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wkl

wkl
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  • mREITs: Golden Era Or Dark Age? [View article]
    What about the regulatory environment, would he like to mirror Reagan on that too? Also, Reagan never raised taxes on dividends. I hear many parrots repeating this tax issue about Reagan from your talking heads, I would like to hear specific dates, specific rates and specific taxes that he raised.
    Feb 27, 2012. 10:29 AM | 2 Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    Another important consideration on the mortgage REITS will be a rising interest rate environment. I would caution all who would be considering this asset class to check NLY in the years 2005 & 2006 to see how the dividends got crushed with rising interest rates. Besides the dividend, check out the free cash flow, ROE & ROIC. I believe NLY to still be a good investment, but anyone who holds this asset class should monitor the interest rate environment going forward.
    Feb 26, 2012. 05:29 PM | 3 Likes Like |Link to Comment
  • mREITs: Golden Era Or Dark Age? [View article]
    Life sure was a bitch back then under Ronnie and Art wasn't it Brad. Would you like to do some real research and come back with some stats showing how many jobs were created at that time in history. Along with the large amount's of foreign investments that flooded into the United States. Now that was some real economic activity. And by the way, Laffer's views were based on the economic models of Milton Friedman a Nobel Prize recipient in economics. For an economist who came to reject Keynes models, something must been correct to have received an award from this organization.
    Feb 26, 2012. 02:58 PM | 4 Likes Like |Link to Comment
  • "The only thing that matters is the price of gas in California and New York," writes Bruce Krasting, and it's blowing out thanks to dependence on Louisiana crude (which tracks the world benchmark). Forget $4, $5 gas may be coming in states that have the majority of cars (and GDP).  [View news story]
    Lakeaffect,
    I want to be sure that I understand the thinking of your "King" in the white house. It is my understanding that he states it is only a bumper sticker to want to drill for more oil to increase supply. But magically, by releasing a few barrel's from the SPR our world supply and demand balance is solved? The forces of the past are long gone and may never return. The forces I am mentioning are that of which the impact of the economy of the USA as being the driving force of the price of oil in regards to supply and demand and prices.
    Feb 26, 2012. 12:25 PM | 6 Likes Like |Link to Comment
  • A Bearish Take On HP Under Whitman [View article]
    The CEO did mention products in her interview. What she is proposing is to cut down on the product offerings and the duplicated cost of having similar SKU'S. One needs to keep in mind this company is a behemoth with a large amount of resources, not some start up looking for venture capital dollars. It is a large ship that needs a large space in which to turn. Many authors opine on this site about individual equities without regards to the investment style that best reflects that particular equity. If you have a 3-5 year horizon on your investments, this may be a stock to consider. If not, you probably want to walk away.
    Feb 24, 2012. 01:30 PM | 1 Like Like |Link to Comment
  • NPR's Adam Davidson extolls the virtues of the "craft economy" in which small firms provide customized products - sometimes handmade - for less price-sensitive consumers. While it's far less stable, the sector "is showing how American manufacturing can compete in the global economy."  [View news story]
    When I read the headline "craft economy", my first thought was "Whow mon me be happy, We all gonna be basket weavers".
    Feb 19, 2012. 11:32 AM | 3 Likes Like |Link to Comment
  • Employment: Return Of The Great Oscillation [View article]
    John,
    A great read and a very good analysis on the true path we are on.
    Gee, I hope we don't "Muck" it up.
    Feb 5, 2012. 12:16 PM | 2 Likes Like |Link to Comment
  • Whether Michele Bachmann Really Could Give Us $2 Gas [View article]
    Let's put all of the political bashing aside. $2.00 gas is a very real possibility, if and only if, we have policies that support a strong dollar. Unfortunately, central banks around the world are having a race to see who's currency can reach the bottom first. All for the ability to support export prices. World economies are becomming more export driven by the year, which leads to debased currencies and therefore higher commodity prices that all trade in US dollars.
    Aug 20, 2011. 12:31 PM | Likes Like |Link to Comment
  • Not enough that S&P introduced a $2T error into its original analysis, it then went ahead and downgraded the U.S. anyway by "changing their principal rationale... from an economic one to a political one," Treasury says in a blog post. Meanwhile investors' collective judgment proves, "that the U.S. has the means and political will to make good on its obligations."  [View news story]
    This is true. But the difference still lies in using the Treasury's projections. The question is do you beleive GDP will grow, on avereage, of 5% through 2016? And unemployment will only avereage 6%?
    Aug 7, 2011. 02:50 PM | 5 Likes Like |Link to Comment
  • Not enough that S&P introduced a $2T error into its original analysis, it then went ahead and downgraded the U.S. anyway by "changing their principal rationale... from an economic one to a political one," Treasury says in a blog post. Meanwhile investors' collective judgment proves, "that the U.S. has the means and political will to make good on its obligations."  [View news story]
    My view is the 2 trillion dollar error was with the treasury and the administration's projections. The extra 2 trillion they have comes from projections that the economy will grow 5% annually through 2016. And an average unemployment rate of 6%. Now tell us again. Do you beleive Obama & Little Timmy? Or S&P?
    Aug 7, 2011. 02:02 PM | 10 Likes Like |Link to Comment
  • Robert Reich responds to a column by the New York Times on the great consumer bust by pointing out it's flat wages - and not slow spending - at the root of the problem. The solution? He says a long economic trend needs to reverse, and the income of the vast middle class needs to increase with production and investment.
       [View news story]
    You don't even understand supply side economics, you are just a parrot repeating the talking points. Lets consider the Apple's IPAD. Did the demand come from the consumer for Apple to develope the IPAD first, or did Apple develope the device and then through marketing and sales create the demand? The product and the supply always comes first. Supply side economics is all about freeing up restrictions and the burdens and replace them with confidence to take risks. This same lack of confidence is currently what is holding back the consumer, especially in the housing market. Therefore, no demand. The entire economic model is on hold by a lack of confidence. You want jobs? Tell your fearless leader to get out in front of the American people and lead. You want jobs? Tell your fearless leader to lift the restrictions and stop with the tax the rich shit because it is only part of his ideology. Only an idiot would beleive that somehow all of our problems will be solved if only we tax the top 5% of wage earners another 2%.
    Jul 18, 2011. 11:54 PM | 2 Likes Like |Link to Comment
  • Robert Reich responds to a column by the New York Times on the great consumer bust by pointing out it's flat wages - and not slow spending - at the root of the problem. The solution? He says a long economic trend needs to reverse, and the income of the vast middle class needs to increase with production and investment.
       [View news story]
    You are right, it is a cost for doing business. Which may explain why our corporations are now selling more and producing more offshore, while making the greatest percentage of their profits in foreign countries. At the same time, those profits are staying in the foreign countries and being reinvested offshore.
    Jul 18, 2011. 08:16 PM | 1 Like Like |Link to Comment
  • Stocks Are Impotent Without Daily Dose of QE [View article]
    Eric, thanks for the feedback and the link to your previous article. Am I understanding correctly that your current PE of 22 for the S&P is the PE ratio for the 10 year moving average, as opposed to the current PE ratio for the last closing price for the index?
    Jul 17, 2011. 11:02 PM | Likes Like |Link to Comment
  • Stocks Are Impotent Without Daily Dose of QE [View article]
    Eric, what metrics are you using to determine that stocks are 40% overvalued? I don't beleive it is the PE ratio or what the S&P earnings are expected to show for this quarter.
    Jul 17, 2011. 08:33 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Ripe for the Picking? [View article]
    The shale plays are no longer just about NG. The fracking process has allowed the drillers access to larger volumns of liquids that were not available before. Plus, if our nation does not fully embrace NG, the rest of the world will.
    Jul 17, 2011. 08:23 PM | 1 Like Like |Link to Comment
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