Emerald

125 Comments

    • ON: Sun Oct 12th 15:11 PM
      Commented on:
      The Party Is Over: The Crisis We Borrowed & Spent Our Way Into
      Decoupling is a myth. The U.S. dollar is the only currency people want in a financial crisis. Maybe inflation will follow in two years, but now we are seeing massive debt destruction. This is necesary to get the excesses out of the system.We also need to raise taxes to pay down our massive debt load. The worst part of all this is Osama bin Laden is laughing at us. He said he couldn't defeat us militarily, but could do so financially. He sucked us into an endless land war in the middle east and is causing us to go broke! Also, our main banker is a communist country (China)! Throw the bums out in November and live within your means.
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    • ON: Fri Oct 10th 11:10 AM
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      Midstream MLPs Crashing, Present Opportunity
      Good article. Nothing like steady cash flow in a sea of uncertainty. Note: Long, EPD, TPP, LINE, NGLS,KMP, BBEP, ERF, PVX, PWE. Bought more this week due to fire sale prices as hedge funds dump to raise cash for rdemptions. Even if market stays down for two years or more, cash flows keep coming!
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    • ON: Fri Oct 3rd 17:32 PM
      Commented on:
      General Discussion on EQR
      A Buy. Steady earnings and reasonable leverage of 50%. Even if rents dipmin a recession, cash flow and dividend are strong. Good buy under $40.00. Note: Long EQR


      SeekingAlpha Editors wrote:

      > Is this a buy or a sell?
    • ON: Fri Oct 3rd 17:29 PM
      Commented on:
      The Only Thing In Common Is The Decline: GGP, MOS and HIG
      MOS is a buy for all the obvious reasons. Growing populations, less arable land and a great cmpany at a big discount.
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    • ON: Thu Oct 2nd 14:53 PM
      Commented on:
      The Financial 'F-Word' That Needs To Be Said
      Bob Barr is a fraud as a libertarian. We know him from his previous days as a right wing neocon from the Atlanta suburbs. Changing addresses and parties doesn't make him a "new" man. Ron Paul is the only true libertarian and he does not endorse Bob Barr. End of story.
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    • ON: Mon Sep 29th 16:25 PM
      Commented on:
      What is Hank Paulson Thinking?
      Gabe and JasonC have it right. Forget the Wall Street guys. Most of the evil doers have lost their jobs (with great severance packages) and a number of firms have gone out of business or been sold to others. We have a current credit crises that, if not properly addressed, will definetly screw the middle class as the economy grinds to a halt. Wishing the damage wasn't done is no solution. The taxpayers will lose some money on the deal (say $100-200 Billion) but that's the price for taking off the regulations and voting in the pure "free marketeers" who looked the other way. You don't want socialism, ok. However, capitalism without some regulation is a self-destructing mechanism. Greed wins out and the middle class slowly disappears. Witness the last ten years with basically no savings and over leveraging by both the consumer and Wall Street. Party's over, sorry. Now, stop your whining about bailouts, take your medicine and get our collective house back in order. The alternative no-holds-barred free market fix will wipe out 401k's, IRA's for the middle class who will eventually become wards of the state in another 5-10 years. I have acted responsibly and not gotten in over my head, have reasonbale fixed rate debt and save. I also know I have an obligation to not point the finger until we clean up the mess without destroying my neighbors.
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    • ON: Sun Sep 28th 16:52 PM
      Commented on:
      Putting the Perception and Reality of the Financial Crisis Into Perspective
      Generally, home prices go flat for a number of years while the economy slowly catches up. Also, it will depend on where the price of mortgages goes over this time. After another year or two of asset defaltion, we should see inetesrt rates reflect the excess money in the system (inflation). Short term rates may stay low, but the twn through thrity year will move up to compensate for excess liquidity. This will keep housing prices depressed. IAfter the inital shock of all this wears off in another six months, the value of the U.S. dollar will start to decline again.
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    • ON: Sat Sep 27th 15:35 PM
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      To Avoid Failure, Get Really Big; Everybody Else, Watch Out
      Bobomite has it right! The major banks own the Federal Reserve, not the taxpayers. FDIC insurance comes from the premiums banks pay, not the federal government. if the Feds don't put new dollars into the FDIC, it will go under soon and then who will cover depositors? Notice how Hank and Ben don't ever mention this? We are facing a bailout of the bailouts. Ron Paul has talked about this endlessly, but the major media won't cover it. Try buying U.S. Mint gold or silver coins. They are out of stock all of a sudden! More fiat money will be created to keep the bubbles blowing.....
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    • ON: Sat Sep 27th 15:28 PM
      Commented on:
      FDIC Anoints Superbanks - Cramer's Stop Trading! (9/26/08)
      Cramer is talking his book, as usual. Image what his ratings would be if we had a real crash and his viewers didn't have money to invest? No mention of JPM's derivatives exposure. PNC and USB are too small to be so-called superbanks.
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    • ON: Sat Sep 27th 15:24 PM
      Commented on:
      The Calm Before the Storm?
      JasonC is correct. Let the banks fail and the taxpayer will then bail out the FDIC which is close to its own failure after funding the last handful of bank failures. You don't have to like it, but it's coming to your wallet soon.
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    • ON: Sat Sep 27th 15:10 PM
      Commented on:
      First Time in Thirty Years - GE Won't Raise Dividend
      Underneath the AAA hype is a company that kept its bottom line intact under Jack Welch by positioning most of its "long term" debt in short term paper. Very risky and it worked until Bill Gross of Pimco called GE on it. Welch also converted GE into a commercial bank via GE Capital and now a large portion of its earnings come from financing. Don't be fooled by all the slick ads that imply its a manufacturing firm. Now that the green cutain has been pulled back, Emmelt is getting very nervous and wants to be on the no-shorting list. The dividend is safe until it isn't! (writedowns on mortages?) Note: Long GE, but nervous.
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    • ON: Fri Sep 26th 15:34 PM
      Commented on:
      Options Trader: It's Deal or No Deal Friday
      GMiki said it all! Own Gold, short the 30 year Treasury.
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    • ON: Thu Sep 25th 10:38 AM
      Commented on:
      Blue Ridge Capital and Paulson & Co. Reveal Short Positions
      Be very careful about copying these positions. Llloyds is already down significantly and Paulson may have moved on.
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    • ON: Thu Sep 25th 10:09 AM
      Commented on:
      What is to be Done? An Interview with Bert Ely
      Ranting agianst the government is always popular when you have nothing constructive to say. Sandy Weill paid the lobbyists big bucks to repeal Glass Stiegel. He wnated to build the biggest casino in the world and it worked. They gamed the system with complex derivatives and we ended up with wealthy executives and trickle down asset destruction. Unfortunately, McCain has no understanding and little interest in learning. The Democrats are no blessing, but perhaps no as dangerous. Try maintaining the banking system without insurance.When the typical Board of Directors is little more than a good ole boys club where serious questions are rarely asked, financial executives are the "private" market equivalent of the barn yard animals of Orwell.
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    • ON: Wed Sep 24th 11:46 AM
      Commented on:
      Offshore Drillers that May Profit from End of Ban
      The key to our future is 1.) investing in and inventing new energy technologies (solar, wind, electric, etc.), 2.) creating new jobs in these industries so we don't have to ship our hard earned dollars to foreign despots. Ever wonder why Bush calls the Saudi rulers his friends when they are the single largest entity funding madrassas that teach poor young boys to hate America? We can't criticize them because we need the oil. How many more Americans need to die in endless oil wars that are bankrupting us? Put the money to use at home investing and growing alternative energy. Onvert all buses and trucks to natural gas use and invest in clean burning coal technology.
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