NOWHEREMAN

10 Drivers That Will Affect the Market in 2009

What does Seeking Alpha imply?

To me it means looking for the Best investments. That is it, Just the Best. There aren't 100 Best investments or even 50. If I could find just 10, I would me very happy indeed.


There is an ongoing, probably, deep recession. The Government is involved in almost every aspect of the Stock Market and no one knows how many more cockroaches will be uncovered.

In this environment, I consider tossing out investment ideas willy nilly reprehensible at best. Especially if you can't defend your selection.

My selections are simple, varied and far, far inbetween.
They are Income oriented, well researched and will be held for 5 or more years unless something changes fundamentally, regardless of price.

I hold speculative stocks in my porfolio but do not recommend them simply because they do not fit in this venue. I do not lie about myself or invent history, science, mathematical formulas, whatever to push my agenda. I do not have an Agenda.

I ask questions and voice my opinions, and if people don't like my opinions, it is their right to question them.

If someone has to be vulgar to make a point, I will use my right to have that post removed.

I will not share my best ideas until I have a full established position. Since Most of my stocks are thinly traded usually less than 100 million shares outstanding with one less than 15 million, I will not publicize them. I want the lowest prices I can get during this Bear.

Suffice it to say they span the Globe, Australia, Canada, China, Marshall Islands, Sweden, UK, Vietnam.

So Pinelli, please continue to make a recommendation or 3 with every post, I'm sure they will all be Seeking Alpha Material.

10 Drivers That Will Affect the Market in 2009

Mr. Cara wrote an article previous to this one, the Title started with Low Volume ...

You were pushing DHS, JSN and JPS at the time. I did a quick analysis of your picks and selected my best pick of the 3 for the reasons listed.

I then recommended MHI which being a Muni CEF would be able to access TARP for a safety net, besides having a 10% Tax free yield paid on a monthly basis.

10 Drivers That Will Affect the Market in 2009

User, total agreement on the ZIRBs., a Bubble if there every was one. But what will happen to make it burst?

And when it does will the spreads narrow rapidly via depreciation of Corporates and T Bonds simultaneously because of an excess supply of each?

10 Drivers That Will Affect the Market in 2009

So let me get this straight: Pinelli wants you to buy Bonds in a currency which will be depreciating by the week instead of more Gold and Silver with that money.

I really don't understand the reasoning here. I guess, I'm not not very smart, duh.

Currency Overview Post-FOMC

The one mainstay the US economy had was the Export sector. With that evaporating and commodities retreating, S&P earnings will be much lower than Previously expected and the internal growth provided by the Materials Sector will also show declines in employment.

The Idiocy of the Fed to even voice inflationary concerns in a Delationary environment is shear lunacy.