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With shipping rates so low I wonder if companies like DRYS have thought about getting in on this trade rather than have their ships idle or sail for very low daily rates?

In hindsight this was THE solution, at the time they probably thought it would undermine the system and be too complicated (and the regulators who could have insisted on such early enough were woefully inadequate to the task and in the IBs pockets to boot) Now that the "contained" beast has...

Not to mention the fact that now that they are bank holding companies they will never achieve the level of returns they could achieve as IBs as they are no longer allowed to employ the same level of leverage.

Why is it that with all the money injected via various forms of bailouts banks are still in dire straits and mortgages and the consumer are still in as much trouble if not more than they have been since the beginning of the crisis? Think of it like this, a loose analogy but it essentially...

I agree and you make good points Newguy. I think it might still be early for metals, agree on gold. I bought DXO in size today for a retirement account even though I think it is early for energy too. I like the ag complex but am buying into select futures as opportunity allows (am in sugar and...

I like the coal ETF KOL here as well as oil which I think is poised to break its down trend, stop below the low is a low risk trade. KOL could be back in the 20s by the spring.

As I have mentioned many times before the SOX has been a relaible indicator of where the market is heading the past year or so, its indicating that this rally has legs.

Coal is starting to move, might be an indication that demand is starting to come back.

Lets hope you are right as the national grid should be an infrastructure priority. I would to see private money incentivized to come off the sidelines and invest in innovation. For example, a government program that matched private money 2:1 in areas of R&D that can be targeted as log jams in...

The biggest infrastructure project that I know of is Boston's Big Dig, there are better ways to grow an economy than that type of corrupt and wasteful spending. Unfortunately that is what I see coming, numerous big digs all over the country. The least civic minded responsible citizens can do is...

Thanks, I got lucky (news of potential change in Chinese Iron ore 2009 contract date from April to Jan), I expect that I will be able to buy back in under $5 again soon enough. Long term though I think this one is a winner especially with all this infrastructure talk. A lot of steel needed for...

Out DRYS, I don't believe in this rally.

well unless it is to never return and never deal with a US financial insitution again what's the point. The US taxes your worldwide income for 10 years after you have left the US. Not a problem if you never plan on coming back or dealing with a US financial insitution but otherwise...

Out 75% of position on this pop.

Meaningful tort reform is free (at least in terms of an immediate cash layout) and would give US enterprise and economy an immediate boost, would alos significantly reduce healthcare costs from the doctors office to the development of new pharam. We should all call our reps and suggest that they...

Hey out of work quants still have big expenses don't you know!

My point is that we are already $8T in the hole (or at least some part of that as much of that is guarantees) why not add another $2-4T at this point while we still can, either it works and we generate growth or it doesn't and we are in the same straits we will be in anyway without growth but at...

http://www.humanevents.com/article.php?id=29646

http://mrmortgage.ml-implode.com/2008/12/05/bubble-states-awash-in-negative-equity/ Don't believe the hype

You sound like a guy who has been around long enough to see the broken promises of more than a few administrations. Call me jaded ( I prefer realistic), but I was just amazed at how many middle aged people bought in to Obama's whole "Yes we can" nonsense. I hope he proves me wrong but nothing I...