John Angstrom

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iShares Switzerland Can Ease Portfolio Turmoil

keyword 'maybe' :)
You have to account also for the fact that a strong Swiss franc depresses earnings of Swiss multinationals
Sep 22 14:12 pm |Rating: 0 0 |Link to Comment |View article
iShares Switzerland Can Ease Portfolio Turmoil

You are right about the swiss franc but the index usually moves in sync with other european indices. It is rare that it would diverge for long, whether that is justified or not.
Sep 22 09:02 am |Rating: 0 0 |Link to Comment |View article
SEC Bans Shorting Financials

iThingbig are you running for something? you sound like you have much more experience than Obama and Palin.
Sep 19 08:55 am |Rating: 0 0 |Link to Comment |View article
SEC Bans Shorting Financials

Maybe they should ban the selling of long positions too. Coming soon: If you own a financial stock long, you are no longer allowed to sell it! sorry but this ain't your papa's capitalism any more.

Sep 19 08:50 am |Rating: 0 0 |Link to Comment |View article
SPDR GLD ETF Unloads 79 Tons of Gold - Should Investors Follow Suit?

This selloff is all happening on the margin and is therefore temporary. The holdings of all ETFs probably amount to less than $25 billion, which is very very low. Once the forced liquidation by deleveraging hedge funds is over, the dominant news will be about the continued distress in the financial sector and gold will rise again.
Sep 11 10:27 am |Rating: 0 0 |Link to Comment |View article
Oil Prices Down? Refiner Stocks to Benefit

To Paul:
Hey Rolex man, bug off with your stupid comments. This site is for grown ups.

Stephen, I am with you. At sub 10x PEs, refiners are good buys.
Sep 10 08:11 am |Rating: 0 0 |Link to Comment |View article
Two Strategic Investments to Benefit from the Bailout

Rolex is for losers. Really rich people buy Breguet or Patek.

Sep 10 07:23 am |Rating: 0 0 |Link to Comment |View article
Hedge Fund Manager's Notebook: Blood on the Streets - Buy Russia

Anyone stupid enough to invest in Russia deserves to lose all their capital. The "buy when there is blood in the streets" rule applies only in countries where there is rule of law. When oil goes down to $30 again, Russia will fall apart. You can't sustain a country spread over eleven time zones on a per capita GDP of $15,000 and a population expected to fall from 140 million to 100 million by 2050. Putin's wet dream of recreating the superpower is a delusion.
Aug 21 21:32 pm |Rating: 0 0 |Link to Comment |View article
Dollar Rally Won't Last Forever; Don't Give Up on Gold

You had a downdraft from people who sold out of commodities funds and ETFs, which created selling in gold. If oil and gold were truly correlated, gold would have gone up between March and July, just as oil did, but it didn't. This is a technical sell-off. One the sector rotation hysteria subsides, gold will likely rise again. And once people face up to the fact that we are only in the 4th inning of this crisis, it will rise again beyond $1000.
Aug 14 17:15 pm |Rating: 0 0 |Link to Comment |View article
Gold Investment Fundamentals and the Transfer of Capital

With CPI inflation at 5% and PPI at 9%, and fed funds at 2%, the case for gold makes itself by itself.
Aug 06 06:57 am |Rating: 0 0 |Link to Comment |View article
Has Whole Foods Lost Touch with Its Customers?

If you think the economy and stock market are rebounding, you have to buy it. If you think we will spiral down, stir clear. This may seem simplistic but I bet it's valid.
Aug 06 06:52 am |Rating: 0 0 |Link to Comment |View article
Global Investing, BRIC by BRIC: Part II

Martin, Martin, what happened? At Prudent Bear, you're all doom and gloom and here you make recommendations, as if the end of the world is postponed. Don't let me down, pal, I may have to get long again if you keep it up. Always good stuff though.
Aug 05 14:44 pm |Rating: 0 0 |Link to Comment |View article
Should I Buy Fannie or Freddie Stock Today?

wait, is this a trick question? It is, isn't it?
Jul 14 13:42 pm |Rating: 0 0 |Link to Comment |View article
Parsing Paulson: The Fannie and Freddie Bailout

This is too complicated for my little brain. They should let them fail and be done with it. One of the rules of capitalism is to punish the foolish, incompetent and crooked.
Jul 14 10:37 am |Rating: 0 0 |Link to Comment |View article
Treasury Bailout of GSEs: Laissez-Faire In Serious Jeopardy

Buy gold and take a few years off. The Fed cannot control this problem which is too big, except by printing massive amounts of money. This means high inflation. Buy a wheelbarrow too, you will need it to haul the cash you will spend at the grocery store.
Jul 14 08:26 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by 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... Email continues...
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks 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."
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.
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