abbottmd

The New Version of Depression Apple Selling

The day laborers used to be from Mexico and central america. When times were good for the economy, little attention was paid. Now that times have changed and it's Americans hanging out for day labor jobs, we're supposed to feel sorry for them? There were people doing this for years, and we used them for cheap labor as a society. I would like to see our society be a little more consistent in our sympathy.

Anecdotal Evidence of Renewed Economic Activity

come up to Montana and check out the hundreds of miles of railway with parked flatbed railcars

GM: Are We in Looneyland?

what about shorts wanting to cover and get out rather than wait and risk some screwed up govt intervention?

John Hussman: Comfortable with Uncertainty

But banks are regulated public institutions. they have a duty to have a safety margin that mandates they DON'T develop that temporary negative equity. It is necessary to maintain the public's confidence..... would you want to leave your entire assets in an institution that told you "don't worry, the equity looks bad right now, but surely it will go back up soon"


On May 05 03:03 PM user396040 wrote:

> Under mark-to-market, aren't the banks in the same situation as Pickens?
> Assets are marked way down but can pop up if the market improves.
> I have seen enormous volatility, as well as wide spreads, in the
> distressed debt market. Do we really want to overhaul the nation's
> financial structure because several banks were insolvent for 15 minutes
> on the afternoon of March 9?

John Hussman: Buying Near the Bottom

John-

It has become cliche to talk about pain being felt be Americans..... but has there really been that much pain? The malls seem full to me. Maybe I just expected things to look worse than they do now. Deep down, I wonder if we won't say a real bottom until we get a proverbial belt-tightening by the whole country. What we've had to date just seems like a deeper-than-usual bear market that a lot of people expect we'll just bounce back from. That double top in the long term S&P chart looks very ominous to me.

~abbottmd

Bail Out Capitalism, Not Detroit

I also wondered if automaker bailouts wouldn't violate some of our free trade agreements.... haven't heard much about this.

Are VIX Futures Signaling End of Year Slump?

But if the VIX participants are EXPECTING this decline in S&P, isn't that a contrarian indicator that we might not get it?

A Closer Look at the Dollar Rally

So how do the experts explain this dollar strength? With bailouts galore, all I've been hearing lately was how the dollar was toast. The markets don't seem to agree with that. It's fine to say the chart is bullish, but on what fundamentals?

Will the Fed Really Cut Rates Twice in One Week?

the fed is so far behind the curve being dictated by the credit markets that they need to cut again. market will crash if they don't. it is a vicious cycle they now find themselves in.

Where Morningstar Goes Wrong on ETFs

if buying a single country fund is such a bad idea, then why are there so many US-specific mutual funds? this strikes me as the height of hypocrisy by morningstar

Do Rate Cuts Really Make an Impact?

I agree. Rate cuts are pointless. They may help prior malinvestments limp along a little further, but this is really just a socialization of losses across society via inflation.... why is everyone so willing to do that? probably because they somehow think they'll be on the beneficial end of it somehow. When we get inflation out of control , few can be on the winning end.

Do Rate Cuts Really Make an Impact?

I agree. Rate cuts are pointless. They may help prior malinvestments limp along a little further, but this is really just a socialization of losses across society via inflation.... why is everyone so willing to do that? probably because they somehow think they'll be on the beneficial end of it somehow. When we get inflation out of control , few can be on the winning end.

Asset Allocation: Consider the Commodities You Already Own

the correlations you listed between S&P and commodity indices looked rather weak to me, in fact I would have said this proved the case for including commodities as a separate asset class and diversifier. unless you normalize for inflation-adjusted dollars, it is hard to compare asset class correlations anyway

Asset Allocation: Consider the Commodities You Already Own

the correlations you listed between S&P and commodity indices looked rather weak to me, in fact I would have said this proved the case for including commodities as a separate asset class and diversifier. unless you normalize for inflation-adjusted dollars, it is hard to compare asset class correlations anyway

Congress Votes To Raise Taxes: Where Is The Media On This?

low tax rate dividend checks? have you checked out the dividend yield on the S%P lately? the dividend tax rate is practically irrelevent with div yields this low!