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Ted Bear

Ted Bear
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  • Americans aren't betting on a recovery [View news story]
    Not that i think Obamacare is a panacea, but that ship has long since sailed. Why on earth the Republicans continue to try to make it an issue is beyond me. They looked silly by not ever proposing a comprehensive health care plan for America in 2011/2012, and they look silly now trying to roll back the clock.

    Not going to happen. Waste of time and effort. Long since past the time to move along.
    Sep 26 08:50 AM | Likes Like |Link to Comment
  • Americans aren't betting on a recovery [View news story]
    If 85 billion a month won't do it, what will?
    Sep 26 07:13 AM | 1 Like Like |Link to Comment
  • Benmosche commits unforced error [View news story]
    These guys have never appreciated what Paulson did for Goldman, and as collateral damage, AIG got bailed out in the process. Who is more stupid, AIG for rubbing it in our faces, or Congress for not including provisions in the bailout which should have prevented anyone from getting rich from the taxpayer largesse?
    Sep 24 01:46 PM | 2 Likes Like |Link to Comment
  • Cadillac ready to take on Tesla Motors [View news story]
    That ship sailed years ago. GM chose to continue to support the oil industry by producing ancient technology carbon belchers.

    Now others have stepped into the space. Could we use a fully electric or other non carbon fuel car which is priced within the market and gets a few hundred miles on a charge? Sure, but where have they been for the last fifty years while the earth was melting down?
    Sep 24 07:17 AM | 1 Like Like |Link to Comment
  • SEC continues probe into JPMorgan's London Whale trades [View news story]
    It's always some flunky who brought the whole thing down. Never anyone who had management or supervisory 'responsibility'.
    Sep 20 07:07 AM | Likes Like |Link to Comment
  • Starbucks asks customers to visit stores without guns in tow [View news story]
    I\t will take a lifetime--perhaps many lifetimes, to turn back one of America's greatest tragedies. There is a place for guns, but maybe your local coffee shop is not that place.
    Sep 18 08:35 AM | 2 Likes Like |Link to Comment
  • Bear Starts For Real Tomorrow [View instapost]
    Sep 16 07:19 AM | Likes Like |Link to Comment
  • Marc Faber says there are three reasons a big market correction is coming [View news story]
    We've become pretty adept at creating bubbles in America. Technology, stocks, real estate, and now stocks once again. With free money gushing from a broken pipe, who knows how high the equity markets can be inflated.

    BUT, you have to respect when the revenue lines at McDonalds, Coke, Cisco, and now the mighty Wal-Mart, start to slow. There are only so many workers that can be laid off, so many services curtailed, and so many processes mechanized before the slowing revenue growth leads to slowing earnings growth.

    While Faber is a blow hard about the demise of equities, this time around there could be plenty of reasons why equity prices could decline to a level more reflective of earnings....but then, there is always that $85 Billion a month which can buy a LOT of crap, regardless of the valuation.

    Doug Kass....where are you?

    P.S. Did you see the car sales numbers today? How did THAT happen? Turns out it was all done with creative interest rates, large rebates and discounts, and seven years to pay for a car. Another bubble?
    Sep 4 07:09 PM | 1 Like Like |Link to Comment
  • CNBC ratings slump gets worse [View news story]
    There are some very good people on CNBC, but there are also a ton of jerks. People like Kernan (failed retail broker) and Squick (newspaper writer?) make it embarrassing to be part of the financial community.

    Somewhere along the way CNBC attempted to turn Trading and Investing into a sport. An endless series of morons espousing their "I'm a raging bull' in one minute sounds bites makes a mockery of the investment process. Slow it down, focus on the business of investing, and lose the rah-rah-rah nonsense--not to mention the 'personal opinion stuff (do I really care what Maria B thinks about the economy?) and these guys could take a step forward.

    Ironically, CNBC runs constantly in my trading room, and when I am surveyed by them about their advertisers, I can hardly ever remember an ad that they ran. Either I have become very good at tuning out the commercial stuff, or their ads are really, really poor...and hence, their revenue is down.

    It would be wonderful to have someone come in a remake CNBC into something useful to Traders and Investors--and perhaps as a place where people would want to spend their ad dollars.

    Funny, this morning when I turned it on just before 7, they were running an ad for some 'ginzu knife' type contraption--prime investor time, running ads for crap like it was two in the morning.
    Aug 29 07:42 AM | 1 Like Like |Link to Comment
  • Three breakfast reads [View news story]
    It is just beyond imagination that five years after robbing this country of trillions, driving the economy over a cliff, and most egregious of all, taking billions for his own firm, Goldman Sachs, Hank Paulson has not been tried for treason.

    To this day, I still don't think he even understand that what he did to America was probably illegal, certainly immoral, and without justification.

    But, it's like the mob, whatever you have to do for Goldman to survive.

    Disgusting. We've been paying the price for his debauchery for five years, and still there is no end in sight to our economic woes.
    Aug 27 08:15 AM | Likes Like |Link to Comment
  • Greece needs €10B in extra aid: Stournaras [View news story]
    Well, there's shocker!

    It hasn't been that long since Greece tried to do the right thing, but Turbo Timmy came screaming in and started Europe on the path to borrow more, if you can't pay what you have borrowed already.

    The Greek citizens are just laughing at the world now, while the politicians are still 'promising' to repay the debts. As long as the world is giving, is there any reason not to take?
    Aug 25 07:12 PM | 2 Likes Like |Link to Comment
  • Starbucks facing anti gun rallies this weekend [View news story]
    Hendershoot: That's the point. I could care less about guns, per se. The problem is that we have too many absurd deaths form guns, so absent any method of controlling them otherwise, they have to go. It's that simple.

    Truly, guns serve no useful purpose any longer in our society, so who loses, other than some folks who are living in yesteryear and drag out the second amendment (did you ever read what that REALLY says?)? Trust me, when Uncle Same gets ready to take over your life, you'll know it when you get to the ATM and your account is frozen. He's not going to come around and pop a few folks just to 'set the tone.'

    Put guns in ranges. Lock em up. YOu want to shoot, you go 'take out your gun', buy a fixed amount of ammo, and pop away. Whe you are done, you return the guns, show the empty shells and unused ammo, and go on your way. You enjoy the experience of shooting, and society has fewer guns which seem to fall into inappropriate hands.

    It is not all that complicated. But it IS amazing that we can have a Newtown or a Columbine, and the result is MORE, rather than fewer, guns in society. That just speaks to how well the NRA has Washington in their pocket.
    Aug 23 09:05 AM | Likes Like |Link to Comment
  • Resigned to taper, Fed's Rosengren wants to keep it small [View news story]
    They know they have pumped in Trillions, WMARKW, and they have been barely able to move the needle. It seems logical to know that when they begin to remove the stimulus, the needle will move to it's 'free market' position, which probably isn't going to be greater than zero at the present time.

    If we have learned anything this earnings season it is that the (jobless) consumer has gone into hibernation. Margins have been squeezed for everything, and now the top line must grow.

    Even with the massive stimulus, the economy is stagnant. Tapering isn't going to help that at all. You have a reason to be nervous. When it ends, nobody knows, but how it ends is pretty certain--and the Fed members understand that.
    Aug 22 06:06 AM | Likes Like |Link to Comment
  • Starbucks facing anti gun rallies this weekend [View news story]
    Starbucks aside, it is just incredible how well the NRA has done in squelching any fallout from the Newtown massacre. It is like it never happened. Instead, we have more guns, armed lord-only-knows-what inside schools, and gun toting heroes bellying up to the barista at the coffee store.

    It is just enviable how well the gun folks have pushed their agenda through Washington , in spite of record numbers of deaths at the hands of gun toting nut jobs.
    Aug 21 07:23 PM | 7 Likes Like |Link to Comment
  • Q4 estimate cuts still to come [View news story]
    Two weeks ago they were all bullish.

    One down week, and now they are all cautious.

    What is Walmart, the biggest retailer in the world, a huge percent of US GDP, and a seller of hard goods? Yet analysts couldn't come close to making an accurate earnings forecast. Ditto IBM., Ditto Apple. And throw in Coke and McDonalds just for good measure.

    Stock analysis employs a lot of people. And they are well paid. I guess that makes it worthwhile to someone. Certainly not investors.
    Aug 17 04:14 PM | Likes Like |Link to Comment