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  • GE's Immelt says he's confident about sealing the deal for Alstom [View news story]
    so much arrogance!
    May 21 02:49 PM | 3 Likes Like |Link to Comment
  • The Rise Of Long-Term Thinking [View article]
    I would appreciate if someone could explain why mutual fund inflow spike is linked to RETAIL investors?
    how about institutional investing or eventually JPM, GS, MS or the others 'COMMERCIAL BANKS'?
    Thanks in advance.
    Jan 5 05:38 PM | Likes Like |Link to Comment
  • Big stock gains this year bode well for next ... or not [View news story]
    I may not be wise to waste the space and the time of Seeking Alpha on reporting forecasts .
    I liked the blog from Robert P. Seawright yesterday: So, as year-end approaches, let’s take a look at how much “this much” is — how badly various Wall Street market forecasts missed it with their prognostications for the S&P 500 in 2013. The chart below tracks their “achievements,” noting by how much they missed (using firm forecasts from the beginning of 2013).

    Firm / S&P 500 Target / Missed it by this much (%, as of 12.10.2013)

    Wells Fargo / 1,390 / 29.7%
    UBS / 1,425 / 26.5%
    Morgan Stanley / 1,434 / 25.7%
    Deutsche Bank / 1,500 / 20.2%
    Barclays / 1,525 / 18.2%
    Credit Suisse / 1,550 / 16.3%
    HSBC / 1,560 / 15.6%
    Jefferies / 1,565 / 15.2%
    Goldman Sachs / 1,575 / 14.5%
    BMO Capital / 1,575 / 14.5%
    JP Morgan / 1,580 / 14.1%
    Oppenheimer / 1,585 / 13.8%
    BofA Merrill Lynch / 1,600 / 12.7%
    Citi / 1,615 / 11.6%
    AVERAGE / 1,534 / 17.5%
    MEDIAN / 1,560 / 15.6%

    In other words, they all missed by miles (short of a major market correction over the next 14 trading days). Nobody was remotely close.
    Dec 11 12:06 PM | 1 Like Like |Link to Comment
  • The Case Of The Identical Job Numbers [View article]
    I had always found amazing that any economical number is always unreferenced against what it relates to as last quarter, last month, last year etc.. I t is like it is the number that counts (if possible a plus number obviously) , We are simply bombarded with statistical numbers and end up made to believe that + is good, and even - could also be indicated as good.
    Was it the deficit numbers that stayed the same months after months some time ago? Does it makes sense?
    Quarterly reporting form companies are also one big step removed from reality. What is the logic with reporting whether they are over or below ESTIMATES? IT LOOKS LIKE A BEAUTY CONTEST FOR ANALYSTS but what does it really means for us.
    Thank you for this article that reminds us that if you just look at the numbers (or just read as reported by the media) you will missed a reality that is too often vastly different. It takes time and may be courage.
    Dec 8 11:59 AM | Likes Like |Link to Comment
  • Rail Traffic Logs Highest Reading In 7 Months [View article]
    Historical rail traffic may be skewed by two factors: oil + 40% from last year and simple improve efficiency in rail transport vs. others modes of transportation, and consequently may not reflect directly but only anecdotally the health of the economy. This is just headlines news, detail analysis may show otherwise...
    Nov 10 08:35 AM | Likes Like |Link to Comment
  • The Debt Bad Guys [View article]
    the question really is why the Fed even issue shares. There must be a reason.
    Nov 5 08:50 AM | Likes Like |Link to Comment
  • Railway traffic strong in September [View news story]
    You said 'excluding coal and grain' how about oil rail transport which has I think grown exponentially!
    Does not that skewed seriously these 'beautiful' numbers?
    Oct 4 12:23 PM | Likes Like |Link to Comment
  • Congrats to EU leaders for one thing: By making the U.K.'s withdrawal the news, they averted focus from the lame result of the summit. The new proposal "enshrines Hooverism" in EU law, writes Ambrose Evans-Pritchard. No fiscal union (eurobonds, transfers, shared budgets) or monetary assistance, just budgetary straitjackets for countries already in recession.  [View news story]
    how can you make so much space for Pritchard.
    This fierce anti Europe, anti Euro, anti everything that does not fit his campaign of systematic destruction of any option that does not fit the Keynesian mold is tiring to say the least.
    Dec 12 08:56 AM | Likes Like |Link to Comment
  • French President Sarkozy is making what is being billed as a major address regarding the debt crisis. Watch live here.  [View news story]
    I cannot watch it
    Dec 1 01:04 PM | Likes Like |Link to Comment
  • Though S&P's downgrade of a France was attributed to nothing more than a computer glitch, Egan-Jones looks set to fire up the real thing. Sean Egan tells Bloomberg Radio he thinks France's AA- rating is "heading south."  [View news story]
    Don't you worry, the ratings will not move.
    S&P is not going to force a trigger of default insurance payments to French banks by their US counter-parties.
    Nov 10 02:17 PM | Likes Like |Link to Comment
  • As expected, the Greek parliament passes the latest austerity measures - including wage cuts and higher taxes - paving the way for the country to receive the next tranche of bailout money. The vote was 154 to 144. One member of the ruling PASOKs voted against, and was immediately kicked out of the party.  [View news story]
    The 3 pm news again!
    Oct 20 02:55 PM | 1 Like Like |Link to Comment
  • A Look at Historical Sector P/E Ratios [View article]
    extremely interesting.
    The expending gap in all sectors except telecom and utilities will have to close.
    simply, either prices will come down or P/E will go up and if we are heading into a recession, guess which will happen.
    Thanks Bespoke/ Seeking alpha this is excellent
    Aug 20 12:19 PM | 1 Like Like |Link to Comment
  • WSJ agrees with White House economist Austan Goolsbee that S&P's downgrade was a "political judgment," although not for the same reasons. The paper blames Obama's budget speech last week for poisoning the atmosphere, noting S&P wrote that there is a "material risk" that talks could result in no agreement. (previous)  [View news story]
    I think it has a lot to do with the resolution of studying carefully the balance sheet of the so called to big to fail countries taken Friday last week
    Apr 19 02:36 PM | 1 Like Like |Link to Comment
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