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    <title>Zmartmoney's Comments</title>
    <description>Zmartmoney's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/408580/comments</link>
    <item>
      <title>IBM: Risk-Reward Still Compelling Despite The Price Recovery</title>
      <link>http://seekingalpha.com/article/1448291/comments?source=feed#comment-19045191</link>
      <guid isPermaLink="false">19045191</guid>
      <content>
        <![CDATA[It could be a good buy at these levels...until it's not, which is probably around mid-summer after everyone has spent their tax returns on something useless, and the unemployment numbers can't be dressed up as easily in some slimy accounting gimmick. Then, there will be a pause for reflection - one that portend the other shoe, dropping.]]>
      </content>
      <pubDate>Mon, 20 May 2013 17:13:54 -0400</pubDate>
      <description>
        <![CDATA[It could be a good buy at these levels...until it's not, which is probably around mid-summer after everyone has spent their tax returns on something useless, and the unemployment numbers can't be dressed up as easily in some slimy accounting gimmick. Then, there will be a pause for reflection - one that portend the other shoe, dropping.]]>
      </description>
    </item>
    <item>
      <title>4 Scary Charts Warning Of The Next Financial Crisis</title>
      <link>http://seekingalpha.com/article/1428951/comments?source=feed#comment-18911651</link>
      <guid isPermaLink="false">18911651</guid>
      <content>
        <![CDATA[BTW - Greece and Spain used to get cheap rates, too.  We weren't talking about the best deal Japan ever had - we were talking about what happens when they can't cajole that rate anymore.]]>
      </content>
      <pubDate>Thu, 16 May 2013 15:15:37 -0400</pubDate>
      <description>
        <![CDATA[BTW - Greece and Spain used to get cheap rates, too.  We weren't talking about the best deal Japan ever had - we were talking about what happens when they can't cajole that rate anymore.]]>
      </description>
    </item>
    <item>
      <title>Market Running On Fumes, Prepare Your Exit Strategy</title>
      <link>http://seekingalpha.com/article/1427701/comments?source=feed#comment-18898431</link>
      <guid isPermaLink="false">18898431</guid>
      <content>
        <![CDATA[No wonder you're miserable - you're looking for the govt to save you.  &quot;Government is not reason; it is not eloquent; it is force. Like fire, it is a dangerous servant and a fearful master.&quot;  George W.  <br/>Fine, let it wield the sword, when appropriate - but don't let it run the economy, or we'll just keep getting more of what we've been getting.  ]]>
      </content>
      <pubDate>Thu, 16 May 2013 11:12:36 -0400</pubDate>
      <description>
        <![CDATA[No wonder you're miserable - you're looking for the govt to save you.  &quot;Government is not reason; it is not eloquent; it is force. Like fire, it is a dangerous servant and a fearful master.&quot;  George W.  <br/>Fine, let it wield the sword, when appropriate - but don't let it run the economy, or we'll just keep getting more of what we've been getting.  ]]>
      </description>
    </item>
    <item>
      <title>4 Scary Charts Warning Of The Next Financial Crisis</title>
      <link>http://seekingalpha.com/article/1428951/comments?source=feed#comment-18855301</link>
      <guid isPermaLink="false">18855301</guid>
      <content>
        <![CDATA[This opera is not over, but I hear the fat lady gargling, stage left...and, MAN! she cannot sing.  But we'll all get to hear it.]]>
      </content>
      <pubDate>Wed, 15 May 2013 12:44:44 -0400</pubDate>
      <description>
        <![CDATA[This opera is not over, but I hear the fat lady gargling, stage left...and, MAN! she cannot sing.  But we'll all get to hear it.]]>
      </description>
    </item>
    <item>
      <title>The Good News, The Bad News And What's Very Ugly</title>
      <link>http://seekingalpha.com/article/1423631/comments?source=feed#comment-18854671</link>
      <guid isPermaLink="false">18854671</guid>
      <content>
        <![CDATA[: )  I agree with Tack to the extent that if there were not so much gallows humor, waiting for the other shoe to drop, that the market would probably be far ahead of where it is now, and that strange day when all SA is happy would come with even more vengeance.  Our collective negativism (rationality) is the only brake on this locomotive...]]>
      </content>
      <pubDate>Wed, 15 May 2013 12:34:15 -0400</pubDate>
      <description>
        <![CDATA[: )  I agree with Tack to the extent that if there were not so much gallows humor, waiting for the other shoe to drop, that the market would probably be far ahead of where it is now, and that strange day when all SA is happy would come with even more vengeance.  Our collective negativism (rationality) is the only brake on this locomotive...]]>
      </description>
    </item>
    <item>
      <title>The Good News, The Bad News And What's Very Ugly</title>
      <link>http://seekingalpha.com/article/1423631/comments?source=feed#comment-18854271</link>
      <guid isPermaLink="false">18854271</guid>
      <content>
        <![CDATA[Au contraire - introducing real solutions in a time of crisis is probably the only time things can actually get done.  After all, Mr Rahm Emmanuel and Mr. Barack Hussein Obama have done that all along, except their vision is an awful one of Orwellian descent that puts Man's crony law in place of Constitutional Law.  Our only real hope during this adminstration is that their tyranny becomes transparent to even the most confused members of the &quot;Progressive&quot; party, and they recoil at the venality.   It could happen.]]>
      </content>
      <pubDate>Wed, 15 May 2013 12:24:45 -0400</pubDate>
      <description>
        <![CDATA[Au contraire - introducing real solutions in a time of crisis is probably the only time things can actually get done.  After all, Mr Rahm Emmanuel and Mr. Barack Hussein Obama have done that all along, except their vision is an awful one of Orwellian descent that puts Man's crony law in place of Constitutional Law.  Our only real hope during this adminstration is that their tyranny becomes transparent to even the most confused members of the &quot;Progressive&quot; party, and they recoil at the venality.   It could happen.]]>
      </description>
    </item>
    <item>
      <title>Market Running On Fumes, Prepare Your Exit Strategy</title>
      <link>http://seekingalpha.com/article/1427701/comments?source=feed#comment-18791611</link>
      <guid isPermaLink="false">18791611</guid>
      <content>
        <![CDATA[&quot;...credit dried up because counterparties lost faith in each other...&quot;<br/>I would venture to say that many hands are hovering over the dump button and lost faith could come back with a vengeance, and with little warning. Don't get too comfortable.]]>
      </content>
      <pubDate>Mon, 13 May 2013 21:36:29 -0400</pubDate>
      <description>
        <![CDATA[&quot;...credit dried up because counterparties lost faith in each other...&quot;<br/>I would venture to say that many hands are hovering over the dump button and lost faith could come back with a vengeance, and with little warning. Don't get too comfortable.]]>
      </description>
    </item>
    <item>
      <title>4 Scary Charts Warning Of The Next Financial Crisis</title>
      <link>http://seekingalpha.com/article/1428951/comments?source=feed#comment-18791281</link>
      <guid isPermaLink="false">18791281</guid>
      <content>
        <![CDATA[Just another beauty contest at the glue factory.  The scary part is the collateral damage that could result from a severly teetering Japanese economy.  If you thought the EU was a problem, take another look.]]>
      </content>
      <pubDate>Mon, 13 May 2013 21:25:19 -0400</pubDate>
      <description>
        <![CDATA[Just another beauty contest at the glue factory.  The scary part is the collateral damage that could result from a severly teetering Japanese economy.  If you thought the EU was a problem, take another look.]]>
      </description>
    </item>
    <item>
      <title>4 Scary Charts Warning Of The Next Financial Crisis</title>
      <link>http://seekingalpha.com/article/1428951/comments?source=feed#comment-18791161</link>
      <guid isPermaLink="false">18791161</guid>
      <content>
        <![CDATA[Pretty much every illegal out there is consuming more per capita than they contribute to our society.  That doesn't even consider what it means to be an American, speaking English, in a country with a Constitution that you call your own.  ]]>
      </content>
      <pubDate>Mon, 13 May 2013 21:22:26 -0400</pubDate>
      <description>
        <![CDATA[Pretty much every illegal out there is consuming more per capita than they contribute to our society.  That doesn't even consider what it means to be an American, speaking English, in a country with a Constitution that you call your own.  ]]>
      </description>
    </item>
    <item>
      <title>4 Scary Charts Warning Of The Next Financial Crisis</title>
      <link>http://seekingalpha.com/article/1428951/comments?source=feed#comment-18791091</link>
      <guid isPermaLink="false">18791091</guid>
      <content>
        <![CDATA[&quot;...you don't understand how economies and governments work.&quot; <br/>And, so if the country's wealth/debt is a wash, it doesn't matter?  Well, yes it does, as the ones who saved the money will not be the ones that get to spend it.  Just as in America - the reflation of the banking sector is coming out of the pockets of Joe and Maggie Sixpack, and their college graduate-with-no-jobs children.  Tell me there's no problem there.  Jamie Dimon will do quite well, thank you, instead of warming a cell, somewhere, he, along with hundreds of others who profited mightily off the machinations of the FED Chairman and the Banks-in-general, will do just fine.  And, Mr. Obama will do just fine, giving his post-Presidential speeches to simpering masses of turncoat cowards who toast each other for dinner.  The middle class is getting raped here, just like Japan's will be.  Maybe it doesn't matter to currency traders in Dubai but it will certainly matter to Ms. Takanawa.]]>
      </content>
      <pubDate>Mon, 13 May 2013 21:19:33 -0400</pubDate>
      <description>
        <![CDATA[&quot;...you don't understand how economies and governments work.&quot; <br/>And, so if the country's wealth/debt is a wash, it doesn't matter?  Well, yes it does, as the ones who saved the money will not be the ones that get to spend it.  Just as in America - the reflation of the banking sector is coming out of the pockets of Joe and Maggie Sixpack, and their college graduate-with-no-jobs children.  Tell me there's no problem there.  Jamie Dimon will do quite well, thank you, instead of warming a cell, somewhere, he, along with hundreds of others who profited mightily off the machinations of the FED Chairman and the Banks-in-general, will do just fine.  And, Mr. Obama will do just fine, giving his post-Presidential speeches to simpering masses of turncoat cowards who toast each other for dinner.  The middle class is getting raped here, just like Japan's will be.  Maybe it doesn't matter to currency traders in Dubai but it will certainly matter to Ms. Takanawa.]]>
      </description>
    </item>
    <item>
      <title>The Good News, The Bad News And What's Very Ugly</title>
      <link>http://seekingalpha.com/article/1423631/comments?source=feed#comment-18690591</link>
      <guid isPermaLink="false">18690591</guid>
      <content>
        <![CDATA[You can still pull your money back into a cash position, though, right?  If so, there will be days coming when you'll want to do that with a chunk of it.]]>
      </content>
      <pubDate>Fri, 10 May 2013 17:08:33 -0400</pubDate>
      <description>
        <![CDATA[You can still pull your money back into a cash position, though, right?  If so, there will be days coming when you'll want to do that with a chunk of it.]]>
      </description>
    </item>
    <item>
      <title>Is It Time To Short The Home Builders?</title>
      <link>http://seekingalpha.com/article/1404461/comments?source=feed#comment-18689171</link>
      <guid isPermaLink="false">18689171</guid>
      <content>
        <![CDATA[Where are you?  that probably has a lot to do with your perspective.  In Texas it's gangbusters with houses average time on market of 11 days in Central Texas.  Yes, demand is soaring, but that's here, where half the U.S., seems determined to come.  The cities that they're leaving are probably not seeing the same kind of housing beneficence we are.  There is still a very large shadow inventory in much of the country.  Rising prices will uncap much of that inventory to begin re-entering the market, if they don't all leave town.  Do you think we'll all get a refund check for the fortunes that we've restored to the richest members of our country?]]>
      </content>
      <pubDate>Fri, 10 May 2013 16:23:59 -0400</pubDate>
      <description>
        <![CDATA[Where are you?  that probably has a lot to do with your perspective.  In Texas it's gangbusters with houses average time on market of 11 days in Central Texas.  Yes, demand is soaring, but that's here, where half the U.S., seems determined to come.  The cities that they're leaving are probably not seeing the same kind of housing beneficence we are.  There is still a very large shadow inventory in much of the country.  Rising prices will uncap much of that inventory to begin re-entering the market, if they don't all leave town.  Do you think we'll all get a refund check for the fortunes that we've restored to the richest members of our country?]]>
      </description>
    </item>
    <item>
      <title>The Good News, The Bad News And What's Very Ugly</title>
      <link>http://seekingalpha.com/article/1423631/comments?source=feed#comment-18679271</link>
      <guid isPermaLink="false">18679271</guid>
      <content>
        <![CDATA[Lower your overhead fast, and your expectations faster. you should be in a self-directed IRA, so you can move things as you need.  Be fast on the trigger when you get nervous.  You're better off missing a slight rise than finding yourself without a chair when the music stops.  Consider a real estate investment that can be made with IRA money - lots of rules, but some longterm benefits for lease property investment if you're in an area where lease property is even a good idea - many parts of the country that's a bad investment idea.  Become more self sufficient.  It builds character and reduces your spend on basics.  Times could change in ways you won't be able to handle if you depend on too many other entities for your daily needs.]]>
      </content>
      <pubDate>Fri, 10 May 2013 12:34:22 -0400</pubDate>
      <description>
        <![CDATA[Lower your overhead fast, and your expectations faster. you should be in a self-directed IRA, so you can move things as you need.  Be fast on the trigger when you get nervous.  You're better off missing a slight rise than finding yourself without a chair when the music stops.  Consider a real estate investment that can be made with IRA money - lots of rules, but some longterm benefits for lease property investment if you're in an area where lease property is even a good idea - many parts of the country that's a bad investment idea.  Become more self sufficient.  It builds character and reduces your spend on basics.  Times could change in ways you won't be able to handle if you depend on too many other entities for your daily needs.]]>
      </description>
    </item>
    <item>
      <title>The Good News, The Bad News And What's Very Ugly</title>
      <link>http://seekingalpha.com/article/1423631/comments?source=feed#comment-18678961</link>
      <guid isPermaLink="false">18678961</guid>
      <content>
        <![CDATA[Public Service Announcement:<br/>The FED has stolen your future money and given it to wealthy people and banks, who should have been failed and their mgt gone to jail, in some cases, so that we could build a bubble in equity markets so that the middle class 401Ks would look healthy enough to get us to the next major bubble pop.  The purpose of all this is so that we will all fearfully run to the govt to intervene on our behalf and take over our lives so that we can all be secure.  We are SO in for it. ]]>
      </content>
      <pubDate>Fri, 10 May 2013 12:29:50 -0400</pubDate>
      <description>
        <![CDATA[Public Service Announcement:<br/>The FED has stolen your future money and given it to wealthy people and banks, who should have been failed and their mgt gone to jail, in some cases, so that we could build a bubble in equity markets so that the middle class 401Ks would look healthy enough to get us to the next major bubble pop.  The purpose of all this is so that we will all fearfully run to the govt to intervene on our behalf and take over our lives so that we can all be secure.  We are SO in for it. ]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18625781</link>
      <guid isPermaLink="false">18625781</guid>
      <content>
        <![CDATA[The cost of intelligent labor for public cloud providers is not less than any other large corporation.  Server, network, and storage costs are the same.  Where is it you suppose that the public providers are gaining all that margin that makes it unattractive for G500's?]]>
      </content>
      <pubDate>Thu, 09 May 2013 11:21:28 -0400</pubDate>
      <description>
        <![CDATA[The cost of intelligent labor for public cloud providers is not less than any other large corporation.  Server, network, and storage costs are the same.  Where is it you suppose that the public providers are gaining all that margin that makes it unattractive for G500's?]]>
      </description>
    </item>
    <item>
      <title>Forget The Jobless Recovery, Get Ready For The Full-Employed Recession</title>
      <link>http://seekingalpha.com/article/1408041/comments?source=feed#comment-18625641</link>
      <guid isPermaLink="false">18625641</guid>
      <content>
        <![CDATA[Teut - if you're referring to China - the people have been migrating from the countryside, where they grew their own food and lived their lives without much govt intervention (think U.S. in the 1700's).  Now, the cities are burgeoning with all those ex-farmers who can no longer eat or do anything else, without jobs.  They expect the govt to make sure they have one.  No job - no food.  You know - disaster in the making...]]>
      </content>
      <pubDate>Thu, 09 May 2013 11:18:01 -0400</pubDate>
      <description>
        <![CDATA[Teut - if you're referring to China - the people have been migrating from the countryside, where they grew their own food and lived their lives without much govt intervention (think U.S. in the 1700's).  Now, the cities are burgeoning with all those ex-farmers who can no longer eat or do anything else, without jobs.  They expect the govt to make sure they have one.  No job - no food.  You know - disaster in the making...]]>
      </description>
    </item>
    <item>
      <title>Forget The Jobless Recovery, Get Ready For The Full-Employed Recession</title>
      <link>http://seekingalpha.com/article/1408041/comments?source=feed#comment-18625491</link>
      <guid isPermaLink="false">18625491</guid>
      <content>
        <![CDATA[Tony - the incidence of violent crime, including firearm-related, has been dropping steadily since the '90's.  That's right.  And, you won't hear it on the media because it doesn't play to the Libtard playbook of Disarm the People (it's for their own good, you know). <br/><br/> In terms of guns - you were far more likely to be beaten to death than shot, for many years now - blunt instrument killings are more common than Assault Rifle killings (even though they're black, and scary looking).   <br/><br/>So, go figure.  There are still some people in the country who still use their brain, so gun control (which is about control, not guns) didn't get the traction the libtards wanted....waaahhhh!<br/><br/>2nd Amendment, buddy.  It's still there, along with the 1st.  If one goes, the other is not far behind.]]>
      </content>
      <pubDate>Thu, 09 May 2013 11:15:19 -0400</pubDate>
      <description>
        <![CDATA[Tony - the incidence of violent crime, including firearm-related, has been dropping steadily since the '90's.  That's right.  And, you won't hear it on the media because it doesn't play to the Libtard playbook of Disarm the People (it's for their own good, you know). <br/><br/> In terms of guns - you were far more likely to be beaten to death than shot, for many years now - blunt instrument killings are more common than Assault Rifle killings (even though they're black, and scary looking).   <br/><br/>So, go figure.  There are still some people in the country who still use their brain, so gun control (which is about control, not guns) didn't get the traction the libtards wanted....waaahhhh!<br/><br/>2nd Amendment, buddy.  It's still there, along with the 1st.  If one goes, the other is not far behind.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18596631</link>
      <guid isPermaLink="false">18596631</guid>
      <content>
        <![CDATA[Actually a very good point - glad someone finally made one.  For those whose internal structure doesn't allow them to develop and deliver high grade IT processes, the outsourcing of their workloads in some fashion does make a lot of sense.  However, those aren't the customers that IBM, et al are depending on for their future.]]>
      </content>
      <pubDate>Wed, 08 May 2013 17:04:00 -0400</pubDate>
      <description>
        <![CDATA[Actually a very good point - glad someone finally made one.  For those whose internal structure doesn't allow them to develop and deliver high grade IT processes, the outsourcing of their workloads in some fashion does make a lot of sense.  However, those aren't the customers that IBM, et al are depending on for their future.]]>
      </description>
    </item>
    <item>
      <title>Microsoft - Growing Strength In The Enterprise Is Where The Real Value Is</title>
      <link>http://seekingalpha.com/article/1329031/comments?source=feed#comment-18579201</link>
      <guid isPermaLink="false">18579201</guid>
      <content>
        <![CDATA[I really don't understand your comment.  &quot;...the value it was bringing was way behind Windows and stand alone Office.&quot;<br/>That aside, MOSS, SQL Server, Exchange, etc., are all big reasons why corporate IT uses MSFT, and will continue to use them.  The next big wave is Unified Communications - it's already started.  MSFT will be there, too.  Their biggest impediment is field implementation that actually reads the directions and understands what &quot;minimum requirements&quot; means.]]>
      </content>
      <pubDate>Wed, 08 May 2013 11:19:01 -0400</pubDate>
      <description>
        <![CDATA[I really don't understand your comment.  &quot;...the value it was bringing was way behind Windows and stand alone Office.&quot;<br/>That aside, MOSS, SQL Server, Exchange, etc., are all big reasons why corporate IT uses MSFT, and will continue to use them.  The next big wave is Unified Communications - it's already started.  MSFT will be there, too.  Their biggest impediment is field implementation that actually reads the directions and understands what &quot;minimum requirements&quot; means.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18578941</link>
      <guid isPermaLink="false">18578941</guid>
      <content>
        <![CDATA[In 2000, I brought up a new server and went to the internet to patch it.  I was running some pretty good port monitoring software, and noticed that within 20 seconds I was being port scanned.  Imagine what it is today.  Hacking and thievery are full time jobs for a large number of internet users - their desire is to steal what you have, or damage it, if they have emotional as well as moral issues.  Public Cloud, Private Cloud, they're all reachable and breakable.  The question for many is &quot;Do you trust someone else to defend your stuff, or do you do it in-house?&quot;  ]]>
      </content>
      <pubDate>Wed, 08 May 2013 11:13:52 -0400</pubDate>
      <description>
        <![CDATA[In 2000, I brought up a new server and went to the internet to patch it.  I was running some pretty good port monitoring software, and noticed that within 20 seconds I was being port scanned.  Imagine what it is today.  Hacking and thievery are full time jobs for a large number of internet users - their desire is to steal what you have, or damage it, if they have emotional as well as moral issues.  Public Cloud, Private Cloud, they're all reachable and breakable.  The question for many is &quot;Do you trust someone else to defend your stuff, or do you do it in-house?&quot;  ]]>
      </description>
    </item>
    <item>
      <title>Forget The Jobless Recovery, Get Ready For The Full-Employed Recession</title>
      <link>http://seekingalpha.com/article/1408041/comments?source=feed#comment-18578621</link>
      <guid isPermaLink="false">18578621</guid>
      <content>
        <![CDATA[Having a degree in computer science, I seriously do not think that you have the ability to be a computer programmer with a two year run at a vocational school.  Helpdesk, sure.  Programmer, no.]]>
      </content>
      <pubDate>Wed, 08 May 2013 11:06:38 -0400</pubDate>
      <description>
        <![CDATA[Having a degree in computer science, I seriously do not think that you have the ability to be a computer programmer with a two year run at a vocational school.  Helpdesk, sure.  Programmer, no.]]>
      </description>
    </item>
    <item>
      <title>Forget The Jobless Recovery, Get Ready For The Full-Employed Recession</title>
      <link>http://seekingalpha.com/article/1408041/comments?source=feed#comment-18578401</link>
      <guid isPermaLink="false">18578401</guid>
      <content>
        <![CDATA[I don't think I missed his point at all.  I'm describing population movements and one can draw all sorts of investment advice from the movement of those populations, as well as the resulting damage to those areas that are left as wasteland.  To think that you can take 11 million illegals who have no interest in our political/moral underpinnings of a democratic republic, and add them to the mix without changing the nation dramatically, belongs in the well-used category of Unintended Consequences.  In our haste to make everyone welcome, they will, by virtue of NOT having bought into who we are, destroy what we've built.  If they import the racist upraised fist and middle finger that La Raza exults in, then they are actually conquering invaders, not immigrants seeking to assimilate.  If you don't know the difference, you're part of the problem.  And, yes, they will change the country for the worse.]]>
      </content>
      <pubDate>Wed, 08 May 2013 11:02:27 -0400</pubDate>
      <description>
        <![CDATA[I don't think I missed his point at all.  I'm describing population movements and one can draw all sorts of investment advice from the movement of those populations, as well as the resulting damage to those areas that are left as wasteland.  To think that you can take 11 million illegals who have no interest in our political/moral underpinnings of a democratic republic, and add them to the mix without changing the nation dramatically, belongs in the well-used category of Unintended Consequences.  In our haste to make everyone welcome, they will, by virtue of NOT having bought into who we are, destroy what we've built.  If they import the racist upraised fist and middle finger that La Raza exults in, then they are actually conquering invaders, not immigrants seeking to assimilate.  If you don't know the difference, you're part of the problem.  And, yes, they will change the country for the worse.]]>
      </description>
    </item>
    <item>
      <title>Forget The Jobless Recovery, Get Ready For The Full-Employed Recession</title>
      <link>http://seekingalpha.com/article/1408041/comments?source=feed#comment-18532921</link>
      <guid isPermaLink="false">18532921</guid>
      <content>
        <![CDATA[I predict a gradually increasing number of people retiring as soon as legally possible on SocSec, and/or getting classified as handicapped in some fashion. They will live as multiple families in single family residences to reduce cost. They will move to the sunbelt if they can afford the move. The northeast will lose the population that has money enough to get out, leaving the poor to suffer in the mess left by decades of sorry municipal and state govts. It will resemble the white flight of the 60's and 70's. It has already started, with significant progress. Cities like Detroit will become common in the north and midwest. California will become the home to the very poor and the very rich - cordoned off from each other by the walls of the rich. Water problems will exacerbate the infrastructure problems of the South and Southwest, as they absorb a large percentage of the population. Social services spending will be taken on more frequently by the federal govt as they attempt to bandaid the dwindling resources of the states and city govts of the Northeast. Larger and larger numbers of poor and their children will never enter the workforce as their education continues to become more and more irrelevant, becoming permanent wards of the state as a way of life. <br/>Oh, and it's been happening for years and will become more obvious over the next five. Now, all we need is amnesty for 11+ million illegal immigrants to really destroy the social services net in the country and our failure will become transparent to the world. <br/>Bought and paid for by the weak, the timid, and the cowards, who never really understood middle school civics lessons, that freedom has to be worked for by everyone, all the time. Too many think that it was bought and paid for in some glorious moment of the past, and now they can sit on their butts and live off someone else's investments. Lethargy reigns.]]>
      </content>
      <pubDate>Tue, 07 May 2013 10:06:36 -0400</pubDate>
      <description>
        <![CDATA[I predict a gradually increasing number of people retiring as soon as legally possible on SocSec, and/or getting classified as handicapped in some fashion. They will live as multiple families in single family residences to reduce cost. They will move to the sunbelt if they can afford the move. The northeast will lose the population that has money enough to get out, leaving the poor to suffer in the mess left by decades of sorry municipal and state govts. It will resemble the white flight of the 60's and 70's. It has already started, with significant progress. Cities like Detroit will become common in the north and midwest. California will become the home to the very poor and the very rich - cordoned off from each other by the walls of the rich. Water problems will exacerbate the infrastructure problems of the South and Southwest, as they absorb a large percentage of the population. Social services spending will be taken on more frequently by the federal govt as they attempt to bandaid the dwindling resources of the states and city govts of the Northeast. Larger and larger numbers of poor and their children will never enter the workforce as their education continues to become more and more irrelevant, becoming permanent wards of the state as a way of life. <br/>Oh, and it's been happening for years and will become more obvious over the next five. Now, all we need is amnesty for 11+ million illegal immigrants to really destroy the social services net in the country and our failure will become transparent to the world. <br/>Bought and paid for by the weak, the timid, and the cowards, who never really understood middle school civics lessons, that freedom has to be worked for by everyone, all the time. Too many think that it was bought and paid for in some glorious moment of the past, and now they can sit on their butts and live off someone else's investments. Lethargy reigns.]]>
      </description>
    </item>
    <item>
      <title>Is It Time To Short The Home Builders?</title>
      <link>http://seekingalpha.com/article/1404461/comments?source=feed#comment-18494271</link>
      <guid isPermaLink="false">18494271</guid>
      <content>
        <![CDATA[I don't believe interest rates are a factor - I haven't seen anyone balking at buying if they NEED to buy, due to interest rates.  The general feeling is that interest is so low that it isn't really a factor in what to buy, or where.  The real key is are you buying for personal or for investment?  If investment, the bar is already pretty high for qualifying - big down payment, close scrutiny, etc.  For personal, it's all about your credit history.  <br/>My personal take on this (broker/owner multiple real estate offices) - don't bet against builders in the sunbelt.  It's gangbusters in the sunbelt.  Bet against northeastern cities that don't have a wide range of industries that support them.  Niche markets are just waiting to get clobbered by the downturn that I expect to see in late Fall.  I expect that until then, homebuilders will be at maximum capacity, with the real governor being availability of tradespeople to finish out their homes.  The extent of homebuilder exposure in weak markets is the key to watch.]]>
      </content>
      <pubDate>Mon, 06 May 2013 11:29:40 -0400</pubDate>
      <description>
        <![CDATA[I don't believe interest rates are a factor - I haven't seen anyone balking at buying if they NEED to buy, due to interest rates.  The general feeling is that interest is so low that it isn't really a factor in what to buy, or where.  The real key is are you buying for personal or for investment?  If investment, the bar is already pretty high for qualifying - big down payment, close scrutiny, etc.  For personal, it's all about your credit history.  <br/>My personal take on this (broker/owner multiple real estate offices) - don't bet against builders in the sunbelt.  It's gangbusters in the sunbelt.  Bet against northeastern cities that don't have a wide range of industries that support them.  Niche markets are just waiting to get clobbered by the downturn that I expect to see in late Fall.  I expect that until then, homebuilders will be at maximum capacity, with the real governor being availability of tradespeople to finish out their homes.  The extent of homebuilder exposure in weak markets is the key to watch.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18351951</link>
      <guid isPermaLink="false">18351951</guid>
      <content>
        <![CDATA[I remember well, back in my writing days, lusting after a Selectric II with the built-in Erase Cartridge - I could quit using the little hand-held cover-up strips that you would have to stuff down into the keystrike area and try to hit a clean spot on the tape to erase that typo.  That's not even to mention the interchangeable typeball that allowed you to change fonts in just moments. I had one still in the early '90's, as an interesting topic of conversation, that I kept with my microscope collection - until it took up took much room and weighed too much.  I guess IBM has managed to adapt over the years to the total loss of all that revenue that they depended on so heavily in the typewriter market...sigh...]]>
      </content>
      <pubDate>Thu, 02 May 2013 09:35:13 -0400</pubDate>
      <description>
        <![CDATA[I remember well, back in my writing days, lusting after a Selectric II with the built-in Erase Cartridge - I could quit using the little hand-held cover-up strips that you would have to stuff down into the keystrike area and try to hit a clean spot on the tape to erase that typo.  That's not even to mention the interchangeable typeball that allowed you to change fonts in just moments. I had one still in the early '90's, as an interesting topic of conversation, that I kept with my microscope collection - until it took up took much room and weighed too much.  I guess IBM has managed to adapt over the years to the total loss of all that revenue that they depended on so heavily in the typewriter market...sigh...]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18351051</link>
      <guid isPermaLink="false">18351051</guid>
      <content>
        <![CDATA[I know, and your next pair of shoes will be a size 7D because most of the rest of the planet wears that size, on average, and you'll just have to fit into them...just like all the cloud users that you see moving to the one-size-fits-all strategy.  I don't think so.]]>
      </content>
      <pubDate>Thu, 02 May 2013 09:25:56 -0400</pubDate>
      <description>
        <![CDATA[I know, and your next pair of shoes will be a size 7D because most of the rest of the planet wears that size, on average, and you'll just have to fit into them...just like all the cloud users that you see moving to the one-size-fits-all strategy.  I don't think so.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18051841</link>
      <guid isPermaLink="false">18051841</guid>
      <content>
        <![CDATA[IBM didn't dump the PC business because they were afraid of hdwe. They'll dump anything that doesn't play into their business plan.  The Cloud isn't going to run on a bunch of white boxes - it will require some accountability at some point, once the Cloud boyz realize that you can only throw away so much hdwe before it's painful.  IBM will adjust.  These guys are not stupid, maybe just not transparent.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 17:58:27 -0400</pubDate>
      <description>
        <![CDATA[IBM didn't dump the PC business because they were afraid of hdwe. They'll dump anything that doesn't play into their business plan.  The Cloud isn't going to run on a bunch of white boxes - it will require some accountability at some point, once the Cloud boyz realize that you can only throw away so much hdwe before it's painful.  IBM will adjust.  These guys are not stupid, maybe just not transparent.]]>
      </description>
    </item>
    <item>
      <title>Gold: Where Are We Now?</title>
      <link>http://seekingalpha.com/article/1349941/comments?source=feed#comment-18001891</link>
      <guid isPermaLink="false">18001891</guid>
      <content>
        <![CDATA[Interesting - she is a piece of work, now, isn't she...?  Tom, I know they all lie, I'm just tired of contributors acting like only one group does it.  To your point, if a politician's lips are moving you know he/she is lying.  ]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 17:52:11 -0400</pubDate>
      <description>
        <![CDATA[Interesting - she is a piece of work, now, isn't she...?  Tom, I know they all lie, I'm just tired of contributors acting like only one group does it.  To your point, if a politician's lips are moving you know he/she is lying.  ]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18001651</link>
      <guid isPermaLink="false">18001651</guid>
      <content>
        <![CDATA[I reference NIST's definition of Cloud, because I think it was the best thought-out description I've seen.  You can Google that one easily enough.  <br/>Its salient features are:  On-demand self-service - provisioning of compute services;  Broad Network Acess; Resource Pooling - multi-tenancy (satisfied with Mfg and HR sharing the same datacenter); Rapid Elasticity - rapid scale in both directions; Measured Service - metering, including, in most environments, reporting and charge-back.  <br/>Any decent internal datacenter can provide all these elements for a &quot;Private&quot; cloud.  Oh, yeah, except for most govt agencies.  They are all such a dismal mess that IBM will probably make a fortune rescuing them from a horrible fate.<br/>Read the NIST paper and learn.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 17:46:14 -0400</pubDate>
      <description>
        <![CDATA[I reference NIST's definition of Cloud, because I think it was the best thought-out description I've seen.  You can Google that one easily enough.  <br/>Its salient features are:  On-demand self-service - provisioning of compute services;  Broad Network Acess; Resource Pooling - multi-tenancy (satisfied with Mfg and HR sharing the same datacenter); Rapid Elasticity - rapid scale in both directions; Measured Service - metering, including, in most environments, reporting and charge-back.  <br/>Any decent internal datacenter can provide all these elements for a &quot;Private&quot; cloud.  Oh, yeah, except for most govt agencies.  They are all such a dismal mess that IBM will probably make a fortune rescuing them from a horrible fate.<br/>Read the NIST paper and learn.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-18000921</link>
      <guid isPermaLink="false">18000921</guid>
      <content>
        <![CDATA[Everyone should give up and go home.  It's over.  Done.  Is Oprah still on?  ]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 17:34:25 -0400</pubDate>
      <description>
        <![CDATA[Everyone should give up and go home.  It's over.  Done.  Is Oprah still on?  ]]>
      </description>
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