Search results

Topsurfi has made some great points. As to your point, eight, I do believe the S&P has a current P/E ratio of 60, which is incredibly high, which may be of interest to those who take such fundamentals into account.

"For stocks, what I see in my trading is that the lowest quality, most shorted, most leveraged balance sheet garbage stocks were rallying the most. The $BKX is up 150%, the MS cyclical index is up 100% in 10 weeks. Hysteric short squeezes in casinos, REITs, cruise ships, banks, insurers. A...

I've got makloda and Cutten, two people I respect out of the throngs, going toe to toe in a vigorous debate here. Now, all I need is for Landis, Mav and RM to weigh in (and a select few others that I can't think of at 3 in the morning).

Karl & Dr. Zhivodka, My apologies for being terse with both of you. We may agree or disagree, but in the throes of heated debate, sometimes we can be rude to each other, which is never my intent, but a byproduct of my dogmatism at times.

KOS, the government won't be able to sustain such hiring or salaries, and will ultimately have to lay all these people off and more, if tax revenues plunge at the levels they are projected to - that is, unless China, Japan, South Korea and other saving nations want to pass the hat around each...

http://www.nytimes.com/2009/05/09/opinion/09herbert.html Here's a liberal journalist who gets 'it,' though his prescription of a remedy is opposite of what I'd call for (he wants more government stimulus - I want targeted governmental support of critical industry and technology, with lower...

So, you expect a V shaped recovery not only in terms of employment levels, but wages, too? I would take that counter-bet with you any day of the week and twice on Sabbath.

http://www.nytimes.com/2009/05/03/magazine/03Obama-t.html?_r=1&hpw It's long, but a worthy read. I supported Obama in his bid for election against McCain, all things being equal, although I wasn't exactly enthusiastic. I'd much rather have had the chance to have voted for someone...

Not forever. And inflation is the death knell of equity markets - public enemy number one.

His basic premise that the rally is not sustainable is dead nuts accurate. Anyone who got in near the March lows, especially in financials or industrials and doesn't take profits is either insane or a pure gambler (insane). There's a basic construct dealing with employment being the be-all...

Of course he's right. Here's the thing - you can fool some of the people all of the time, and you can fool all of the people some of the time.... ...you can never, ever fool all of the people all of the time. When the truth sinks unto the sheeple, like a giant, fluffy turd, then you'll...

'Green pastures ahead.' LMFAO. Get out of that California sun before it shrinks the rest of your corpus callosum. WTF 'green pastures' are you seeing? 'Green pastures' as in the return of growth, let alone robust growth, or growth enough to provide replacement jobs, return to full...

Kaspersky and ESET NOD32 are the best two security packages, period. Kaspersky is excellent.

CONTINUED LUCKY ONES Danielle Karmanos, top, in Orchard Lake, and Richard Klimisch and Prudence Cole, bottom, in Grosse Pointe Shores. Kay Agney, a real estate agent in Grosse Pointe, said foreclosures had resulted in depreciations of some properties on the order of 35 percent or more...

Grosse Pointe Blues By ERIC KONIGSBERG Published: May 8, 2009 GROSSE POINTE, Mich. BETTER DAYS Mrs. Roy Chopin and her family at their Grosse Pointe, Mich., home around 1968, from the Slim Aarons book “A Wonderful Time.”...

Using NOD32 and sanboxie or something similar is virtually foolproof.

McAfee sucks. ESET NOD32 or bust.

Continued Also, the recent surge in Goldman principal program trading starts to take some context here. If Goldman's program trading arm has been feeding into the rally and forcing quant deleveraging, then this explains why-- so it can raise cash by selling stock. Which I predicted and which...

One of the best articles and analyses ever. Add this comment of mine to what the author states - Obama has been fallen in love with, and he'll be fallen out of love with even harder by this country when the great crash happens. We had an equity and property crash in 08. This year and...

Obamanomics is nothing but a liar loan like reflation scheme. We're printing, borrowing and spending money we don't have, won't be able to pay back, while millions and millions of jobs are being lost, this time permanently. Small and mid-sized businesses are closing, and large businesses...