Search results

  1. D

    Asset Model says : Stay out of Stocks !

    Fund Managers are buy bonds, with less yield. So they are voting with there monies. Stocks have gone down 1966 to 1982 over long periods adjusted for inflation. Stocks even with dividends. Of course, If your a super duper stock picker, then you will win every time. If you buy indexs or...
  2. D

    Asset Model says : Stay out of Stocks !

    View corporate bonds (red) spread to treasury bonds spreads. View 30yr T Bond ratio to SP500. Investors flight away from risk. Stocks are not preferred. Stay out of stocks. Kudlow says BUY, you got to be kidding nobody else is !! Worst credit market since 1930's.... So a risk...
  3. D

    Meredith Whitney Video - More Bank Writedowns

    bull.. The BIG banks become small banks or die, the small bangs with tidy balance sheets become BIG banks. The Darwin theory.
  4. D

    Risky vs Safety Assets : Flight to Safety is winning, see here

    On the chart attached is the.. RED: Spread difference between Corp Bonds and Treasuries PINK: Spread 2yr vs 10 yr Treasuries GREEN : Spread 10yr vs 30 Yr treasuries As you can see stock market tops and bottoms can be recognised as well. The spread now shows a move to safety, stocks...
  5. D

    Lee Iacocca Calls BULLSHIT On America's "Leaders"

    Was this a call to TO : VOTE RON PAUL
  6. D

    The Fed Confirms DEFLATION of Money Supply

    http://market-ticker.denninger.net/2008/02/most-important-ticker-you-will-read.html In fact, The Fed is actually taking down risk, as I have said repeatedly, and de-leveraging not only their own balance sheets but they are also forcibly taking down risk in the primary dealers - whether they...
  7. D

    Is WAR coming , Again ????

    They only thing I see in the future is a HIGHER 10,20,30 yr USA treasury bond yield. As world inflation will be higher Why and how, those that are pegged to the $USD will realise that they must get interest rates up in the USA using the market rules, to get local rates up. So they will...
  8. D

    Is WAR coming , Again ????

    Well every one has gone crazy... How long can the Arab nations that have pegged themselves to the $USD stay with it. These Arab nations are calculating inflation correctly (Saudi at 7%, Qatar 15%, etc), yet USA has only 2.1% (core, headline 4.1%). Pegging to the $USD will NOT WORK if the...
  9. D

    Auditors To the Investor Rescue ..

    The balance sheets have junk on them... As shown by AIG. USA... Eron/Auther Anderson disaster has set the standard for current auditors. The AIG case may have been hidden a few years ago. Japan.. Watch out late March when companies report Q1 results, they have tough new auditing...
  10. D

    Is WAR coming , Again ????

    http://www.israelenews.com/view.asp?ID=994
  11. D

    The real reason Microsoft wants to buy Yahoo, is to fight software piracy?

    If they want to do that, BUY CHINA ~
  12. D

    Dec 07 Non Manuf ISM PLunge not real

    Why, beacused ISM change the formula for its calcultion. But market sold off 3%, so I expect mkt to rally back next week, hard !! http://www.bloomberg.com/apps/news?pid=20601087&sid=a2VGaRdrKS3Q&refer=home ..."New Measure Today's U.S. services report included a new composite index...
  13. D

    RED ALERT- Negative Bank Reserves

    I have found the final world the matter..its a red herring.. http://piggington.com/bank_reserve_r...ts_and_the_taf There's a post, apparently from someone over at Calculated Risk, that's posted in the middle of the thread that's approximately correct. (Most importantly, the poster...
  14. D

    Us Banking Crisis??????

    I have found the final world the matter..its a red herring.. http://piggington.com/bank_reserve_requirements_and_the_taf There's a post, apparently from someone over at Calculated Risk, that's posted in the middle of the thread that's approximately correct. (Most importantly, the...
  15. D

    "Watch out for the Quants"

    Jes, then this will make it interesting when they all say SELL together...CRASH will be very quick.
  16. D

    Internationals NOT BUYING USA Debt today...

    http://www.bloomberg.com/apps/news?pid=20601087&sid=aOa7t4yc8eXI&refer=home .."In today's auction, indirect bidders, the class of investors that includes foreign central banks, bought 10.7 percent, the lowest on a new 30-year bond since the Treasury resumed sales of the maturity in February...
  17. D

    Bearish Video

    www.stockcharts.com Become a member and build your own. Symbol Like $SPX:$GOLD
  18. D

    Fed Says U.S. Banks Are Tightening Lending Standards

    Its the rate of change thats important. Not the total amount. So when GDP grows at 3%, this is rate of change. Come on...
  19. D

    Us Banking Crisis??????

    The banks are on welfare...thank you tax payer !! - There will be more loan write downs - MBIA will fall over - House price will fall further Tucci Says Without Government Aid Banks at `Severe Risk': Video February 4 (Bloomberg) -- Tom Tucci, head of U.S. government bond trading at RBC...
  20. D

    Us Banking Crisis??????

    More on the subject of why Banks need not have cash reserves http://weaseldog.blogspot.com/2008/02/welfare-payments-for-banks.html **************************************************** Welfare Payments For Banks? Ref...
Back
Top