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  • After The Apple Watch Should We Anticipate An Apple TV? [View article]
    Apple TV. That old chestnut.

    I wonder when consumers are going to suffer a dose of 'brand exhaustion'?

    It will happen. The only question is "when"?

    Apple is a great brand. Hopefully Tim Cook doesn't cockit up.
    Dec 20, 2014. 06:04 AM | 1 Like Like |Link to Comment
  • Stocks extend gains after FOMC [View news story]
    What the! Hank 890 ain't coming back to answer the question. Well, there's a surprise. Cat got yr tongue Hank?
    Dec 19, 2014. 08:37 AM | Likes Like |Link to Comment
  • The FOMC Kept GLD From Falling Further [View article]
    The Fed's statements have rarely ever moved the GLD dial much and Yellen's latest 'walking on egg shells' pronouncement had almost no discernible impact on GLD this time either.

    The situation to watch is the big picture stuff like large quantities of the metal heading to places like Russia, China and India as well as several European countries recently expressing an interest in repatriating their gold from London and New York. This information, while not helpful for short term nickels and dimes trading, tells you that something bigger is going on behind the scenes and that, to most gold Bulls on SA, is all that matters.
    Dec 18, 2014. 03:09 PM | 1 Like Like |Link to Comment
  • Stocks extend gains after FOMC [View news story]

    If you want a glimpse of the future, Japan is it. All reasons for why the West is not like Japan are themselves bogus. Economic forces behave the same irrespective of which country you're in. Suggesting otherwise is plain dumb.

    What may be different is the ultimate outcome for respective economies i.e. we have no hope of lasting as long as they have without being consumed in some hyper-inflationary conflagration. In that instance, yes, rates will have no choice but to rise but by then it'll be way too late.

    To your claim that most debt is long term - that is plain delusional. The U.S. Treasury alone will have to roll over $8 trillion of debt in 2015 and most private sector and corporate debt is short-term or has an amortising term structure. And then there's the heavily levered financial system which funds the vast majority of its balance sheet with short term debt - most of it mismatched.

    Can I suggest you may be better qualified commenting on a topic outside of finance?
    Dec 18, 2014. 08:23 AM | 2 Likes Like |Link to Comment
  • Stocks extend gains after FOMC [View news story]
    The Fed are talking about rate rises but they will never be able to raise rates. You don't need a PhD from from an Ivy League college to be able to figure this one out.

    A simple grasp of mathematics will do: total global debt at the end of 2007 was around $70 trillion. Total global debt today is in excess of $100 trillion and rising strongly. This needs to be serviced and rising rates will simply hasten the day that bankruptcy arrives for both public and private sector entities. More money-printing (Japan-style) is what will happen because the aforementioned debt will need to be inflated away.

    It's hard to say whether the Fed actually believes all the BS they spout or whether the "rasing rates" meme is simply a convenient smoke screen to allow them to retain some semblance of credbility in the eyes of the investment community. Either way, the moment of truth will eventually arrive and history won't treat the central bankers kindly.
    Dec 17, 2014. 04:07 PM | 5 Likes Like |Link to Comment
  • SPDR Gold Trust ETF - Gold Price Could Be Crushed This Week [View article]
    Dubious reasoning.

    Even without all this volatility I'd have said the chances of interest rate rises next year were close to zero. Now that the markets are falling out of bed Yellen is likely to be as dovish as ever to try and soothe the markets.

    We are at peak debt -- interest rate rises are out of the question. Demand for credit is cratering so banks and other financial institutions are lowering lending standards (that's official - report from the OCC) which means we are in the midst of a sub-prime re-run (credit cards, housing, autos) along with a student debt bubble with already massive (and rising) deliquency rates.

    Rather than rate rises, money printing will resume with a vengeance next year. Buy gold.
    Dec 16, 2014. 07:06 PM | 5 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    Short AAPL? Definitely not!

    There are too many blinkered AAPL bulls out there buying every dip ...
    Dec 12, 2014. 05:42 AM | 1 Like Like |Link to Comment
  • What's Driving Our $120 Price Estimate For Apple? [View article]
    I'm not sure, but it's quite possibly one of either Hope or Hubris. Or that it's the biggest Hedge Fund Hotel.
    Dec 10, 2014. 09:57 PM | Likes Like |Link to Comment
  • Bottom In Gold Likely To Be Below $770 [View article]
    You are plain wrong on the debt figure being over-stated by $5trillion because it "owes it to itself". The debt is still owed and the money needs to be paid (by the tax-payer ultimately). True the Fed could print the necessary money but that is simply a tax deployed a different way.

    And then there's all the unfunded liabilities .... around $80 or $90 trillion of them .... all owed by future generations. US demographics may not be as bad as Japan's but they don't look promising. The country is straight-up bankrupt.

    You need to turn off CNBC and start using a more reliable source of information.
    Dec 8, 2014. 07:41 PM | 2 Likes Like |Link to Comment
  • Why Estimates Of A 1 Trillion Market Cap For Apple Are Still Far-Fetched: Fundamental And Algorithmic Analysis [View article]
    It HAS affected every other stock. The only reason you haven't noticed is because you've only been paying attention to AAPL stock - like all the other AAPL cultists. You all live in an AAPL bubble.

    As to a market crash, what I said was that AAPL will fall with everything else - it won't remain levitating at current levels. What's so hard to understand about that?
    Dec 7, 2014. 04:40 PM | 1 Like Like |Link to Comment
  • Foreign Currency Exchange May Be A Headwind For Apple [View article]
    Sure, but most companies are really not that sophisticated. There are few, if any, US companies that would 100% hedge their FX exposure to other markets. Why? Because if the the USD depreciates against other currencies then they miss out on the upside that generates. It does work both ways, you know..
    Dec 7, 2014. 04:34 PM | Likes Like |Link to Comment
  • Foreign Currency Exchange May Be A Headwind For Apple [View article]
    So what you're saying is that AAPL, as well as being a hardware manufacturer is also moonlighting as a hedge fund and speculating on FX markets?

    The Apple cult's faith in this company knows no bounds ...
    Dec 7, 2014. 04:31 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    Nice work LTL, you've sucked in the all the AAPL drones.

    They'll be frothing like no tomorrow. The hits on this article will be epic.
    Dec 6, 2014. 06:06 AM | 1 Like Like |Link to Comment
  • Foreign Currency Exchange May Be A Headwind For Apple [View article]
    Ya don't say!

    Of course a stronger dollar is going to hurt the earnings of a multi-national company. What a chimp.
    Dec 6, 2014. 05:56 AM | Likes Like |Link to Comment
  • Apple's Recent Pullback A Buy Opportunity [View article]
    Yawn. Another blinkered AAPL drone. There's just no telling you guys. You're like religious zealots.

    Let's circle round in 12 months and see how your wealth is doing.
    Dec 4, 2014. 06:11 PM | Likes Like |Link to Comment