dieuwer

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In This Environment, It's No Market for Young Men

Did you look at YEN? Break out in progress.
Sep 05 12:44 pm |Rating: 0 0 |Link to Comment |View article
Making Sense of the Current Market Weakness

Contrarianism is just a boatload of crap.
"If I bang my head against the wall it will hurt, consequently I will short health care stocks because I really do not need them?" Yeah right...
Sep 05 12:36 pm |Rating: 0 0 |Link to Comment |View article
Bond Expert: Friday Outlook

All the more evidence that the FED will lower rates. I would not rule out a panic rate cut this month.
Sep 05 12:31 pm |Rating: 0 0 |Link to Comment |View article
Gold Futures' Dirty Secret (Part II)

I don't think the physical market for large LBA bars is "frozen" yet, considering the large amounts of gold and silver held at the ETFs. It would be another story if there are large redemptions of gold and silver from the ETFs.
Sep 05 10:14 am |Rating: 0 0 |Link to Comment |View article
Potential Treasury Yield Breakout to Lower Trading Range

I agree, the FED will LOWER rates. Watch the bondmarket!
Sep 04 12:35 pm |Rating: 0 0 |Link to Comment |View article
Will August Non-Farm Payrolls Top 100K?

I will repeat it again: the FED will NOT raise rates, theu will LOWER rates. Watch the bondmarket!
Sep 04 12:32 pm |Rating: 0 0 |Link to Comment |View article
The Dollar Index and the Financial Sector

Bond market thinks otherwise
Aug 28 16:16 pm |Rating: 0 0 |Link to Comment |View article
BoE Calls for Big Rate Cuts; Pound Could Suffer More

The pound bubble has bursted
Aug 28 16:13 pm |Rating: 0 0 |Link to Comment |View article
Japanese ADRs Trading Below or Near Book Value

Why are dividend yields so low? Should it not be more like 7% at the bottom?
Aug 27 19:38 pm |Rating: 0 0 |Link to Comment |View article
The Yield Curve and Investor Sentiment (Part II)

The yield curve has been contracting since mid March. There is a danger of inverting.
Aug 27 19:28 pm |Rating: 0 0 |Link to Comment |View article
The Dollar Index and the Financial Sector

It seems that everyone is on the "FED will raise rates" bandwagon. The correct contrarian point would be to actually expect rates to decline.
If you look at the bond market, traders have been expecting lower rates since mid june of this year. The 10 year T yield dropped from 4.26% to 3.77% as of today. The 1 year T trading right now 2.16%. Very close, too close, to the FED yield. The yield curve is contracting since mid March.
My bet is that the FED will LOWER RATES before year end.
Aug 27 19:26 pm |Rating: 0 0 |Link to Comment |View article
Sorry, There Is No Silver Conspiracy

Another article wasting "bandwidth"....
Aug 27 08:24 am |Rating: 0 0 |Link to Comment |View article
The Disconnect Between Supply and Demand in Gold and Silver Markets, Part II

Of course the US Mint has gold coins for sale. However, none of them for the current spot price or fractions thereof. Price for 1 oz gold eagle: $1,119.95!! Clearly, the mint does not 'buy' the low spot price either. Double Oops...
Aug 25 16:13 pm |Rating: 0 0 |Link to Comment |View article
The Disconnect Between Supply and Demand in Gold and Silver Markets, Part II

Just happening, the first European bank failure: www.bloomberg.com/apps...
Aug 25 08:52 am |Rating: 0 0 |Link to Comment |View article
Looming Financial Catastrophe: A Real Inconvenient Truth

Fisher: "If you can't solve a problem, get the central bank to print your way out of it. And we won't do that. I won't do that anyway.”

FACT: EVERY state in history has resorted to money-printing to devalue the debt.
FACT: The FED is not independent. It must do as the treasury pleases.
FACT: If Fisher does not want to print, someone else will.

Aug 24 20:42 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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Jim Cramer's Picks -
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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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