sidney

5 Comments

    • Hard Times in Hong Kong? [view article]
      China to Tibet: "All your base are belong to us" Aug 29 12:14 AM
    • Chart of the Day: Anatomy of a Bear Market [view article]
      i would suggest you pull up japan's bear market crash info as a type 3 for what it looks like to see an real estate/stock market combined crash... bet its not pretty Jul 10 07:47 PM
    • Lessons from the Best-Ever Hedge Fund Manager [view article]
      Its not just one of the best articles on seekingalpha its one of the best investment historical examples period. Bravo!
      Apr 14 02:48 PM
    • Signs That Foreclosures May Be Peaking [view article]
      If prices were held constant as well as employment (a typical economist perspective) I could understand that a reduction in arm resets would contribute to a decline in foreclosures. I would also grant that if reseting arm's were pegged at the same rate(are they allowed to go lower?) then it wouldn't matter how many are reseting there shouldn't be a foreclosure problem at all and again you would expect to see a decline in foreclosures. Yet the two assumptions are not holding up and may be in their own downward spirial. If job growth is slowing or in decline than a new source of foreclosures are people not being able to make their payments regardless of any resets(at higher or same rates). If the value of the homes are droping then again the likelihood of investors in negative equity situations higly increases the odds of them simply walking away. If we are indeed in a downward spiral pluging up the arm reset hole may not be sufficient to stop the negative feedback loop from continuing on its course. It reminds me more like a phsyics equation where the initial push to get the ball rolling may have been the arm reseting but as prices fall and jobs dry up due to less equity/borrowing/spend... feedbacks then the ball is continuing to roll down an ever steeper slope and more likely may accelerate as the slope continues to steepin with or without any more push from the arms reset. Apr 09 08:13 PM
    • Buying Yahoo Ahead of the Alibaba IPO [view article]
      why not by 9984: jp instead? it controls ~30% of alibaba's parent company... not to mention a highly leveraged bet on private wireless vs public(ntt) Nov 04 04:12 PM
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