phdinsuntanning's Comments phdinsuntanning's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/91245/comments The Oil Casino: SEC Heading for Monte Carlo, Part I http://seekingalpha.com/article/174575-the-oil-casino-sec-heading-for-monte-carlo-part-i?source=feed#comment-769645 769645 Fri, 20 Nov 2009 16:11:06 -0500 Copper Demand: Not as Weak as You Think http://seekingalpha.com/article/174413-copper-demand-not-as-weak-as-you-think?source=feed#comment-768394 768394 is production of copper & alloy semis fabricators,
good luck! ]]>
Thu, 19 Nov 2009 23:35:05 -0500 is production of copper & alloy semis fabricators,
good luck! ]]>
Oil: Ready to Break Higher? http://seekingalpha.com/article/174212-oil-ready-to-break-higher?source=feed#comment-768176 768176 no more USTB demand from China,
short risk, long Yen again. ]]>
Thu, 19 Nov 2009 18:16:59 -0500 no more USTB demand from China,
short risk, long Yen again. ]]>
Amazon, Apple Stock Going Vertical: This Never Ends Well http://seekingalpha.com/article/174255-amazon-apple-stock-going-vertical-this-never-ends-well?source=feed#comment-768155 768155 Thu, 19 Nov 2009 17:56:13 -0500 JPMorgan Bullish on the Short Dollar / Long Beta Trade http://seekingalpha.com/article/174272-jpmorgan-bullish-on-the-short-dollar-long-beta-trade?source=feed#comment-767907 767907 Mr. Yen said: hi Im broke,
then the guy jumped to China,
and they told him: credit nope.
Fix your house with our gadgets,
buy in Walmart then we talk.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and black refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.
There will plenty of credit options
if you buy Chinese tiptops !]]>
Thu, 19 Nov 2009 15:05:51 -0500 Mr. Yen said: hi Im broke,
then the guy jumped to China,
and they told him: credit nope.
Fix your house with our gadgets,
buy in Walmart then we talk.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and black refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.
There will plenty of credit options
if you buy Chinese tiptops !]]>
Why You Can't Short This Market: The Expectation Ratio http://seekingalpha.com/article/174249-why-you-can-t-short-this-market-the-expectation-ratio?source=feed#comment-767885 767885 Mr. Yen said: hi Im broke,
then the guy jumped to China,
and they told him: credit nope.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and black refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.]]>
Thu, 19 Nov 2009 14:58:39 -0500 Mr. Yen said: hi Im broke,
then the guy jumped to China,
and they told him: credit nope.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and black refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.]]>
The Weak Dollar Crowd Is Too Confident http://seekingalpha.com/article/173812-the-weak-dollar-crowd-is-too-confident?source=feed#comment-767880 767880 Mr. Yen said him Im broke,
then the guy jumped to China,
and they told him: credit nope.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and balck refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.]]>
Thu, 19 Nov 2009 14:56:25 -0500 Mr. Yen said him Im broke,
then the guy jumped to China,
and they told him: credit nope.

So he called is barbed printer,
better old on on the dope.
Party is over for some timing,
till our owners give us hope.

Short those bars and balck refined,
tell our gold men there is no hope.

Certain folk you got the tough job,
just when party came to stop.
I dont envy your position but you
still have some good hope:
balance budgets and bring soldiers
to the peace of moms and pops.]]>
Our Steroid Pumped Economy http://seekingalpha.com/article/174100-our-steroid-pumped-economy?source=feed#comment-767007 767007 there are some zombie economies that
they think they are alive.

As far as a healthy 300% currency devaluation
allows to clean up the mess and buy the assets
at their real market value Haiti witch doctors can
sustain the situation instead of real economists.

A reasonable option is to increase the interest rate
to 1984 levels and buy some lost world investors
credibility (read China- Japan).

Check Washington Concensus in the net and read carefully.]]>
Thu, 19 Nov 2009 08:43:06 -0500 there are some zombie economies that
they think they are alive.

As far as a healthy 300% currency devaluation
allows to clean up the mess and buy the assets
at their real market value Haiti witch doctors can
sustain the situation instead of real economists.

A reasonable option is to increase the interest rate
to 1984 levels and buy some lost world investors
credibility (read China- Japan).

Check Washington Concensus in the net and read carefully.]]>
Marc Faber Clarifies Gold Outlook http://seekingalpha.com/article/173862-marc-faber-clarifies-gold-outlook?source=feed#comment-764206 764206 Tue, 17 Nov 2009 15:04:14 -0500 Three Asset Classes that Can Actually Outpace Coming Inflationary Price Increases http://seekingalpha.com/article/167348-three-asset-classes-that-can-actually-outpace-coming-inflationary-price-increases?source=feed#comment-724467 724467 Wed, 21 Oct 2009 20:01:02 -0400 Niall Ferguson: Dollar Is Doomed, U.S. Empire Is Finished http://seekingalpha.com/article/167820-niall-ferguson-dollar-is-doomed-u-s-empire-is-finished?source=feed#comment-724444 724444 Wed, 21 Oct 2009 19:40:46 -0400 Niall Ferguson: Dollar Is Doomed, U.S. Empire Is Finished http://seekingalpha.com/article/167820-niall-ferguson-dollar-is-doomed-u-s-empire-is-finished?source=feed#comment-724443 724443 Wed, 21 Oct 2009 19:38:51 -0400 Dollar Weakness Continues http://seekingalpha.com/article/167800-dollar-weakness-continues?source=feed#comment-724432 724432 Chile pesos south african rand and willing to set the trigger anytime. Paul V, too senior to do the right thing? W got Bj funds for the 1001 night oil games and now crude flowing east home, debt well thanks, dying. Kenya folk, oh boy, a bank soon to play your white dust trade sport and get folks under control dude. What a well planned mess! And totally predictable. Orange growers and rigs necks smiling.]]> Wed, 21 Oct 2009 19:25:59 -0400 Chile pesos south african rand and willing to set the trigger anytime. Paul V, too senior to do the right thing? W got Bj funds for the 1001 night oil games and now crude flowing east home, debt well thanks, dying. Kenya folk, oh boy, a bank soon to play your white dust trade sport and get folks under control dude. What a well planned mess! And totally predictable. Orange growers and rigs necks smiling.]]> Canary in the Gold Mine http://seekingalpha.com/article/161143-canary-in-the-gold-mine?source=feed#comment-724408 724408 Wed, 21 Oct 2009 19:05:31 -0400 Three Asset Classes that Can Actually Outpace Coming Inflationary Price Increases http://seekingalpha.com/article/167348-three-asset-classes-that-can-actually-outpace-coming-inflationary-price-increases?source=feed#comment-721575 721575 idiots & traitors of the world (me included) know
inverse repo time is coming and RMB/USD is (ands will be)
the global hedge ancor now. ]]>
Tue, 20 Oct 2009 01:48:11 -0400 idiots & traitors of the world (me included) know
inverse repo time is coming and RMB/USD is (ands will be)
the global hedge ancor now. ]]>
Bond Expert: Monday Outlook http://seekingalpha.com/article/167271-bond-expert-monday-outlook?source=feed#comment-720441 720441 Mon, 19 Oct 2009 10:20:24 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/167254-wall-street-breakfast-must-know-news?source=feed#comment-720407 720407 Mon, 19 Oct 2009 10:08:14 -0400 Banks Are Behind the Rally http://seekingalpha.com/article/167291-banks-are-behind-the-rally?source=feed#comment-720400 720400 Mon, 19 Oct 2009 10:03:06 -0400 China: Economic Indicators and Analysis http://seekingalpha.com/article/167273-china-economic-indicators-and-analysis?source=feed#comment-720351 720351 lending standards tightened in OZ,
soon around the red country...
pork price the key now
in the long term who cares?
strong recovery, only in philippines rain.]]>
Mon, 19 Oct 2009 09:29:17 -0400 lending standards tightened in OZ,
soon around the red country...
pork price the key now
in the long term who cares?
strong recovery, only in philippines rain.]]>
Hong Kong Recalls Gold Reserves: Why No News Coverage? http://seekingalpha.com/article/159998-hong-kong-recalls-gold-reserves-why-no-news-coverage?source=feed#comment-720335 720335
all smart people ran out of HK to Perth in the last 12 months as some west banks there only offered paper crap instead of the real thing. So they reacted accordingly, natural game. Now tell us about your SLV]]>
Mon, 19 Oct 2009 09:23:37 -0400
all smart people ran out of HK to Perth in the last 12 months as some west banks there only offered paper crap instead of the real thing. So they reacted accordingly, natural game. Now tell us about your SLV]]>
Replace Ben Bernanke with Paul Volcker http://seekingalpha.com/article/167260-replace-ben-bernanke-with-paul-volcker?source=feed#comment-720297 720297 Mon, 19 Oct 2009 09:06:38 -0400 Five Charts to Rule Them All http://seekingalpha.com/article/167244-five-charts-to-rule-them-all?source=feed#comment-720286 720286 Mon, 19 Oct 2009 09:01:43 -0400 Earnings Reports Threaten to Deflate Balloon Boy Dow http://seekingalpha.com/article/167247-earnings-reports-threaten-to-deflate-balloon-boy-dow?source=feed#comment-720270 720270 Mon, 19 Oct 2009 08:55:41 -0400 Goldman Sachs, JPMorgan Chase: How Did They Make So Much Money? http://seekingalpha.com/article/167235-goldman-sachs-jpmorgan-chase-how-did-they-make-so-much-money?source=feed#comment-720264 720264 Mon, 19 Oct 2009 08:52:33 -0400 The Greatest Depression Is Coming http://seekingalpha.com/article/167060-the-greatest-depression-is-coming?source=feed#comment-720250 720250 Mon, 19 Oct 2009 08:46:42 -0400 More Stimulus? Think 'Hydraulic Macro' http://seekingalpha.com/article/167214-more-stimulus-think-hydraulic-macro?source=feed#comment-720220 720220 Mon, 19 Oct 2009 08:29:26 -0400 John Hussman: The Stock Market has Never Been this (Intermediate-Term) Overbought http://seekingalpha.com/article/167224-john-hussman-the-stock-market-has-never-been-this-intermediate-term-overbought?source=feed#comment-720211 720211
US stocking oil and empty houses,
banks stocking cash and shorting currencies,
China stocking metals, coal and manufactured production,
IEA cheerleading Gulf profits,
poor families stocking anger and paying debts,
interest rates up? chaos.
Easier solution: there is not any.
but if there is any gut:

1. Governments out of commodity business.
2. Global bank ban of any non banking business (save/loans).
3. Bassel II for investment banking corporations.

In the shor time: long some DUG, and willing to stock more of it.
Please try to commit with some position to let us know your ideas stand for something that may cost you.]]>
Mon, 19 Oct 2009 08:22:58 -0400
US stocking oil and empty houses,
banks stocking cash and shorting currencies,
China stocking metals, coal and manufactured production,
IEA cheerleading Gulf profits,
poor families stocking anger and paying debts,
interest rates up? chaos.
Easier solution: there is not any.
but if there is any gut:

1. Governments out of commodity business.
2. Global bank ban of any non banking business (save/loans).
3. Bassel II for investment banking corporations.

In the shor time: long some DUG, and willing to stock more of it.
Please try to commit with some position to let us know your ideas stand for something that may cost you.]]>
Deja Vu 2008: Crude Oil Market Entirely Detached from Fundamentals http://seekingalpha.com/article/167199-deja-vu-2008-crude-oil-market-entirely-detached-from-fundamentals?source=feed#comment-720198 720198 banks stocking cash and shorting currencies,
China stocking metals,
IEA cheerleading Gulf profits,
poor families stocking anger and
trying paying debts to the rich,
interest rates up? chaos.

Easier solution: there is not any.
but is there is any gut:

1. Governments out of commodity business.
2. Global bank ban of any non banking business (save/loans).
3. Bassel II for investment banking corporations.

In the mean time: long DUG


]]>
Mon, 19 Oct 2009 08:13:09 -0400 banks stocking cash and shorting currencies,
China stocking metals,
IEA cheerleading Gulf profits,
poor families stocking anger and
trying paying debts to the rich,
interest rates up? chaos.

Easier solution: there is not any.
but is there is any gut:

1. Governments out of commodity business.
2. Global bank ban of any non banking business (save/loans).
3. Bassel II for investment banking corporations.

In the mean time: long DUG


]]>
Cash: An Embarrassment of Riches http://seekingalpha.com/article/166521-cash-an-embarrassment-of-riches?source=feed#comment-718372 718372 ok, Paul Volker 1983, but he is old to repeat the trick again and you need Pinochet to do the right thing and take a 15 % GDP healthy contraction selling your assets Rudy Dornbush overshooting style and getting out of the current mess in great style. Guts anyone? Naaa, you will be bleeding Japanese style for years as ChinAmerica Republican dream starts vanishing and sovereign Chinese CDS starts balloon fly in the sunset pink sky.]]> Sat, 17 Oct 2009 05:10:18 -0400 ok, Paul Volker 1983, but he is old to repeat the trick again and you need Pinochet to do the right thing and take a 15 % GDP healthy contraction selling your assets Rudy Dornbush overshooting style and getting out of the current mess in great style. Guts anyone? Naaa, you will be bleeding Japanese style for years as ChinAmerica Republican dream starts vanishing and sovereign Chinese CDS starts balloon fly in the sunset pink sky.]]> America Does Not Produce Nothing http://seekingalpha.com/article/165885-america-does-not-produce-nothing?source=feed#comment-716007 716007 Thu, 15 Oct 2009 06:01:57 -0400