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marketwatcher23

marketwatcher23
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  • The Fed's Deflation Problem? [View article]
    You are right about asset rehypothecation, but the fed is more aware of anyone how interest rate hikes may affect it. If they are going ahead with a rate hike, they know it's not a threat.

    Also, the banks make the laws, so I am not sure how much money has to be moved to avoid anything. If they feel like doing it here, they just will.
    Aug 10, 2015. 06:52 AM | Likes Like |Link to Comment
  • The Fed's Deflation Problem? [View article]
    Peter the world needs more dollars, not less. The gold crowd has that substantially wrong.
    Aug 9, 2015. 07:46 AM | Likes Like |Link to Comment
  • Cop 8% Yields With PHI's B2/BB Rated Bonds, Maturing March 2019 [View article]
    How long can this company cope with oil at these levels? Are they hedged? If oil were to stay here for the next 2-3 years, could they make it through?
    Aug 7, 2015. 08:50 PM | Likes Like |Link to Comment
  • The Fed's Deflation Problem? [View article]
    see...I knew we could agree to disagree to agree.
    Aug 7, 2015. 08:04 PM | 1 Like Like |Link to Comment
  • The Fed's Deflation Problem? [View article]
    How is the gubbamint shrinking credit? We are still in a deleveraging cycle. Outside of student loans and garbage auto loans no one wants a loan anymore.
    Aug 7, 2015. 06:22 PM | Likes Like |Link to Comment
  • The Fed's Deflation Problem? [View article]
    If you believe the fed is truly scared of deflation, then it makes all the sense in the world. With the complete absence of inflation the fed has no other reason to raise rates, and yet they desperately want to. The only logical reason is to keep everyone from piling into bonds. But if you look today you will see the short end of the curve steepened and the long end flattened. So in that regard the fed is kind of screwed. Them raising rates will most likely end up in the long end going nowhere or lower.
    Aug 7, 2015. 06:21 PM | 1 Like Like |Link to Comment
  • The Fed's Deflation Problem? [View article]
    The fed does have a massive deflation problem, which is exactly why it needs to raise rates.
    Aug 7, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • For Disney, The Best Is Yet To Come [View article]
    AAAAAHHHHH!!!!! (continued)
    Aug 6, 2015. 05:40 PM | Likes Like |Link to Comment
  • For Disney, The Best Is Yet To Come [View article]
    Oh my lawd an insider recommending the stock while he sells a few shares of his bazillion dollar fortune.
    Aug 5, 2015. 10:52 AM | Likes Like |Link to Comment
  • For Disney, The Best Is Yet To Come [View article]
    He was freeing up cash to buy Netflix.

    Seriously, would you really blame him for taking some profits?
    Aug 5, 2015. 10:10 AM | 4 Likes Like |Link to Comment
  • For Disney, The Best Is Yet To Come [View article]
    You had a mega cap stock up 30% in a flat market. Every money manager was looking for a reason to take profits.
    Aug 5, 2015. 09:30 AM | 4 Likes Like |Link to Comment
  • For Disney, The Best Is Yet To Come [View article]
    AAAAAHHHHHH....(running around with hair on fire) AAAAHHHHH
    Aug 5, 2015. 09:08 AM | 11 Likes Like |Link to Comment
  • Disney's Iger bullish on ESPN despite consumer changes, unbundling [View news story]
    You had a stock that was up almost 30% in a flat year. Managers were looking for any reason to take profits. They will be back.
    Aug 5, 2015. 07:18 AM | 4 Likes Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    @gfmn2000

    Thanks for the reply. What makes me really nervous about the mid-long term is that we are already at Zirp and the fed is desperate to avoid Nirp, so the fed is looking to raise rates. That is very bullish for the USD and should be bearish for Crude. Couple that with growth, by any standards, being anemic, and wage inflation is non existent. The core inflation that everyone on here mentions (food,helathcare etc) only makes it that much harder for the consumer. So you have a strong dollar, almost no growth, and no inflation. With China such a mess and many of the EM countries being a total disaster and developed countries like Europe/Japan in the doldrums...I don't see the demand side of crude getting much help. This totally ignores what science is doing to find new sources of energy.

    I dunno...I wish everyone on here good luck that is jumping in. I will stick with other sectors that have substantially less headwinds.
    Aug 5, 2015. 05:56 AM | 1 Like Like |Link to Comment
  • EPAM Reports Results for Second Quarter 2015 [View article]
    What an awesome company.
    Aug 4, 2015. 05:55 PM | 1 Like Like |Link to Comment
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