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  • What happened to the dollar? After a rally through the spring, it's slumped against euro and yen on soft U.S. growth and euro stabilization. Or could it be ... China? The smart time is now, after all, for China to quietly rebalance away from the dollar.  [View news story]
    Whenever the world economy picks up and financial stress decreases, USD goes down;

    Whenever investors think the world economy goes down the drain and banks are about to go under, USD goes up.

    For the US economy itself, declining USD is mostly beneficial, and the only major drawback is that consumers pay more at pumps.
    Aug 7 01:37 PM | Likes Like |Link to Comment
  • Why Does the Market Hate Intel? [View article]
    Intel has squandered billions during the last decade and can't get anything done outside the CPU.
    Aug 4 03:51 PM | 2 Likes Like |Link to Comment
  • Why Are Blue Chips So Cheap? [View article]
    There are too many retirees who are eagerly selling XOM for various reasons.

    If late 70s is any guide, the market can ignore fundamentals for a very long time.
    Aug 4 02:37 PM | 1 Like Like |Link to Comment
  • What Will Demand Be for Lithium Batteries? [View article]
    Explosion of lithium batteries is spectacular compared to gasoline tanks.
    Aug 1 08:33 PM | Likes Like |Link to Comment
  • The Striking Reality of Japanese Deflation [View article]
    In a country where the population growth is quite negative, what can you expect?

    On one hand, you have ever decreasing demand, on the other hand, productivity is steadily improving, and people still expect hyperinflation?
    Aug 1 06:28 PM | 1 Like Like |Link to Comment
  • More Than 4 Million Homeowners Owe 50%+ Above House Value [View article]
    I think eventually these 4 million are ALL going to walk. Assume an average loan balance of $200k and 55% loss ratio, that would mean another $440 billion loss for FNM/FRE to swallow.

    No wonder they removed the loss cap last year.
    Aug 1 02:56 AM | 5 Likes Like |Link to Comment
  • What Would Turn David Rosenberg Bullish? [View instapost]
    I'm afraid that by the time all these conditions are fulfilled, S&P would stand at 1600 and be ready for the next great bear market.

    In January 1973, everything just looked great, including the peace prospect in Vietnam.
    Jul 30 11:27 PM | 1 Like Like |Link to Comment
  • Now's the Time to Own Exxon [View article]
    I would not get too excited about dividends. If Congress does nothing next year, dividends will get taxed again as income. Double taxation really sucks, and companies focusing more on buybacks are going to have the last laugh.
    Jul 28 02:15 PM | 3 Likes Like |Link to Comment
  • High Speed Rail May Threaten Freight Rail Renaissance [View article]
    US population density is too low for passenger rail traffic to become viable, with a few exceptions in major metropolitan areas.

    Germany is just slightly bigger than Colorado, but has at least 15 times the population. You wanna build high speed rail in places such as Colorado? Good luck!
    Jul 28 01:38 AM | Likes Like |Link to Comment
  • 103 Bank Failures: Why They Failed [View article]
    During the roaring 20s, thousands of small banks failed, and nobody really gave them a damn. There were no bank runs.

    Then in December 1930, the Bank of the United States, America's 6th largest bank and a member of the Federal Reserve board, shut down. DJIA was 181 before its failure, and barely 19 months later, the Dow hit 44.

    Big banks, whether you like it or not, are really too big to fail.
    Jul 27 01:05 AM | Likes Like |Link to Comment
  • The Berkshire-Buffett Bailout [View article]
    If it were not for all those measures stopping the bank runs, hundreds of millions of Americans' retirement accounts could very well suffer irrevocable losses. So in a sense EVERY investors got bailed out, does that mean you should be outraged at them, too?

    People are right to be outraged at banksters. But even lynching those guys would help me little, if my own retirement savings got wiped out.
    Jul 27 12:36 AM | Likes Like |Link to Comment
  • Most of the developed world is pretty much in line when it comes to income distribution, but not the U.S., Brett Arends asserts, where the results are more in line with Zimbabwe, Argentina and El Salvador. The average Fortune 500 CEO pockets $10.5M a year, more than 300 times the average worker's pay.  [View news story]
    We need more Bill Gates & Warren Buffett, and fewer Chuck Prince & Mark Sullivan.
    Jul 20 06:56 PM | 2 Likes Like |Link to Comment
  • The Unresolved Mortgage Bubble [View article]
    Speaking of inflation, if our "leaders" are not careful, we will get the worst of two worlds: hyperinflation in food, energy, healthcare prices, and severe deflation in equity and real estate prices.

    That's the ultimate combination for mass riots and armed insurrections.
    Jul 18 10:02 PM | 5 Likes Like |Link to Comment
  • Didn't Quantitative Easing End in March? [View article]
    Hey, at least 30% of Americans' financial assets and more than 50% of their retirement savings are in stocks, their willingness to spend (consumer confidence) depends on the wellbeing of the stock market, and our economy depends on consumers.

    Why shouldn't the Fed engage in a little reflexivity, especially that the inflation is low at moment?

    Otherwise, your made a great observation and provided very useful information.
    Jul 14 04:08 PM | 2 Likes Like |Link to Comment
  • Phasing Out Non-Recourse Home Loans [View article]
    The solution is not to eliminate non-recourse loans, but to force large down payments (30%) on these loans.
    Jul 11 01:15 PM | 8 Likes Like |Link to Comment