Dividend Boosts Keep Getting Bigger but Dividend Stocks Are Snoozing. Reason to Worry? [View article]
A real conservative approach IS to buy manufacturing, railroads, utilities, etc. now, and over time, with dividend increases, the yields will be large compared to the initial investment. The type of companies above have real assets and businesses that rely on real physicality. Too many high dividend companies rely on the financial shuffling of money and the whims and fortunes of the companies they are "invested" in. The real irony is that this conservative approach works best for the youngest investors who have time to allow the yields on their original investments grow over time. Instead they chase the homeruns.
The One Economic Chart That Really Matters [View article]
Been in discussions on this topic on SA. One comment was the fact that we destroyed the manufacturing capability of the rest of the western world while we geared ours up. Only place to buy light bulbs from was the US. I thought it was a good comment. The 25 billion we spent putting Europe back together ended up being a nice investment.
So, I guess we should have just done nothing. Let the big boys go under, tens of thousands in the auto industry join the bread lines, people wait outside their closed banks because the FDIC ran out of funds. The author forgets that is just what happened the first four years of the Depression. Deficit spending took the unemployment rate from 25% to 15% - and it did stay there for many years. The double dip took place when deficit spending was withdrawed. Deficit spending is very distastful, but to do nothing MAY be worse. It is very hard not to do anything when calamity strikes. Only an experiment with side by side economies in which doing nothing in one and government intervention in another would give us any answer to what is right. Unfortunately, one's ideology leads one to believe what works and what doesn't.
Rally to End Soon, Says Morgan Stanley [View article]
"We think the next 6 months will be characterized by some stimulus withdrawal (as a reaction to good growth in Asia and US), and softening leading indicators."
Huh? Good growth but softening leading indicators?
No doubt the market is ahead of itself. A correction? Sure, there is always a correction coming. Are we all going to go down the dumper? Heck, anyone who is sure we are is letting their own ideologies/politics/re... beliefs get in the way of investing. The world economy is ruled by Chaos Theory.
Just watch your stops, keep your ear to the ground, and get out of the way in case the buffalo stampede.
More on Q4 GDP: Defense spending falls 22% - the biggest drop in 40 years - leading real federal spending -15%. State/local spending -0.7%. Personal consumption expenditures +2.2% vs. 1.6% in Q3. Nonresidential fixed investment +8.4% vs. +1.8%. Stock futures dipped and then bounced on the soft print. as traders look at calendars and realize we're halfway to 2013 Q2. (full report) [View news story]
Decrease in government spending - isn't that what we want?
Ever wondered why many e-books seem way over-priced? The DOJ reckons Apple (AAPL) and 5 major publishers have been colluding to raise prices and undermine Amazon (AMZN), and plans to sue, the WSJ reports. The publishers include Simon & Schuster (CBS), Penguin (PSO), and HarperCollins (NWSA), with some of the parties involved in talks to settle. [View news story]
When companies collude the idea of a free market flies out the window. A free market is a great system, except that humans are involved, they muck up the system. That is why we have laws, humans are flawed.
If you have no regulations you will not have a free market system.
Best. Infographic. Ever. Among the things I learned: The U.S.'s 400 richest people have a greater combined net worth than the country's bottom 50%. [View news story]
I think that's why a lot of people have a hard time accepting the super rich. Too many have been making money through the financial arm of our economy, not through the industrial. Someone that makes a fortune by "playing" markets with few staff won't have the respect as someone who starts up an industry and employs 100's.
Best. Infographic. Ever. Among the things I learned: The U.S.'s 400 richest people have a greater combined net worth than the country's bottom 50%. [View news story]
Sure, there are freeloaders, but not all the poor are. I just filled three fairly low paying positions with plenty begging to work for me. Unemployment wouldn't be 9+% if no one wanted to work. Do not look at all the poor with disdain.
Beware the dead-cat bounce. We've had a good move off last week's lows, but most of the buying has been very stock specific, based on earnings or "fire-sale" valuation upgrades without much carryover into respective sectors. Narrow moves higher without broad, sector-wide participation are classic signs of a bear market rally. [View news story]
Or just buying dividend paying companies who have plenty of cash, and the investor has a big time frame ahead of them.
"Clamor and hyperbole," says Stan Druckenmiller of apocalyptic warnings from Geithner should the debt limit not be raised. Markets know the difference between a country that will not repay its debt vs. a technical default from a disruption in interest payments. "What's going to be catastrophic is if we don't solve the real problem," massive government deficits. [View news story]
America's greatest threat is not the deficit or terrorism or China - it is "impotent leadership... the lack of vision... the selling out to the highest bidder in Washington," Barry Ritholtz writes. The U.S. government "has become a giant grift, populated by Jezebels and strumpets," guided only by the "endless stream of corporate giveaways, tax loopholes and bailouts." [View news story]
And none of it very new!
I just wished they would all approach problems without and ideological bent.
"What seems astonishing today could become conventional wisdom in a short period of time," says Steve Forbes, who sees a likely return to the gold standard within 5 years. Forbes is encouraged legislators other than Ron Paul have begun warming to the idea. [View news story]
Not enough gold in the world to cover all transactions. If all transactions were gold based, there could be no real growth. We no longer live in a medieval world.
Dividend Boosts Keep Getting Bigger but Dividend Stocks Are Snoozing. Reason to Worry? [View article]
The real irony is that this conservative approach works best for the youngest investors who have time to allow the yields on their original investments grow over time. Instead they chase the homeruns.
The One Economic Chart That Really Matters [View article]
Sick of Sycophants [View article]
Deficit spending is very distastful, but to do nothing MAY be worse. It is very hard not to do anything when calamity strikes.
Only an experiment with side by side economies in which doing nothing in one and government intervention in another would give us any answer to what is right. Unfortunately, one's ideology leads one to believe what works and what doesn't.
It's High Time for Cameron and the Conservatives to End the U.K. 'Nanny State' [View article]
Goldman Sachs: Turnabout Is More Than Fair Play [View article]
Rally to End Soon, Says Morgan Stanley [View article]
Huh? Good growth but softening leading indicators?
No doubt the market is ahead of itself. A correction? Sure, there is always a correction coming. Are we all going to go down the dumper? Heck, anyone who is sure we are is letting their own ideologies/politics/re... beliefs get in the way of investing. The world economy is ruled by Chaos Theory.
Just watch your stops, keep your ear to the ground, and get out of the way in case the buffalo stampede.
More on Q4 GDP: Defense spending falls 22% - the biggest drop in 40 years - leading real federal spending -15%. State/local spending -0.7%. Personal consumption expenditures +2.2% vs. 1.6% in Q3. Nonresidential fixed investment +8.4% vs. +1.8%. Stock futures dipped and then bounced on the soft print. as traders look at calendars and realize we're halfway to 2013 Q2. (full report) [View news story]
Aug ADP Jobs Report: +201K vs. +149K consensus, 163K prior. [View news story]
Ever wondered why many e-books seem way over-priced? The DOJ reckons Apple (AAPL) and 5 major publishers have been colluding to raise prices and undermine Amazon (AMZN), and plans to sue, the WSJ reports. The publishers include Simon & Schuster (CBS), Penguin (PSO), and HarperCollins (NWSA), with some of the parties involved in talks to settle. [View news story]
If you have no regulations you will not have a free market system.
Best. Infographic. Ever. Among the things I learned: The U.S.'s 400 richest people have a greater combined net worth than the country's bottom 50%. [View news story]
Best. Infographic. Ever. Among the things I learned: The U.S.'s 400 richest people have a greater combined net worth than the country's bottom 50%. [View news story]
Beware the dead-cat bounce. We've had a good move off last week's lows, but most of the buying has been very stock specific, based on earnings or "fire-sale" valuation upgrades without much carryover into respective sectors. Narrow moves higher without broad, sector-wide participation are classic signs of a bear market rally. [View news story]
"Clamor and hyperbole," says Stan Druckenmiller of apocalyptic warnings from Geithner should the debt limit not be raised. Markets know the difference between a country that will not repay its debt vs. a technical default from a disruption in interest payments. "What's going to be catastrophic is if we don't solve the real problem," massive government deficits. [View news story]
America's greatest threat is not the deficit or terrorism or China - it is "impotent leadership... the lack of vision... the selling out to the highest bidder in Washington," Barry Ritholtz writes. The U.S. government "has become a giant grift, populated by Jezebels and strumpets," guided only by the "endless stream of corporate giveaways, tax loopholes and bailouts." [View news story]
I just wished they would all approach problems without and ideological bent.
"What seems astonishing today could become conventional wisdom in a short period of time," says Steve Forbes, who sees a likely return to the gold standard within 5 years. Forbes is encouraged legislators other than Ron Paul have begun warming to the idea. [View news story]