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  • Six Reasons Small Caps Could Lead the 2009 Rally
    Good article - you have some interesting logic supporting the small cap case.

    Some are already showing good performance in the past month.
    Jan 07 08:30 am |Rating: 0 0 |Link to Comment |View article
  • I Wish I Were as Optimistic as Doug Kass
    Hold on Mr. Kass! Your list was OK., but #15 was for the birds. As a Democrat who has been sickened by the shameless and despicable shilling by Kudlow for the RNC and Cheney/Bush for the past 8 years, he can take his mustard seeds and Goldilocks and finger stabbing into the camera and shove them where the sun don't shine. We don't want Kudlow in the Democratic party again, he can just go hang out with his hero in Crawford TX and stay the heck out of AMERICA!
    Jan 02 13:03 pm |Rating: 0 0 |Link to Comment |View article
  • The Fed's Big Gamble
    I agree and think commodities and early cycle industrials will be good trades here on a weaker dollar


    On Dec 31 04:49 PM jepittman wrote:

    > Your outlook is quite plausible, especially the part about the economy
    > stabilizing. If conditions play out similar to your scenario, the
    > S&P should have a very good 2009. I do not see how the economy
    > can transition from recession to economic stability to inflaton without
    > equities moving substantially higher.
    Jan 02 12:16 pm |Rating: 0 0 |Link to Comment |View article
  • Southeastern Asset Management: 10 Reasons to Be Bullish on Stocks
    Good list of possible "pros" but your attached SPX yields and consensus earnings estimates would be a lot more reassuring if they weren't put together by Zacks... now where did I hear that name? Uhh, ratings agency? And how are they compensated???????????...
    Dec 31 11:58 am |Rating: 0 0 |Link to Comment |View article
  • Signs That the Credit Crunch May Be Over
    I'm being told by a good friend who I had once worked for and who has a successful financial consulting business catering to the small community banks (under $2 Billion in assets) and credit unions in southern New England that not only do these institutions have plenty of money to lend, but that they are in fact lending it quite happily.

    The majors? Yes, that's a different story... but then again they were the ones that applied such leverage as to create their own problems... so perhaps they are getting just what they deserve, while the smaller, more prudent and more adaptable institutions are developing relationships with businesses and consumers that will last long after this crisis ends.

    This is the first time that Wall Street and the major financial institutions have gotten burned badly in a recession... usually it is the middle and lower classes exclusively that are badly damaged while the big financial institutions go merrily on their way laughing at the sheep. No wonder that the Street and CNBC and all the shills and hucksters and "pundits" scream in such pain and fear now that the disaster has come home to roost... welcome to the world guys - ye reap what ye sow, and ye are getting your just desserts... hopefully (but doubtfully) you will learn a little humility and empathy for the rest of the world.

    Meanwhile, some seeds are being sown for the recovery, and it is starting with the smaller, more adaptable businesses. Maybe capitalism isn't dead after all.


    On Dec 29 09:03 AM sunil94062 wrote:

    > BUT imperically - I can vouch for the correctness of the media news
    > - that Banks - and many of them are NOT lending - at least not for
    > Real Estate! We have been trying to get loans since October ($3MM
    > to $50MM for various projects - rental apartments, senior housing,
    > serviced apartments) - and all we hear are an unambiguous NO! No
    > money to lend for Real Estate - No money to lend for working capital
    > - No money to lend for credit lines - secured or unsecured, No bridge
    > finance, pretty much NO lending. This includes Banks of every ilk
    > - Majors to Community Banks and thrifts - nationwide from our sampling.
    >
    >
    > As further proof, I have heard of professionals (Doctors and Lawyers),
    > who have had the APR on their credit card outstanding balances ($1,600
    > balances) jacked up into stratosphere (from 10% to 21%) and credit
    > limits cut drastically (-90%). NO - credit is surely 'crunched'.
    >
    >
    > When asked, the decision makers at these Banks respond - All of the
    > TARP money is being "held" as a cushion to offset portfolio losses
    > not yet booked - and there are many more to be realized in times
    > to come!
    >
    > Maybe what we have here is that there three kinds of lies - lies,
    > damn lies and statistics - and statistics are the worst kind!

    >
    >
    > I think Treasury goofed!
    >
    > That is how I see it.
    Dec 29 10:28 am |Rating: +1 0 |Link to Comment |View article
  • Credit Crisis Watch: Signs of Progress?
    Thanks... you've put together a great overall picture of the credit markets.
    Dec 24 10:13 am |Rating: +2 0 |Link to Comment |View article
  • S&P 500 and Apple Playing Out Bearish Patterns
    Awesome you ain't. Learn to read a chart before you bash the author. You're obviously long and wrong and talking your dwindling book.
    Dec 24 09:25 am |Rating: +1 0 |Link to Comment |View article
  • Greenback's Slumped on the Canvas
    "Lastly, a sustained break in uptrends of the U.S. dollar and the Japanese yen – low-yielding currencies previously used for funding risky investments – should indicate that forced selling due to deleveraging is starting to subside. As this situation plays itself out, we should see a return of confidence and a calmer period for stock markets in general, and also see some support for precious metals and commodities."

    I think we're starting to see that now with many good bases setting up on many of the commodity and cyclical stocks/indices, and the rapid breakdown in the VIX and VXN we have seen in the past two weeks.

    They're hopeful signs, at least.
    Dec 20 09:50 am |Rating: +1 0 |Link to Comment |View article
  • Government's Ponzi Scheme: 1000 Times Worse than Madoff's
    Agreed bosun, Wahlman's just another radical right wing neo-con trying his best to construct revisionist history and shift the blame away from his own party. He blames the democrats for the massive spending when in fact the explosion in government debt-fueled spending was done by a Republican controlled congress for 12 of the last 14 years.

    But yah, I would have loved for their pals on the street to get control of MY social security account... why, maybe I could have let Madoff or Bear Stearns or Lehman manage it for me! I'm sure Chris Cox would have given them glowing referrals!
    Dec 19 09:10 am |Rating: +3 -2 |Link to Comment |View article
  • It's Time to Outlaw Hedge Funds
    Many, many hedge funds were spawned by the big money center and investment banks. They are the "dirty tricks" squads that can operate in the dark and do the slimey stuff like (just one example) breaking good small companies with naked shorting campaigns that take a healthy company's stock to ridiculous lows and drive out the small investor. Then once he is chased out, the hedge fund comes in buying with both grubby fists and runs it back up.

    And since the slime balls running those MCB and IB sponsored funds were the greasiest (and therefore most successful) traders on their sponsors' trading desks, they have the former colleagues on those desks who will put through their naked short trades with no questions asked. Failure to deliver? Who, ME?

    That's just one small example of the games they run.

    The hedge fund industry is unregulated and living in a shadow world for a reason - they're cockaroaches who don't like the light. And everyone in power over the years has made sure things stay that way because until a year ago, they contributed a huge chunk of Wall Street's profits.

    I say let 'em all burn.
    Dec 18 13:34 pm |Rating: +2 0 |Link to Comment |View article
  • What if the Credit Crunch Is Just a Symptom?
    good article, thought provoking.

    enjoyed the comments also.
    Dec 12 12:16 pm |Rating: 0 0 |Link to Comment |View article
  • 12 CNBC Pet Peeves
    Well, they have their pentabox on now and in true RNC fashion goldilocks kudlow (he was still saying things were swell this past spring) is shouting down anyone who disagrees with him, jabbing that gd finger of his in the camera for emphasis... man would i like to have him jab that finger in my face just once... just once.
    Dec 12 11:13 am |Rating: 0 0 |Link to Comment |View article
  • 12 CNBC Pet Peeves
    I keep CNBC muted most of the day and just use it to check some of the tickers. Unfortunately, I don't get Bloomberg here. The rest is just like rickf said... a whole studio full of screaming, clueless, talking heads, analysts, "experts", all arguing and shouting over each other, making so much noise that nobody could possibly understand (or care) what the original topic was.

    The Octabox and its variations was maybe the worst addition to this pathetic "entertainment at all costs" "confrontation is fun" show since CNBC began operations 20 years or so ago.

    The midget fights on Jerry Springer are more intelligent than this pablum for the sheeple.

    This station is a clueless disgrace, and just a sad example of how this once great nation has gone down the crapper.

    Oh, but puhlese, bring on more of those republicans like Richard Army and Steve Forbes and a couple dozen others who pretend to talk about the economy on Sqwuak Box when in reality they are nothing more than political plants talking the typical anti-"Dem" RNC rant compliments of CNBC's political management czars... do you know who I mean Immelt?
    Dec 12 08:49 am |Rating: +1 0 |Link to Comment |View article
  • CEOs See Trouble on the Way
    McGraw-Hill... hmmm, aren't they the guys that own Standard & Poors?

    This guy Harold was on CNBC back in early September saying 50% of those very same executives saw an INCREASE in business activity coming over the next 6 months.

    How'd that one work out Harold?
    Dec 07 09:43 am |Rating: 0 0 |Link to Comment |View article
  • The Commodity Rebate
    However, it appears supermarkets are lagging at passing down the lower prices to consumers I notice, even as more products are being put out with smaller sized packages and the same price. Many co's, especially the national and premium brands, have done not one but two downsizes in the last couple of years while keeping (or even increasing) the sticker price.

    They must think we're pretty stupid, but you know what, we are, because we keep buying that stuff even tho we know what they're doing. Stick to the generics and private labeled supermarket brands, they usually come from the same place, they usually aren't shrunk as much, and they are just as good.
    Dec 06 14:08 pm |Rating: 0 0 |Link to Comment |View article

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