Pangaea

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  • Does the Santa Claus Rally Exist?
    "The Madoff Who Stole Christmas"??
    Dec 23 16:08 pm |Rating: 0 0 |Link to Comment |View article
  • Does the Santa Claus Rally Exist?
    Looks like so far only Scrooge...


    "If Santa Claus should fail to call, bears may come to Broad and Wall."
    Dec 23 12:02 pm |Rating: 0 0 |Link to Comment |View article
  • For Many Akamai and On2 Investors, Emotions Clouding Their Judgement
    Most of the comments here, including more from Dan, seem to be on the other page:

    blog.streamingmedia.co...
    Dec 11 07:48 am |Rating: 0 0 |Link to Comment |View article
  • Weekly Street Sentiment: Can the Markets Be Shocked Anymore?
    How much of the move in Treasuries is "real" vs. manipulation by the Fed, i.e., quantitative easing?

    Not mentioned or even hinted at, but that could be a key question.
    Dec 08 17:01 pm |Rating: 0 0 |Link to Comment |View article
  • Has the Market Discounted All Bad News?
    Except for select trading opportunities, I've been in all-cash for over two years, and not unhappy about it.

    You have to zoom out on the chart to the level you're comfortable with. The market will blip up and down at closer levels - so just have to be very patient and wait for the right pitch.
    Dec 08 11:54 am |Rating: 0 0 |Link to Comment |View article
  • Gold In Backwardation? Not So Fast ..
    Another perspective on gold:


    Gold Price and the Money Supply
    December 02, 2008
    seekingalpha.com/artic...
    Dec 03 02:04 am |Rating: 0 0 |Link to Comment |View article
  • Self-Defeating Stimulus Packages: Retaining Short Bias for S&P 500
    What occurs to me again and again through all this is we are attempting to cure the disease by administering more of what caused it in the first place: record low interest rates and doing whatever we can to encourage more lending and borrowing...

    It strikes me as rather trying to rehabilitate a drunk with more cheap booze, or patch a leaking dam with water. But I guess the government doesn't know what else to do given a system based on consumption, and where consumer & corporate borrowing increased at about 4X the rate of GDP the previous five years. But after so much of this the question now becomes, is it pushing on a rope.
    Dec 02 09:47 am |Rating: 0 0 |Link to Comment |View article
  • Stocks Rebound but Credit Markets Show No Signs of Improvement
    Agree morph that we have been trained to see stocks and bonds moving in opposite directions, but the question now is that with the Fed making big/bold moves into the new mode of quantitative easing, how bullish will that be for equities.
    Dec 01 02:13 am |Rating: 0 0 |Link to Comment |View article
  • Why This Isn't Financial Armageddon
    You can't legislate or "bail out" the business cycle, especially big business cycles - I don't care who you are or where you live... Yes, naturally there will always be pockets of relative strength in selected areas - nothing is uniform. But take a trip out to Detroit or Stockton right now and see how that compares.

    There is also a large body of commentary arguing that all the government intervention and interference is indeed harmful... Look up Mish Shedlock for starters. There are more unintended consequences that you can shake a stick at.
    Nov 21 10:25 am |Rating: 0 0 |Link to Comment |View article
  • Changing TARP Rules Changes Market Direction
    Everybody was holding them in anticipation of Uncle Sam buying, and now they're all dumping them instead, racing to the bottom...

    Thus the huge moves in ABX from stabilization to sharp new lows.
    Nov 21 09:56 am |Rating: 0 0 |Link to Comment |View article
  • The Baltic Dry Index: One Economic Indicator Worth Tracking
    A further point of note: arguably the BDI is measuring credit conditions as much as shipping demand at the moment, given the failure of letters of credit as a financing mechanism.
    Nov 18 12:19 pm |Rating: 0 0 |Link to Comment |View article
  • The Baltic Dry Index: One Economic Indicator Worth Tracking
    Here's where I follow it -- still pinned at decade-lows:

    investmenttools.com/fu...

    Nov 18 11:44 am |Rating: 0 0 |Link to Comment |View article
  • Why Paulson and Bernanke's Plans Don't Work
    "The Paulson plan is primarily bailing out bank equity investors"

    So far it is not even doing that - note the BKX back near 52-week lows...


    You may be interested in the following two pieces about Anna Schwartz - I found them fascinating:


    WSJ: Bernanke Is Fighting the Last War
    www.careerjournal.com/...

    Barrons: Tearing Into the Fed and Treasury Plans
    www.smartmoney.com/inv.../

    Nov 17 14:50 pm |Rating: 0 0 |Link to Comment |View article
  • More Doom Ahead
    You didn't answer the question of your first paragraph "Can it get worse?"

    and didn't justify the title of the piece itself "More Doom Ahead"

    So??
    Nov 17 14:21 pm |Rating: 0 0 |Link to Comment |View article
  • Precious Metals Will Depose Cash from Its Temporary Throne
    A couple of problems with this article.

    "The bottom for stocks will be the top for cash and treasury bonds."

    At that eventual point, it might indeed be good for gold, but by definition it would also be attractive for stocks.


    Also, by any measure of money supply that I follow, it has been stagnant in recent months, not growing at all. This is what the Fed is trying to fight - shrinkage in the supply and velocity of money.

    research.stlouisfed.or...

    www.nowandfutures.com/...


    So until these trends end (money supply stagnation with deflation in all asset classes plus USD and Treasury strength), cash will remain king.


    Nov 17 14:13 pm |Rating: 0 -1 |Link to Comment |View article

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