suppose's Comments suppose's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/381575/comments Bonds Priced to 2% Inflation http://seekingalpha.com/article/143808/comments?source=feed#comment-554092 554092
All of this disaster is being directed by a President who has no, I repeat, no experience in business, finance, or managing his own affairs. His only experience is "organizing," i.e., getting out the vote.

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Fri, 19 Jun 2009 13:43:13 -0400
All of this disaster is being directed by a President who has no, I repeat, no experience in business, finance, or managing his own affairs. His only experience is "organizing," i.e., getting out the vote.

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More Signs Recession Is Running Out of Steam http://seekingalpha.com/article/144055/comments?source=feed#comment-553979 553979
Businesses are scared and continue to cut employment.

Cash is king and shorts are licking their chops.

Everyone better save it while they still got it. Some Swiss francs in the old safety deposit box wouldn't hurt. ]]>
Fri, 19 Jun 2009 12:14:48 -0400
Businesses are scared and continue to cut employment.

Cash is king and shorts are licking their chops.

Everyone better save it while they still got it. Some Swiss francs in the old safety deposit box wouldn't hurt. ]]>
Is An Economic Recovery In Sight? http://seekingalpha.com/instablog/353732-user-353732/3994-is-an-economic-recovery-in-sight?source=feed#comment-547747 547747 The reasons of this are:

1-Mexico has not put any significant part of their oil earnings into upgrading their production or exploration in years.
2-Mexico nationalized their oil industry in the 1930's and have not permitted any foreign oil companies to explore.
3-PEMA, the National oil company is unionized and have far more employees than needed to run the company and is politically leveraged, much akin to the UAW in the US.
4-Mexican society has always been rife with corruption and bribes. It is part of their culture.
5-Illegal drug production and export to the US and Western countries has become Mexico's biggest business.

It is a miracle Mexico has not erupted into Civil War and I would expect this in the coming five years, at the latest. ]]>
Mon, 15 Jun 2009 17:49:51 -0400 The reasons of this are:

1-Mexico has not put any significant part of their oil earnings into upgrading their production or exploration in years.
2-Mexico nationalized their oil industry in the 1930's and have not permitted any foreign oil companies to explore.
3-PEMA, the National oil company is unionized and have far more employees than needed to run the company and is politically leveraged, much akin to the UAW in the US.
4-Mexican society has always been rife with corruption and bribes. It is part of their culture.
5-Illegal drug production and export to the US and Western countries has become Mexico's biggest business.

It is a miracle Mexico has not erupted into Civil War and I would expect this in the coming five years, at the latest. ]]>
The Coming Economic Collapse, Part 3 http://seekingalpha.com/article/142057/comments?source=feed#comment-544663 544663
Deregulation did not cause the mess we are in; pork barrel spending of our Congress in the last 60 years has caused, particularly since LBJ and the me-too Republicans.]]>
Fri, 12 Jun 2009 18:33:42 -0400
Deregulation did not cause the mess we are in; pork barrel spending of our Congress in the last 60 years has caused, particularly since LBJ and the me-too Republicans.]]>
The Coming Economic Collapse, Part 3 http://seekingalpha.com/article/142057/comments?source=feed#comment-544658 544658 One of the finest and most correct analysis of the US Middle Class I have ever heard. ]]> Fri, 12 Jun 2009 18:22:52 -0400 One of the finest and most correct analysis of the US Middle Class I have ever heard. ]]> Bond Holders: New Masters of the Universe? http://seekingalpha.com/article/128992/comments?source=feed#comment-449609 449609
We are fast becoming a totally consuming economy. No nation can stay economically viable in that stage. Our standard of living will crumble and we will be a third world country.

We cannot survive without products to sell in the world market, and we can't do this without manufacturing. Selling to each other will not suffice.

I don't know how we can find a way to do that, but somebody better find out fast. ]]>
Thu, 02 Apr 2009 13:43:44 -0400
We are fast becoming a totally consuming economy. No nation can stay economically viable in that stage. Our standard of living will crumble and we will be a third world country.

We cannot survive without products to sell in the world market, and we can't do this without manufacturing. Selling to each other will not suffice.

I don't know how we can find a way to do that, but somebody better find out fast. ]]>
Four Reasons to Own Dow Chemical http://seekingalpha.com/article/113187/comments?source=feed#comment-449360 449360 Therefore they are subject to the vagaries of hydrocarbon prices, which have been on the increase for at least 3-4 years, and the fact that most foreign competitors have lower cost feedstocks available to them than does DOW.
Simply put on most products Dow's manufacturing costs are higher, making them non-competitive.
They are bleeding cash and this is why they acquired Rohm & Haas, which makes speciality products that are semi-proprietary and turn consistent profits.

Unfortunately they paid too much for R & H. Ultimately bits and pieces of Dow's business will be purchased for cents on the dollar and the unsaleable parts will be shut down and liquidated.
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Thu, 02 Apr 2009 11:33:50 -0400 Therefore they are subject to the vagaries of hydrocarbon prices, which have been on the increase for at least 3-4 years, and the fact that most foreign competitors have lower cost feedstocks available to them than does DOW.
Simply put on most products Dow's manufacturing costs are higher, making them non-competitive.
They are bleeding cash and this is why they acquired Rohm & Haas, which makes speciality products that are semi-proprietary and turn consistent profits.

Unfortunately they paid too much for R & H. Ultimately bits and pieces of Dow's business will be purchased for cents on the dollar and the unsaleable parts will be shut down and liquidated.
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Fed, Treasury Propose the Dissolution of Capitalism http://seekingalpha.com/article/128193/comments?source=feed#comment-448313 448313 "I agree that we are putting ourselves at risk for a Chavez like situation where a leftist dictator gains control. Then our constitution is at risk, innovation is at risk, our very well being becomes a concern."

You are correct about a "Chavez like situation" up to a point. And the point is we already have a leftist dictator and his name is Barack Obama. The sheep in this country seem to go "b-a-a-a" and let Congress and The Executive Office run over them.

Where is the outrage? There are only whimpers. ]]>
Wed, 01 Apr 2009 15:25:25 -0400 "I agree that we are putting ourselves at risk for a Chavez like situation where a leftist dictator gains control. Then our constitution is at risk, innovation is at risk, our very well being becomes a concern."

You are correct about a "Chavez like situation" up to a point. And the point is we already have a leftist dictator and his name is Barack Obama. The sheep in this country seem to go "b-a-a-a" and let Congress and The Executive Office run over them.

Where is the outrage? There are only whimpers. ]]>
Details are beginning to leak of the deals GM (GM) will offer to UAW and bondholders in order to meet Tuesday's government deadline. For $20B owed to UAW for retiree healthcare, offer is $10B cash amortized over 20 years and $10B in preferred stock at a 9% coupon. For $28B due bondholders, one plan calls for 8 cents cash, 16 cents in unsecured debt, and all told, 90% of the equity in GM. Alternative choices for bondholders would also include the 90% of equity. http://seekingalpha.com/news/market_currents/post/20786?source=feed#comment-442733 442733 ]]> Fri, 27 Mar 2009 14:26:16 -0400 ]]> Poor Treasury Auction Results Rattle Investors http://seekingalpha.com/article/127941/comments?source=feed#comment-441599 441599 This would give the truth that none of these entities or anyone else can manage a National [or World]economy effectively for any sustained time. It is simply unmanageable, always has been, always will be. ]]> Thu, 26 Mar 2009 18:05:28 -0400 This would give the truth that none of these entities or anyone else can manage a National [or World]economy effectively for any sustained time. It is simply unmanageable, always has been, always will be. ]]> Bond Expert: Monday Wrap http://seekingalpha.com/article/127404/comments?source=feed#comment-437268 437268 Mon, 23 Mar 2009 17:43:07 -0400 The Dollar Is Dead http://seekingalpha.com/article/127263/comments?source=feed#comment-437250 437250 Mon, 23 Mar 2009 17:30:36 -0400