IntenseDebate - MySnowPro

16 years ago @ The Disciplined Investor - Short Interest Ratio D... · 0 replies · +1 points

So what is wrong with Short-term speculation on the short side? And why is it worse than long-term investing? Only buying stocks (or any asset class) is not healthy for the market or the economy either. Buying only can lead to overvalued asset created by applying significant leverage. But perhaps that is just theoretical... It would probably never happen....

16 years ago @ The Disciplined Investor - Economic Data and Tech... · 0 replies · +1 points

There is no retreat. The worse it gets, the more bulls push HOPE. Silly trading right now. My capital allocations are VERY small. I can't stand the buy the dip talk in light of worsening fundamentals. An often quoted Buffett phrase should be mentioned (in a bearish context)... " In the short term the market is a voting mechanism. In the long term it is a weighing mechanism."

16 years ago @ The Disciplined Investor - Sunday Fun: Congress S... · 0 replies · +1 points

Awesome. This is the Roman Empire. I wonder what they will say about this period in 80 years or 800 years.

I can understand this from a national security point of view. And I can see this from a time saving perspective. However, aren't these the same people who GRILLED the auto CEOs for flying, rather than driving, to Washington? If it wasn't for the printing presses, Congress would have went bankrupt a long time ago. Crazy times.
Just blindly buy the market... it's going to be alright... hmmmmm.

16 years ago @ The Disciplined Investor - Economics to know for ... · 0 replies · +1 points

I can't see the Fed raising short term rates in the near future. Mostly likely a smart move (if we want further "recovery"). They have also been flooding the market with easy money for some time now. Wasn't this what Greenspan was criticized for as we moved into the housing and mortgage crisis.

I don't believe we will ever truly learn from our own financial engineering. The market rallies, the banks make money on the curve and Mark to fantasy accounting. I believe we will get what we deserve (good or bad).

16 years ago @ The Disciplined Investor - TrimTabs Estimates U.S... · 0 replies · +1 points

BLS has an agenda. Always have, always will. It was evident around election time, and it is evident now.

Today's Goldman Contribution 3:30 Est announcement that GDP estimates are boosted higher. Imagine that. It cause a 6 pt rally in the S&P without a GS buy program fired.... And then... A sell program was initiated. Absolutely disgusting manipulation.

The traders in my office just laughed in disgust. This market is eventually screwed. The govt continues to try and buy time.

16 years ago @ The Disciplined Investor - Sunday Fun: CNBC - Fun... · 1 reply · +1 points

GE is a publicly traded company. And it is in their best short term interest to prop the market. They need to adhere to "accurate/unbiased" reporting of accurate information even less than the Fed. They are a private, yet publicly traded, entertainment company. The addition of Dennis Kneale to their list of entertainers has kept me from turning the sound up on that joke of a 'news' source.

I listen to a few of their morning guests including Art Cashin, and Rick Santelli. Other than that, I give the rest a hairy eyeball.

16 years ago @ The Disciplined Investor - Sunday Fun: Dow 4,000 ... · 0 replies · +1 points

Here we come Dow 100K.. Why not. At the current rate June 2010 we should be there. With enough buying by the USA and GS we could do it. Resistance is Futile...

Seriously, I am preparing in short term govt back treasuries. PTRAX right now. All my stock positions will have married put protection. I don't trust it. but technically 1050 is a good target.

16 years ago @ The Disciplined Investor - Sunday Fun: Jon Stewar... · 0 replies · +1 points

He pretty much called it. Nice work America!

16 years ago @ The Disciplined Investor - Audio: DHUplugged #28 ... · 0 replies · +1 points

Glenn Beck had a pretty good rant on GS... I like the visuals too.

http://www.youtube.com/watch?v=NqGP3Oc5MOI

I am looking forward to Mr. Tabibi's interview. Andrew, I won't forget that you were one of the first to beat this drum.

16 years ago @ The Disciplined Investor - Audio: DHUplugged #28 ... · 0 replies · +1 points

Great comments on the Goldman 10B. Indeed, what was the worst thing that could have happened if they lost the 10B. They would get 10B more. More than anything, going into an election they politicians wanted everything to get better. Buy some time.

The idea of a PPT (Plunge Protection Team) is some sort of conspiracy theory should be reexamined. There is NO doubt in my mind that a synthetic version of a PPT was created when the TARP money meeting was held. It would seem like the right thing to do: 1) avert disaster for the banks on the edge 2) Give the Institutions an ability to buy off the bottom 3) Help 401k/long term investors (long only) regain their nest egg. It all makes perfectly "good for America" sense. Unfortunately it is as fake as a Southern California $2 million dollar 3 bedroom tract home.

Also read pgs 114-118 of Reminiscences of a Stock Operator. The concept worked before. I am still a little sour I didn't see this coming back in Feb/March/April

Thanks for your free podcast. I appreciate your insights.

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