so they can have more than one character on screen at a time. And yes, hard core players do this. No idea what the %'s are.)

    They'll have to rush to get Cataclysm a 2010 release date. Basically, they'll need a lot of Beta testing for such a complex game, and they haven't even started yet. I'd say Nov./Dec. 2010 is likely their goal. It's doable for a company with Blizzard's experience level. And it would be very exciting. Most of the subscriber base will buy a copy. And for time spent playing, it really is the best entertainment value for your dollar.
    Feb 11, 2010. 05:13 PM | Likes Like |Link to Comment
  • Harrisburg, Pennsylvania - And You Think Greece Has Problems? [View article]
    Thanks for the news bit. I used to be a resident of PA, and thus find some personal interest in this story. Surely the writing is on the wall now. Currently, I speculate that the market may crash before the dollar does. But I am keeping an open mind as to what disaster will strike first.
    Feb 11, 2010. 04:50 PM | 5 Likes Like |Link to Comment
  • The 1929 Crash All Over Again? [View article]
    ... er ... "this" is a time ...
    Feb 11, 2010. 04:40 PM | 1 Like Like |Link to Comment
  • The 1929 Crash All Over Again? [View article]
    Oh yes, we will have an inflation disaster. But will it come before or after a deflationary market crash?

    Seriously. I have no doubt that the dollar is going to crash. But I have serious doubts about my ability to time it. I can easily imagine a market crash first, followed by a loss of faith in the dollar.

    These is a time for nimble feet, to be sure.
    Feb 11, 2010. 04:40 PM | 3 Likes Like |Link to Comment
  • The Problem of Exponential Debt [View article]
    Excellent article.

    So many people see what's coming, but there isn't the will to do anything about it. Add to this analysis what will happen when there are natural disasters and/or terrorist attacks somewhere that matters. We're not set up to weather a crisis. When the crisis starts, it's going to be pretty bad.
    Feb 9, 2010. 10:52 AM | Likes Like |Link to Comment
  • Just Call Us Subprime Sam [View article]
    These are sobering and undeniable points.

    Clearly, the leadership of this country has been turned over to its own evil desires. Yet the common people think everything will always turn out fine, b/c since WWII, it has been that way. Most people do not see what is so clearly coming. I respectfully submit that the crisis ahead will be broader than financial trouble. What will people do when the real panic starts?

    And people have forgotten that we are still a nation at war. There are a lot of potential catalysts out there for epic problems. Our world has been quiet for a very long time now. How much longer can that last?
    Nov 24, 2009. 09:34 AM | 7 Likes Like |Link to Comment
  • The Truth Behind China's Currency Peg [View article]
    Clearly, we have a massive house of cards that is primed and ready to fall under any number of catalysts. Tough times are coming soon.
    Nov 22, 2009. 08:11 PM | 7 Likes Like |Link to Comment
  • #1 Story on UK Telegraph website [View instapost]
    Thanks for sharing. People have convinced themselves that we can have effective government and society without morality. The long term result is obvious, and will certainly have dire financial consequences - as people at the highest levels squander and steal money on a near unimaginable scale, with zero public scrutiny. Your Rome analogy is right on target.
    Nov 6, 2009. 08:56 AM | 4 Likes Like |Link to Comment
  • Financial Greed and Christianity  [View instapost]
    2 Timothy 3:1-5

    But mark this: There will be terrible times in the last days. People will be lovers of themselves, lovers of money, boastful, proud, abusive, disobedient to their parents, ungrateful, unholy, without love, unforgiving, slanderous, without self-control, brutal, not lovers of the good, treacherous, rash, conceited, lovers of pleasure rather than lovers of God— having a form of godliness but denying its power. Have nothing to do with them.
    Nov 5, 2009. 09:53 AM | 2 Likes Like |Link to Comment
  • Silver Prices Are About to Fall [View article]
    Thank you for your thoughtful analysis of short term prospects. Such a sell off would make for attractive entry points.
    Nov 5, 2009. 07:49 AM | 18 Likes Like |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    Love the Being There quotes. I really don't think the Fed understands the long term implications of what they're doing.

    As for the short term, action on the casino floor continues. Good luck.
    Nov 5, 2009. 07:41 AM | 7 Likes Like |Link to Comment