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The Geoffster

The Geoffster
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  • Someone Is Going To Be Very Wrong On The American Consumer [View article]
    I suspect the recovery will be seen as a temporary Keynesian goose when all is said and done. If the recovery is real, the Fed will have to raise rates and that will tank the market. The more likely scenario involves another recession with an impotent Fed going full blown on interest rates and bank deposits. I'm waiting for the Big Reset. Then, pent up demand might bring on a real recovery.
    Apr 23, 2015. 06:35 PM | Likes Like |Link to Comment
  • Market Manipulation Takes Center Stage [View article]
    ...and the biggest market manipulator is... (drum roll please) the FED!
    Apr 22, 2015. 05:48 PM | 3 Likes Like |Link to Comment
  • Greece Moves In With Public Sector Capital (Cash) Controls [View article]
    Greece can never service its debt. This much is known. What is not known are the consequences of its outright default. They must be potentially significant or this charade would be over by now.
    Apr 20, 2015. 05:56 PM | Likes Like |Link to Comment
  • Fink And Capitalism: Need 4 Kitchens In Your House? [View article]
    What does the cash horde look like in comparison to debt? Many stock buybacks are being financed with debt in this low interest rate environment. How does it net out? If the best use of corp. cash is stock buybacks at historically high prices, what does that say about the macro picture?
    Apr 19, 2015. 07:03 PM | Likes Like |Link to Comment
  • Putin Is Strong, The Ruble Is Stronger [View article]
    Anyone considering investing in Russia should first read Red Notice by Bill Browder who ran the first Western hedge run inside Russia. The accounting gimmickry and share dilution scams of the oligarchs are beyond outrageous. At the top of the criminal enterprise is Putin whom Browder describes as the most ruthless gangster in the world and the world's richest person. Not bad for someone who has never held a job in the private sector.
    Apr 18, 2015. 12:54 PM | 4 Likes Like |Link to Comment
  • 'No Drama Obama' Economic Recovery Continues [View article]
    Too late. It's over folks. The plebes will revolt when their goodies are taken away.
    Apr 17, 2015. 09:42 PM | 1 Like Like |Link to Comment
  • A Good Investment In A Rising Rate Environment: Floating Rate Notes And Securities [View article]
    Eventually.
    Apr 17, 2015. 08:34 PM | 1 Like Like |Link to Comment
  • A Good Investment In A Rising Rate Environment: Floating Rate Notes And Securities [View article]
    I would say it's a bit early to count on rising rates. The FED is still fighting deflation.
    Apr 17, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • 'No Drama Obama' Economic Recovery Continues [View article]

    Love 'em or hate 'em, it will be entertaining to have the Clinton's back in the White House. After all, what difference does it make?
    Apr 17, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • NAD: A Good Way To Reduce Next Year's Tax Bill [View article]
    Maybe a good front run of the FED?
    Apr 16, 2015. 08:59 PM | Likes Like |Link to Comment
  • 'No Drama Obama' Economic Recovery Continues [View article]
    The new normal.
    Apr 16, 2015. 08:44 AM | 1 Like Like |Link to Comment
  • McDonald's Stock Analysis - Is The Golden Age Of The Golden Arches Behind Us? [View article]
    You rightly point out that MCD has vast real estate holdings in great locations. In fact, MCD should more correctly be evaluated as a real estate company that sells fast food.
    Apr 13, 2015. 07:12 PM | 1 Like Like |Link to Comment
  • The American Consumer Will Never Be Back [View article]
    Don't forget the stranglehold of student debt. Sadly, our financial sytem is based on ever more debt and we are witnessing the end of this experiment of blubble creation.But fear not, Central planners will continue to dream up ever evolving ideas on how to create an ideal society. There is none.
    Apr 12, 2015. 04:18 PM | 2 Likes Like |Link to Comment
  • What Is Weighing On The Canadian Dollar? [View article]
    The cool thing about being famous is traveling. I have always wanted to travel across seas, like to Canada and stuff.
    Britney Spears
    Apr 12, 2015. 02:47 PM | 4 Likes Like |Link to Comment
  • Consumer Discretionary ETF: XLY No. 2 Select Sector SPDR In Q1 2015 [View article]
    Thanks for the reply. Do you have any thoughts about XLP?
    Apr 11, 2015. 07:13 PM | Likes Like |Link to Comment
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