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The Patriot

The Patriot
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  • Robert Fishman says Portugal's need for a bailout is the result of attack by speculators and credit rating agencies who have succeeded in bringing down the existing government and shackling the next one. These market forces are growing so powerful as to threaten the sovereignty of any government, even the U.S.  [View news story]
    Absolutely !!!
    Apr 13, 2011. 04:01 PM | 4 Likes Like |Link to Comment
  • In response to the high level of radioactive contamination, Japan comes up with the natural governmental response - it raises from 6K CPM to 100K CPM the level at which people must undergo mandatory decontamination. The government says this change will not endanger health.  [View news story]
    Same thing Obama is doing with the debt levels.
    Mar 21, 2011. 01:14 PM | 2 Likes Like |Link to Comment
  • The Economist laments herd mentality, as people in countries nowhere near Japan stock up on iodine pills, sending the price of a packet up to $540 from $10.  [View news story]
    Time will tell.
    Mar 16, 2011. 07:05 PM | 1 Like Like |Link to Comment
  • The Economist laments herd mentality, as people in countries nowhere near Japan stock up on iodine pills, sending the price of a packet up to $540 from $10.  [View news story]
    What does it say for scarcity of a product ?? What if it were for real ?? What if it was for an immunity for an epidemic ??
    The scenario would get ugly, quickly.
    Mar 16, 2011. 06:50 PM | 1 Like Like |Link to Comment
  • Japan Earthquake Through the Macro Lens: 3 Recovery Plays [View article]
    I seen several news scenes of resuce and clean - up.
    The back hoes that were in use, all had CAT on the sides.
    Mar 14, 2011. 08:35 AM | Likes Like |Link to Comment
  • Japan Earthquake Through the Macro Lens: 3 Recovery Plays [View article]
    Nothing like a good disaster to stimulate the forest products industry,cement,steel, and machinery (CAT).
    Mar 13, 2011. 07:22 PM | 4 Likes Like |Link to Comment
  • Boeing's (BA) 787 Dreamliner, billions of dollars over budget and some three years late, is teaching a costly lesson on outsourcing, Michael Hiltzik writes: Farming out work to suppliers around the U.S. and in foreign countries hasn't saved money; instead, it has driven up costs.  [View news story]
    Add in much higher transportation costs, and it makes outsourcing even less attractive. This may be what saves the US.
    Feb 16, 2011. 04:46 PM | 1 Like Like |Link to Comment
  • "By the time the Fed becomes institutionally aware that inflation is raging across the globe... it will be too late," Chris Martenson writes. "While the money-printing-induced high we're currently on may feel fun today, the unavoidable inflationary smackdown we'll experience tomorrow most certainly will not."  [View news story]
    "I hear the train a comin'
    It's rolling round the bend
    And I ain't seen the sunshine since I don't know when"


    Johnny Cash
    Feb 2, 2011. 04:00 PM | 3 Likes Like |Link to Comment
  • GDP came in slightly below consensus, but the report contained many points of strength. Real final sales, which exclude inventories, rose 7.1%, much more than expected and the best gain since Q2 1984. Personal consumption increased 4.4%, its strongest growth rate since Q1 2006. Fixed investment gained 4.2%, including a 0.8% increase in nonresidential structures.  [View news story]
    Agree. For every positive there is an equal negative. I am fortunate to be still working(Praise the Lord) in the forest products industry. I know of many that are hanging on by a thread : ( I believe that even a small slowdown will send the US tumbling.
    Jan 28, 2011. 11:31 AM | 1 Like Like |Link to Comment
  • Commodities have shown that they can drop, and combined with the Fed's affirmation that it will go through with all of QE2, that's not only of interest to futures traders - it's a sign that the liquidity tide can turn after all, a portentous warning for stocks.  [View news story]
    But until then, party on !!
    Jan 26, 2011. 07:11 PM | 3 Likes Like |Link to Comment
  • Rail Traffic Increase: A Good Gauge of Economic Expansion [View article]
    My office overlooks a Norfolk Southern railway that serves central Ga. and eventually ends up at the port in Savannah.
    I have had this view many years and as a "real world" check, I write down the number of cars and the company and product. Forest products,chemicals,and coal are on the rise from VERY depressed numbers. Would love to know the contents of the big increase in container cars.
    Jan 12, 2011. 12:54 PM | 2 Likes Like |Link to Comment
  • Sales in many U.S. vacation communities soared last year to levels not seen since boom times, driven by deep discounts, cash purchases and buyers' rising stock portfolios. The strength of second-home sales paints a stark contrast to the overall housing market, which is expected to worsen in 2011.  [View news story]
    The SMART get richer. Anyone who has the sense to accumulate wealth, will use this as an opportunity. Just a natural event in the cycle.
    Jan 10, 2011. 03:57 PM | 5 Likes Like |Link to Comment
  • In the Q&A follow-up to his testimony, Ben Bernanke says don't worry too much about muni bonds: "We're not seeing extraordinary stress." The Fed's got "no expectation or intention to get involved in state and local finance" despite some authority to do so. And don't panic on inflation: "The facts are that inflation is 1% including food and fuel."  [View news story]
    I keep having these overwhelming urges at night to amass more
    bullets and food : (
    Jan 7, 2011. 01:03 PM | 4 Likes Like |Link to Comment
  • In the Q&A follow-up to his testimony, Ben Bernanke says don't worry too much about muni bonds: "We're not seeing extraordinary stress." The Fed's got "no expectation or intention to get involved in state and local finance" despite some authority to do so. And don't panic on inflation: "The facts are that inflation is 1% including food and fuel."  [View news story]
    The stuff I have declines in value and the stuff I need cost more. Maybe its not inflation but the end result is the same.
    Jan 7, 2011. 12:36 PM | 4 Likes Like |Link to Comment
  • Sales at Sears (SHLD) lag its major competitors, and many of the company’s 2,200 Sears and Kmart stores are run-down and in undesirable locations, according to a NYT profile. Many stores are in older malls, and Sears has invested much less in store improvements than Macy’s (M), Target (TGT), Wal-Mart (WMT) or J. C. Penney (JCP).  [View news story]
    I use many Craftsman tools, they are a good product. This is the only reason I venture into the hood to visit my local Sears. I remember when Cramer was doing his BUY BUY BUY routine - thinking you fool. Any clear thinker could see this was a huge negative for the stock.
    Dec 22, 2010. 02:22 PM | Likes Like |Link to Comment
COMMENTS STATS
338 Comments
529 Likes