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buddhabill

buddhabill
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  • Is Wall Street's End-Of-Quarter Window Dressing A Crime? [View article]
    Don't join 'em, BEAT 'EM! If this nefarious activity is easily spotted then one can buy 3x index "funds", or call options on the same, then flip to puts on the first day or two of the new quarter.

    Gambling? Kind of...is it really gambling if you know what cards the house is holding?
    Jul 6, 2012. 01:04 PM | 1 Like Like |Link to Comment
  • Time To Sell Like It's 2008? [View article]
    Anyone else see one more coordinated cheerleading rah-rah-rally to let big/smart money get positioned before the bottom falls out?
    Nov 9, 2011. 03:10 PM | 2 Likes Like |Link to Comment
  • The VIX Is Down, But the Market's Fears Are Still Huge [View article]
    PosThoughts - here's another thought for you: Diversify. Just a lil.
    Mar 17, 2010. 01:34 AM | 2 Likes Like |Link to Comment
  • Natural Gas: Why I Think It's a Buy [View article]
    Simple as supply and demand. Ever-increasing supply meets same weak demand equals disaster for NG prices. Until the Fed Gov't throws incentives at it, NG is dead money.
    Mar 17, 2010. 01:29 AM | Likes Like |Link to Comment
  • Does England Have a Housing Bubble? [View article]
    Ultimately you have to look at interest rates and mortgage composition: The US' bubble was caused in large part to stupidly easy if not fraudulent lending that drove up prices for ALL buyers and encouraged speculation.

    If all of England's mortgages are 30 fixed, 20% down, then there is no bubble, period. If, like in California, a large percentage of mortgages issued since 2002 were ARM-bombs, no income verification, 0% down, etc, then there is likely a bubble.
    Mar 2, 2010. 10:00 PM | Likes Like |Link to Comment
  • Excessive Currency Printing Is Not the Only Catalyst for Hyperinflation [View article]
    No content here, no research, no facts, no figures, just commentary and opining. Not saying he's wrong, or right, just saying this 'article' is light, and would have been better as a comment under a real article.
    Mar 2, 2010. 09:40 PM | 2 Likes Like |Link to Comment
  • Attention Citigroup Board: Pandit Does Not Deserve a Bonus [View article]
    As long as he can keep the sovereigns from pulling out of $hittybank completely, he deserves a few sheckels.
    Mar 2, 2010. 04:38 PM | 1 Like Like |Link to Comment
  • 5 Reasons to Buy a Toyota [View article]
    Nice try, but do a little homework on the subject. Hint: Who has hired more workers over the past 5 years: US factories for Toyota, Honda, Kia, Hyundai, VW, BMW, Mercedes, and Nissan, OR GM, Ford and Chrysler?

    I appreciate the sentiment, and I also appreciate that Toyota, Honda and others have raised the bar such that Detroit can no longer get away making crappy cars. They are still followers, but are gettnig closer to becoming leaders again, and this is a good thing.
    Mar 2, 2010. 04:34 PM | 3 Likes Like |Link to Comment
  • Ballmer on Search: Google Did It Right First [View article]
    I'll never understand why MSFT didn't buy up about 10%+ of Google the day it went public if not before. Not that they would need to demand a board seat or anything, but to own a piece of key competitors is a great hedge: if they prosper, so does your investment.

    Ditto Apple about 5 years ago. The Billions that MSFT is sitting on will do them no good: There is no enterprise application that makes sense to buy - MSFT has proven that over and over - and there is no youtube/facebook/etc. big enough to make a real difference to MSFT.

    Take 20 billion, double it with near free money, and rock a 40 billion semi-autonomous tech hedge fund. Better than sitting on a pile and occasionally giving a little to shareholders while your mature businesses grow ever so slowly.
    Mar 2, 2010. 04:28 PM | 1 Like Like |Link to Comment
  • 5 Reasons to Buy a Toyota [View article]
    I'm open to buying a Toyota/Lexus, but I'm not sure I'm ready to buy Toyota stock.

    Toyota may be forced to update cars involved in the current recall with improved safety algorithms in the electronic throttle - i.e. cut power if brakes applied. This is just speculation on my part, but if it's the right thing to do on 2011 models, it's the right thing to do on 2010, 2009, 2008, 2007, etc.

    The economy is still on unsteady ground, as is Toyota until the safety issues are ultimately resolved.
    Mar 2, 2010. 04:09 PM | Likes Like |Link to Comment
  • Ford: The Stock of the Decade [View article]
    OK, I'll play. The biggest source of trade deficits is OIL. Japanese auto makers have lead the way with fuel-efficient cars. The profits that they have expatriated are dwarfed by the savings we have gained from better fuel economy and less oil imports.

    Oh, SNAP. How'd that taste, Mr. Economics Professor!
    Feb 27, 2010. 10:38 PM | 3 Likes Like |Link to Comment
  • Ford: The Stock of the Decade [View article]
    80%? Really? Which orifice (oops, I meant 'source) did you pull that number out of?

    Also, just to be a complete arsehole here, given that japan is the largest holder of Treasuries, even larger than China, the supposed 80% that goes to japan comes right back to the good 'ol US of A so we can keep floating another 1.5 - 2 Trillion dollars on top of the 12T we've already spent.
    Feb 27, 2010. 03:39 PM | 3 Likes Like |Link to Comment
  • Greece, Germany and Gresham's Law [View article]
    Another poster elsewhere had an interesting thought about the U.K. - as a large holder of US Treasuries, what happens if they need to liquidate?

    The dominoes could fall in rapid succession - Greece is not large enough to start it, but Spain may be...
    Feb 27, 2010. 03:35 PM | Likes Like |Link to Comment
  • Why Apple's iPad Upside Isn't Priced in Yet [View article]
    Merchandising, people, merchandising.

    The first gen iPad doesn't have a camera because it doesn't NEED a camera to be successful.

    The first gen iPad doesn't have external connectivity (HDMI, USB, etc) because it doesn't NEED it to be successful.

    The first gen iPad doesn't have cellular access because, o.k. you see the pattern here.

    Subsequent generations of the iPad will have these upgrades as a way to keep interest and to JUICE REPEAT BUSINESS! How many iPods have you owned over the last 10 years?

    Hey Analysts and nay-sayers: Apple IS smarter than you. They understand their customers better than you, and they do CREATE demand, not just meet it.
    Feb 26, 2010. 04:40 PM | 2 Likes Like |Link to Comment
  • Greece, Germany and Gresham's Law [View article]
    Is the latest Euro rally something to be sold into? the PiiS remain even without the G.

    Methinks that Europe will try to defend the euro and the Piigs rather than face the consequence.

    Nope, Greece will not be allowed to fail, this time. Kinda like the first time a stock violates a major trend line, often it bouys back up once, twice before "going down for the third time". Then next time is just the second...
    Feb 26, 2010. 04:19 PM | 3 Likes Like |Link to Comment
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