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George.H

George.H
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  • Gasoline Volume Sales, Demographics And Our Changing Culture [View article]
    Don't know what you are talking about.
    Mar 1, 2013. 02:14 PM | 1 Like Like |Link to Comment
  • Gasoline Volume Sales, Demographics And Our Changing Culture [View article]
    Doug,

    Why do you think vehicle sales have been so strong in the last few years (not saying it has surpassed previous high)?

    Vehicle sales have been one of the drivers for growth recently.
    Feb 27, 2013. 09:02 PM | Likes Like |Link to Comment
  • AT&T: Time To Milk This Cash Cow For A 5% Dividend Yield [View article]
    Does it bother you that T has a P/E ratio of 54?

    Talk about "cheap stocks".
    Jul 28, 2012. 11:12 AM | 3 Likes Like |Link to Comment
  • G20: Little Room For Fresh Initiatives [View article]
    G20 inches toward $2 trillion in rescue funds
    http://reut.rs/yKaH2E
    Feb 25, 2012. 09:11 PM | Likes Like |Link to Comment
  • Global Healing, 2012 Vs. 2009 [View article]
    This analysis is entirely wrong:

    "Any crisis will get contained if the ECB prints. The Germans, if they object, will be faced with a choice of a catastrophic failure vs. QE. In the end, I believe that they would choose QE."

    QE can alleviate rising bond yields. It can not manage default. If the Germans agree to step in in case of a Greek default, what that really means is that the Germans agree to pay all the losses for banks resulting from holding Greek bonds, which will lead massive nationalization of banks.

    Now "the Germans agree" means Merkel agrees on behalf of the German people. In essence the German tax payers will pay off all the Greek debts. This can only happen if Merkel is ready to kicked out of the office, if there will not be riots on streets in Germany at all.


    Spain and Portugal will also need billions of more bailouts (much bigger than Greece). Italy alone has 200 billions of refinancing this year. How much can ESM and EFSF do?
    Jan 24, 2012. 01:52 AM | Likes Like |Link to Comment
  • In The Eurozone, To Forgive (Debts) Is Divine [View article]
    According to Zero hedge, Greece has some 350 billion euro of total debt. 20% held by pensions will be about 70 billions. A 50% haircut will be devastating.

    Do you have any source about the the pensions' total holding?
    Oct 30, 2011. 10:34 AM | Likes Like |Link to Comment
  • Aug. New Home Sales: -2.3% to 295K in-line with expectation, 302K (revised) prior. Months' supply unchanged at 6.6. Median price $209,100.  [View news story]
    Can you use correct grammar?

    "in-line with expectation", not "in-line with expected".
    Sep 26, 2011. 10:09 AM | 1 Like Like |Link to Comment
  • Things Look So Bad They Can Only Get Better [View article]
    No. Things aren't bad at all.

    In Dec 2008 when the 10yr year Treasury yield was this low, stocks were at 900, 200 more points to drop. We are now only at 1170, close to 300 pints above that level.

    How can you call this bad?

    Of course, you can say earnings are a lot better now. That is true. But that is another way to say things aren't bad at all. Earnings have only one way to go: down.
    Sep 3, 2011. 05:42 PM | 4 Likes Like |Link to Comment
  • More Than Meets the Eye: Employment Rebound in the Offing? [View article]
    What is your GDP forecast?
    Jul 10, 2011. 04:43 PM | Likes Like |Link to Comment
  • May ADP Jobs Report: +38K vs. +190K expected and +177K prior (revised from +179K). ADP notes "a deceleration in employment, while disappointing, is not entirely surprising," but this is quite a sharp miss.  [View news story]
    "not entirely surprising", how funny, just like a joke. Just that all the economists are surprised.
    Jun 1, 2011. 09:56 AM | 1 Like Like |Link to Comment
  • Near-Term Technical Picture Appears Bullish but Fundamentals Point to Downside Potential [View article]
    It will go up. A bit. Then goes down, just in time the smart gets out.
    May 29, 2011. 11:36 AM | Likes Like |Link to Comment
  • Retail Sales: The 'Real' Story [View article]
    This is the most insightful analysis of retail sales. Thanks Doug.
    May 15, 2011. 05:08 PM | Likes Like |Link to Comment
  • For Many Consumer Items, Prices Falling, Not Rising [View article]
    Big deal.

    I bet most readers of this site know the contribution of food and energy to CPI. We don't need this. For you to add any value, you need to add what percentage contribution of these products to CPI. TV? 0.01%?
    May 15, 2011. 01:32 AM | Likes Like |Link to Comment
  • Analyzing April 2011 Sales Data [View article]
    This is a break down of the Commerce Department report. Just don't see any value to it.
    May 15, 2011. 01:08 AM | 1 Like Like |Link to Comment
  • A Trading System That Challenges the Efficient Market Hypothesis [View article]
    Does CTS, or nay other metrics you use, forecast large correction, such as 10-15%, within a trend?
    Apr 10, 2011. 12:23 AM | Likes Like |Link to Comment
COMMENTS STATS
43 Comments
34 Likes