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bbro

bbro
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  • 5 Oversold Equities: Fit for Value Plays or Not? [View article]
    Buy BAC when starts to outperform the SKF....
    May 16, 2011. 12:12 PM | Likes Like |Link to Comment
  • Based on John Hussman's data of the average duration of cyclical bull markets within secular bear markets - and if you believe we're indeed in a secular bear market - then the current cyclical bull run could be nearing its end or even extended.  [View news story]
    He has been right on bear markets ( but that is because he misses a
    lot of the bull markets)...his fund HSGFX is good to trade against SPY
    or MDY...
    May 16, 2011. 10:55 AM | Likes Like |Link to Comment
  • Based on John Hussman's data of the average duration of cyclical bull markets within secular bear markets - and if you believe we're indeed in a secular bear market - then the current cyclical bull run could be nearing its end or even extended.  [View news story]
    Hussman always has a bearish bias...he does very well in bear markets and stinks in bull markets...investors just need to decide
    which market you think we are in and use his funds accordingly...
    May 16, 2011. 10:29 AM | Likes Like |Link to Comment
  • Weighing the Week Ahead: Any Bottom in Housing? [View article]
    Excellent...I look forward to your "Weighing the Week Ahead "Commentary
    May 16, 2011. 07:10 AM | Likes Like |Link to Comment
  • Market's Risk/Reward Ratio Remains Poor [View article]
    So are you calling for a bear market to occur.... starting later this year???
    May 16, 2011. 04:04 AM | 1 Like Like |Link to Comment
  • Gold vs. silver: Reasons for investing in both still abound, but they're not the same - silver looks more like tulips lately, while gold is still gold. There are key differences: not only in supply of the metals, but the out-of-whack gold-silver price ratio.  [View news story]
    This is a serious question to Mguy..do you think the 92.5% content of
    sterling silver puts it in another market??
    May 14, 2011. 04:55 PM | 1 Like Like |Link to Comment
  • Gold vs. silver: Reasons for investing in both still abound, but they're not the same - silver looks more like tulips lately, while gold is still gold. There are key differences: not only in supply of the metals, but the out-of-whack gold-silver price ratio.  [View news story]
    Don't get me going on Sterling Silver Dinner sets..got extra from Wife's side...she wouldn't even let me get a bid...
    May 14, 2011. 04:53 PM | Likes Like |Link to Comment
  • Gold vs. silver: Reasons for investing in both still abound, but they're not the same - silver looks more like tulips lately, while gold is still gold. There are key differences: not only in supply of the metals, but the out-of-whack gold-silver price ratio.  [View news story]
    Excellent...thanks...
    May 14, 2011. 11:02 AM | 1 Like Like |Link to Comment
  • Want to put your money where the world's banks are putting theirs? Then look to China, which saw an 86% increase in investment from foreign bank lending (to a rate-adjusted $77B). Of course, the last time China approached this share of global lending, the late-'90s Asian crisis happened.  [View news story]
    Unfortunately my trading style is more glacial ( end of day closes etc)...It generally works well but a 1987 move...I get hosed....
    May 14, 2011. 10:06 AM | 1 Like Like |Link to Comment
  • Gold vs. silver: Reasons for investing in both still abound, but they're not the same - silver looks more like tulips lately, while gold is still gold. There are key differences: not only in supply of the metals, but the out-of-whack gold-silver price ratio.  [View news story]
    Even the extra soft kind???
    May 14, 2011. 09:54 AM | 1 Like Like |Link to Comment
  • Gold vs. silver: Reasons for investing in both still abound, but they're not the same - silver looks more like tulips lately, while gold is still gold. There are key differences: not only in supply of the metals, but the out-of-whack gold-silver price ratio.  [View news story]
    Mguy...I have a very very small physical silver amount...if i ever wanted
    a bid where do you suggest I go?? I have gotten some horrendous
    bids in the past.
    May 14, 2011. 09:52 AM | 2 Likes Like |Link to Comment
  • Want to put your money where the world's banks are putting theirs? Then look to China, which saw an 86% increase in investment from foreign bank lending (to a rate-adjusted $77B). Of course, the last time China approached this share of global lending, the late-'90s Asian crisis happened.  [View news story]
    Apples and Oranges......

    "During 2010, banks that report their holdings to the Bank for International Settlements plowed an exchange-rate-adjusted $77 billion into China, increasing their exposure by 86% from the end of 2009 and bringing the country’s share of global cross-border lending — while still small at 1.1 % — to its highest level on records going back to 1977."

    Note 1.1%....but China is always a trade not an investment adjust accordingly...
    May 14, 2011. 09:45 AM | 3 Likes Like |Link to Comment
  • Gold vs. silver: Reasons for investing in both still abound, but they're not the same - silver looks more like tulips lately, while gold is still gold. There are key differences: not only in supply of the metals, but the out-of-whack gold-silver price ratio.  [View news story]
    SLV is way too volatile for me these days...SLV for this year is up 13.9%...SPY is up 7%...at its peak SLV was up 56.6%...Parabolic
    exits are usually messy ( reference Tech Stocks in 2000 and EEM in 2007)...I am
    stepping aside from SLV....
    May 14, 2011. 08:37 AM | 5 Likes Like |Link to Comment
  • Why have no executives gone to jail for their roles in the financial crisis? Because risk-taking and stupidity aren't criminal, Roger Lowenstein writes. "To look for criminality as the supposed source of the crisis is to misread its origins badly."  [View news story]
    Here is a good list to blame...www.time.com/time/spec...


    Note # 5...
    May 13, 2011. 06:04 PM | 4 Likes Like |Link to Comment
  • Is retail spending really rising? The government says it is, by 0.5%. But Daniel Indiviglio looks deeper: Without food and energy, retail sales only grew 0.1% in April while core inflation rose 0.2%, suggesting that the weak spending growth was solely due to inflation. Americans may have actually purchased fewer retail goods and services in April than in March, Indiviglio concludes.  [View news story]
    Ok so it's agreed you can exclude food and energy in retail sales
    if we can exclude food and energy in CPI....Ok???
    May 13, 2011. 05:32 PM | 4 Likes Like |Link to Comment
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10,586 Comments
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