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muoio

muoio
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  • A 'Superabundance Of Capital' ... But Not For Economic Growth [View article]
    This is an extension of what the central banks do......it is stupid as it never ends well.....we would be better off just printing the anticipated growth in GDP.

    Bubbles are for the bathtub. Not investments.
    Feb 13 11:55 AM | Likes Like |Link to Comment
  • The S&P 500 Settles Into A Narrow Dividend Yield Range: What It Means For Investors [View article]
    So what happens when the $85 Billion per month from the Fed disappears.....Bonds collapse, Equities collapse and Gold collapses.

    The only thing going up will be "truth Serum"....often referred to as interest rates......historically known as the cost of money.

    Free money has existed for a while now and distortion of this magnitude will have equivalent adjustment.

    A very old Economics professor told us that "free" money cannot exist ----a price must be paid for it.

    We have paid many times with bubbles everywhere....tech, housing.......

    I would only remind everyone the NasDaq was at 5000 in 2000 or 13 years ago.....we remain at 60% of the induced bubble.

    This all a mirage.....markets have been driven by record low taxes, layoffs, outsourcing, off shoring, reduced R&D, reduced CAPEX, low interest rates, diabolical trade policies and government guarantees.

    This is the new age of "Petulant Capitalism"....and we will discover in the end the global markets don't care.

    Boeing's 787S is a perfect example of this---3 years late and still not flying. Why? 71% of the plane was outsourced and off shored.

    This story will make a very funny comedy when it is made.

    Stunning that W. James McNerney, Jr continues as CEO. This is a prime example of Petulant Capitalism indeed.

    Short this guy and the company for goodness sake.
    Feb 13 10:11 AM | Likes Like |Link to Comment
  • A Statistical Analysis Of S&P 500 [View article]
    Raise cash and buckle up.......
    Feb 11 09:25 PM | Likes Like |Link to Comment
  • Will The Next Week Answer Correction Question? [View article]
    Raise cash and buckle up. Opportunity is nigh......
    Feb 11 09:16 PM | Likes Like |Link to Comment
  • Was January's Rally Bogus? [View article]
    You got it.....cash was is and forever will be king in buying situations which are coming....patience....
    Feb 11 09:12 PM | Likes Like |Link to Comment
  • January Retail Sales Warning [View article]
    Jason---I do not go to MCD but did they raise prices in the new year?? These movements may suggest the commodities cost pressure they are feeling must be overcome with price advances to maintain margin.

    But I would still not buy MCD, because they have terrible food.....

    PS: WMT is actively lobbying in DC to have min Wage moved to $10.00----the reason why.....They are the floor for wages and they have found their customers moving to Dollar Stores.... the new bottom.

    WMT is turning into Sears with food.......they will go the same way and they too can look forward to "Fast Eddy".
    Feb 10 12:50 PM | Likes Like |Link to Comment
  • The Recovery Continues To Topple 'Big-Picture' Theories [View article]
    Stanley----
    I could not agree more........the only question is when......and how far.
    Feb 10 12:43 PM | Likes Like |Link to Comment
  • The U.S. Goes Global [View article]
    Consumers are leveraging their homes again.....this is not a good thing.

    I predict we will have another mess by mid year.
    Feb 9 05:49 PM | 2 Likes Like |Link to Comment
  • Krugman Is Wrong On Inequality [View article]
    I believe you may want to check on productivity and capex. I will leave it there.
    Feb 8 11:07 AM | 1 Like Like |Link to Comment
  • 7 Deadly Sins Of The Government Debt Debate - #1 [View article]
    This is not a recession....it is a depression....we cannot even get the descriptions correct.

    And we remain ~25% below all time highs on the S&Ps inflation adjusted.

    Why does everyone feel so wonderful?

    I am repressed, oppressed and depressed.
    And cash.
    Feb 8 11:00 AM | Likes Like |Link to Comment
  • Is The U.S. Economy Moving Into A Higher Growth Phase? Part 2 - The Negative [View article]
    Thanx for adding context to this----many Alpha people don't understand your well considered point.
    Feb 7 01:51 PM | Likes Like |Link to Comment
  • Market Valuation, Inflation And Treasury Yields: Clues From The Past [View article]
    "Landing" may be an extraordinarily optimistic characterization of a very possible 35-45% correction..
    Feb 7 01:44 PM | Likes Like |Link to Comment
  • Krugman Is Wrong On Inequality [View article]
    You may not know this but most of the productivity you speak of came from outsourcing, off-shoring, and reductions in R&D and NPD.

    So..... as that would relate to "capital invested" would that include the cost of dismantling a plant and shipping it to China? Or the termination expense of a research chemist?

    Oh....and by the way....the workers in China were not paid for the increased productivity.

    As an expert on productivity....why would that be?

    Please let me know as I am curious.

    I believe you may want to read this-----
    http://bit.ly/13nNMSD

    And have a rethink on productivity in a broader social context....as in the end without long term demand.....does productivity really matter?

    And almost forgot----our CAPEX is not moving in the right direction.

    Go to:
    http://1.usa.gov/11QfyJq

    Which, proves my point. Scary is it not?
    Feb 7 12:46 PM | 1 Like Like |Link to Comment
  • The Real Unemployment Rate [View article]
    Alpha guy----here you go-----

    Immediately rebuild the infrastructure to prepare for the next wave of growth as we did in the 30's and post war. Including national high speed rail connecting all major metros like the interstate system.

    Educate the population in a serious fashion.

    Re-design engineer and rebuild the manufacturing infrastructure.

    Medicare for all to free the corporation from the cost and admin.

    Level the trade matrix with labor equalization tariffs.

    Indict, try and convict Banksters worldwide. Nationalize all the large banks into the Bank of the USA.....and start lending!!!!!

    Ban state competition for corporations in any direct form.

    Eliminate all corporate tax as they only paid 12.1% on earnings.

    VAT (15%) on all imported goods.

    National Sales Tax on Everything of 10%.

    And when we get this started get out of the way as the power this would release would be a thing to dwell on.
    Feb 7 12:32 PM | Likes Like |Link to Comment
  • Unemployment Is 11.8% NOT 7.9% [View article]
    If >55 they will not be rehired....and that is the way it is.....
    Feb 6 03:35 PM | Likes Like |Link to Comment
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