Muzie

58 Comments

    • What Will Happen to Gaming in the Current Turmoil? [view article]
      I would agree.

      But P/E compression can throw a kink into any fundamental analysis.       Oct 06 01:51 AM
    • An End-of-Quarter Dollar Rally in Face of Bailout Drama [view article]
      "To stabilize the market, the Fed must shock the markets." Did you actually read yourself.

      Please, dear God, no more "stabilization&qu... Can't take more of these 5% swings that in the end finish up with 2% weekly losses.

      Message to Fed: "Just Keep The Fuck Out."       Sep 30 08:33 PM
    • Gold Price and Gold Volatility [view article]
      "I buy banks because I get a very good service from them. I buy AAPL because people buy iphones, ipods and macs. I buy SBUX because I like their coffee. I buy steel because it builds my offices. I buy BA because I fly frequently and they make them. I buy oil because it makes my car go places. I buy pharma because their products cure. I buy WMT because they sell a bunch of stuff that people buy. I buy some utilities cause we need electricity."

      Maybe you should look at the performance of each and everry one of the investments you've mentioned. Perhaps it will tell you something about the relevance of your strategy.

      I'll take a "no future" holding over a "we priced the future in it forty times already" investment any day of the week.       Sep 29 10:30 PM
    • Is This a Permanent or Temporary Loss of Capital? [view article]
      And so again careless bottom catchers are burned for believing stock markets always go up.

      Perhaps Mr. Helfert can recycle this article. He'll just need to correct one sentence as follows:

      "On Monday, September 15, 2008, the U.S. stock market had its worst day since the terrorist attacks of 2001."

      change to :

      "On Monday, September 29, 2008, the U.S. stock market had its worst day since the market crash of 1987."

      There is some merit to Mr. Helfert's ideas, but one does not cross the train track when the train siren is still blowing.       Sep 29 10:20 PM
    • LDK Solar: Now Bottoming? [view article]
      Comments here are well reflective of this market environment: nobody's bothering to actually analyze any actual ideas, everybody instead relying on one-sentence drivel (CWolfe: "You made a typo so I just stopped reading", K. Bofah: "Oil is going down and I only buy what is going up so I didn't read it either") Sep 29 09:19 PM
    • Relief Rally Likely in Wake of Bailout Legislation [view article]
      N.B. I meant 4000$ per citizen. Sep 29 08:45 PM
    • Relief Rally Likely in Wake of Bailout Legislation [view article]
      "$1.1 Trillion in lost market cap today .. so the arguing over a $700 billion package /loan cost the country an extra $400 billion on top of the $700 billion we needed . "

      What a bullshit argument.

      So if the market climbs back up 8% next week did the 1.1T$ "reappear" out of thin air? And the next week it goes down, it's gone again? And so forth? Look at how well the SEC added trillions to our nation's "wealth" when it banned the shorts - does that count too?

      Anyone basing daily market gyrations has arguments for the bailout is a moron. If the bailout package is signed this is 4000$ REAL MONEY, taxed now or in the future. Not some bullshit spinning of electronic stock tickers based on skittish traders throwing their fists on the eject button.       Sep 29 08:44 PM
    • Opportunities Buried Beneath the Headlines [view article]
      Ah, almost the optimist.

      Yet, look at that period from 65 to 85. Nothing happened. During those years, an investor could have spent, drunk or otherwise enjoyed the use of his money but instead watched his investments go nowhere for 20 years, hoping for a return that never came. All along living with visceral swings.       Sep 17 03:09 AM
    • What B of A Gets by Passing on Lehman & Gobbling Up Merrill [view article]
      The value of the deal appears to have dropped by 4B$ today... Sep 15 08:32 PM
    • Financial Sector Breakout? [view article]
      Well I guess that didn't happen huh... Sep 09 10:54 PM
    • Regional Banks: Sensible Choice For Shifting Financial Landscape [view article]
      This author has obviously not researched any of these stocks in depth. The entirety of the research can be summed up in the sentence "shed a nice dividend that appears supported, trade at a decent volume per day and have a successful niche market, excellent management, or both, indicating hope for future prosperity."

      Follow his advice at your own peril.       Sep 09 10:47 PM
    • Options Trader: Friday Outlook [view article]
      Your analysis is crap.

      Business consume a lot of the oil, not just businesses, so just taking us oil consumption and dividing by families is just dumb.       Sep 06 04:23 PM
    • Thank China and Gustav for Lower Oil [view article]
      Come on Mish, supply & demand doesn't move oil prices 50% for 3 months than down then down 25% in 3 months. There's speculation going on both to the upside and the downside, and price discovery isn't sticking to any real fundamentals at the moment. Sep 03 01:49 AM
    • Liquidity (Literally) [view article]
      Great points, najdorf. Sep 02 11:33 PM
    • The Art of Contrarian Investing: Going Against the Crowd for Profit [view article]
      Your logic makes no sense.

      The vast proportion of stock capital IS managed by so-called profesionals, aka "smart" oney. Retail investors are relatively rare, and individuals who manage their own portfolios and actively elaborate their own investments are a small part of the population. Again, the capital held by non-professionals is dwarfed by what is being managed by SWFs, hedge funds and mutual funds.       Sep 02 11:29 AM
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