helplessobserver

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392 Comments

    • Tue Dec 2nd 10:46 AM
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      Rating: 0 0
      Commented on:
      Clear Trends Are Beginning to Emerge
      Your post helps clarify what is going on in the investment fog. I am amazed that long term bond rates are staying so low. Usually the bond sheriffs force financial stability, but not now. In the past treasury 30 yr bonds paid 10-13 percent before Volker crushed inflation.
      View article »
    • Mon Dec 1st 20:14 PM
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      Rating: 0 0
      Commented on:
      Bank of America Needs More of Your Tax Dollars
      What happens if BAC shareholders vetoes the merger with BAC? MER is as sick as C and will need life support.
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    • Mon Dec 1st 10:05 AM
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      Rating: +2 0
      Commented on:
      Citibank: Too Big to Fail?
      This idea of getting "too big to fail" organizations safely resized is actively discussed in the hallways and other informal meeting places at policy meeting coffee breaks everywhere. In time these informal discussion items will become crystalized and placed on the policy agenda for action.
      View article »
    • Sun Nov 30th 21:11 PM
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      Rating: 0 0
      Commented on:
      Here Comes a Consumer Killer
      Before this is all over I expect the card issuers will be putting a fee on even though the creditor pays off the balance each month. A few bucks from each card would add up to a lot of revenue.
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    • Mon Nov 24th 13:33 PM
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      Rating: 0 0
      Commented on:
      Citi's Might Fell Swiftly
      Expecting a collapse of the dollar go long UDN and GLD.
      View article »
    • Mon Nov 24th 13:22 PM
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      Rating: 0 -1
      Commented on:
      Citi's Share Price Problem
      I agree with a new attack on JPM and GS and possibly BAC. The beat goes on.
      View article »
    • Mon Nov 24th 10:56 AM
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      Rating: 0 0
      Commented on:
      Is It Time to Short Bonds?
      Having seen many economic ups and downs I find the action of the bond market puzzling. Normally bond interest rates should be soaring as inflation prospects rise. This puts a strong restraining hand on the Fed. This is strange, but the bond sheriffs will eventually take action.
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    • Mon Nov 24th 10:42 AM
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      Rating: 0 0
      Commented on:
      The Citigroup Rescue: Exit Financials Under State Capitalism
      The obvious pairs trade here is long GLD and long UDN. The US balance sheet is about $64T. Saving it will require more than the $7T already allocated. As the dollar collapses UDN will rise and so will GLD. Things look bleak for our grandchildren.
      View article »
    • Fri Nov 21st 10:54 AM
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      Rating: +1 0
      Commented on:
      Eddie Lampert's Troubles: It's Not Just Sears
      Lambert's portfolio is as amateur as Bill Miller's. Each should be flipping hamburgers at MCD instead of destroying shareholder's wealth on Wall Street.
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    • Thu Nov 20th 18:16 PM
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      Rating: 0 0
      Commented on:
      What Are Some of the Best Hedge Fund Managers Doing?
      I like Simon's portfolio the best. He knows all the mathematical skills in the world cannot predict future stock prices for marginal companies. Solid companies with deep markets and pricing power are more amenable to statistical analysis
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    • Thu Nov 20th 09:23 AM
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      Rating: 0 0
      Commented on:
      Is Citigroup Failing?
      Remember "the shadow of future events falls first on the floor of the New York Stock Exchange". Reading the message is your problem.
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    • Sun Nov 16th 21:04 PM
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      Rating: +2 0
      Commented on:
      Memo to Warren: AmEx Preferred at 15%, Warrants at $12
      As a long time reader of Barron's I have found most of their writings on investments a less than top notch. As permabulls they see very little or no evil. Only Alan Ableson seems willing to call a spade a spade, but his voice is smothered by the other writers. If I ran Barron's most of their analysts would be out looking for jobs.
      View article »
    • Thu Nov 13th 20:51 PM
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      Rating: 0 0
      Commented on:
      Breaking the Back of Buffett
      Buffet knows we are in a secular bear market that is eight years old. In Oct 07 the first of a cyclical bull market with this secular bear peaked out near 1500 on the SP. Now secular bears, like secular bulls, run 18 to 20 years, so in 2018 a new secular bull will be running and the $4.5B of SP puts will expire worthless. Buffet is writing puts when the premiums are fat. He put part of that premium in either GS or GE at 10% for a cool $500 million year dividend for BRK shareholders.
      View article »
    • Thu Nov 13th 10:54 AM
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      Rating: 0 0
      Commented on:
      Two Winning Bank Stocks: U.S. Bancorp and BB&T Corp.
      As a long time holder of BBT I can attest to the quality of this banking operation. In the sub prime mania when Stafford County, Va houses appreciated 30% in one year, I stopped by a local branch to see what their home loan policy was. The loan officer said 20% down or PMI. Like all banks they have some troubled real estate(land) and construction loans, but their balance sheet can easily absorb them.
      View article »
    • Thu Nov 13th 10:54 AM
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      Rating: 0 0
      Commented on:
      Two Winning Bank Stocks: U.S. Bancorp and BB&T Corp.
      As a long time holder of BBT I can attest to the quality of this banking operation. In the sub prime mania when Stafford County, Va houses appreciated 30% in one year, I stopped by a local branch to see what their home loan policy was. The loan officer said 20% down or PMI. Like all banks they have some troubled real estate(land) and construction loans, but their balance sheet can easily absorb them.
      View article »