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mickmars

mickmars
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  • Crocs: A Cheap Gift From The Markets [View article]
    Crocs only has one pony in the stable. All it takes is the right popular kid in high school saying "Crocs suck" and that company is bankrupt.
    Aug 15 04:39 PM | 1 Like Like |Link to Comment
  • Is Manufacturing Coming Back? [View article]
    Our big manufacturing days are gone. Shipping costs for the junk we import are next to nothing, and container ships just keep getting bigger and more efficient.

    The next stage is the loss of our "high-end" manufacturing (aircraft parts, etc.) to Asia. Some parts of the bodies of Boeing aircraft are now being manufactured in China.

    We will, however, continue to manufacture debt and dollars.
    Aug 15 04:34 PM | 3 Likes Like |Link to Comment
  • QE3: The Fed's Faustian Bargain For The U.S. Economy [View article]
    Ray of hope gets it.

    George Bush, Obama, etc. are just paid actors.
    Aug 15 04:27 PM | 3 Likes Like |Link to Comment
  • QE3: The Fed's Faustian Bargain For The U.S. Economy [View article]
    Funny how they don't even pretend to fight over the debt ceiling anymore.
    Aug 15 03:37 PM | 2 Likes Like |Link to Comment
  • On the hour [View news story]
    Hilsenrath "No Taper" article in 3....2....
    Aug 15 03:28 PM | Likes Like |Link to Comment
  • Precious metals and their miners fly higher [View news story]
    Poor metals shorts are getting hammered. Not sure why you'd short any tangible asset with ZIRP and $85 billion/month in QE.
    Aug 15 03:26 PM | 3 Likes Like |Link to Comment
  • Hydrocarbon Phobia [View article]
    50 years and we still can't get solar power to work.

    Fracking may be the one thing that saves the U.S. economy.
    Aug 15 07:12 AM | Likes Like |Link to Comment
  • More sentiment shift on gold miners [View news story]
    I look forward to the day that I can bail out of ABX. They, and most other majors, couldn't make money with gold at $1700.

    Fool me once....

    I'll stick to the metals themselves.
    Aug 14 04:50 PM | Likes Like |Link to Comment
  • Mortgage applications renew slide [View news story]
    Yeah, they're gonna have to buy that rate down, so no taper.
    Aug 14 10:25 AM | 1 Like Like |Link to Comment
  • Mortgage applications renew slide [View news story]
    No, no, gotta be a misprint. This was a self-sustaining real estate recovery. It wasn't fueled entirely by a 3.5% mortgage rate.
    Aug 14 07:24 AM | 2 Likes Like |Link to Comment
  • Lockhart: Taper for September not yet locked in [View news story]
    Yep, and if the market dips too much, we'll get a quick Hilsenrath article entitled "Tapering not likely", or similar.
    Aug 13 04:36 PM | 1 Like Like |Link to Comment
  • The Economy Is Improving - Isn't It? [View article]
    Just hope that liquidity doesn't ever make its way into commodities....
    Aug 6 05:08 PM | 1 Like Like |Link to Comment
  • The Economy Is Improving - Isn't It? [View article]
    Yes, that Trimtabs data, for one, is significant.

    "By the count of TrimTabs Investment Research, equity ETFs and mutual funds enjoyed record inflows of $40.3 billion last month. That figure “easily surpassed” the old record in TrimTabs’ data, $34.6 billion, set in February 2000."

    What happened in August 2000 after the last record mutual fund inflow?

    There is ZERO CHANCE I would short equities with QE-athon here for good, but these mutual fund inflows lately are big. But, please ignore this data, buy in heavily at 1700, and show us how the big boys play.
    Aug 6 02:21 PM | Likes Like |Link to Comment
  • The Economy Is Improving - Isn't It? [View article]
    "death of unions that has depressed median wages."

    Yes, if we still had all those unions, manufacturing would be the core of our economy again.

    Overreaching unions were one of the reasons manufacturing jobs left the U.S.. That, and our ridiculously favorable policy towards China. Many thanks to Clinton, Bush, and Obama for that.
    Aug 6 07:50 AM | 1 Like Like |Link to Comment
  • The Economy Is Improving - Isn't It? [View article]
    The retail investor always jumps in after these big run-ups. They're jumping in now.

    Then, when the hedge funds decide it's time to go short, and the market falls 50%, retail investors are forced to bail out, taking the losses. This is just fact. Most retail investors are better off just paying down their mortgage.

    You guys should buy heavily at 1700+ and show us how it's done.
    Aug 6 07:44 AM | 4 Likes Like |Link to Comment
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