semperpax's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/73420/comments http://seekingalpha.com/article/173684-meredith-whitney-i-haven-t-been-this-bearish-in-a-year?source=feed#comment-766977 766977

On Nov 16 10:36 PM Dan Sanders wrote:

> In reply to maverta's comment
> Just because you appear to be long this market and hoping that this
> no basis overpriced government driven No Bad News is Bad news rally
> , and if it is bad we will just have the msnbc's of the world and
> Goldman & co. Spin the news favorably since July will keep on
> going forever
> Is no reason to bash Ms. Whitney you should only be as smart as she
> is,
> But don't heed her words just keep going long and I, vouch
> you will lose every cent you have in this market and more
> then it will be too late to remember what Ms. Whitney warned us all
> about this overpriced runaway market
> running on empty on Nov. 16, 2009]]> Thu, 19 Nov 2009 08:30:38 -0500

On Nov 16 10:36 PM Dan Sanders wrote:

> In reply to maverta's comment
> Just because you appear to be long this market and hoping that this
> no basis overpriced government driven No Bad News is Bad news rally
> , and if it is bad we will just have the msnbc's of the world and
> Goldman & co. Spin the news favorably since July will keep on
> going forever
> Is no reason to bash Ms. Whitney you should only be as smart as she
> is,
> But don't heed her words just keep going long and I, vouch
> you will lose every cent you have in this market and more
> then it will be too late to remember what Ms. Whitney warned us all
> about this overpriced runaway market
> running on empty on Nov. 16, 2009]]> http://seekingalpha.com/article/164510-banking-sector-worst-is-yet-to-come?source=feed#comment-700259 700259 Fri, 02 Oct 2009 12:28:23 -0400 http://seekingalpha.com/article/155933-why-this-rally-will-continue?source=feed#comment-630271 630271

On Aug 13 10:35 AM Nick36 wrote:

> I don't think this rally will continue because the earnings of companies
> are too low relative to their stock prices. And beating low-ball
> earnings estimates doesn't in any way make the P/E ratios of these
> companies any better.
>
> Perhaps short-term traders don't care about the actual earnings of
> companies. They only care if these earnings are better than expected
> or not. Because they don't hold their shares long enough to benefits
> from the dividends companies pay.
>
> But you can't say the same about long-term investors. Long-term investors
> do care about the actual earnings of companies in absolute sense.
> Because the reason why they invest is to take a share of their company
> profits.
>
> When it doesn't make sense for long-term investors to buy due to
> poor company profits in absolute sense. Then the stock market rally
> can't continue for long. Because by definition, short-term investors
> don't stay invested for long. Sooner or later they start selling.
> And that brings an end to the stock market rally.]]> Fri, 14 Aug 2009 15:17:30 -0400

On Aug 13 10:35 AM Nick36 wrote:

> I don't think this rally will continue because the earnings of companies
> are too low relative to their stock prices. And beating low-ball
> earnings estimates doesn't in any way make the P/E ratios of these
> companies any better.
>
> Perhaps short-term traders don't care about the actual earnings of
> companies. They only care if these earnings are better than expected
> or not. Because they don't hold their shares long enough to benefits
> from the dividends companies pay.
>
> But you can't say the same about long-term investors. Long-term investors
> do care about the actual earnings of companies in absolute sense.
> Because the reason why they invest is to take a share of their company
> profits.
>
> When it doesn't make sense for long-term investors to buy due to
> poor company profits in absolute sense. Then the stock market rally
> can't continue for long. Because by definition, short-term investors
> don't stay invested for long. Sooner or later they start selling.
> And that brings an end to the stock market rally.]]> http://seekingalpha.com/article/156199-time-to-take-profits?source=feed#comment-630164 630164 Fri, 14 Aug 2009 13:38:01 -0400 http://seekingalpha.com/article/151944-oil-price-outlook-steady-as-she-goes?source=feed#comment-606814 606814 Wed, 29 Jul 2009 13:09:26 -0400 http://seekingalpha.com/article/150127-conference-board-indicators-recession-likely-over-recovery-has-begun?source=feed#comment-596742 596742 Tue, 21 Jul 2009 13:10:19 -0400 http://seekingalpha.com/article/149734-pennsylvania-another-state-descends-into-financial-crisis?source=feed#comment-596737 596737

On Jul 20 07:13 AM CautiousInvestor wrote:

> Throughout government we have managed to place ourselves in lose-lose
> positions, with only non-viable policy options at hand to redress
> the problems
>
> Medicare and Medicaid, both well intentioned programs, are the poster
> children for this impossible fiscal position in which the funding
> requirements of these and similar programs...... at all levels of
> government......were seriously underestimated and now outstrip what
> is available either through the current fiscal budgets or through
> borrowing. We have hit the wall and we are in a Catch 22.
>
> As dire as these options might be, I would argue that dismembering
> these utopian spending models, built upon generous instincts and
> much social engineering, and containing spending is a superior policy
> alternative to attempting to maintain the status quo through continued
> spending and borrowing.
>
> The latter will eventually lead to fiscal strangulation........a
> point at which debt service exceeds available revenues. Curtailment
> of spending, which may lead to a self reinforcing deflationary spending
> spiral, does not assure fiscal death while the former does.
>
> By postponing resolution of difficult problems we have allowed them
> to mature into crises through lack of political will, utopian ideals
> and constituency politics. We must now act.
>
> ]]> Tue, 21 Jul 2009 13:04:29 -0400

On Jul 20 07:13 AM CautiousInvestor wrote:

> Throughout government we have managed to place ourselves in lose-lose
> positions, with only non-viable policy options at hand to redress
> the problems
>
> Medicare and Medicaid, both well intentioned programs, are the poster
> children for this impossible fiscal position in which the funding
> requirements of these and similar programs...... at all levels of
> government......were seriously underestimated and now outstrip what
> is available either through the current fiscal budgets or through
> borrowing. We have hit the wall and we are in a Catch 22.
>
> As dire as these options might be, I would argue that dismembering
> these utopian spending models, built upon generous instincts and
> much social engineering, and containing spending is a superior policy
> alternative to attempting to maintain the status quo through continued
> spending and borrowing.
>
> The latter will eventually lead to fiscal strangulation........a
> point at which debt service exceeds available revenues. Curtailment
> of spending, which may lead to a self reinforcing deflationary spending
> spiral, does not assure fiscal death while the former does.
>
> By postponing resolution of difficult problems we have allowed them
> to mature into crises through lack of political will, utopian ideals
> and constituency politics. We must now act.
>
> ]]> http://seekingalpha.com/article/149734-pennsylvania-another-state-descends-into-financial-crisis?source=feed#comment-596727 596727

On Jul 20 06:11 AM Leftfield wrote:

> You have laid out the facts. I don't see how a US public used to
> avoiding them can, this time. I don't see how critics can refute
> this. Somehow a recovery comes from this, 3rd quarter? Next year?
> With these irrefutable facts?
> We have a president who seems increasingly Carteresque. A figurehead,
> over his head. But, with Clinton's corruption. This may become more
> obvious as the public gets frustrated with policies that are sure
> to fail in an economy that badly needs real solutions.
> The incumbents are almost 100% awful and complicit in the sellout
> of the US as they are first in line with Wall St. and all other payoffs.
> No doubt it will take a continual hosing of incumbents to reach conscientious
> candidates who can, and wish to, actually help. Americans will have
> to awaken from their dream state which is a real-life nightmare now.
>
> The enemies of middle-class America are enriched and emboldened,
> we are impoverished and disempowered. Dangerous times and the hour
> is late. We have to take the steps one by one to empty the trash
> with each election to bring forth decent leadership. I only hope
> there is time and that Americans will now listen to real leaders.]]> Tue, 21 Jul 2009 12:58:25 -0400

On Jul 20 06:11 AM Leftfield wrote:

> You have laid out the facts. I don't see how a US public used to
> avoiding them can, this time. I don't see how critics can refute
> this. Somehow a recovery comes from this, 3rd quarter? Next year?
> With these irrefutable facts?
> We have a president who seems increasingly Carteresque. A figurehead,
> over his head. But, with Clinton's corruption. This may become more
> obvious as the public gets frustrated with policies that are sure
> to fail in an economy that badly needs real solutions.
> The incumbents are almost 100% awful and complicit in the sellout
> of the US as they are first in line with Wall St. and all other payoffs.
> No doubt it will take a continual hosing of incumbents to reach conscientious
> candidates who can, and wish to, actually help. Americans will have
> to awaken from their dream state which is a real-life nightmare now.
>
> The enemies of middle-class America are enriched and emboldened,
> we are impoverished and disempowered. Dangerous times and the hour
> is late. We have to take the steps one by one to empty the trash
> with each election to bring forth decent leadership. I only hope
> there is time and that Americans will now listen to real leaders.]]> http://seekingalpha.com/article/150169-california-comes-to-a-cowardly-compromise?source=feed#comment-596702 596702 Tue, 21 Jul 2009 12:44:40 -0400 http://seekingalpha.com/article/149510-new-construction-growth-what-are-they-smoking?source=feed#comment-592248 592248 Fri, 17 Jul 2009 13:55:33 -0400 http://seekingalpha.com/article/149007-moodys-says-more-stimulus-foreclosure-aid-likely-needed?source=feed#comment-589331 589331 Wed, 15 Jul 2009 13:23:57 -0400 http://seekingalpha.com/article/149010-the-labor-market-s-worse-than-we-think?source=feed#comment-589321 589321

On Jul 15 12:54 PM Pat C wrote:

> The job creation is coming from small businesses and guess who is
> getting screwed the most in the health care fiasco - labor intensive
> small businesses. This is insanity.]]> Wed, 15 Jul 2009 13:20:46 -0400

On Jul 15 12:54 PM Pat C wrote:

> The job creation is coming from small businesses and guess who is
> getting screwed the most in the health care fiasco - labor intensive
> small businesses. This is insanity.]]> http://seekingalpha.com/article/148111-fool-s-gold-part-2?source=feed#comment-585552 585552 Mon, 13 Jul 2009 09:24:54 -0400 http://seekingalpha.com/article/148003-former-assistant-treasury-secretary-the-treasury-works-for-goldman-sachs?source=feed#comment-585434 585434 Mon, 13 Jul 2009 08:45:01 -0400 http://seekingalpha.com/article/147640-california-s-gone-bust?source=feed#comment-578855 578855 Wed, 08 Jul 2009 10:53:43 -0400 http://seekingalpha.com/article/146927-the-mother-of-all-bubbles?source=feed#comment-575439 575439 Mon, 06 Jul 2009 09:44:38 -0400 http://seekingalpha.com/article/146810-reactions-to-my-madoff-rant-no-apologies?source=feed#comment-572065 572065 Thu, 02 Jul 2009 15:57:06 -0400 http://seekingalpha.com/article/146403-madoff-s-investors-don-t-deserve-compensation-or-sympathy?source=feed#comment-571765 571765

On Jul 01 02:29 PM martyg wrote:

> painting everybody with the same brush, in this swindle, is as disingenuous
> as can be conceived.
>
> your 89 year old mother and 92 year old father should be now living
> with you due to the loss of their life's savings. and there is a
> difference between losing $200,000, your total savings, or $10,000,000
> that can be managed. and the stupidity assertions you make are the
> work of a self centered talentless egotist who can't spell.
> ---mr matthew arafat.
>
> if you believe this is a personal attack then you are correct, despite
> the fact that it will bounce off your selfish brain.]]> Thu, 02 Jul 2009 12:43:20 -0400

On Jul 01 02:29 PM martyg wrote:

> painting everybody with the same brush, in this swindle, is as disingenuous
> as can be conceived.
>
> your 89 year old mother and 92 year old father should be now living
> with you due to the loss of their life's savings. and there is a
> difference between losing $200,000, your total savings, or $10,000,000
> that can be managed. and the stupidity assertions you make are the
> work of a self centered talentless egotist who can't spell.
> ---mr matthew arafat.
>
> if you believe this is a personal attack then you are correct, despite
> the fact that it will bounce off your selfish brain.]]> http://seekingalpha.com/article/146403-madoff-s-investors-don-t-deserve-compensation-or-sympathy?source=feed#comment-571695 571695

On Jul 01 10:35 AM RiskAverseAlert wrote:

> First, "Diversification" is NOT "Investment 101." Read Gerald M.
> Loeb's "The Battle for Investment Survival." Let someone who lived
> through the Crash of '29 and subsequent bloodbath correct this bit
> of misinformation. You want to talk "propaganda?" The "balanced and
> diversified" mantra is it.
>
> Second, the Fed and Treasury have TRILLIONS for "structured finance"
> gangsters who are no less guilty of perpetrating a Ponzi scheme dwarfing
> Madoff's by several orders of magnitude. Most folks who invested
> with Madoff were not terribly sophisticated investors. They should
> be made whole because those whom they believed were watching the
> hen house were, in fact, in on the fox's wink and a smile.
>
> That the investing public is largely unsophisticated is more than
> spoken for by your "Investment 101." That compassion is missing in
> speaking about a fraud whose life should have been ended long ago
> (because its existence was in all probability known), speaks for
> the terrible problem America faces when opinion-makers reveal themselves
> as ripe for fascism.]]> Thu, 02 Jul 2009 12:18:53 -0400

On Jul 01 10:35 AM RiskAverseAlert wrote:

> First, "Diversification" is NOT "Investment 101." Read Gerald M.
> Loeb's "The Battle for Investment Survival." Let someone who lived
> through the Crash of '29 and subsequent bloodbath correct this bit
> of misinformation. You want to talk "propaganda?" The "balanced and
> diversified" mantra is it.
>
> Second, the Fed and Treasury have TRILLIONS for "structured finance"
> gangsters who are no less guilty of perpetrating a Ponzi scheme dwarfing
> Madoff's by several orders of magnitude. Most folks who invested
> with Madoff were not terribly sophisticated investors. They should
> be made whole because those whom they believed were watching the
> hen house were, in fact, in on the fox's wink and a smile.
>
> That the investing public is largely unsophisticated is more than
> spoken for by your "Investment 101." That compassion is missing in
> speaking about a fraud whose life should have been ended long ago
> (because its existence was in all probability known), speaks for
> the terrible problem America faces when opinion-makers reveal themselves
> as ripe for fascism.]]> http://seekingalpha.com/article/146403-madoff-s-investors-don-t-deserve-compensation-or-sympathy?source=feed#comment-571676 571676

On Jul 01 09:32 AM Ferdinand E. Banks wrote:

> Interesting and well written article, but I question its logic. The
> rich, nearly rich, and soon-to-be-rich have always gotten the best
> seats at the American table. Always have and always will. To think
> otherwise is to doubt the American way.]]> Thu, 02 Jul 2009 12:11:38 -0400

On Jul 01 09:32 AM Ferdinand E. Banks wrote:

> Interesting and well written article, but I question its logic. The
> rich, nearly rich, and soon-to-be-rich have always gotten the best
> seats at the American table. Always have and always will. To think
> otherwise is to doubt the American way.]]> http://seekingalpha.com/article/145765-how-much-is-tarp-costing-american-taxpayers?source=feed#comment-566903 566903

On Jun 28 05:06 PM gal wrote:

> The CBO figures do not seem to reflect the preferred dividendspaid
> by the banks to the Treasury which should be deducted from the amounts
> lent to get an accurate figure. Also, the options the banks gave
> the Treasury should also be valued and deducted from the total.]]> Mon, 29 Jun 2009 10:36:08 -0400

On Jun 28 05:06 PM gal wrote:

> The CBO figures do not seem to reflect the preferred dividendspaid
> by the banks to the Treasury which should be deducted from the amounts
> lent to get an accurate figure. Also, the options the banks gave
> the Treasury should also be valued and deducted from the total.]]> http://seekingalpha.com/article/145068-expect-the-unemployment-rate-to-increase?source=feed#comment-560518 560518 Wed, 24 Jun 2009 11:41:59 -0400 http://seekingalpha.com/article/143995-industrial-production-falls-in-europe-and-the-u-s?source=feed#comment-552107 552107 Thu, 18 Jun 2009 11:52:35 -0400 http://seekingalpha.com/article/139522-how-to-profit-from-possible-u-s-credit-downgrade?source=feed#comment-518910 518910

On May 26 12:20 PM JOETRADER wrote:

> What is this got yo do with CHK?]]> Tue, 26 May 2009 21:06:25 -0400

On May 26 12:20 PM JOETRADER wrote:

> What is this got yo do with CHK?]]> http://seekingalpha.com/article/139162-national-bankruptcy-not-quite-yet?source=feed#comment-514296 514296

On May 22 08:58 AM Ferdinand E. Banks wrote:

> Mr Woong said what I was going to say: Essentially, the very idea
> of the US going bankrupt is preposterous.]]> Fri, 22 May 2009 10:07:48 -0400

On May 22 08:58 AM Ferdinand E. Banks wrote:

> Mr Woong said what I was going to say: Essentially, the very idea
> of the US going bankrupt is preposterous.]]> http://seekingalpha.com/article/137609-freedom-of-information-act-disclosure-busts-paulson-geithner-bair?source=feed#comment-505675 505675

On May 15 01:01 PM American in Paris wrote:

> You're very confused. Without those capital infusions those banks
> were bankrupt today.
>
> I am very glad the Federal Government rescued the banking system.
>
>
> And yes, the government does have broad regulatory power over the
> banks.]]> Fri, 15 May 2009 14:48:25 -0400

On May 15 01:01 PM American in Paris wrote:

> You're very confused. Without those capital infusions those banks
> were bankrupt today.
>
> I am very glad the Federal Government rescued the banking system.
>
>
> And yes, the government does have broad regulatory power over the
> banks.]]> http://seekingalpha.com/article/137609-freedom-of-information-act-disclosure-busts-paulson-geithner-bair?source=feed#comment-505672 505672 Fri, 15 May 2009 14:45:52 -0400 http://seekingalpha.com/article/137609-freedom-of-information-act-disclosure-busts-paulson-geithner-bair?source=feed#comment-505637 505637
You were correct. You said we could not impose Communist on the capitalist running dogs. You said be patient, and they will welcome Communism. And now we are seeing your prediction unfold before our eyes.
]]> Fri, 15 May 2009 14:30:42 -0400
You were correct. You said we could not impose Communist on the capitalist running dogs. You said be patient, and they will welcome Communism. And now we are seeing your prediction unfold before our eyes.
]]> http://seekingalpha.com/article/134549-do-you-believe-banks-are-recovering-part-2?source=feed#comment-485555 485555 Fri, 01 May 2009 11:05:44 -0400 http://seekingalpha.com/article/131781-the-top-12-brands-likely-to-disappear?source=feed#comment-474732 474732 Thu, 23 Apr 2009 15:51:55 -0400