Seeking Alpha


Send Message
View as an RSS Feed
View wmateri's Comments BY TICKER:
Latest  |  Highest rated
  • Monitoring Bubble Risk In The U.S. Stock Market [View article]
    I double-dog guarantee it! No way you will ever, ever lose! Impossible!
    Apr 9, 2015. 03:37 PM | Likes Like |Link to Comment
  • Stress Tests Are Imperfect: Global Data Indicates GFC-2 Is Imminent [View article]
    I would request your other stats and further analysis please. I already have trouble sleeping at night and it would be good to put some facts to the general worries.
    Apr 3, 2015. 09:51 AM | Likes Like |Link to Comment
  • Netanyahu declares victory in Israel [View news story]
    Declared by the candidate based on exit polls. Let's wait for the official counts. Then wait for negotiations among the parties. Minority govt means top two parties both courting Moshe Kahlon. The only official data I've seen is voter turnout at a high 71.8%.
    Mar 17, 2015. 05:33 PM | 2 Likes Like |Link to Comment
  • Are You Playing The Stock Market's Favourite Game? [View article]
    The flip side of this is that once companies start failing to meet earnings expectations they all miraculously start failing in the same quarter. It's almost as if they all decide "Well everyone else is booking losses that they've been secretly accumulating on the books, I guess we should too."
    Feb 12, 2015. 03:25 PM | 1 Like Like |Link to Comment
  • Not Even Apple Can Save This Market [View article]
    What Greece can and almost certainly wiil offer Russia is a route into Europe for their natural gas. Recently the Southstream gas pipeline through Bulgaria was cancelled in favor of a new project to Turkey and then into Europe at Greece. The Russians said the Europeans can buy their gas there. So Greece can look forward to the pipeline investment and future transit fees.
    Jan 29, 2015. 12:52 PM | 2 Likes Like |Link to Comment
  • Hollande: ECB will announce QE this week [View news story]
    ...and quickly backpeddaled, realizing his gaffe.
    Jan 19, 2015. 01:08 PM | 3 Likes Like |Link to Comment
  • Consumer sentiment pops higher [View news story]
    Even higher than it was back in 2007! How'd that work out for everyone?
    Jan 16, 2015. 01:01 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Shares Rise On Upbeat Fed [View article]
    Canadians have been vacationing in Cuba quite happily and safely for a number of decades now.
    Dec 18, 2014. 09:01 AM | 2 Likes Like |Link to Comment
  • Russian Economic Trouble May Be Reaching A Crescendo [View article]
    So far, Russia has tried to fight the decline of the Ruble with interest rate increases, primarily. At what point do they implement capital controls? At what point do they just say "You're all against us, so what say we just default on all our non-Chinese foreign debt." Which would YOU do first, given you are at war with a west determined to destroy your country?
    Dec 16, 2014. 05:18 PM | 2 Likes Like |Link to Comment
  • More Dollar Hegemony In The Land Of Oz - Part 6 [View article]
    A couple of basic questions, but I couldn't find the answer with a search:
    1) What are 'unallocated reserves' and why are they the fastest rising component of total reserves?
    2) What percentage of the HQLAs are US Treasuries and how would they be affected by interest rate increases?

    Great article! Thanks.
    Dec 12, 2014. 04:39 PM | Likes Like |Link to Comment
  • No, Higher Velocity Will Not Necessarily Mean Higher Inflation [View article]
    When I look at the first graph, there seems to be a relationship between V and CPI up until about 1991, then it breaks down completely. Could you highlight in the second graph the dots prior to 1991 and the dots after that? If this thesis holds, what might have happened around 1991 to change the relationship?
    Oct 21, 2014. 08:57 AM | 5 Likes Like |Link to Comment
  • Daily State Of The Markets: Slow Means Go After Fed Alters Its Outlook [View article]
    That felt like a particlularly vicious head-fake.
    Oct 9, 2014. 03:52 PM | Likes Like |Link to Comment
  • The Fed: There Is No Bubble, There Is No Timeline, There Is No Exit Strategy [View article]
    longtermbull - By very simple mathematics, if debt remains the same (it won't) then GDP would have to DOUBLE to bring debt/GDP down to 175%. Do you believe that's going to happen?
    Sep 19, 2014. 09:58 AM | 1 Like Like |Link to Comment
  • The Fed: There Is No Bubble, There Is No Timeline, There Is No Exit Strategy [View article]
    Michael - Great comments! Our view of perpetual growth is very much like believing that breathing requires only inhalation. I suggest that those who believe this, try breathing that way sometime.
    Sep 19, 2014. 09:52 AM | 1 Like Like |Link to Comment
  • The Fed: There Is No Bubble, There Is No Timeline, There Is No Exit Strategy [View article]
    Of course, even Thelma and Louise knew the game was going to be over (inevitably) long before their car actually went over the cliff. At what point in their race towards the edge would they have been recognized as geniuses for saying "You know this isn't going to end well?"
    Sep 18, 2014. 08:13 PM | 1 Like Like |Link to Comment