vince v's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/772/comments http://seekingalpha.com/article/171741-gold-transforming-into-a-completely-demonetized-wealth-asset?source=feed#comment-747801 747801 Fri, 06 Nov 2009 09:14:12 -0500 http://seekingalpha.com/article/150344-fractured-wall-street-fairy-tales-2-awful-news-is-the-same-as-good-news?source=feed#comment-597855 597855 Wed, 22 Jul 2009 10:01:48 -0400 http://seekingalpha.com/article/144641-insiders-selling-heavily-what-s-up?source=feed#comment-562395 562395 Thu, 25 Jun 2009 13:57:44 -0400 http://seekingalpha.com/article/127366-john-hussman-we-are-selling-off-our-children-s-future?source=feed#comment-439040 439040 Tue, 24 Mar 2009 22:46:40 -0400 http://seekingalpha.com/article/125021-thursday-outlook-commodities-emerging-markets?source=feed#comment-423098 423098 Thu, 12 Mar 2009 10:29:39 -0400 http://seekingalpha.com/article/120727-a-tradable-bottom-in-oil?source=feed#comment-390303 390303 Mon, 16 Feb 2009 09:22:26 -0500 http://seekingalpha.com/article/115139-restructurings-and-bailouts?source=feed#comment-358639 358639 Sat, 17 Jan 2009 19:06:52 -0500 http://seekingalpha.com/article/110081-4-ways-to-tell-if-this-bear-market-has-really-bottomed?source=feed#comment-327345 327345

On Dec 11 12:41 PM reluctantQuant wrote:

> plenty of lagging indicators to look at, no doubt about that.

>
>
> only question I really want to know is - when does retail stop selling?
> that's what's preventing good hunters from starting to buy. experienced
> hands are callling this a buying opportunity, but managers can't
> execute when redemptions control the game.
>
> good names (yes, be picky) are massively "on sale - flashing blue
> light special" -- maybe not the last sale or the lowest sale, but
> smart shoppers should be legging in. next portion should be around
> late Jan, early Feb earnings season (insert Monty Pyton "Bring out
> yer dead" quote here). Companies are going to pull junk out of their
> basement that no one ever imagined and drag it out to the sidewalk
> on these announcements, and earning surprises stats are going to
> be fabulous.
>
> bonds? they called it, if you'd been watching your yield curve and
> your OIS spread. now spreads are wacked because you JUST CAN'T FIND
> A BID. sure 1-mo bills are negative. Many will pay par-plus just
> to avoid the vol and the horrible conversation with their overseers.
> and of course a treasury trader can't short the things to ya, (carry
> & bal sheet both wrong) so the last true long gets the trade.
> when the low investment grade spreads start moving in consistently,
> you'd better already be on the train.
>
> is it the bottom?
> moot question.
> jack be nimble and start making it back.
> ]]> Fri, 12 Dec 2008 10:43:25 -0500

On Dec 11 12:41 PM reluctantQuant wrote:

> plenty of lagging indicators to look at, no doubt about that.

>
>
> only question I really want to know is - when does retail stop selling?
> that's what's preventing good hunters from starting to buy. experienced
> hands are callling this a buying opportunity, but managers can't
> execute when redemptions control the game.
>
> good names (yes, be picky) are massively "on sale - flashing blue
> light special" -- maybe not the last sale or the lowest sale, but
> smart shoppers should be legging in. next portion should be around
> late Jan, early Feb earnings season (insert Monty Pyton "Bring out
> yer dead" quote here). Companies are going to pull junk out of their
> basement that no one ever imagined and drag it out to the sidewalk
> on these announcements, and earning surprises stats are going to
> be fabulous.
>
> bonds? they called it, if you'd been watching your yield curve and
> your OIS spread. now spreads are wacked because you JUST CAN'T FIND
> A BID. sure 1-mo bills are negative. Many will pay par-plus just
> to avoid the vol and the horrible conversation with their overseers.
> and of course a treasury trader can't short the things to ya, (carry
> & bal sheet both wrong) so the last true long gets the trade.
> when the low investment grade spreads start moving in consistently,
> you'd better already be on the train.
>
> is it the bottom?
> moot question.
> jack be nimble and start making it back.
> ]]> http://seekingalpha.com/article/102589-let-s-get-ready-to-rebound?source=feed#comment-293614 293614
FYI - page missing on this link]]> Wed, 29 Oct 2008 13:22:26 -0400
FYI - page missing on this link]]> http://seekingalpha.com/article/98296-john-hussman-however-it-s-written-tarp-is-a-bad-idea?source=feed#comment-273689 273689 Sat, 04 Oct 2008 23:00:56 -0400 http://seekingalpha.com/article/98241-post-bailout-investing-the-big-picture?source=feed#comment-273681 273681 Sat, 04 Oct 2008 22:32:36 -0400 http://seekingalpha.com/article/96844-8-sector-etfs-in-a-surprising-uptrend?source=feed#comment-262652 262652 Tue, 23 Sep 2008 13:36:17 -0400 http://seekingalpha.com/article/96658-the-bailout-to-end-all-bailouts?source=feed#comment-261387 261387 Mon, 22 Sep 2008 10:26:45 -0400 http://seekingalpha.com/article/96591-higher-bills-for-the-u-s-means-higher-gold-prices?source=feed#comment-261332 261332 Mon, 22 Sep 2008 09:42:53 -0400 http://seekingalpha.com/article/92187-using-several-stock-rating-services?source=feed#comment-237326 237326 Sat, 23 Aug 2008 15:52:39 -0400 http://seekingalpha.com/article/91974-on-slv-s-10-for-1-split-it-s-all-about-liquidity?source=feed#comment-236506 236506
Will someone please educate me on the meaning and significance of this phrase. Thx in advance for your assistance.]]> Fri, 22 Aug 2008 11:12:55 -0400
Will someone please educate me on the meaning and significance of this phrase. Thx in advance for your assistance.]]> http://seekingalpha.com/article/85690-these-days-preferred-stocks-are-anything-but-dull?source=feed#comment-210274 210274 Sun, 20 Jul 2008 23:21:39 -0400 http://seekingalpha.com/article/85202-gold-summer-hiatus-over?source=feed#comment-207072 207072 Wed, 16 Jul 2008 13:57:35 -0400 http://seekingalpha.com/article/67946-truth-stranger-than-fiction-mbia-declines-ratings?source=feed#comment-125177 125177 Tue, 11 Mar 2008 13:11:55 -0400 http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-122566 122566 Wed, 05 Mar 2008 15:54:08 -0500 http://seekingalpha.com/article/43464-gold-bullion-inventory-reaches-new-all-time-high?source=feed#comment-92782 92782 Fri, 03 Aug 2007 10:28:43 -0400 http://seekingalpha.com/article/21984-david-fry-s-daily-market-outlook?source=feed#comment-78248 78248
Regarding your 12/6 comments about staying high and dry, that's where I am. I'm tired of being shaked and baked by "da boyz" and I prefer to preserve capital rather than have to guess which way the ball will be bounced. There is too much money chasing too few assets e.g. the value buy of Gates on the homebuilders.]]> Thu, 07 Dec 2006 22:34:35 -0500
Regarding your 12/6 comments about staying high and dry, that's where I am. I'm tired of being shaked and baked by "da boyz" and I prefer to preserve capital rather than have to guess which way the ball will be bounced. There is too much money chasing too few assets e.g. the value buy of Gates on the homebuilders.]]>