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Bear Bait

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  • With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education."  [View news story]
    Now is the time to refinance Govt Debt.......
    Nov 18, 2010. 08:03 PM | 2 Likes Like |Link to Comment
  • Using the NYT as his soapbox, Warren Buffett pens a thank you letter to the U.S. government. It makes for an interesting read.  [View news story]
    I totally agree with Buffett and bbro.......
    Nov 17, 2010. 08:36 AM | 1 Like Like |Link to Comment
  • An inaugural survey of every-day Wal-Mart (WMT) items turns up a surprising 0.6% price increase over the last two months - or almost 4% Y/Y. If accurate, inflation is already moving above the Fed's target range of 2%. It would also indicate retailers may be able to raise prices while maintaining sales - a bullish signal for the industry.  [View news story]
    I would be suspicious of predicting any inflationary trends based on one company and a company that has said they are dicontinuing a price cutting program called "rollbacks".

    "Part of that strategy involves ending a series of "rollbacks", or steep price cuts, on thousands of items that did not end up boosting sales, company executives said. Instead it restored what it calls "everyday low prices" on a wider array of goods to lure shoppers."

    Here's the link to the story.
    www.cnbc.com/id/38735406
    Nov 11, 2010. 11:04 PM | 1 Like Like |Link to Comment
  • Two years from now, Windows 8 had better be a game-changing operating system if Microsoft (MSFT) wants its customer base to upgrade from Windows 7, which is still being deployed. Usually, companies want to "upgrade only to every other edition," says a Gartner analyst. Microsoft's customers proved this by staying on Windows XP instead of migrating to Vista.  [View news story]
    Not that I'm a software genius; but, my experience with W7 is lightyears better than with Vista. I still have one desktop running XP. It is less troublesome than W7. But, I'd convert it to W7 if MSFT didn't charge for every upgrade. I;m wondering about the Windows 7 for mobile phones. I'm still running a Blackberry.
    Nov 8, 2010. 11:30 AM | Likes Like |Link to Comment
  • Two years from now, Windows 8 had better be a game-changing operating system if Microsoft (MSFT) wants its customer base to upgrade from Windows 7, which is still being deployed. Usually, companies want to "upgrade only to every other edition," says a Gartner analyst. Microsoft's customers proved this by staying on Windows XP instead of migrating to Vista.  [View news story]
    I don't know that it proves the every other upgrade theory. But it sure does confirm that Vista was pretty much Bad. I'm trying to be kind. When my computer came with Vista I wanted to switch it to XP and was told I couldn't. I switched to 7 just weeks after it was out to get away from Vista.
    Nov 8, 2010. 09:28 AM | Likes Like |Link to Comment
  • With the QE2 announcement behind us, investors are shifting their focus back to the eurozone's debt problems. Irish pension issues and Greek elections are adding "new elements of uncertainty," and the euro is -1% vs. the dollar.  [View news story]
    My headline would read; With the QE2 announcement behind us, Bears are once again bringing out the old dirty laundry or the eurozone's debt problems. Irish pension issues and Greek elections are adding "new elements of uncertainty," in an attempt to supress the surging US markets. Financials, putting "Foreclosuregate" behind them, are fianlly moving up pulling the rest of the market with them.

    My opinion of course.........
    Nov 8, 2010. 08:59 AM | Likes Like |Link to Comment
  • Lawsuits are piling up claiming banks have breached the terms of mortgage modifications, foreclosing on homeowners who are current on modified payments or abruptly ending trial mortgage mods despite on-time payments. Banks deny wrongdoing, but Treasury stats show only one-third of the nearly 1.4M homeowners accepted into HAMP in the past year have had their reductions made permanent.  [View news story]
    I have no doubt I will receive a class action lawsuit notification in the mail any day. The mortgage that is now paid off was with Citi Mortgage.
    Nov 8, 2010. 07:05 AM | Likes Like |Link to Comment
  • Oct. nonfarm payrolls: +151K vs. +60K expected, -95K in Sept. Unemployment 9.6% vs. 9.6% expected, 9.6% prior.  [View news story]
    Damn, all them new Republicans haven't even been sworn in yet and the job picture is getting better already. Amazing, in just 3 days!
    Nov 5, 2010. 09:52 AM | Likes Like |Link to Comment
  • Oct. nonfarm payrolls: +151K vs. +60K expected, -95K in Sept. Unemployment 9.6% vs. 9.6% expected, 9.6% prior.  [View news story]
    Rome wasn't built in a day.
    Nov 5, 2010. 09:50 AM | Likes Like |Link to Comment
  • Top U.S. banks could face $31B in additional losses if they're forced to buy back soured mortgages that they packaged and sold to investors, S&P said in a study yesterday. Bank of America (BAC) and JPMorgan (JPM) have the most exposure, followed by Wells Fargo (WFC), U.S. Bancorp (USB), and PNC Financial (PNC).  [View news story]
    We've heard this fifteen friggin' times. My question is why is it being dragged back out the day after financials had a big day. Besides, despite all the Republican pre election rhetoric, does anyone really believe that the party that has already proposed the repeal of the Financial reform bill is going to let anything major happen to their campaign finaciers? I'm thinkin' not.
    Nov 5, 2010. 08:59 AM | 2 Likes Like |Link to Comment
  • 24/7's list of 10 companies that will "never recover" from their mistakes: Motorola (MOT), GM, MGM, Gannett (GCI), Moody's (MCO), Blockbuster (BLOKA.PK), Level 3 (LVLT), Boston Scientific (BSX), Abercrombie & Fitch (ANF), Office Depot (ODP).  [View news story]
    I don't have the slightest idea if they will or won't. But, I was told never say never. They probably said the same thing about Apple in the 80's. this and a couple bucks will get you a cup of coffee almost anywhere.
    Nov 4, 2010. 11:26 AM | Likes Like |Link to Comment
  • Dennis Gartman urges “the greatest of caution upon everyone, everywhere regarding gold. It is not just over-extended to the upside; it is hyper-extended. It is not just overbought; it is hyper-overbought. We cannot strongly enough urge everyone to avoid buying gold here and [to] those who are long begin the process of quietly heading for the exits."  [View news story]
    That's what they said about housing and tech.........
    Oct 1, 2010. 02:47 PM | 2 Likes Like |Link to Comment
  • Dennis Gartman urges “the greatest of caution upon everyone, everywhere regarding gold. It is not just over-extended to the upside; it is hyper-extended. It is not just overbought; it is hyper-overbought. We cannot strongly enough urge everyone to avoid buying gold here and [to] those who are long begin the process of quietly heading for the exits."  [View news story]
    put in your pocket......when in doubt sell half.
    Oct 1, 2010. 02:45 PM | Likes Like |Link to Comment
  • Aug. Existing Home Sales: +7.6% to 4.13M vs. 4.1M expected and downwardly revised 3.84M prior. Inventory of unsold homes on the market fell 0.6% to 3.98M, for a months supply of 11.6. Median sales prices fell 0.8% in the past year to $178,600.  [View news story]
    A friend of a friend told a friends friend that don't believe that kinda crap story!

    It may be true. But, if you based important decisions on that kind of a information, sooner or later you're gonna lose your ass!
    Sep 23, 2010. 11:13 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: +12K to 465K vs. 453K consensus. Continuing claims -48K to 4,489,000.  [View news story]
    Seems to be wobbling for lack of a better term. I rate it as not good..not bad. B'dog said flatline I have to agree.
    Sep 23, 2010. 09:21 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
689 Comments
912 Likes