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LKofEnglish

LKofEnglish
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  • Corn, Spring Wheat Planting Off To A Fast Start [View article]
    you're lookin' Marc. Losin' weight? Anywho "how does last year's bumper crop translate into profits for food producers" like General Mills/Pillsbury or Kraft/Nabisco? It would seem there is a point where there is so much supply that even they won't have to price themselves out of their own market anymore. Any thoughts "on the downstream"?
    Apr 3 04:34 AM | 1 Like Like |Link to Comment
  • Corn, Spring Wheat Planting Off To A Fast Start [View article]
    well he did mention the winter wheat crop as well. shall we complain about the past while we're at it? not that farmers ever complain....nooooo. why would a farmer do that?
    Apr 3 04:32 AM | Likes Like |Link to Comment
  • Why Stocks Are Still Attractive Despite Dearth Of Optimism [View article]
    the fact of the matter is that the bulk of US CEO's still remain incredibly timid when it comes to capital outlays...let alone product development. Apple is the lone "shining star"--but of course "the way forward" as well. "Business of business is risk." Apple was left for dead until Bill Gates saved them and Steve Jobs ran them. Interest rates remain at all time lows, the retail investor is nowhere to be found, scandals still abound on Wall Street (MF Global anyone?)--and the USA has to wait for the likes of Total, Statoil, Royal Dutch Petroleum, and our local utility? This is more than a failure of imagination. GE should have gone bankrupt "trying to preserve their triple A credit rating." Too much financial engineering...and none of the real thing. Now is not the time to be timid. Money will never be this...dare i say it...FREE!
    Apr 3 04:31 AM | Likes Like |Link to Comment
  • GE's $1B investment in its domestic appliances ops, which includes bringing jobs back from abroad, is "as risky an investment as we have ever made," says CEO Jeff Immelt. However, unit CEO Chip Blankenship says that while overseas production brought a one-off cost benefit, "we found over time that wasn’t that sustainable a business model."  [View news story]
    one of the "more risky" moves? they outsourced the entire company and darn near went bankrupt in the process. at a certain level THEY SHOULD HAVE. Glad to see they're back from the dead "in the name of a triple A credit rating." Didn't see them singing high praises for Ben Bernanke of course...even though he's the only reason they're even around to to do whatever it is they're doing. What are we down in 10 years? 67%? Wow..."nice job, guys."
    Apr 3 04:30 AM | Likes Like |Link to Comment
  • Dollar Under Pressure At Month End [View article]
    didn't know Brown Brothers Harriman meant you "risked you're own capital to the last cuff link." Lloyds of London stuff. Still true?
    Mar 30 11:55 PM | Likes Like |Link to Comment
  • Don't Surrender The CAPE [View article]
    this is excellent stuff--and i totally agree. the problem of course is "money itself is worthless" so all the repatriation produces basically zilch. as a consequence "commodities indeed are king"...but equally so are the..."extraction techniques." and therein lies "the revolution" as they say. "ten trucks and an attitude problem" makes you a natural gas tycoon. and since gas unlike oil is basically free you want to invest in the MOST capital intensive industries out there: chemicals, steel, autos, OIL ironically enough!--and the big mutha of them all: BANKING.
    Mar 30 06:42 PM | Likes Like |Link to Comment
  • Bernanke's Problem With The Gold Standard [View article]
    i agree that "Ben Bernanke will not fire himself." "Gold-money" is FAR from enduring however...not when Governments simply CONFISCATE EVERYTHING. Nooo. CAPITAL is GOLD MONEY. And we need TRILLIONS IN CAPITAL just to finance GOVERNMENT.
    Mar 30 06:41 PM | Likes Like |Link to Comment
  • Nautilus Minerals Wants To Find Gold From The Ocean [View article]
    i'm very concerned about the political risks myself. you never know when...'the State of Whaledom" might come down on ya while you're literally..."picking the tons of gold just lying on the seabed off the floor.
    Mar 30 10:07 AM | 1 Like Like |Link to Comment
  • The Coup In Beijing: What It Means For Fertilizer Stocks [View article]
    25 million tons sounds like a lot but in fact isn't. also "you're limited by a growing season" in the softies. i would argue you want to be long capital itself....and by that i mean "plant and equipment"...as 'the experiment" takes hold in China. In particular you want to be long transportation capital...railroads, trucks, airships...as the cost of the fuel is on the verge of collapsing to nil at the same time the cost of a single F-35 fighter jet has risen to a billion dollars.
    Mar 30 09:23 AM | Likes Like |Link to Comment
  • Bernanke's Problem With The Gold Standard [View article]
    the Bismark approach has worked interestingly enough. The returns on Social Security...until now POTENTIALLY of course...have VASTLY outperformed any fund...active or otherwise managed. In this sense "a job is more valuable than all of Wall Street combined." As they say of the airline industry "they've never made a profit in their entire history." And "they never will, either."
    Mar 30 09:22 AM | 1 Like Like |Link to Comment
  • The Evolution Of Prepaid Debit [View article]
    how big's the euro rescue pre-paid card looking?
    Mar 30 07:10 AM | Likes Like |Link to Comment
  • Inflation Risk Stalks The U.S. Economy [View article]
    i think inflation has pretty much "done it's thing." we're well on are way to "part deux" (or is it the deus ex machina?) that would be "the tide going out on public finance." i don't think we can ask anymore from our public officials in Washington do you? I mean TRILLION DOLLAR DEFICITS! Truly amazing people. (and i'm being serious.) "Never have so many owed so much to so few." If the media's answer is to gin up a riot in Florida...hey, that's their thing. "I'll take peace and calm" myself. To the extent they allow me to have it of course...
    Mar 29 05:41 AM | 1 Like Like |Link to Comment
  • In his appearance before the House Appropriations subcommittee today, Treasury Secretary Geithner said China's holdings of Treasurys give the Asian nation no particular leverage over the U.S. "I think we are still absolutely masters of our own fate. The biggest risk to the United States is not what other countries choose to do." It's that "Washington fails to find the ability to do things together to solve problems."  [View news story]
    a lot better than with the last ten Secretary of Treasuries actually. "He's earned it" as they say. In fact I would argue "he's been the first good one since Andrew Mellon." And of course that guy got killed for his effectiveness. I think this one will fare better. Needless to say "take any bank you wish Mr. Secretary." They're all right back where they were in 2008 before he had to rescue every single one of them.
    Mar 29 05:40 AM | Likes Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    In the 70's USA Inc. reported nothing but massive losses by and large. "And the equity space was basically flat" from 68 to 78. Inflation adjusted probably some of the worst returns in history...but the American people have been obliterated by this downturn. Prices are going to FALL due to the particularly vicious form of inflation that has been generated in this "recovery." And i am NOT blaming The Bernank for this btw. "direct from Wall Street" as they say. And "reap the whirlwind" they have. mark my words: that City will be half the size it is now in 10 years. oh i'm sure the ego's will remain the same. "problem with their id." takes the spirit right out of everyplace "it" goes. not that they play baseball up here anymore either. "who cares" right? "all they did up here is invent the game." and who needs America's past-time anymore? FAR too much cheating to done first...
    Mar 28 05:45 PM | Likes Like |Link to Comment
  • Home Prices Decline But Future Looking Bright [View article]
    I read many "histories of financial bubbles"...and this one is easily "one for the record books." I would argue it is easily the biggest in history to burst...but since the USA has the world's reserve currency, and incredible depth and breadth to its capital markets and amazing certitude when executing a policy response "it hasn't been a total Day of Reckoning." Still... the housing prices must fall below trend. "That's how bubbles work." And we have long way to go for that to happen. I still don't understand why everyone go's nutso over trying to maintain a false value for housing stock. Once the market is cleared "you're creating an instant wealth effect" by dropping the housing prices to "at or near zero." Should the incomes sustain the housing level confidence is restored indeed. Falsely inflating housing values however strikes me as "more of the same bad medicine." You're forcing an already bankrupt populace into yet again something they can't afford. How is that good going forward? Anywho..."it SHOULD be far worse." God smiles on us. Shall we all thumb our nose at him together then?
    Mar 28 05:56 AM | 3 Likes Like |Link to Comment
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