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Marty From North Dakota

Marty From North Dakota
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  • Berkshire closes on auto dealer purchase [View news story]
    What impact will the driverless car make?
    Mar 13, 2015. 05:57 PM | Likes Like |Link to Comment
  • The Scott Brown Effect [View article]
    Mark Faber's latest newsletter raises an important point: government is not talking about the military working to modify the environment as a tool of war. One such program is the High Frequency Active Auroral Research Program (HAARP) based in Gokona, Alaska.
    Also, in 2005, the U.S. Air Force alone burned 2.5 Billion gallons of jet fuel, most of it in the stratosphere. This goes on year after year with even wider expansion of wars 8,000 miles from U.S. shores.
    Jan 26, 2010. 10:25 AM | 2 Likes Like |Link to Comment
  • Constructing a Cautious Portfolio for 2010 [View article]
    What about the high return REITs like CMO, NLY, MFA? Or the high return CEFs like GDF and FAX? '09 was killer for these, is it over? If so, why?
    Do you like natural gas here? It's been depressed. Gas has a small pollutant content compared to coal, etc. What about SEP, APU and NS?
    Dec 23, 2009. 07:44 PM | 2 Likes Like |Link to Comment
  • The Global Dissemination of U.S. Inflation [View article]
    The world's reserve currency is backed by debt. Loose money and easy credit in combination create bubbles. When the bubbles burst capital is destroyed. That is why temperance is required. Because humans are subject to various influences such as greed and power, history has taught us that it is best to control money and credit with gold, thereby removing controls from the hand of politicians and their powerful friends. The first regulation broken by U.S. governance is the tie of currency with gold. Do libertarians believe in regulation? Clearly yes.
    Please write more, Mr. Coutaz. Hello from North Dakota :-) -Marty
    Dec 19, 2009. 01:36 PM | Likes Like |Link to Comment
  • Charlie Gasparino: Another Crash 'Has to Happen Again' [View article]
    Gasparino, "How anyone considering themselves to be a capitalist can support this arrangement is beyond me."

    The reason it's beyond him is because executives and business owners who use government to their advantage are not capitalists. They are governmentalists.

    Capitalists employ capital from savings, borrowings or the earnings of their successful businesses. Capitalists don't have lobbyists pounding doors in the halls of Congress, they're too busy running their companies.
    Nov 7, 2009. 04:00 PM | 3 Likes Like |Link to Comment
  • Buffett's Burlington Buy Is Really a Bet on China [View article]
    Consumers in America will continue to need the staples that Walgreen's, Target and WalMart sell everyday. These staples are now made in Asia and will continue to be made there because the yuan rides down with U.S. green toilet paper, so there'll no longer be a currency advantage with declining dollars. Buffet's biggest challenge in the deal: changing the union culture deeply ingrained in the rail system. That culture is steeped in gaming a system built to protect rather than serve.
    Nov 7, 2009. 03:50 PM | Likes Like |Link to Comment
  • Macro Mavens and the Case that Inventories Are Still Declining [View article]
    endthefed.us
    Aug 31, 2009. 01:08 AM | Likes Like |Link to Comment
  • Rising Global Food Prices: Trading Guns for Butter [View article]
    Here in the U.S. ranchers are selling their herds because of the high price of corn feed. At some point, they'll be sold down and will have to resume feeding to fatten. It is at this point that prices for a steak dinner will go ballistic.

    Most people in emerging countries eat rice with a little vegetable for flavor. Some are moving up to the middle class and these want a bit of meat on their rice.

    It's between these two contrasts we are heading. I'm investing in the notion that Americans will be cutting back radically on meat while China, India, et. al. buy up our grains with hard currency and eventually gold.

    Short pet stores, weight loss, diabetes, restaurants; go long on grocery stores: WM is grocery now and look at the price going up.
    Also short scooter makers who haul layers of blubber with small heads on top. "Our way of life" as Bush calls it, is about to change. Some knew Bush would run the government the same way he ran his failed businesses but voters couldn't see past Karl Rove.
    Apr 9, 2008. 12:47 PM | 1 Like Like |Link to Comment
  • Big Oil's Big Problem: Time is Running Out [View article]
    Our way of life: fat over laying the arms of your scooter as you cruise to the next trinket purchase. The question is: what's your goal, 400 lbs.......500 lbs.? Please, take our liberties and protect us from the "global war on terror". We can't run. We can't stand. We can only go as far as our scooters will run on the battery. "Home of the Brave" is sooooo yesterday.
    Feb 21, 2008. 10:48 PM | 1 Like Like |Link to Comment
  • Which of the 6 Agriculture ETFs is Best? [View article]
    Anyone know how to confirm that both China and Russia have reverse tariffs on their wheat?
    Which of the ETFs or ETNs have the most cotton exposure?
    Which fund comes closest to the Roger's Raw Materials Fund?
    An ethanol plant under construction near Casselton, N.D. will require about 400 square miles of corn to keep it running efficiently.
    Feb 17, 2008. 02:56 PM | 1 Like Like |Link to Comment
  • JPMorgan Group to Buy Southern Water from Royal Bank of Scotland [View article]
    VEEEERRRRY interesting. My ol' United Utilities shares must be getting a buzz from this right now. Actually, I hope I won't be taken out by acquisition, I want those "recession-resistant" companies to stay in my portfolio for the same reason named above.
    Oct 9, 2007. 03:21 PM | Likes Like |Link to Comment
  • Chinese Pollution Plays Revisited [View article]
    I've done well with Kurita (Japan) and SinoMem (Singapore). BioTreat (Singapore) has done poorly but has been rising lately.
    Aug 27, 2007. 06:29 PM | Likes Like |Link to Comment
  • Crude Now Significantly Outperforming U.S. Energy Stocks [View article]
    The problem is low dividend payouts from the oil companies. Why hold potentially worthless paper when you can hold the real thing?
    Jul 31, 2007. 02:58 PM | Likes Like |Link to Comment
  • David Fry's Market Outlook for Wednesday [View article]
    Hi Dave.....For the past while it seems all assets have been rising. This is a rare thing. Assuming the market becomes more selective in the next runup, which sectors do you think will outperform? I like your humor and your graphs are wonderful......Marty
    Jun 27, 2007. 05:43 PM | Likes Like |Link to Comment
  • Are Gold Stocks Hanging in the Balance? [View article]
    While the base metal miners are paying higher dividends in the face of higher prices for their products, the gold miners are stuck at no dividends or miniscule dividends. I've decided to hold gold and silver on the ETFs instead of holding potentially worthless gold-miner paper.
    May 19, 2007. 02:32 PM | Likes Like |Link to Comment
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