Comments on: 50 bp cut buys time

By: Labrador Chocolate

Labrador Chocolate — Fri, 20 May 2011 21:22:28 +0000

There are some attention-grabbing cut-off dates on this article however I don’t know if I see all of them center to heart. There may be some validity however I’ll take maintain opinion until I look into it further. Good article , thanks and we want more! Added to FeedBurner as nicely

By: Guitar Picking Lessons

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By: Black Greek Paraphernalia

Black Greek Paraphernalia — Fri, 20 May 2011 15:40:50 +0000

There are some interesting deadlines on this article however I don’t know if I see all of them heart to heart. There may be some validity however I will take maintain opinion until I look into it further. Good article , thanks and we want more! Added to FeedBurner as properly

By: Sanskrit Translation Service

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By: Reverse cycle air conditioner

Reverse cycle air conditioner — Sun, 24 Oct 2010 13:26:51 +0000

Wow, I’ve never viewed this issue from your perspective.

By: 2007 September 21

2007 September 21 — Sat, 22 Sep 2007 00:09:58 +0000

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By: ZachStocks » Blog Archive » Lululemon Athletica (LULU)

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By: Dave

Dave — Wed, 19 Sep 2007 18:36:45 +0000

Its funny you mention ORB. I did a consulting gig for them not too long ago. And I would stay away from them as far as I can go for the other topic you touched. China. China (and to much lesser extent India) is becoming agressive in commercial market. That was the consensus I heard while working there and there is a palpable sense of insecurity inside that organization that is masked by the typical American swagger. It is not a good long term story.
I too plan to buy some real estate related stocks. MTG,USG is in my horizon sometime next year.
I am all for long patient stay in Gold. But, I think even with the appreciation; I will be a looser in real global purchasing power parity. And you know that is what we Americans eventually are.

By: Michael Fers

Michael Fers — Wed, 19 Sep 2007 17:36:11 +0000

Well Dave, I am not sure that everything is overpriced as you state. Equities , for example, are priced with reasonable multiples. To some degree I have followed the talking heads and bought some large cap international companies that pay dividends and a bit of tech.I really thought the market was going to tank before the credit crisis took place. I was hoping to get out sometime in late August or early September, but the sell off hit before I could get the cash I wanted. That said, what little I had went into GE (37ish) and EMC (high 17s) when the Dow was in the high 12,000s. I am not a good stock picker at all,but am starting to understand the importance of being patient and buying on weakness.One stock I really do like here is ORB…take a look. I see 27/28 in short order.Frankly I am more of a bond/interest rate maven, and am hoping for the 8% rates Greenspan has spoken of recently.That would require flight from the dollar,on the order of one we hane never seen. The only other scenerio which could develop is the inflation scare which you touch on so well.I wish China would let that darn currency float.Absent any of those outcomes bond rates will remain far too low. I am looking to buy into the homebuilders at some point the next year or so. Many have sold off 60/65% and we are two years into that downcycle. The problem is that the trends can last up to 5 years. I suspect we have another 9 months of inventory adjustment in that sector so i will be patient. Commodities scare me, but they have been and probably will be, the place to be long run.If Bernanke continues with this easy money policy,without real economic downtrend, I believe gold will hit 1,000.

By: Dave

Dave — Wed, 19 Sep 2007 16:30:22 +0000

Very well put and I am also dismayed by this rate cut. We are just delaying our inevitable downfall. I am not a short per se. I just look around and am amazed to see how everything is just overpriced and people just don’t care. From our policy makers to the suckers who just keep piling it on. Perfect storm is brewing.
What is you strategy for parking money at this point to safeguard hard earned money?

By: Michael Fers

Michael Fers — Wed, 19 Sep 2007 15:58:44 +0000

Very well put! However, we can avoid any major debacle if credit spreads remain resonable. Deleveraging can take place over time.Hopefully, the banks and hedge funds will take this opportunity to do so.I was opposed to this bailout as well. I am impressed take this Fed Chairman took a decisive step,rather than employ a series of baby eases.I am unsure if 4.75 is that much less restrictive than 5.25 in the Federal Funds market.What it will do is make the banks a tad more profitable until they clean up their books. Any rate cuts from here should be forthcomuing only if the real economy shows damage.The Dow is less than 2% from its all time highs.

By: Trevor Stasik

Trevor Stasik — Wed, 19 Sep 2007 15:34:41 +0000

Oh, yeah… “Petroleum” is the correct way to spell it. Petroleum. I need to remember to spell check before commenting.

Anyway, bravo again on your post!

By: Trevor Stasik

Trevor Stasik — Wed, 19 Sep 2007 15:30:25 +0000

Zach,
That is a far more eloquent way of describing the crisis than I could do. Bravo.

Speaking about the falling value of the dollar and inflation, I think that the price we pay for petroleom products is about to rise significantly. Since most of our oil is purchased internationally, any change in exchange rates could adversely affect the US. I don’t know how we are going to fix this problem.