jgbooker

Wednesday Outlook: Commodities, Global Markets

You should be able to short IYR like an ordinary stock. Have you tried?


On Jul 08 05:48 AM Macro_Man wrote:

> How does one short some of these ETFs, XLY, XRT, IYR for example.
> Or, EWZ..I know there are ultrashort ETFs for some of these...e.g.
> SRS, but if I dont want to mess with that puppy, is there a way to
> short IYR directly

Tuesday's Closing Update: Broadly Lower

I think sg hammer and chleoku are correct, we are probably going to see a correction of about 20% that will take until the end of July to finish.

The Coming Economic Collapse, Part 2

There can be no viable third party unless it too promises a free lunch. Even with all the pain, people don't want to face reality.


On Jun 09 05:34 PM Robert Nabloid wrote:

> Truth is, Bush screwed us, and Obama is currently screwing us. Either
> way, both parties have screwed us. Why isn't there a viable third
> party? Are the US citizens zombies who just vote for the man they
> like or the party they've always voted for, "just because"?

Market Outlook: Expect Volatility and a Shallow Correction

Indeed I would expect a shallow dip this summer, followed by an almost complete recovery. The bear isn't done yet though. I feel a healthy dip coming this fall. I also believe the outlook one year out is exceptionally good (regarding equities).

Stocks Undervalued in Current Economic Environment

Yikes; I don't read things the same way at all!

Why Isn't Microsoft's Strategy Working Anymore?

There haven't been any worthwhile improvements to MS software in years. The latest versions of the office software (with the ribbon concept) are actually more difficult to use than previous versions. I expect this is the reason for non-performance of the stock.

Two hours in, markets have trended lower, but on weak volume. Nasdaq is leading the way down. DJIA -1.2% to 8660. S&P -1.1% to 930. Nasdaq -1.4% to 1823. 30-year bonds +0.9%. 10-year +0.22%. 5-year -0.13%. 2-year -0.06%.

Don't markets usually sink on low volume?

More than anyone else, Ben Bernanke saved the U.S. from a second Great Depression, Jim Cramer says. "Bernanke learned the lessons of history and refused to let it repeat itself. Bernanke once seemed Lilliputian compared to Greenspan. Now their statures have been reversed."

Wow, just wow.

Yes, it's true that major indexes have broken through their 200-day MAs (however, see) - but the benchmark average is still pointed down.

Yes I agree. The 200dma slope is still significantly downwards which means we may not be at the bottom yet. More time is definitely needed.

The Rush to Spend Stimulus Dollars

Huh? If the economy is recovering without much spending of stimulus money, is it a stretch to say that the recovery will falter without more spending? Maybe I just don't understand.

"The only way out is either to have the recovery falter — no good– or to speed up spending. The problem there is that you risk really losing administrative control of the funds and a lot of bad press if it looks like the money is being wasted."

Noah Rosenblatt brings us the "awesome" back-and-forth between Jim Rogers and Cantor Fitzgerald CEO Howard Lutnick on the possibility of an imminent currency crisis. "This is uber important for endgame to this crisis and involves all of us."

I tend not to believe ANY "experts".

Why Did Bernanke Say What He Said?

Exactly!


On Jun 03 03:55 PM CuriousMonkey5 wrote:

> Clinton only balanced the budget by happening to be in office during a time of windfall tax proceeds from the tech/stock boom, and cranking up tax rates to capture even more of that fortuitous windfall. The times made the man, in his case.

Are Hedge Funds Missing the Rally?

Perhaps hedge managers see another dip coming, and will buy in at more attractive prices. That is how I would read things.

Rasmussen Poll: Americans Say Let GM Fail

Very, very interesting. Thanks for posting this.

After Two Consecutive Strong Days, What's Next?

I agree!


Fresh in from Doug Kass:

"While the media talks green shoots, the recent leg up in U.S. equities seems to be based more on demand for stocks overwhelming supply rather than substantive signs of emerging worldwide economic growth. "