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Rummeljordan

Rummeljordan
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  • Bernanke Semiannual Monetary Policy Report: The benefits of easing continue to outweigh the costs and risks, says Bernanke in his prepared testimony. Maybe putting to rest the kerfuffle from last week's FOMC minutes, he says QE will continue until there are substantial labor market gains. Watch live here[View news story]
    "Every depression and recession in in history has been caused by the collapse of your greed-fueled, unregulated, overbought "free markets"

    That is just straight up embarrassing that you said that. You don't think the collapses caused by a run up in both public and private debt fueled by loose monetary policies over the last 80 or so years had anything to do with it do you?

    Must have been those crazy free markets....people thinking for themselves, natural interest rates and natural dispersion of wealth that caused the bubbles.
    Feb 27 08:23 AM | 1 Like Like |Link to Comment
  • Bernanke Semiannual Monetary Policy Report: The benefits of easing continue to outweigh the costs and risks, says Bernanke in his prepared testimony. Maybe putting to rest the kerfuffle from last week's FOMC minutes, he says QE will continue until there are substantial labor market gains. Watch live here[View news story]
    The bailout was too timid? Really? How much would "enough" have been then?
    Feb 26 03:28 PM | 1 Like Like |Link to Comment
  • Bernanke Semiannual Monetary Policy Report: The benefits of easing continue to outweigh the costs and risks, says Bernanke in his prepared testimony. Maybe putting to rest the kerfuffle from last week's FOMC minutes, he says QE will continue until there are substantial labor market gains. Watch live here[View news story]
    "The benefits of easing continue to outweigh the costs and risks"..... until they don't.
    Feb 26 10:07 AM | 8 Likes Like |Link to Comment
  • U.S. stocks turn decidedly lower in the day's 2nd half thanks to the big turn in Europe on the Italian election results, or the maybe it's the President's borderline apocalyptic warnings should $85B be trimmed from the $4T federal budget. The S&P 500 -0.7%[View news story]
    Now THIS is a classic late stage sell off!
    Feb 25 03:58 PM | Likes Like |Link to Comment
  • SPY -0.6%, QQQ -0.8% following numerous economic releases this morning showing any financial market froth from the Fed's QE isn't spilling over into the economy. Long-term Treasurys add to gains, the 10-year yielding 1.97% and TLT +0.7%, TBT -1.4%. [View news story]
    What a short lived party that would be! People would get the loot, (hopefully pay down debts) and then go on a spending spree. No one in America saves any more, why would all these Keynes followers want to save? Everyone spends, producers raise their prices, people run out of money. Repeat.
    Feb 21 11:50 AM | 1 Like Like |Link to Comment
  • Google (GOOG) gets its $1,000 price target, with CLSA raising to that level citing improving cost-per-clicks (CPCs). Are they serious? In the meantime, Google is set to take on Microsoft (MSFT) with the sale of touchscreen laptops powered by its Chrome operating system. Shares +0.4% premarket. [View news story]
    I was specifically referring to the $2,000 calls for 2012...and there were plenty. Castles in the air my friend.

    And until that 85B a month actually makes it into the economy, I think we will be yet to see gold take off.
    Feb 21 11:46 AM | Likes Like |Link to Comment
  • SPY -0.6%, QQQ -0.8% following numerous economic releases this morning showing any financial market froth from the Fed's QE isn't spilling over into the economy. Long-term Treasurys add to gains, the 10-year yielding 1.97% and TLT +0.7%, TBT -1.4%. [View news story]
    O no, this was not an overreaction. I am hoping/thinking we might see a bit of a pull back. The market is smarter than me though so who knows!

    I think this QE policies are a joke. Let the people overreact!
    Feb 21 11:20 AM | 1 Like Like |Link to Comment
  • Warming up to the idea FOMC hawkishness may be getting ahead of itself, precious metals reverse course. Gold's now up $26 from the overnight low, GLD +1%. SLV +0.7%. The dollar, however, continues to strengthen, UUP +0.3%[View news story]
    Remember, you can get a dead cat to bounce if you throw it hard enough too.
    Feb 21 10:40 AM | 1 Like Like |Link to Comment
  • SPY -0.6%, QQQ -0.8% following numerous economic releases this morning showing any financial market froth from the Fed's QE isn't spilling over into the economy. Long-term Treasurys add to gains, the 10-year yielding 1.97% and TLT +0.7%, TBT -1.4%. [View news story]
    But if QE isn't working what are we going to do? Keynes didn't really have any other options. Toss money and see if it sticks. We threw the money and it stuck.....to balance sheets. Way to go, guys!
    Feb 21 10:29 AM | 3 Likes Like |Link to Comment
  • February Philly Fed Business Outlook: -12.5 vs. +1.0 expected, -5.8 previous. [View news story]
    Is that a (-)12.5? What? lol
    Feb 21 10:01 AM | Likes Like |Link to Comment
  • S&P futures -0.1% following the 8:30 data - increasing jobless claims, an outsized bump in core CPI - not following Fed script. Helping futures bounce off session lows is a 2% gain in Wal-Mart following news its sales troubles may be tax refund related, not tax-hike related. The 10-year Treasury yield falls back below 2%. TLT +0.5% premarket. [View news story]
    But I thought QE was supposed to lower claims and not cause the CPI to shoot up? O, that was just the models they drew up. I get it.
    Feb 21 08:51 AM | 5 Likes Like |Link to Comment
  • Google (GOOG) gets its $1,000 price target, with CLSA raising to that level citing improving cost-per-clicks (CPCs). Are they serious? In the meantime, Google is set to take on Microsoft (MSFT) with the sale of touchscreen laptops powered by its Chrome operating system. Shares +0.4% premarket. [View news story]
    I was just going to say, this was Apple's $1,000 or golds $2,000
    Feb 21 08:49 AM | Likes Like |Link to Comment
  • "High above the Alps, my gnome is hearing that Apple’s shares are lower because of margin calls," writes Doug Kass as Apple (AAPL -1.3%) falls to $444 and cedes its market cap crown for now to Exxon Mobil. The FY13 EPS consensus has fallen to $45.07 from a pre-earnings level of $48.30, but that still puts shares at 6.6x forward EPS exc. cash. The dividend yield is now at 2.4%. (yesterday[View news story]
    I know you are smarter than to call a bottom.....

    So I will take this as a joke.
    Jan 26 08:19 AM | Likes Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    Most sensible Apple article ever written?

    I think so.
    Jan 26 08:15 AM | 3 Likes Like |Link to Comment
  • Another day of outperformance by the small caps (IWM +0.5%) has the Russell 2000 at a new all-time high of 888. The mid-caps (MDY +0.6%) post an all-time high as well. Despite John Bogle's aversion, small-cap stocks do tend to offer better returns over the long haul. [View news story]
    Long IJT
    Jan 17 07:10 PM | Likes Like |Link to Comment
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