Novice6

Will Dubai's Standstill Spark a Reversal in the Dollar?

Agree strongly.

On Nov 27 09:47 AM derryl wrote:
> In answer to the question posed in the title of Cam's article I say,
> yes, the Dubai issue will spook the markets and initiate a short
> term pullback where the dollar will temporarily turn higher...

The Other Imminent China Bubble

Interesting stuff.

Wall Street Breakfast: Must-Know News

Thank you Daffy. You're dead on.


On Mar 13 09:12 AM daffy wrote:

> I am curious as to who believes Lewis and Pandit?
>

Nine Select Companies Raising Their Dividends

KMB Around 122% debt? Quarterly decreases in sales and earnings. Not great earnings anyway. The ROE is great but so what? The insiders are selling at this level according to a weekly chart. Strange that they upped their dividend.

The Road to Bank Nationalization

Nice writeup Mr. Browne. Certainly BAC is in trouble, but I'm not sure exactly what the share price means at this point. The private debt market sector is innovative, creative, and not as smart as it thinks it is; adolescent. Now dad, not a great example of fiscal responsibility, has to clean up the mess.

Is Netflix the Next Apple?

Manhook, You're on to something. There were good MP3 players before the iPod came out (I had one), just like Kindle.

On Jan 19 09:47 AM Manhook wrote:

> Bryan,
> I think you're missing Apple's biz model and infrastructure possibilities:
> should your blog be "will Apple be the next Netfix?" Consider the
> following possibility:
> Apple introduces this summer a new product with a screen size perhaps
> 2X the iTouch. Then they transform the book business like they did
> to music and attack Amazon's business. Imagine downloading a book
> onto this device (a la Kindle) and being able to read or listen to
> it, with Apple providing the SW to switch back and forth to written/spoken
> word at the user's want....and doing so on the word, without missing
> a beat. Then they expand their digital store to go after the download
> of all digital products with this new device in concert with Apple
> TV. Hello movies! Goodbye Blockbuster and Netflix. Both will see
> declining businesses similar to the decline in music CD sales. Think
> big!
>

There's Unemployment ... And Then There's Unemployment

Doc,
Other countries are in the same shape we are or worse. They won't have the ability to invade. Our liars have better suits than their liars; that's all.


On Jan 10 08:32 AM Dr.Jackpot wrote:

> Fact is-----most Americans don't do anything PRODUCTIVE. My 22 year
> old grandson (definitely not rich) never did a hard days work that
> I know of. Nobody in my neighborhood does anything or produces anything.
> One way or another (military pensions, federal aid, SS, food stamps,
> paid tuition, government pensions, housing subsidy, etc, etc, etc)
> everyone is on the dole to sit on their butt. So 90 % of us are
> unemployed and the rest are illegals doing the roofing and digging.
> We're not pulling our weight so we are getting soft and squishy and
> won't survive the coming invasion when we renege our debts in 5 years.

AIG Needs More of Your Grandkids' Money

Thanks for the great article. The government knows that criminal prosecution is not possible for the rats that destroyed AIG. That is, proving criminal activity in a court of law is either impossible or not cost effective because of the number of defendants that would be tried. The US government will continue to bail out firms where this is the case. The problem is that the rats are still in the buildings; "continuing to do business".

Ebbing Economic Tide is Lowering All Boats

Thanks for an excellent summary of the worldwide markets!

Upping the Stimulus Dosage

Thanks for the note Peter. I don't know about: "the state is no substitute for the invisible hand of the free market". Seems like AIG had something going on for $123B to disappear, eh? Both the "government" and the "free market" were cheating and lying. Now no one trusts them. I think your analysis of the foreign economies changing their production to satisfy domestic demands, as noted in "Crash Proof"is going to start soon. It should if foreign producers are smart and move quickly.

Not Your Grandfather's Great Depression

Thanks Peter. I think you were right that the foreign markets and industries will wake up and begin funding and producing for their own domestic markets. Mainly because the export markets (US, UK, Europe) are drying up. Best of luck.

Retail Sales Report: Do Facts Mean Nothing?

Markets can remain irrational longer than you can remain solvent. -- Keynes