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golongcheckdownmkt

golongcheckdownmkt
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  • The economy is being hobbled by "a new generation of zombies - the economic walking dead," Stephen Roach warns. U.S. consumption growth is weakest in the post-WWII era, and reminds Roach of the start of Japan's two lost decades. But it could be worse for the U.S. - at 70% of GDP, U.S. personal consumption is 3.5x the peak share of Japan’s early-90s bubble-distorted spending.  [View news story]
    In the end...there will only be Keith Richards & Stephen Roach
    Jun 16 05:45 PM | Likes Like |Link to Comment
  • Why You Should Sell Bank of America [View article]
    probably got two full years salary and bonus AND the country club membership for bringing the shareholders countrywide
    Jun 13 04:05 PM | 2 Likes Like |Link to Comment
  • Why You Should Sell Bank of America [View article]
    also, the cost to absorb Merrill Lynch doesn't help in this environment.
    Jun 13 01:34 PM | 1 Like Like |Link to Comment
  • Goldman's Jim O'Neill is unconcerned about a second-half slowdown, blaming recent disappointing economic data on supply-chain disruptions following Japan’s earthquake and tsunami. Although there's room for stocks and commodities to decline a bit further, he expects 3-3.5% growth in the second half. "If I am right, stocks will recover and Treasurys will fall."  [View news story]
    should say "When I am right."
    May 18 03:01 PM | Likes Like |Link to Comment
  • SAC Capital's Steve Cohen expects the stock market to take a “pause” this summer, and that while optimistic about the second half of the year, forecasting a 4% U.S. growth rate, he worries about the impact of rising budget deficits in 2012. "Energy stocks are discounting oil prices much lower than where we are trading today," he adds, seeing their selloff as a buying opportunity.  [View news story]
    Steve is saying I am going on vacation this summer so expect light volume and I see oil consumption increasing going forward.

    great market insight
    May 12 04:10 PM | 1 Like Like |Link to Comment
  • Panera Bread, A Better Value Than Chipotle [View article]
    everything looked stale at Panera, I ran out the door
    May 11 01:17 PM | Likes Like |Link to Comment
  • S&P's negative outlook on U.S. sovereign debt is a stroll in the park compared to Martin Weiss of Weiss Ratings' view: He gives U.S. debt a C rating - just two notches above junk.  [View news story]
    And what happens to China's rating when the USA defaults?

    Game Over.
    May 3 01:22 PM | 1 Like Like |Link to Comment
  • Should You Follow Bill Gross Into Municipal Bonds? [View article]
    If you think Bill buys these without thought, you are seriously mistaken. chump change whether it is 14 million billion gajillion, Bill buys paper to win, yes he is diversified but with so many choices, Bill bought some national muni's but a large chunk of his so called chump change is in California credits....hello tax benefits??California will thrive, keep listening to the media and lunatic analysts for your Investment decisions and you'll be day trading in no time.

    California bonds are attractive because the stupid money has left the Cal Muni market
    Jan 27 10:26 PM | Likes Like |Link to Comment
  • Bond Prices Will Correct in Months, Not Years [View article]
    Macroeconomic trends of an aging population suggests that demand for bonds and income will grow. As interest rates climb, some bonds will get heavily discounted however, bonds will continue to find a place into portfolios. Bond buyers should be aware of the yield curve & the value of the US dollar.

    Someone that needs to generate income and knows that diversification in bonds is just as important as in stocks will not sell paper in a panic, if anything...you can find the boomers buying more bonds as yields move up.
    Oct 5 05:14 PM | Likes Like |Link to Comment
  • AIG's New Math: Something Smells [View article]
    its the spread and/or what the bankers get for standing in the middle of the room
    Oct 1 04:40 PM | 1 Like Like |Link to Comment
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