Pauly B

86 Comments

    • Psyching Up To Buy At Maximum Pessimism Levels [view article]
      No one can call an exact bottom and I dont disagree that stocks are undervalued and some are cheap but why these experts say buy when the freight train is headed right for you I will never understand? Give me two months of relative calm in the markets and improvement in key economic fundamentals and then I will consider it. Oct 10 08:34 AM
    • John Hussman: Depression Fear Mongering 'Ridiculous' [view article]
      The stock market is only a side show. The real problem is in the credit markets and I dont see anything improving there.

      By next October we should see 9-10 % unemployment and a box of cereal costing 6 bucks. Earnings are going to be pathetic in the coming quarters.       Oct 07 09:07 AM
    • Now's the Time to Buy Bank Stocks [view article]
      This article is pure lunacy. The market is almost broken. Now if I saw one centilia of improvement in jobs, housing appreciation, and purchases by businesses and individuals I might take the chance and buy some financials.

      The biggest danger lurking is if this so called bailout bill doesnt work what will happen? The market is already pricing that into the equation now.

      I think someone once told me never call a bottom, ummm, I think thats pretty good advice.       Oct 05 08:20 AM
    • Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
      The base cause of this is greed. It infected every part of the capital system whether it be homeowners, politicians, banks, rating agencies, and regulators. We have all experienced the ugly side of capitalism and now we need to fix it.

      This contraction is going to be brutal and humbling. Dr Enzio I like your point of accountability of holding German bankers accountable and this should be applicable here in the states. My other question where were the board of directors on these investment decisions by these CEO's of these banks?

      Oct 03 08:26 AM
    • Even With the Bailout, We Won't Find an Immediate Bottom [view article]
      Great article.

      We need more than a bailout we need stimulus. With all the trillions sitting on the sidelines in markets around the world what would happen if they cut cooperate, capital gains, and individual taxes? Answer:

      You would have money pouring back into equities and revenues increasing in the treasury and businesses expanding. I think its a trade those sitting in cash would make.

      This bill not only will hit us in taxes but at the grocery store too.

       Oct 02 08:40 AM
    • Assets and Capital: The Two Major Issues in this Crisis [view article]
      As William F Buckley said once, "If I were to be judged I would take the first 500 people out of the Boston phone book to judge me rather than the first 500 out of any Ivy League school. These Ivy league hotshots on Wallstreet and in Congress ruined it for all of us.

      I am out on main street, pay my bills, balance my checkbook, put 20% down on my first home, and keep within my within my budget. I question what the heck happened to my country.

      With the printing presses now running our currency will take a nose dive, and counter-party risk is gone. The next bailouts will be commercial loans and credit cards. Oh ya, I forgot, price controls are the next likely solution.       Sep 29 08:49 AM
    • Analogies to the Great Depression [view article]
      Johnthebear, your right, the next bailouts will be for commercial real-estate and credit cards. This has not ended. Food and Energy will be off the charts in the next year. The will totaly destroy the dollar.

      Paulson said he wanted the bailout so we could get money out of our ATMS. Well that may be true, but they are going to have print the money to supply those ATM's.

      If I own a home where the value of my home is less than what I paid for it why shouldnt I get bail out? You will see more defaults with this bill because people will have no incentive to stay with their homes.       Sep 29 08:18 AM
    • Is the System on the Verge of Collapse? [view article]
      There are bodies burrried on both sides of the aisle on this. We as a nation were addicted to fast and easy credit at any cost. Democrats pushed for people to get into homes and Republicans complied by signing off on standards. The ponzy game has come to an end, or the largest pyramid in history has failed. For me I am sick of all the politicians involved.

       Sep 27 11:24 AM
    • What the "Fear Index" Is Saying About the Market [view article]
      The 4th quarter will really stink. The jobs numbers will only get worse. How can it improve each day this credit crisis continues? How many more layoffs and bankruptcies happen.? Even with the infusion the banks will be ultra tight into the future for some time. I am not optimistic we are anywhere near a bottom, yes we will have rallies, but the bear market will be with us for at least a good year or too. Sep 25 08:18 AM
    • 3 Reasons We Have Yet To Hit Bottom [view article]
      Who can predict the bottom here with all this intervention? It will be awhile until the market shows its hand. Sep 22 08:59 AM
    • Time To Hedge Dollar Exposure [view article]
      In three months the Euro will be right back at its highs. A trillion dollars of debt will create alot of unwanted consequences, the dollar included. Sep 20 08:15 AM
    • Credit Default Swaps: The Show Isn't Over [view article]
      A hedge fund dream come true:

      determine which banks still hold CDS Securities and the short the hole on the stock driving it down, destroy the shareholders, destroy the employees, and stick the taxpayer with the bill and walk away fat dumb and happy. What a great trade.

      Shorting may be efficient in the market realm but in the end we will all pay the bill.       Sep 17 08:26 AM
    • Massive Government Intervention Has Bulls Cheering [view article]
      When the US Treasury Secretary said on his interview with CNBC reporter Steve Liestman that he didnt know the size of the debt obligation that is concerning . If I am taking on the debt as a taxpayer shouldn't I know the amount I owe?

      As the rally happens this week I am buying some out of the money puts and inverse ETFS to hedge my portfolio. From what I see the patient's condition has only been upgraded from critical to serious.

      This morning I just see huge undwinding of short positions in the financials.



      Sep 08 09:05 AM
    • The ECB Remains Hawkish [view article]
      It seems like it will be a tall order for the Euro to recover after the recent currency dislocations. There have been huge moves in the last month alone. I remember many business leaders in Europe calling for rate reductions. The unemployment and GDP numbers will call this. It will be interesting to see who is right. Sep 05 08:39 AM
    • The Week Ahead: Why We Still Worry [view article]
      Personally I dont see how another round of stimulus checks would help. You get a pop yes, but it doesn't fix the underlying problem in the economy or in Washington. They just spend and tax to much. We need tax breaks on business and individuals during this time to really rev up the economy. Now that would be a stimulus package. Sep 02 08:17 AM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»