Buy buy buy because the market is going up. Then lose your life savings when it crashes again.
Fool you once, shame on them. Fool you several times, shame on you.
Make sure you have some help.
The folks who lost their money in 2008, 2009, and 2010 will lose more money in 2011.
The Fed cannot truly offer protection.
When a house is worth $69,000.00, then you need your $69,000 to buy it. Don't let the Wall Street fellas take your $69,000.00.
Thursday, April 28, 2011
Real Estate Future
Banks will not lend. Consumers don't trust the banks.
The demand for residential real estate is tiny compared to the supply.
Prices are falling. They will continue to fall.
The Fed can insert monopoly money into the system, but the money goes no-where important because the bankers are the same unenlightened folks who caused the problem in the first place.
The end game is deflation. Be careful and make money in the short term, then sell for the longer term. It generally takes 10 years plus to get out of a deflationary cycle.
The demand for residential real estate is tiny compared to the supply.
Prices are falling. They will continue to fall.
The Fed can insert monopoly money into the system, but the money goes no-where important because the bankers are the same unenlightened folks who caused the problem in the first place.
The end game is deflation. Be careful and make money in the short term, then sell for the longer term. It generally takes 10 years plus to get out of a deflationary cycle.
Beginning of May on Wall Street - Hedge Fund Monthly Plans
When everything seems supperb, that's exactly when our favorite fellas like to crash the market. Could take a day or an entire week, but crash is the plan.
Having said that, the S&P just tore through a technical level. So retailers will buy. The money that controls all of Wall Street wants to sell if possible. But the fellas have Ben B. in their way so they have to be careful about it!
Having said that, the S&P just tore through a technical level. So retailers will buy. The money that controls all of Wall Street wants to sell if possible. But the fellas have Ben B. in their way so they have to be careful about it!
Woe to He Who Manufactures in Asia and Sells in the US - by Ben Bernanke...
...because the dollar will remain weak and only get weaker if the Fed gets its way. If you manufacture in the US and export, that's a great scenario. But if you manufacture anywhere else and sell into the US, you are about to go out of business. Better not be using a wafer fab or anything else in Asia if part of your market is in the US... just ask Broadcom and Amazon(!)
Tuesday, April 26, 2011
Earnings Ooops LIVE
Everyone knows Amazon and even Broadcom were going to have splendid earnings. Because that's what was instructed.
Missing by 50%-100%? No big deal. All explained by the investment in the future and the quick changes in the captions.
Pre-announcements? None needed. Everyone already knew. Except for the idiots who bought the stock.
It all has to do with making a ton of money next quarter (oh, except for the lower guidance.)
Just an investment and has nothing to do with COG with the weakest dollar in world history. Of course, everyone makes goods in the US and no one manufactures in Asia, anybody knows that!
Everyone knows a weak dollar is good for equities. Even Benny understands! Do you?
Missing by 50%-100%? No big deal. All explained by the investment in the future and the quick changes in the captions.
Pre-announcements? None needed. Everyone already knew. Except for the idiots who bought the stock.
It all has to do with making a ton of money next quarter (oh, except for the lower guidance.)
Just an investment and has nothing to do with COG with the weakest dollar in world history. Of course, everyone makes goods in the US and no one manufactures in Asia, anybody knows that!
Everyone knows a weak dollar is good for equities. Even Benny understands! Do you?
Tuesday, April 19, 2011
True Meaning of the S&P Downgrade
The fact is the US has always "deficit-spent."
The difference now? The Fed is de-valuing the dollar on-purpose to delay/forestay deflation.
With a falling dollar, foreign investors will not invest in US treasuries; therefore, the US cannot borrow effectively and will face the inevitable burden of debt with a relatively worthless currency.
So the credit worthiness is in fact negative at the present time. S&P is fully correct.
Now with continued adversity to the Fed plan, the US stock market could fall without the previous protection of threatened Fed ultra-drops in the dollar valuation.
The difference now? The Fed is de-valuing the dollar on-purpose to delay/forestay deflation.
With a falling dollar, foreign investors will not invest in US treasuries; therefore, the US cannot borrow effectively and will face the inevitable burden of debt with a relatively worthless currency.
So the credit worthiness is in fact negative at the present time. S&P is fully correct.
Now with continued adversity to the Fed plan, the US stock market could fall without the previous protection of threatened Fed ultra-drops in the dollar valuation.
Earnings are Terrible for Techs
If you've seen our favorite TV show, and if you can decifer the fog as we can, you can see revenues "appear" to be "OK" while earnings "kind-of" appear to be "OK" but just barely.
A Silicon Valley professional would point out that these firms keep a little stash of "revenue" in case they need it. But once you have to go to the "stash" then your earnings are kind of lousy.
But you just make up by saying the outlook is "OK."
Then maybe your stock stays up for a short time while you wait for someone else to say the sky is falling, and then you decide to say that it's in fact falling now that you look again!
A Silicon Valley professional would point out that these firms keep a little stash of "revenue" in case they need it. But once you have to go to the "stash" then your earnings are kind of lousy.
But you just make up by saying the outlook is "OK."
Then maybe your stock stays up for a short time while you wait for someone else to say the sky is falling, and then you decide to say that it's in fact falling now that you look again!
Congratulations to Intel
Intel apparantly beat its GAAP earnings estimate with its non-GAAP earnings.
Also dropped its gross margin 'OK to be bad' all the way down to 58% - uggg.
We're not buying this one. Not even for the so-called "cloud" otherwise known as fog.
Also dropped its gross margin 'OK to be bad' all the way down to 58% - uggg.
We're not buying this one. Not even for the so-called "cloud" otherwise known as fog.
Saturday, April 16, 2011
Japan Products or Piece Parts
Think about what you are eating and/or drinking or purchasing in the US.
Take a lesson from the Chinese.
If whatever you eat or drink can be produced in Japan, then you are most likely eating/drinking Japanese products that could make you glow in the dark.
Why worry in the US? Because no one else is stupid enough to eat, drink, or buy any such products.
Do you think your local grocer or PC salesman knows or cares? Think again.
Japanese products can be purchased at a large discount and everyone would pass them along without telling you!
Be careful for yourself and also for your investments.
Take a lesson from the Chinese.
If whatever you eat or drink can be produced in Japan, then you are most likely eating/drinking Japanese products that could make you glow in the dark.
Why worry in the US? Because no one else is stupid enough to eat, drink, or buy any such products.
Do you think your local grocer or PC salesman knows or cares? Think again.
Japanese products can be purchased at a large discount and everyone would pass them along without telling you!
Be careful for yourself and also for your investments.
Subscribe to:
Posts (Atom)