Or filter by symbol:
MNSL's Comments Stream Stats
- 34 Comments, 4
, 0 
- Total Comment Stream rating
-
= 4
- Free E-Newsletters
- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
- Oil Down 48% from Highs by Bespoke Investment Group
- Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon
Economy- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
- Reality Bites As Stocks Continue To Collapse by The Mole
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer's Picks
- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
- Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham
- Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham
Long Ideas- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- The Long Case for Encore Capital by Value Investor Insight
- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
- Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham
Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
- Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle
- Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
- Perfect World Announces Share Repurchase Program by Trader Mark
- China: Hot Money Inflows Down, Nervousness Up by Michael Pettis
India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
- About Seeking Alpha
- About Us
- Contact Us
- What's New
- Readers Feedback
- Advertise With Us
- Contributors
- Contribute an Article
- Feature Your Book
- Our Contributors
- Anonymous Contributions
- Dispute an Article?
- Legal
- Terms of Use
- Privacy
- Copyright
Are Home Prices Still Too High?
An Excellent article. Now some are trying to put up housing prices by force. This method will not long last and especially first home buyers should be very careful. Do not try to overpay for those housing market manipulators, pump and dump traders. In addition we should not overpay rent as well. In addition to housing prices now rent also collapsing globally.
Still home prices are over priced. We will see one of the worst burst in the housing sector in Asia during next 10 years. First home buyers should wait until 2013. During this period you will see direction of the housing market.
However post baby boomers are not as strong as baby boomers. Once present baby boomers retire housing market will collapse.
When you buy house now you will have to sell your house in the future at a loss. It is happening all over the world now. Do not get caught to debt trap, mortgage trap and traps of real estate brokers, bankers and real estate agents.
We must try to learn how to value houses, employment rate, world economic situation, demand and supply etc before buying houses. House has become a trading product for some speculators and corrupt investors.
Once houses prices come down by 70% then you can think about buying houses. According to some industrial expert some house prices can come down by 70% in the next 18 months globally.
Rough Economic Seas Toss Many Boats, Including Oil Price
You have more facts than top economist and analysts. Really stock options and higher corporate compensation are part of current bubble.
$35 Oil: Steve Forbes Was Off by Two Years
Steve Forbes is correct. Most top oil analysts, economists couldn’t forecast oil prices correctly.
They said oil is going to $ 200. Gold will go to $2000. Now oil is back to $35. Can we believe? I think it will go to $20 sooner than later.
Next in line there are many inflated assets and commodities to fall further. With wealth destruction and demand destruction how can we expect higher prices for assets?
In a way it is good for consumers. It is also good for many industries who struggling to survive. Inflation will come down. Consumer purchasing power will increase.
This is good lesson for all types of bubble funds who invested in hot sectors, derivatives, real estate and highly risk credit and interest derivatives etc, such as Sovereign funds, Top banks, Insurance giants, hedge funds etc. Really they have destroyed other people’s money, wealth, pension funds and retirement’s funds etc.
Could not they invest in some productive industries instead?
Are Equities Still a Better Investment than Housing?
We are still in the first stage of housing market downturn. Many houses are in negative equity. With falling employment, recession. Slower world growth, banking crisis and newly emerged credit mess will make housing market more and more vulnerable.
Stocks easily can sell even for loss now but not housing. As a result of this prices will drag down further. I do not think any recovery in the housing market for the next 10 years. By the end of next 10 years investment in equity will be better than invest in housing. We can just compare this at the end of next 10 years.
This Is Only the First Round of Selling
Can we believe their forecasts?
They said oil will go to $200 a barrel during this period. Now oil is trading around $60 a barrel
We should be very careful in selecting fund mangers, insurance companies, banks in the future.
They have overleveraged in almost all the areas:
Such as property
Commodity
Currency
In addition dealing in some of the highly risk instruments can bring down entire financial systems.
Commodities: The Next Bubble?
Now almost all types of assets prices are falling. Not only that now their currencies also falling.
We are at the beginning of commodity bear market.
It will take 05 to 10 years to form the next bubble in the commodity market.
Even OPEC cut or even investment banks write reports, still oil and other commodity prices will come down. Sooner than later oil will go down to$35 a barrel.
We know what happened to $200 oil reports? Where is the demand for commodities they said?
Reasons for commodity bubble:
Trading in derivatives.
Speculation
Activity of market participants including investment banks
Now they have created currency and credit card bubble as well.
Three Favorite Mining Investments
Current commoidty bear market will last until 2015.
How Far Will the US Dollar Rally?
On other hand this time, Fed took bold decision by holding rate without any change. I think their main idea is controlling inflation. Sooner than later Fed will increase interest rate as well.
I strongly believe US Dollar will appreciate not only against Pound and Euro but also with baskets of currencies such as AUD, NZD, and YEN with some soft currencies
.
Euro is falling due to Weakness in the European Economy. They have more problems such as falling house prices, credits squeeze, inflation and falling employment etc.
We will see dramatic fall in commodity prices in the next 18 months and because of this American and European industries will have rapid growth especially in companies like Boeing, Airlines, heavy industries, Chicken sector etc.
Their market share for products and services will rise dramatically not only in Europe and The USA but also in newly emerging countries such as China, India, and Brazil etc.
Which Way for the Prices of Oil and Gold?
3 Investment Ideas for the Rest of 2008 and 2009
As a resluts of this inflation will come down. There will be demand for product and services. Investmet will improve and there will be more job opportunities. Many sectors will recover.Finally we will see recovery in the financil sector and credit market.
Are Airlines Stocks a Contrarian Opportunity?
Steel, Coal and Agriculture Plays Turning Over
I think this is the time to sell our commodity stocks and commodities in in agriculture. energy and industrial materials.
Time to Short Both Long-Term Bonds and Crude
All hot commodity indexes including oil index will come down soon.
Very soon we will see collapse in the commodity market similar to property market. We are in the bubble stage now.
Oil prices will come down sooner than later.
This is the time to short all hot sectors such as oil and other hot commodities.
Is the Oil Index Set to Fall?
Yes definitely all hot commodity indexes including oil index will come down soon.
Very soon we will see collapse in the commodity market similar to property market. We are in the bubble stage now.
Oil prices will come down sooner than later.
This is the time to short all hot sectors such as oil and other hot commodities.
Three Reasons Boeing Looks Powerful
I think this the one stock that we shoud keep in our watch list.
Oil prices will come down sooner than later. Demand for their products will increase in the long run.
Very soon we will see collapse in the commodity market similar to property market. We are in the bubble stage now
Therfore it is better to concentrate on stocks which are going to recover first while leaving hot sectors now.