contrariwise's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/95725/comments http://seekingalpha.com/article/155555-judge-s-refusal-of-bofa-merrill-bonuses-could-unleash-reality-on-financials?source=feed#comment-626119 626119 Wed, 12 Aug 2009 03:24:40 -0400 http://seekingalpha.com/article/146134-clearwire-s-popularity-as-a-short-is-growing?source=feed#comment-578074 578074 Tue, 07 Jul 2009 19:47:52 -0400 http://seekingalpha.com/article/146134-clearwire-s-popularity-as-a-short-is-growing?source=feed#comment-570622 570622
www.nasdaq.com/aspxcon...

Based on the NASDAQ data - declining short interest, declining volume and rising days to cover - I would think that the facts contradict the author's thesis. CLWR just started mobile WiMAX coverage in Atlanta. Not sure where things will wind up in the long run but in the near term this looks to me like a very dangerous stock to be short of. ]]> Wed, 01 Jul 2009 18:22:50 -0400
www.nasdaq.com/aspxcon...

Based on the NASDAQ data - declining short interest, declining volume and rising days to cover - I would think that the facts contradict the author's thesis. CLWR just started mobile WiMAX coverage in Atlanta. Not sure where things will wind up in the long run but in the near term this looks to me like a very dangerous stock to be short of. ]]> http://seekingalpha.com/article/129823-warren-s-ridiculous-prescription-for-banks-wipe-out-shareholders-fire-ceos?source=feed#comment-454819 454819 Tue, 07 Apr 2009 10:48:04 -0400 http://seekingalpha.com/article/104536-what-credit-crisis-total-bank-credit-of-all-commercial-banks-exceeds-10-trillion?source=feed#comment-300448 300448 in this 11%/ $977 billion expansion of bank credit?

How much of this $977 billion expansion of bank credit
is voluntary growth of freely issued new credit?
Versus growth that comes when customers, fearing having
their credit lines withdrawn, draw
down their lines of credit? ]]> Fri, 07 Nov 2008 17:29:38 -0500 in this 11%/ $977 billion expansion of bank credit?

How much of this $977 billion expansion of bank credit
is voluntary growth of freely issued new credit?
Versus growth that comes when customers, fearing having
their credit lines withdrawn, draw
down their lines of credit? ]]> http://seekingalpha.com/article/104707-nuclear-energy-and-the-next-american-president?source=feed#comment-300436 300436
]]> Fri, 07 Nov 2008 17:16:58 -0500
]]> http://seekingalpha.com/article/102097-in-the-fog-of-volatility-the-notional-becomes-payable?source=feed#comment-292164 292164 Tue, 28 Oct 2008 01:44:10 -0400 http://seekingalpha.com/article/95447-housing-bigger-isn-t-always-better?source=feed#comment-254978 254978 Mon, 15 Sep 2008 12:03:52 -0400 http://seekingalpha.com/article/94894-lehman-in-dire-financial-straights?source=feed#comment-251142 251142 Wed, 10 Sep 2008 22:21:00 -0400 http://seekingalpha.com/article/88847-moving-to-a-trans-industrial-paradigm?source=feed#comment-222111 222111
These statements are truly bizarre. Do some research and find out what actually happened to commodity prices during the Great Depression. Farm producer prices and other commodities. Let me give you a hint: a housing bust is not good for lumber, copper and other building products related commodities. Tariffs on ethanol imports are distorting the market for agricultural commodities, creating artificial demand for inputs such as fertilizer. Oil markets are distorted by (unsustainable) overseas government subsidies. Oil is a special case because of dwindling conventional reserves and inelastic demand (in the short term). When the tariffs and subsidies go (as they must) watch out. The same things that are happening to lumber and copper prices will come to pass in agricultural commodities. Which is what happened in the 30's - farmers could not pay the freight to get their produce to market because the prices were so low. Low commodity prices. Demand destruction follows credit destruction. ]]> Mon, 04 Aug 2008 09:09:14 -0400
These statements are truly bizarre. Do some research and find out what actually happened to commodity prices during the Great Depression. Farm producer prices and other commodities. Let me give you a hint: a housing bust is not good for lumber, copper and other building products related commodities. Tariffs on ethanol imports are distorting the market for agricultural commodities, creating artificial demand for inputs such as fertilizer. Oil markets are distorted by (unsustainable) overseas government subsidies. Oil is a special case because of dwindling conventional reserves and inelastic demand (in the short term). When the tariffs and subsidies go (as they must) watch out. The same things that are happening to lumber and copper prices will come to pass in agricultural commodities. Which is what happened in the 30's - farmers could not pay the freight to get their produce to market because the prices were so low. Low commodity prices. Demand destruction follows credit destruction. ]]> http://seekingalpha.com/article/88759-cuomo-takes-action-against-citigroup-as-abcp-buyers-wait-in-vain?source=feed#comment-221766 221766
This sentence is incoherent. What did you mean to say? ]]> Sun, 03 Aug 2008 18:21:43 -0400
This sentence is incoherent. What did you mean to say? ]]> http://seekingalpha.com/article/88669-probe-of-citigroup-et-al-could-hit-financial-etfs?source=feed#comment-220815 220815 Sat, 02 Aug 2008 00:04:21 -0400 http://seekingalpha.com/article/85762-is-online-search-microsoft-s-vietnam-war?source=feed#comment-210684 210684
]]> Mon, 21 Jul 2008 12:06:26 -0400
]]> http://seekingalpha.com/article/85675-selling-the-short-sellers-short-another-sign-of-trouble?source=feed#comment-210528 210528 Mon, 21 Jul 2008 09:52:22 -0400 http://seekingalpha.com/article/80835-ge-microsoft-on-new-low-list?source=feed#comment-183928 183928 Thu, 12 Jun 2008 05:52:22 -0400 http://seekingalpha.com/article/80638-is-steve-jobs-sick-again-or-just-thin?source=feed#comment-183095 183095 correlated to a range of serious health problems.



www.cdc.gov/nccdphp/dn...

Consider the following useful advice from
Matthew 7:1 thru 7:5 - it's useful whether or not you believe in God or Jesus. It would be equally useful advice if it came from a trusted advisor:

1
"Stop judging, that you may not be judged.
2
For as you judge, so will you be judged, and the measure with which you measure will be measured out to you.
3
Why do you notice the splinter in your brother's eye, but do not perceive the wooden beam in your own eye?
4
How can you say to your brother, 'Let me remove that splinter from your eye,' while the wooden beam is in your eye?
5
You hypocrite, remove the wooden beam from your eye first; then you will see clearly to remove the splinter from your brother's eye.

]]> Wed, 11 Jun 2008 06:15:05 -0400 correlated to a range of serious health problems.



www.cdc.gov/nccdphp/dn...

Consider the following useful advice from
Matthew 7:1 thru 7:5 - it's useful whether or not you believe in God or Jesus. It would be equally useful advice if it came from a trusted advisor:

1
"Stop judging, that you may not be judged.
2
For as you judge, so will you be judged, and the measure with which you measure will be measured out to you.
3
Why do you notice the splinter in your brother's eye, but do not perceive the wooden beam in your own eye?
4
How can you say to your brother, 'Let me remove that splinter from your eye,' while the wooden beam is in your eye?
5
You hypocrite, remove the wooden beam from your eye first; then you will see clearly to remove the splinter from your brother's eye.

]]> http://seekingalpha.com/article/71671-wednesday-outlook-commodities-emerging-markets?source=feed#comment-147689 147689 Wed, 09 Apr 2008 11:36:04 -0400 http://seekingalpha.com/article/71019-disgraceful-conduct-by-leading-bankers?source=feed#comment-135905 135905 Thu, 03 Apr 2008 09:22:34 -0400 http://seekingalpha.com/article/69768-bailout-nation?source=feed#comment-131593 131593 Wed, 26 Mar 2008 02:26:58 -0400 http://seekingalpha.com/article/68620-the-bailout-s-pathetic-here-s-who-to-blame?source=feed#comment-127192 127192
PS - was that your own $100k, or the tribe's? ]]> Sun, 16 Mar 2008 13:52:26 -0400
PS - was that your own $100k, or the tribe's? ]]> http://seekingalpha.com/article/68618-thinking-about-the-bear-stearns-bailout?source=feed#comment-127179 127179 If we are on the downslope past the inflection point of a multi-decade credit cycle then there will be people who didn't forsee these troubles, who did what they thought was right, perhaps bought a home to shelter and protect their families and not to get rich, lived within their means and worked hard, who are going to get hit with a ton of bricks.

I read Pierre Berton's book about the Great Depression, as seen through Canadian eyes, but equally and perhaps more nasty as conditions in the USA at that time.
The utter desperation of ordinary people who weren't greedy speculators, struggling to stay alive. The destruction of credit that precipitated that time has eerie parallels to today's situation. Only we are talking about a vastly greater loss of confidence due to the globalization of finance.



www.amazon.com/Great-D...]]> Sun, 16 Mar 2008 13:25:05 -0400 If we are on the downslope past the inflection point of a multi-decade credit cycle then there will be people who didn't forsee these troubles, who did what they thought was right, perhaps bought a home to shelter and protect their families and not to get rich, lived within their means and worked hard, who are going to get hit with a ton of bricks.

I read Pierre Berton's book about the Great Depression, as seen through Canadian eyes, but equally and perhaps more nasty as conditions in the USA at that time.
The utter desperation of ordinary people who weren't greedy speculators, struggling to stay alive. The destruction of credit that precipitated that time has eerie parallels to today's situation. Only we are talking about a vastly greater loss of confidence due to the globalization of finance.



www.amazon.com/Great-D...]]> http://seekingalpha.com/article/67035-citigroup-bottoming-plus-some-free-advice-for-meredith-whitney?source=feed#comment-122441 122441 Wed, 05 Mar 2008 11:06:26 -0500 http://seekingalpha.com/article/67035-citigroup-bottoming-plus-some-free-advice-for-meredith-whitney?source=feed#comment-122440 122440 Wed, 05 Mar 2008 11:06:26 -0500 http://seekingalpha.com/article/66461-time-for-nuclear-energy-and-uranium-stocks-to-shine?source=feed#comment-120513 120513 Fri, 29 Feb 2008 00:54:20 -0500 http://seekingalpha.com/article/63150-what-the-housing-apocalypse-prophets-aren-t-revealing?source=feed#comment-114620 114620 Tue, 05 Feb 2008 09:12:33 -0500 http://seekingalpha.com/article/62268-the-fed-s-lose-lose-decision?source=feed#comment-113656 113656 Wed, 30 Jan 2008 11:20:39 -0500 http://seekingalpha.com/article/56034-is-epa-ethanol-mandate-a-joke?source=feed#comment-103845 103845 Mon, 03 Dec 2007 10:05:06 -0500 http://seekingalpha.com/article/54377-fasb-157-delayed-or-not?source=feed#comment-102090 102090 Fri, 16 Nov 2007 04:02:08 -0500 http://seekingalpha.com/article/54377-fasb-157-delayed-or-not?source=feed#comment-102089 102089 Fri, 16 Nov 2007 04:02:08 -0500 http://seekingalpha.com/article/54377-fasb-157-delayed-or-not?source=feed#comment-102088 102088 Fri, 16 Nov 2007 04:02:01 -0500