Wise Owl's Comments Wise Owl's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/38925/comments National Bankruptcy? Not Quite Yet http://seekingalpha.com/article/139162/comments?source=feed#comment-515562 515562
Yuan/dollar ratio would increase, there is high probability.]]>
Sat, 23 May 2009 14:57:27 -0400
Yuan/dollar ratio would increase, there is high probability.]]>
Google CEO on YouTube, MSFT-YHOO, and New Google Projects http://seekingalpha.com/article/81014/comments?source=feed#comment-184444 184444 Thu, 12 Jun 2008 15:38:05 -0400 6 Signs of a Range-Bound Market http://seekingalpha.com/article/76562/comments?source=feed#comment-165571 165571 Sat, 10 May 2008 17:01:46 -0400 Learn from Japan and Have a Plan http://seekingalpha.com/article/54580/comments?source=feed#comment-102301 102301
USA is not Japan where consensus building was most important and everybody sacrificed some instead of letting some implode.

It is the much hated Sarbaines Oxley Act that is casuing banks to mark their inventory to market, that is making a lot of companies guess or actually try to sell some inventory that is causing the large writedowns.

I think, banks and other financial companies like Master Card, Mortgage Lenders and others need to be required to have some capital requirements. We have heard a lot of issues with Fannie Mae for years.

So, our system allows a lot more of imploding than Japanese ever allowed. And, I donot see the problem like the 1929 and US is a lot more part of GLOBAL ECONOMY than Japan will ever be as it is still very closed, just like France and Russia are,as they donot like people from abroad owning their companies. No, such openness issue in USA.

So, plan needs to be in place. Identify which areas to avoid and where to take losses for each trade that is open on the books...
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Mon, 19 Nov 2007 05:41:52 -0500
USA is not Japan where consensus building was most important and everybody sacrificed some instead of letting some implode.

It is the much hated Sarbaines Oxley Act that is casuing banks to mark their inventory to market, that is making a lot of companies guess or actually try to sell some inventory that is causing the large writedowns.

I think, banks and other financial companies like Master Card, Mortgage Lenders and others need to be required to have some capital requirements. We have heard a lot of issues with Fannie Mae for years.

So, our system allows a lot more of imploding than Japanese ever allowed. And, I donot see the problem like the 1929 and US is a lot more part of GLOBAL ECONOMY than Japan will ever be as it is still very closed, just like France and Russia are,as they donot like people from abroad owning their companies. No, such openness issue in USA.

So, plan needs to be in place. Identify which areas to avoid and where to take losses for each trade that is open on the books...
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Buybacks: A Wolf In Sheep's Clothing http://seekingalpha.com/article/49505/comments?source=feed#comment-98444 98444
This does raise the price of stocks, but, may be it good way to avoid dilution caused by option grants....And, also reducing the outstanding debt has not been popular as the interest rates have been so low...

So, WE HAVE OVERSTATED FINANCIAL ASSETS ( both stocks and bonds also) . And, we know that COLLECTIBLES are at all time high and so is REAL ESTATE. So, everything is hyped up.We know that markets in China and India are at all time highs...

What gives...INFLATION and continued expansion in world economy is critical and if US consumer has a misstep, we could have global slowdown. India and China will be impacted less, as they have pretty good internal consumption...

WISEOWLTX

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Thu, 11 Oct 2007 20:39:14 -0400
This does raise the price of stocks, but, may be it good way to avoid dilution caused by option grants....And, also reducing the outstanding debt has not been popular as the interest rates have been so low...

So, WE HAVE OVERSTATED FINANCIAL ASSETS ( both stocks and bonds also) . And, we know that COLLECTIBLES are at all time high and so is REAL ESTATE. So, everything is hyped up.We know that markets in China and India are at all time highs...

What gives...INFLATION and continued expansion in world economy is critical and if US consumer has a misstep, we could have global slowdown. India and China will be impacted less, as they have pretty good internal consumption...

WISEOWLTX

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What's So Puzzling About TIPS? http://seekingalpha.com/article/49415/comments?source=feed#comment-98321 98321
US living standards should go down due to our inability to sell to other countries who export to us. But, we provide the critical markets for their goods ( Chinese Clothes, goods, Indian software skills, Saudi's Petrochemical Exports, capital markets for extra dollars etc.etc. while we consume these items and somehow pay for it through credit that is used to pay interest on the treasury bonds. We are all interdependent economies creating and consuming and providing credit markets, capital markets etc. etc.

It does not make sense, but TIPS are doing better than AGG's why. Because inflation in living costs are here, except, it is not being measured by CPI... It is in good food costs, increased travel costs etc. for a person who pays for these bonds on a preferential basis....

I hope this makes sense.

Wiseowltx]]>
Wed, 10 Oct 2007 23:11:27 -0400
US living standards should go down due to our inability to sell to other countries who export to us. But, we provide the critical markets for their goods ( Chinese Clothes, goods, Indian software skills, Saudi's Petrochemical Exports, capital markets for extra dollars etc.etc. while we consume these items and somehow pay for it through credit that is used to pay interest on the treasury bonds. We are all interdependent economies creating and consuming and providing credit markets, capital markets etc. etc.

It does not make sense, but TIPS are doing better than AGG's why. Because inflation in living costs are here, except, it is not being measured by CPI... It is in good food costs, increased travel costs etc. for a person who pays for these bonds on a preferential basis....

I hope this makes sense.

Wiseowltx]]>
Verizon Finally Unveils iPhone Competition, Or "iPhone Equalizer" http://seekingalpha.com/article/49085/comments?source=feed#comment-97938 97938
In Houston, we have a pretty good AT&T network...

Wiseowltx
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Sun, 07 Oct 2007 16:59:46 -0400
In Houston, we have a pretty good AT&T network...

Wiseowltx
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Why I'm Tempted by Under Armour http://seekingalpha.com/article/48487/comments?source=feed#comment-97256 97256
Cramer, who is very perceptive and wise due to his experience. has provided a lot of positive blurbs for this stock UA, is in the same arena, as lot of people who listen to Cramer, buy the stocks on his verbal recommendation.
Lot of these become momentum stocks. And, sometimes they end up badly. But not right away. So, buyers beware... ]]>
Mon, 01 Oct 2007 05:21:19 -0400
Cramer, who is very perceptive and wise due to his experience. has provided a lot of positive blurbs for this stock UA, is in the same arena, as lot of people who listen to Cramer, buy the stocks on his verbal recommendation.
Lot of these become momentum stocks. And, sometimes they end up badly. But not right away. So, buyers beware... ]]>
Where ETFs and Indexing Are Getting It Right http://seekingalpha.com/article/47870/comments?source=feed#comment-96637 96637
It has become more and more important to provide exposure th foreign markets like BRIC regions and they will be the low cost producers for most of the goods and services for some time to come.

INP, a ETN for India is difficult to figure out with an overall expenses ratio of 1.0 percent. It seems that the sponsor has done this exposure to 58 or 68 stock basket...

I like the ETN, but donot know, if it safe to trade...

I think the money in Mutual Funds will be less and less, due to subpar performance as well as higher expenses...

Thanks...and welcome o the world of ETF's and ETN's..]]>
Sat, 22 Sep 2007 17:52:54 -0400
It has become more and more important to provide exposure th foreign markets like BRIC regions and they will be the low cost producers for most of the goods and services for some time to come.

INP, a ETN for India is difficult to figure out with an overall expenses ratio of 1.0 percent. It seems that the sponsor has done this exposure to 58 or 68 stock basket...

I like the ETN, but donot know, if it safe to trade...

I think the money in Mutual Funds will be less and less, due to subpar performance as well as higher expenses...

Thanks...and welcome o the world of ETF's and ETN's..]]>
Apple to Exceed 500,000 iPhone Sales This Weekend? http://seekingalpha.com/article/39798/comments?source=feed#comment-90095 90095
Apple support was good, but I did not see much buying. But, there was a steady line of purchasers.

I was impressed that the response was good as well as the camera was good.

I think, the internet surfing would be too slow on ATT edge network. But, one can get on other netowrks like tmobile hot spots in Starbucks...]]>
Sun, 01 Jul 2007 18:45:03 -0400
Apple support was good, but I did not see much buying. But, there was a steady line of purchasers.

I was impressed that the response was good as well as the camera was good.

I think, the internet surfing would be too slow on ATT edge network. But, one can get on other netowrks like tmobile hot spots in Starbucks...]]>