tr4head's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/846227/comments http://seekingalpha.com/currents/post/927081?source=feed#comment-17356591 17356591 Mon, 08 Apr 2013 11:15:14 -0400 http://seekingalpha.com/currents/post/927081?source=feed#comment-17356521 17356521
What folks will try to do to manipulate people into risk!]]> Mon, 08 Apr 2013 11:14:26 -0400
What folks will try to do to manipulate people into risk!]]> http://seekingalpha.com/currents/post/927081?source=feed#comment-17339131 17339131 Mon, 08 Apr 2013 02:00:48 -0400 http://seekingalpha.com/currents/post/920311?source=feed#comment-17272131 17272131 Fri, 05 Apr 2013 12:48:03 -0400 http://seekingalpha.com/currents/post/925041?source=feed#comment-17222201 17222201 Thu, 04 Apr 2013 13:45:25 -0400 http://seekingalpha.com/currents/post/925041?source=feed#comment-17208361 17208361
I know its convenient to go along with the flow, but best advise now is to lighten way up on stocks (esp US and Europe, exc Emerging Markets/Asia) and start buying a little gold now when it is low. ]]> Thu, 04 Apr 2013 09:36:02 -0400
I know its convenient to go along with the flow, but best advise now is to lighten way up on stocks (esp US and Europe, exc Emerging Markets/Asia) and start buying a little gold now when it is low. ]]> http://seekingalpha.com/currents/post/923851?source=feed#comment-17185151 17185151
BTW, for those Bulls out there that believe the dribble about how we are out of recession (we are still in it IMO), please explain how commodities are not following equities up if our developed world economies are doing so wonderfully? You can fake inflation, unemployment and GDP, but you just can't fake commodity prices. Lower commodity prices means no growth, no growth means recession.


. ]]> Wed, 03 Apr 2013 17:05:36 -0400
BTW, for those Bulls out there that believe the dribble about how we are out of recession (we are still in it IMO), please explain how commodities are not following equities up if our developed world economies are doing so wonderfully? You can fake inflation, unemployment and GDP, but you just can't fake commodity prices. Lower commodity prices means no growth, no growth means recession.


. ]]> http://seekingalpha.com/currents/post/921341?source=feed#comment-17131771 17131771 Tue, 02 Apr 2013 17:37:36 -0400 http://seekingalpha.com/currents/post/920311?source=feed#comment-17115581 17115581
Why did this happen? You only have to know that we are in a game of survival with emerging markets, mainly SE Asia. Rather than try to improve our economy the old fashioned way (improve education, work ethics, small govt, low taxes and limited regulation) the wall streeters like this author are happy keeping things going merrily along with big govt/big business collaboration.

The WSJ the other day finally admitted that the market bump under the Obama admin. has been entirely due to Wall Street pros. These pros are now wringing their hands wondering why the little guy has not jumped in? Simple - it will play out just like 2000. The last bump up, the big guys sell en masses and there is nowhere to turn. We know better and we won't be fooled again. ]]> Tue, 02 Apr 2013 12:03:36 -0400
Why did this happen? You only have to know that we are in a game of survival with emerging markets, mainly SE Asia. Rather than try to improve our economy the old fashioned way (improve education, work ethics, small govt, low taxes and limited regulation) the wall streeters like this author are happy keeping things going merrily along with big govt/big business collaboration.

The WSJ the other day finally admitted that the market bump under the Obama admin. has been entirely due to Wall Street pros. These pros are now wringing their hands wondering why the little guy has not jumped in? Simple - it will play out just like 2000. The last bump up, the big guys sell en masses and there is nowhere to turn. We know better and we won't be fooled again. ]]> http://seekingalpha.com/article/1309681/comments?source=feed#comment-17051441 17051441
I am a bear not because of the lies (and there have been many lies posted by the pros about growth, inflation, unemployment and earnings valuations) but because the developed world is in a last gasp fight to the death - and sad to say, they are going to lose. All of Mr. Bronsteins views are nothing - you have to only look at the future and forward PEs, which are as high as they have ever been.

Its a con and the big guys know they have overbought. They are desperate to get the last push up from the little guy, and then they sell and wait for the next go-round. ]]> Mon, 01 Apr 2013 00:16:23 -0400
I am a bear not because of the lies (and there have been many lies posted by the pros about growth, inflation, unemployment and earnings valuations) but because the developed world is in a last gasp fight to the death - and sad to say, they are going to lose. All of Mr. Bronsteins views are nothing - you have to only look at the future and forward PEs, which are as high as they have ever been.

Its a con and the big guys know they have overbought. They are desperate to get the last push up from the little guy, and then they sell and wait for the next go-round. ]]> http://seekingalpha.com/article/1309681/comments?source=feed#comment-17051401 17051401 Mon, 01 Apr 2013 00:15:25 -0400 http://seekingalpha.com/currents/post/551901?source=feed#comment-17001741 17001741 Fri, 29 Mar 2013 21:45:01 -0400 http://seekingalpha.com/article/1294501/comments?source=feed#comment-16663991 16663991 Fri, 22 Mar 2013 13:27:57 -0400 http://seekingalpha.com/currents/post/905211?source=feed#comment-16662881 16662881 Fri, 22 Mar 2013 13:11:03 -0400 http://seekingalpha.com/currents/post/897001?source=feed#comment-16636321 16636321 Thu, 21 Mar 2013 22:29:59 -0400 http://seekingalpha.com/article/1285751/comments?source=feed#comment-16510881 16510881
Huh? Are you talking China or Japan?]]> Tue, 19 Mar 2013 15:49:38 -0400
Huh? Are you talking China or Japan?]]> http://seekingalpha.com/currents/post/897001?source=feed#comment-16510551 16510551 UUP) bullishness of 72% of respondents reached the highest level in the history of BAML's fund manager survey. "

When you publish a story that defies all common sense (who believes $ is going up in the midst of another pending US debt downgrade?), it would be beneficial for you [SA] to povide a source or remove all references to this poll of fund managers.

This story is without a credible reference, no valid author source and appears to be little more than propaganda for the US economy. Like most people, I invest with eyes wide open and no rose colored glasses. ]]> Tue, 19 Mar 2013 15:43:27 -0400 UUP) bullishness of 72% of respondents reached the highest level in the history of BAML's fund manager survey. "

When you publish a story that defies all common sense (who believes $ is going up in the midst of another pending US debt downgrade?), it would be beneficial for you [SA] to povide a source or remove all references to this poll of fund managers.

This story is without a credible reference, no valid author source and appears to be little more than propaganda for the US economy. Like most people, I invest with eyes wide open and no rose colored glasses. ]]> http://seekingalpha.com/currents/post/897041?source=feed#comment-16496141 16496141
The Developed world is losing and will continue to lose long term because of massive debt and lazy citizens wanting largess from people that work. Not to mention the fact that our kids don't hold a candle to Asia in education and ability.

China's "slowing" GDP growth rate is something we can only dream of. If you invest in the Developed world you invest in ongoing recession, more debt and massive structural changes that are unstoppable.

The shift out of EMs has been done by institutions in the Developed world for one purpose - to slow capital flight from us to them. Shanghai composite is flat YTD while ETFs that invest in China are down 7%. This is not sustainable and the reverse correction to fundamentals cannot be stopped, now is a great opportunity to buy FXI. You cant hold it down for long, the squeeze is coming.

Make no mistake - this so-called poll is nothing more than propoganda fostered by people in the US and Europe that want you to think EMs are too "risky". The facts are a stubborn thing and the fact is that EMs are less risky now than at anytime in history. We are going to lose the war against the "developing" world. So, if you want to make money now and in the future, short the Developed world (esp Europe) and buy EMs (esp Asia).]]> Tue, 19 Mar 2013 11:31:59 -0400
The Developed world is losing and will continue to lose long term because of massive debt and lazy citizens wanting largess from people that work. Not to mention the fact that our kids don't hold a candle to Asia in education and ability.

China's "slowing" GDP growth rate is something we can only dream of. If you invest in the Developed world you invest in ongoing recession, more debt and massive structural changes that are unstoppable.

The shift out of EMs has been done by institutions in the Developed world for one purpose - to slow capital flight from us to them. Shanghai composite is flat YTD while ETFs that invest in China are down 7%. This is not sustainable and the reverse correction to fundamentals cannot be stopped, now is a great opportunity to buy FXI. You cant hold it down for long, the squeeze is coming.

Make no mistake - this so-called poll is nothing more than propoganda fostered by people in the US and Europe that want you to think EMs are too "risky". The facts are a stubborn thing and the fact is that EMs are less risky now than at anytime in history. We are going to lose the war against the "developing" world. So, if you want to make money now and in the future, short the Developed world (esp Europe) and buy EMs (esp Asia).]]> http://seekingalpha.com/article/1280311/comments?source=feed#comment-16406841 16406841
There is no fundamental reason for the reverse pricing going on between Developed World vs China (and also Emerging World) other than manipulation by those that know we are in an economic fight to the death with Asia and there job is simple - prevent capital flight to China by beating investor sentiment down with ridiculous "risk" statements. This has resulted in Shanghai Index down .30% and FXI down well over 7% (not apples to apples, but a close comparison). The economic risks in China has been much higher in the past and now is no worse than ours while getting better with each passing year. We (US/Europe) are on a long term trajectory downward against Asia for a myriad or reasons.

Bottom line - Asia has more people who are smarter than our HS graduates by the time they get to 9th grade. This is resulting in a growing middle class, not a stagnating or disappearing middle class like we have. Those are the long term trends that Wall Street can't gloss over. China will have steady economic growth for years to come and risk factors will be reducing further, as ours will continue to rise. Expect another smackdown in US credit rating soon as we become more Socialistic and China more Democratic.]]> Sun, 17 Mar 2013 15:27:39 -0400
There is no fundamental reason for the reverse pricing going on between Developed World vs China (and also Emerging World) other than manipulation by those that know we are in an economic fight to the death with Asia and there job is simple - prevent capital flight to China by beating investor sentiment down with ridiculous "risk" statements. This has resulted in Shanghai Index down .30% and FXI down well over 7% (not apples to apples, but a close comparison). The economic risks in China has been much higher in the past and now is no worse than ours while getting better with each passing year. We (US/Europe) are on a long term trajectory downward against Asia for a myriad or reasons.

Bottom line - Asia has more people who are smarter than our HS graduates by the time they get to 9th grade. This is resulting in a growing middle class, not a stagnating or disappearing middle class like we have. Those are the long term trends that Wall Street can't gloss over. China will have steady economic growth for years to come and risk factors will be reducing further, as ours will continue to rise. Expect another smackdown in US credit rating soon as we become more Socialistic and China more Democratic.]]> http://seekingalpha.com/article/1276371/comments?source=feed#comment-16376371 16376371 Sat, 16 Mar 2013 14:54:07 -0400 http://seekingalpha.com/article/1276371/comments?source=feed#comment-16344501 16344501
There is no fundamental reason for the reverse pricing going on between Developed World vs Emerging World other than manipulation.]]> Fri, 15 Mar 2013 16:34:52 -0400
There is no fundamental reason for the reverse pricing going on between Developed World vs Emerging World other than manipulation.]]> http://seekingalpha.com/article/1260341/comments?source=feed#comment-16293601 16293601 Thu, 14 Mar 2013 16:09:33 -0400 http://seekingalpha.com/currents/post/882651?source=feed#comment-16287601 16287601
Your argument might hold if there is GDP growth, but none is on the horizon, so your DOW PE will go to way higher than nosebleed, probably a rupture. I think XLU is a much better deal - better yield than S&P and better downside equity risk from the ongoing recession.]]> Thu, 14 Mar 2013 14:21:47 -0400
Your argument might hold if there is GDP growth, but none is on the horizon, so your DOW PE will go to way higher than nosebleed, probably a rupture. I think XLU is a much better deal - better yield than S&P and better downside equity risk from the ongoing recession.]]> http://seekingalpha.com/article/1260341/comments?source=feed#comment-16063181 16063181 Fri, 08 Mar 2013 22:57:27 -0500 http://seekingalpha.com/currents/post/873471?source=feed#comment-16004531 16004531
This seems a Machiavellan type reasoning that could influence our govt to falsify or at least minimize inflation. They hide it so we don't expect it, and cause it to occur.

In other words, its all about mind control. And the inflation numbers are BS. Just use your own common sense. Do you know anybody that says that their cost of living has barely increased since 2008? Me neither.]]> Thu, 07 Mar 2013 17:40:12 -0500
This seems a Machiavellan type reasoning that could influence our govt to falsify or at least minimize inflation. They hide it so we don't expect it, and cause it to occur.

In other words, its all about mind control. And the inflation numbers are BS. Just use your own common sense. Do you know anybody that says that their cost of living has barely increased since 2008? Me neither.]]> http://seekingalpha.com/currents/post/873471?source=feed#comment-15983411 15983411 Thu, 07 Mar 2013 11:50:03 -0500 http://seekingalpha.com/currents/post/873471?source=feed#comment-15983341 15983341
Interesting to note that SLV and DGP (double gold) have been almost in lockstep the last year. ]]> Thu, 07 Mar 2013 11:48:49 -0500
Interesting to note that SLV and DGP (double gold) have been almost in lockstep the last year. ]]> http://seekingalpha.com/currents/post/863271?source=feed#comment-15735451 15735451
Since Obama was elected in 2008 we have had 13/19 quarters of Govt GDP estimates that were too high on GDP growth and too low on GDP declines. Does not sound like economic recovery to me but if you say a lie enough, gullible people believe.

Now, we believe them when they say "no inflation"? ]]> Sat, 02 Mar 2013 12:37:52 -0500
Since Obama was elected in 2008 we have had 13/19 quarters of Govt GDP estimates that were too high on GDP growth and too low on GDP declines. Does not sound like economic recovery to me but if you say a lie enough, gullible people believe.

Now, we believe them when they say "no inflation"? ]]> http://seekingalpha.com/currents/post/850911?source=feed#comment-15540811 15540811 Tue, 26 Feb 2013 15:43:53 -0500 http://seekingalpha.com/currents/post/850911?source=feed#comment-15540781 15540781
Now, we believe them when they say "no inflation"? ]]> Tue, 26 Feb 2013 15:43:05 -0500
Now, we believe them when they say "no inflation"? ]]>