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Art Trader

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  • The Last World War Helped the Economy: Why Not Another One? [View article]
    Except for the comment by manya05. He spelled it out, and with style.
    Jul 20, 2010. 08:02 AM | 3 Likes Like |Link to Comment
  • The Last World War Helped the Economy: Why Not Another One? [View article]
    Strange there was no mention of Europe's Post-War rebuilding in the midst of decimated industrial production. The result: massive demand for US materials and manufactured goods, produced in a land of new and existing factories that never faced the damage of a ground attack as seen across the pond.
    Jul 20, 2010. 08:00 AM | 8 Likes Like |Link to Comment
  • Individual investors swing (just barely) to bullish overall in the latest AAII survey: 39% bullish, 37% bearish, nearly 23% neutral. The previous week, 57% felt bearish.  [View news story]
    Sorry OptionManiac - didn't even realize that your posting said you were optimistic (even cautiously). Just responding to silentz.
    Jul 15, 2010. 04:41 PM | Likes Like |Link to Comment
  • Individual investors swing (just barely) to bullish overall in the latest AAII survey: 39% bullish, 37% bearish, nearly 23% neutral. The previous week, 57% felt bearish.  [View news story]
    Key indicator that it's time for the market to tank? I'm with you SILENTZ - I mean, we need some optimistic individual to whom we can sell our shares, right?
    Jul 15, 2010. 12:45 PM | Likes Like |Link to Comment
  • Ugly Chart of the Day: Lumber As Housing Proxy [View article]
    Point well taken. Guest home is a little over the top. Then again, perhaps if home is where you hang your hat, and we can just 'call it home' for a few days.
    Jun 25, 2010. 10:11 AM | Likes Like |Link to Comment
  • Ugly Chart of the Day: Lumber As Housing Proxy [View article]
    Really, krakondack? Must he use the term 'house' exclusively? What about a 'single-family home'? Should we go with 'single-family house'? Maybe we should edit the never ending catchphrase of the NAR - "There's never been a better time to own your own "HOUSE?". I guess we can no longer call people homeowners either. Allow me to introduce to the industry our new term, the 'houseowner'. The word home is clearly not off-limits for personal or impersonal use. Stop getting your panties in a bunch.
    Jun 25, 2010. 08:56 AM | 1 Like Like |Link to Comment
  • Ugly Chart of the Day: Lumber As Housing Proxy [View article]
    Very true. I think everyone is holding out as much as they can as long as they can, both the majors and the minors, though they do have very different thresholds. And as you said, a little demand from stimulus sure does make it pop.
    Jun 24, 2010. 10:11 AM | 2 Likes Like |Link to Comment
  • Ugly Chart of the Day: Lumber As Housing Proxy [View article]
    Absolutely correct, Greg. With even modest demand, declining demand at that, there was no incentive for independent holders of standing timber to sell at such prices. If it is up to them, many farmers, ranchers or others with timber acreage may only sell timber every 7 years, and the same wood lot in a selective, mature harvest only every 14 or more years. This is not their primary source of income and they can stay out of the market for nearly a decade and keep a fairly healthy, actively growing supply. Their reason for entering the market may be something completely unrelated, such as making ends meet in the year of a bad corn or soybean harvest. Lots of factors at play, but they all indicate a supply problem. As they say, the cure for low prices is low prices!
    Jun 23, 2010. 11:13 AM | 4 Likes Like |Link to Comment
  • Lessons Learned From the BP Disaster [View article]
    "The fact that BP needed to drill one mile below the ocean in order to access oil should tell the American people that Peak cheap oil is a fact. All the easily accessible oil on the planet has been tapped. "

    Or it could tell us that the government prohibits accessing available Oil close to the shore or in wildlife areas. I'm so glad that ANWR is safe and that we only drill where no wildlife will be hurt, like in the GoM. ALL easily accessible oil ON THE PLANET has been tapped? Not true.
    Jun 21, 2010. 08:29 AM | 7 Likes Like |Link to Comment
  • Jim Rogers' Latest Bearish Calls: Shorting U.S. and Emerging Market Indexes [View article]
    Correction: "ex-Quantum Fund founder Jim Rogers". He is not the "ex" founder. He will always be a founder of the Quantum Fund. He is, however, the ex-manager.
    May 10, 2010. 08:28 AM | Likes Like |Link to Comment
  • Former LTCM-er James Rickards says to look at paper money supply and do the "eighth grade math": Gold is going to $5,000 an ounce. (ETF: GLD)  [View news story]
    Based PURELY on the money supply? Then tell me, what's farmland going to? Home values? Molybdenum? Soy, wheat, corn?

    Or does this estimate only relate primarily non-productive placeholders?
    May 5, 2010. 11:44 AM | 2 Likes Like |Link to Comment
  • What Is the Cost of the BP Oil Spill? [View article]
    "this is another good reason to keep focusing on clean tech"

    Really? I think it's a good reason to focus on environmental remediation - Clean Harbors (CLH).
    Apr 30, 2010. 12:25 PM | Likes Like |Link to Comment
  • If the investigation into the Gulf of Mexico rig disaster shows insufficient precautions, the damage will exceed those to the reputations of BP (BP +0.6%) and Transocean (RIG -0.4%). Tougher safety rules and a corresponding increase in drilling costs would leave their business models seriously wounded.  [View news story]
    But in the meantime the busness model of Clean Harbors (CLH) can only benefit by being diversified into Emergency Response! They can skim, pump, store and dispose of crude and more!
    Apr 28, 2010. 04:26 PM | Likes Like |Link to Comment
  • Transocean (RIG -1.6%) shares tumble after a downgrade from S&P Equity Research, based in part on the sinking of the company's rig in the Gulf of Mexico. BP (BP -2.8%), who was leasing the rig and is responsible for cleaning up the mess, says it could take "several months" to stop the resulting oil spill.  [View news story]
    Who will do cleanup for several months? How about Clean Harbors (CLH) Emergency Response - www.cleanharbors.com/b...
    Apr 28, 2010. 04:24 PM | Likes Like |Link to Comment
  • Officials may set fire to a giant oil slick in the Gulf of Mexico in hopes of preventing environmental damage to the shoreline. The spill began when a Transocean (RIG -0.1%) rig caught fire and sank; BP (BP +1.6%) is responsible for the clean-up and has not yet been able to shut down the gushing crude.  [View news story]
    Bring on the slick - Clean Harbors Oil Response (CLH)!
    Apr 28, 2010. 04:22 PM | Likes Like |Link to Comment
COMMENTS STATS
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