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  • Emotional Issues During A Market Downturn: How Investors Often Respond To Their Own Detriment  [View article]
    Another thing to look at in your losers is if you would buy that same stock now at the current price. If so, keep it - if not, sell it.
    Feb 5, 2016. 04:43 PM | 4 Likes Like |Link to Comment
  • On the hour  [View news story]
    On the other hand many make the case that when everyone (like now?) is making their case for a total crash, that is the time to buy.
    Feb 5, 2016. 03:47 PM | Likes Like |Link to Comment
  • Is Global Recession On The Horizon?  [View article]
    At this point it is hard to tell how much of the selloff is justified by actual stock values, and how much is just panic selling. But to me it looks like the panic selling has become the dominate force here. The economy is not the best ever, but it is also far from the worst, and not near as bad as the last two big market drops.

    In short, I think we are well in to oversold territory for most of the better stocks.
    Jan 20, 2016. 10:42 AM | 8 Likes Like |Link to Comment
  • Dec. retail sales disappoint  [View news story]
    This is at odds with the stories coming out just before Christmas about UPS and FEDEX being overloaded, unless the shift to online buying was not enough to offset actual store sales.
    Jan 15, 2016. 11:48 AM | 2 Likes Like |Link to Comment
  • Financial Fridays: The Stock Market Is Lying  [View article]
    It might be too optimistic, but on the other hand I see really very little to worry about, so not sure what those real reasons are - except a fearful herd.
    Jan 8, 2016. 04:25 PM | 1 Like Like |Link to Comment
  • Financial Fridays: The Stock Market Is Lying  [View article]
    The one thing that I would never predict is the price of oil. It was not that long ago that politicians were screaming about cutting the gas tax, now some want to increase it.
    Jan 8, 2016. 04:23 PM | 1 Like Like |Link to Comment
  • Financial Fridays: The Stock Market Is Lying  [View article]
    It is more than 3%, but it is a lot less than 20% - right now it is around 9.5%. Not sure where he got that 3%, unless he only considered food eaten out..
    Jan 8, 2016. 04:21 PM | 2 Likes Like |Link to Comment
  • Financial Fridays: The Stock Market Is Lying  [View article]
    You failed to point out exactly what is wrong with his analysis. I see no crisis that would cause anything like previous crash 'n burn scenarios. As much as anything, it seems that the market is mostly going down because a lot of people think it should be going down - not for any actual concrete reasons.
    Jan 8, 2016. 04:18 PM | 12 Likes Like |Link to Comment
  • Panic Time?  [View article]
    For them to do so they would have to admit that they were wrong and that the stock market was a pyramid scheme, and that would reflect badly on the CCP. There is China, and there is the CCP - they may or may not have the same goals - the main purpose of the CCP is self preservation, not China.
    Jan 7, 2016. 04:03 PM | Likes Like |Link to Comment
  • Panic Time?  [View article]
    If there was any really good solid reason why the world economy is tanking, then yes it can go on for weeks or months. But I don't see that as the case right now. I see some weak spots, but nothing so far to make me think of pulling out.
    Jan 7, 2016. 02:26 PM | 3 Likes Like |Link to Comment
  • Chipotle Is A Broken Concept; Avoid Both The Stores And Stock  [View article]
    Pretty much any GMO bans are for purely political and "catering to the woo cult" reasons, and have nothing to do with any actual science. That is Chipotle's problem - they are losing the woo crowd, which is a large part of their business.
    Dec 7, 2015. 06:14 PM | 4 Likes Like |Link to Comment
  • China's Economy Is Undergoing A Huge Transformation That No One's Talking About  [View article]
    Nope - it ain't gonna happen. There might be a tiny blip at first, but overall the birth rate will continue to fall.
    Oct 29, 2015. 01:25 PM | 2 Likes Like |Link to Comment
  • China abandons one-child policy  [View news story]
    It is already too late. China, like most other developed nations, is having fewer babies than is needed to grow the population and it has little to do with a one or two child policy. Even in 2013 when it relaxed many of the one-child policies, the upward blip was barely perceptible.
    Oct 29, 2015. 01:24 PM | Likes Like |Link to Comment
  • Food sector M&A seen picking up  [View news story]
    I see some of the large companies leaping onto some of the trendy/fad marketing, such as organic, non-GMO, and such - but that does not seem to be improving sales. Perhaps because in almost all cases slapping those labels on the product also means a price increase, or less product (in some cases both). Higher prices for less product does not usually equal better profits unless there is no competition.
    Oct 23, 2015. 02:06 PM | 1 Like Like |Link to Comment
  • The Long Case For Whole Foods  [View article]
    I think the part you missed is that WMT can expand more into selling organics and other woo food without changing it's basic model. WFM cannot.
    Oct 16, 2015. 03:44 PM | 1 Like Like |Link to Comment