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OptionManiac

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  • Toyota (TM +0.2%) believes it is near a breakthrough in developing electric motors for hybrid cars that eliminates the use of rare earth metals, whose prices have risen sharply in the past year as China restricted supply. Rare earth names pull back: AVL -4.4%, MCP -3.8%, SHZ -3.5%, REE -3.4%.  [View news story]
    It only took time.
    Jan 14, 2011. 09:51 AM | Likes Like |Link to Comment
  • Home builders expect to start on 575K single-family homes this year - up 21% from 2010, but a far cry from 2005's 1.7M. Housing doesn't really look less shaky, and that NAHB forecast has a big assumption: that job growth gets more consistent.  [View news story]
    Yeah, my neighbor's waterline busted on him - after digging it up, he discovered the "plumber" had tied about four different pieces of scrap piping to tie his house to the main water line. Builders will subcontract to the lowest bidder.
    Jan 13, 2011. 09:36 AM | Likes Like |Link to Comment
  • Are Oil Prices About to Undermine the Recovery? [View article]
    Interesting that at the Detroit car show - the big deal was good gas mileage - Ford has big people movers that get over 40 miles to the gallon. Double your fuel mileage and $4 gas becomes $2 gas. With the average age of the US auto being over 10 years, the high price of gas, and better auto technology, we may have an interesting year ahead of us.
    Jan 12, 2011. 12:46 PM | Likes Like |Link to Comment
  • The Truth About the U.S. Housing Market [View article]
    I do watch House Hunters with my wife (she has control of the remote - I watch and read) I am still bewildered how much single family homes go for along the coastal areas of FL.
    Jan 9, 2011. 12:16 PM | Likes Like |Link to Comment
  • The Truth About the U.S. Housing Market [View article]
    Let us hope they do! Seems like all the wrong people do not see the bubble forming.
    Jan 9, 2011. 12:14 PM | Likes Like |Link to Comment
  • The Truth About the U.S. Housing Market [View article]
    Detroit is getting rid of blighted homes. Let's see how their experiment works.
    Jan 9, 2011. 12:07 PM | Likes Like |Link to Comment
  • All this bullishness making you nervous? It should, James Stewart says, and it's a perfect time to think contrarian. Go ahead and buy equities, but with one eye out for the correction; bonds have corrected already; gold still isn't as industrially useful as other commodities that will see demand in recovery; and foreign markets are still attractive.  [View news story]
    Hmmm. the 70's, world's global economics have changed greatly, we are in a new reality.
    Jan 8, 2011. 06:25 PM | Likes Like |Link to Comment
  • Is This a Major Market Top? [View article]
    Hmmm....I'm paying much less in taxes (as a percentage) than I was ten years ago. Even my state taxes have gone down. You must be talking about the future, or the future that could be. Let's do the math correctly.
    Jan 6, 2011. 01:25 PM | Likes Like |Link to Comment
  • Dec. ADP Jobs Report: +297K vs. +100K expected and +92K prior (revised from +93K). The pace of job growth was "well above what is usually associated with a declining unemployment rate... After a mid-year pause, employment seems to have accelerated."  [View news story]
    lol.
    Jan 6, 2011. 09:10 AM | Likes Like |Link to Comment
  • Republicans take control of Congress, and many of the 87 GOP newcomers are novice politicians with lots of experience in industries they will now help regulate. Example: One new member who spent three decades in the oil and gas industry in Texas will help oversee drilling in the Gulf of Mexico. That's like putting "foxes in charge of the hen house," Democrats counter.  [View news story]
    I agree with you, Surfgeezer. I don't care where the regulator comes from, as long as they are experienced, smart, honest, and will care for the welfare of the people operating whatever it is they are regulating. But money and greed, it will bespoil a regulater who has been a Federal employee all his life, or a regulater who comes from industry.
    Jan 6, 2011. 06:59 AM | Likes Like |Link to Comment
  • Something has to give. Jeff Rubin argues the speedier economies Western governments are relying on to make good on their enormous debts will propel oil higher. He questions the sustainability of faster growth in a world with oil prices well above $100/barrel.  [View news story]
    Who says all that is bad? I certianly don't think so.
    Jan 6, 2011. 06:53 AM | Likes Like |Link to Comment
  • Something has to give. Jeff Rubin argues the speedier economies Western governments are relying on to make good on their enormous debts will propel oil higher. He questions the sustainability of faster growth in a world with oil prices well above $100/barrel.  [View news story]
    Gas is over $3 a gallon, and because of foreign refinery shutdowns, the US is currently a net exporter of refined fuel.
    Jan 5, 2011. 08:25 PM | Likes Like |Link to Comment
  • Something has to give. Jeff Rubin argues the speedier economies Western governments are relying on to make good on their enormous debts will propel oil higher. He questions the sustainability of faster growth in a world with oil prices well above $100/barrel.  [View news story]
    But strong economies will raise the price for a barrel of oil. The world runs on oil. Can't have it both ways.
    Jan 5, 2011. 11:55 AM | Likes Like |Link to Comment
  • Laszlo Birinyi's S&P 500 target for mid-year 2013: 2,854! - a 124% gain from yesterday's close. The market's going through the "classical pattern of run-ups, consolidation, people getting bored... and so you're in for a very long period of rising prices," he says.  [View news story]
    Right, my natural gas prices are less than half they were two years ago. And food is very weather dependent.
    Jan 4, 2011. 04:49 PM | Likes Like |Link to Comment
  • Dec. ISM Manufacturing Index: 57 vs. 57.1 consensus and 56.6 prior. Prices index 72.5 vs. 69.5 prior. Employment 55.7 vs. 57.5. Inventories 51.8 vs. 56.7. New orders 60.9 vs. 56.6.  [View news story]
    Too many people on this site see runaway inflation. Hope you are all wrong.
    Jan 3, 2011. 02:15 PM | Likes Like |Link to Comment
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