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Opportunity in Emerging Markets Amidst This Panic

Most of the emerging markets rise correlates to the dollars decline until that reverses those markets are dead.
Oct 06 18:20 pm |Rating: 0 0 |Link to Comment |View article
America Needs a Turnaround Plan

Fred is your middle name "Hoover"? To suggest raising taxes going into a recession, that's back of the classroom kind of thinking.

Longer term, a phased expiration AFTER the fed begins to raise rates because our economy is recovering is a good thing. But structurally, we must freeze military and discretionary spending immediately as in zero, no increase for five years.

Use this "crisis" to restructure Social Security (minimum age to draw ANY benefits, make it 72 for those born after 1960.) Same deal with Medicare, eliminate the idiotic free drug benefit or at least severely means test it.

But as your first act of raising taxes as we spiral downward, will only take this economy into a nose dive.
Oct 05 13:21 pm |Rating: 0 0 |Link to Comment |View article
Inflation, Deflation and the U.S.-China Relationship

Seems to me the better bet is still just dollar short. The chinese commodity stocks are RIDICULOUSLY cheap.
Oct 05 13:14 pm |Rating: 0 0 |Link to Comment |View article
Inflation, Deflation and the U.S.-China Relationship

Seems to me the better bet is still just dollar short. The chinese commodity stocks are RIDICULOUSLY cheap.
Oct 05 13:14 pm |Rating: 0 0 |Link to Comment |View article
Regional Banks May Need Rescuing

Coming Soon.... Resolution Trust Corporation Part Deux
Aug 20 20:40 pm |Rating: 0 0 |Link to Comment |View article
The Economic Week Ahead: Inflation, Growth, Confidence and Retail Numbers

Enjoying the ride down so far everyone! This has been GREAT!!!!

On Aug 17 05:15 PM User 244491 wrote:

> Short the Russell,Dow,Nasdaq,SP from Monday cover on Friday.
> I am preparing myself for ride on e-mini Dow till 11000 on Friday,maybe
> will close some of shorts done on Thursday previous week.
Aug 19 20:43 pm |Rating: 0 0 |Link to Comment |View article
Options as a 'Gold'en Opportunity

Interesting conversation- where the out of the ground cost of mining an ounce of gold is now $600, there is effectively a floor under us. I'd see $1200 as reasonable in the next 2-3 years. As such, the relative risk reward is compelling for a reasonable portion of a portfolio.
Aug 19 20:41 pm |Rating: 0 0 |Link to Comment |View article
Four Brazilian Profit Plays

I like SID, but don't forget TMB - Brazilian wireless.
Aug 19 20:30 pm |Rating: 0 0 |Link to Comment |View article
Options as a 'Gold'en Opportunity

I agree I'd go long with the GLD and short the GDX before the converse... it's a "real" asset vs. a paper equity ultimately.
Aug 18 20:50 pm |Rating: 0 0 |Link to Comment |View article
The Bedrock Case for the Return of the Gold Bull

Over a typical interest rate cycle, gold will retain its purchasing power and is convertible to legal tender. so that is specious. And anyone who would buy GLD or any other equity without a stop, deserves to lose their money. So again, somewhat specious.

Inflation doesn't rise 14% in amonth, it rises 0.09% a month, every month, for two or three years, and then you look back and that same suit that cost you $500, now costs you $950. That $1.29 dozen eggs costs $3.99 (CLM a recommendation there.)

Also, you will see beef inflating significantly this fall as the early culling due to grains incredible rise forced beef producers to push their product to market much earlier which will result in a scarcity of supply this fall. This will make support the higher overall inflation numbers which is ultimately why gold will start tracking back up toward the end of the year absent a SERIOUS intervention by the Fed, i..e a real interest rate increase of 1% point or more.

Does anyone have Volcker's number?
Aug 17 20:03 pm |Rating: 0 0 |Link to Comment |View article
The Economic Week Ahead: Inflation, Growth, Confidence and Retail Numbers

You're spot on = SDS, DXD, SKF, SRS will yield a nice bounce.
Aug 17 19:49 pm |Rating: 0 0 |Link to Comment |View article
The Great Consumer Crash of 2009

Really good comments and article by the author- consider for a minute how little if ANY at all gets into our high school or college/university level curriculum - i.e. How to interpret economic data 101. Our financial IQ is horrifyingly weak. I'd still like to know how he would position a portfolio in light of the data and conclusion. short term treasuries and cash, all things ex-US?
Aug 14 20:23 pm |Rating: 0 0 |Link to Comment |View article
Capital One: A Different Short Case

It's always the way with service based acquisitions - the real goodwill is in the relationships of key players. If you don't take care of them all you have are a few administrative staff and floor space.
Aug 12 22:12 pm |Rating: 0 0 |Link to Comment |View article
Capital One: A Different Short Case

It's always the way with service based acquisitions - the real goodwill is in the relationships of key players. If you don't take care of them all you have are a few administrative staff and floor space.
Aug 12 22:12 pm |Rating: 0 0 |Link to Comment |View article
Don't Just Do Something, Stand There

This was a short busting rally event. Hope everyone sold into it.
Aug 08 20:14 pm |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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