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Papaswamp

Papaswamp
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  • US Dollar: "I'm Not Dead Yet!" [View article]
    Been alot of rumbling about the Krone and Norges Bank popping the interest rates up, but then again they may stay sidelined until Dec..
    Kjaerlighet Norge!
    Oct 7 06:23 AM | 4 Likes Like |Link to Comment
  • Kyle Bass Bets on Mortgages [View article]
    Pay no attention to the collapsing Commercial real estate over there...all is ok
    www.businessinsider.co...
    Oct 6 06:02 PM | Likes Like |Link to Comment
  • Christopher Whalen of Institutional Risk Analytics expects a fourth-quarter bank "bloodbath" (video, 5:56). Why's money going into the sector? "Because the real economy is dying ... everyone is fleeing into the stocks and bonds because they’re liquid at the moment. That’s not a good sign."  [View news story]
    That must be why the Fed refuses to release information on the banks...because they are really doing well.
    Oct 6 05:32 PM | 1 Like Like |Link to Comment
  • Employment in Crisis [View article]
    And here all this time I thought services (non-manufacturing) didn't manufacture anything. Did you read the report? 5 gainers and 13 decliners in the services sector. the top 2 leading the way..Utilities and Health/social services (smells like federal stimulus dollars filtering into the state and local services).
    The losers:
    Arts, Entertainment & Recreation; Agriculture, Forestry, Fishing & Hunting; Accommodation & Food Services; Mining; Public Administration; Other Services; Real Estate, Rental & Leasing; Professional, Scientific & Technical Services; Information; Management of Companies & Support Services; Finance & Insurance; Educational Services; and Transportation & Warehousing.

    Just because something is above the magic '50' mark doesn't mean all is well.

    The 70% of the economy (the consumer), is in debt, out of work, worried about keeping their job or buckling down for a nasty winter.
    They only come out when free money gets injected into the system, and thus stupidly lured into more debt (cash for clunkers).

    On Oct 06 08:51 AM rick12345 wrote:

    > The USA has a services based economy, accounting for about 70% of
    > GDP. In other words it does not export a lot of manufactured goods.
    > As yesterdays result clearly showed things are on the mend, so I
    > would expect the employment situation to get a lot better from here
    > on in. Unless I am mistaken, consumer confidence should show a more
    > positive result today.
    Oct 6 02:29 PM | 1 Like Like |Link to Comment
  • Market Bias Remains to the Upside [View article]
    China also snapped up a third of the IMFs SDR bonds (with Brazil, Russia and India being the other big buyers). Something is afoot...
    Oct 6 11:31 AM | 2 Likes Like |Link to Comment
  • Bloomberg News files a brief opposing the Fed's request for a stay delaying the release of public records containing information about banks' lending activities during the financial crisis. Last week, the Fed filed for a stay, saying disclosure could cause "irreparable harm" to borrowers.  [View news story]
    Uh...appeals court just ruled they don't have to 'immediately' disclose... so the scam can continue.

    How about that congress approving a staffer and office pay/spending raise...woohoo the economy must be recovering!
    Oct 6 11:27 AM | 1 Like Like |Link to Comment
  • Bloomberg News files a brief opposing the Fed's request for a stay delaying the release of public records containing information about banks' lending activities during the financial crisis. Last week, the Fed filed for a stay, saying disclosure could cause "irreparable harm" to borrowers.  [View news story]
    They might as well release it...the market seems to careless how much debt or how crappy things are...buy,buy,spend, spend....weeeee
    Oct 6 10:45 AM | 4 Likes Like |Link to Comment
  • Dollar Hegemony Is Ending [View article]
    Awesome article/blog....spot on.
    Oct 6 10:10 AM | 1 Like Like |Link to Comment
  • Australia (ETF: EWA) unexpectedly raises its interest rate target by 0.25 to 3.25%, making it the first G-20 country to begin unwinding monetary stimulus. "The global economy is resuming growth," it said, predicting inflation would continue to moderate, "but now will probably not fall as far as earlier thought." Bank says the risk of a serious economic contraction has passed.  [View news story]
    The impact will be interesting, wonder how many (if any) Asia countries will follow suit?

    Coupled with a article in the Independent
    www.independent.co.uk/...

    It doesn't look like a bright future for the US. Perhaps the world has finally gotten tired of our debt.
    Oct 6 08:02 AM | Likes Like |Link to Comment
  • New 'Crash' Warnings for U.S. Markets [View article]
    If the US debt continues to skyrocket the doom and gloomers will be correct. You cannot prop up a system based on massive debt. Aussies already moving and raised interest rates...if more of Asia follows, the dollar will continue to die and our debt become un-payable.
    Oct 6 07:41 AM | 23 Likes Like |Link to Comment
  • The Reserve Bank of Australia raises interest rates a quarter-point, making it the first G-20 nation to start tightening - though the country was the only developed economy to sidestep the global recession.  [View news story]
    It will be interesting to see if more of Asia follows shortly.
    Oct 6 07:34 AM | 1 Like Like |Link to Comment
  • CIT Group (CIT -2.6%) may increase the size of a bondholder loan for $3B it took in July, a source says. The facility would work whether or not the firm goes bankrupt, compared to a previous plan for $5B-7B of debtor-in-possession financing. (earlier)  [View news story]
    Zombie......
    Oct 5 03:21 PM | Likes Like |Link to Comment
  • Service Sector Growth Points to Strong Recovery [View article]
    5 service up and 13 down....utilities and social services leading the gainers (me smells stimulus money)...
    13 down:
    Arts, Entertainment & Recreation; Agriculture, Forestry, Fishing & Hunting; Accommodation & Food Services; Mining; Public Administration; Other Services; Real Estate, Rental & Leasing; Professional, Scientific & Technical Services; Information; Management of Companies & Support Services; Finance & Insurance; Educational Services; and Transportation & Warehousing
    Oct 5 12:56 PM | 1 Like Like |Link to Comment
  • Ah the Huffington Post...the bastion of fine economic writing and accuracy.... damn i spilled my wine.
    Oct 5 12:53 PM | Likes Like |Link to Comment
  • Sept. ISM Services Index: 50.9 vs. consensus of 50 even, the highest since Oct. 2007, and up from 48.4 in August. Business activity index jumps to 55.1 from 51.3. New orders to 54.2 from 49.9. Prices paid index plunges to 44.3 from 63.1.  [View news story]
    5 industries showed growth and 13 showed contraction....

    Utilities and Healthcare/Social Services led the positive side.... smells like stimulus money.

    Sectors that contracted:
    Arts, Entertainment & Recreation; Agriculture, Forestry, Fishing & Hunting; Accommodation & Food Services; Mining; Public Administration; Other Services; Real Estate, Rental & Leasing; Professional, Scientific & Technical Services; Information; Management of Companies & Support Services; Finance & Insurance; Educational Services; and Transportation & Warehousing.

    How the heck do they get a 'positive' outlook?
    Oct 5 10:25 AM | 4 Likes Like |Link to Comment
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