Wednesday, April 18, 2007
Mid-day Thought
Michael Steinhardt is getting stupid with old age.
Comments:
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He's mostly right. There is a bubble in liquidity. Housing prices have spiked world wide. Uncle Ben should stop playing fiddler to Wall St.
Just look at the Shanghai Composite after years of losses in two years it's quadrupled. These hedge funds are placing bets all over the world.
Long live 401k's and pension funds!!!
Just look at the Shanghai Composite after years of losses in two years it's quadrupled. These hedge funds are placing bets all over the world.
Long live 401k's and pension funds!!!
Sue and fine food are a natural combination. I wonder how many times she has had to change her panties being around so much food?
When oh When will Fox begin their business channel (hopefully without a couple of those Sat.morning clowns)?
Latest CNBC asshattery observation:
Who in their right mind would eat that big pile of pink-spun sugar?
Your teeth would rot out before you paid the tab.
Who in their right mind would eat that big pile of pink-spun sugar?
Your teeth would rot out before you paid the tab.
I would take a good corned beef on rye at a NY Deli over the overpriced food served in a dining room full of uptight Asshats at the NYC Four Seasons.
Thank you sir! Was just about to ask if anyone followed me into it. This is the runup I was speaking up into May 9th for the opening of Crown. I expect it to get more ferocious in the coming days.
# posted by 
: 2:22 PM
: 2:22 PM
Is it time to buy some insurance? (SDS,etc) Or wait for more earns? Or just wait till we actually hit the moon...
I think you guys are too quick to dismiss plausible negative scenarios for US equities. The below interests me because it is hard to dispute. The US housing market is fucked for the next 2-3 years. Anyone who disputes this is "Fucktarded". This will cause at minimum a growth recession in the US. If you aren't exporting stuff to Asia, things are going to slow down for you.
Dear Jim,
Here is further verification reported today by Reuters of the rise of foreign currencies and foreign markets.
Foreign markets decouple from the US economy as the US currency declines and US markets lag world markets. The lower dollar of course equals higher precious metals and base metals.
Your pal,
Monty
Europe looks east, unfazed by U.S. slowdown-Merrill Wednesday,
April 18,
2007 5:42:57 AM (GMT-07:00) Provided by: Reuters News
By Anshuman Daga
LONDON, April 18 (Reuters) - The decoupling of European economic growth from the United States is happening fast, with Europe riding a wave of export growth to emerging economies such as China and emerging Europe and offsetting a slowdown in the world's largest economy, strategists at Merrill Lynch said.
The shift to these fast-growing economies is supporting the profit outlook for European companies and investors' love affair with euro zone equities continues, while U.S. equities are not favoured, Merrill Lynch's monthly survey of investors showed on Wednesday.
"Today, the U.S. buys just 14 percent of euro zone exports -- compared with emerging Asia, China and emerging Europe (including Russia) at more than 30 percent," said Karen Olney, head of European equity strategy at Merrill Lynch.
"Europe's proximity to these fast-growing markets has allowed it to re-orientate growth from the West to the East."
More…
Dear Jim,
Here is further verification reported today by Reuters of the rise of foreign currencies and foreign markets.
Foreign markets decouple from the US economy as the US currency declines and US markets lag world markets. The lower dollar of course equals higher precious metals and base metals.
Your pal,
Monty
Europe looks east, unfazed by U.S. slowdown-Merrill Wednesday,
April 18,
2007 5:42:57 AM (GMT-07:00) Provided by: Reuters News
By Anshuman Daga
LONDON, April 18 (Reuters) - The decoupling of European economic growth from the United States is happening fast, with Europe riding a wave of export growth to emerging economies such as China and emerging Europe and offsetting a slowdown in the world's largest economy, strategists at Merrill Lynch said.
The shift to these fast-growing economies is supporting the profit outlook for European companies and investors' love affair with euro zone equities continues, while U.S. equities are not favoured, Merrill Lynch's monthly survey of investors showed on Wednesday.
"Today, the U.S. buys just 14 percent of euro zone exports -- compared with emerging Asia, China and emerging Europe (including Russia) at more than 30 percent," said Karen Olney, head of European equity strategy at Merrill Lynch.
"Europe's proximity to these fast-growing markets has allowed it to re-orientate growth from the West to the East."
More…
Stick with Equinix -- their shit is locked tight. Gaining access to our cage is like trying to get into Fort Knox (e.g. hand and retinal scanners).
Bwhahaha listen this China growth thing is fucking killing me. 10% a year for the next 10 years. Look at all the extra capacity being built. Who the hell is gonna buy the products the new factories will provide. We are awash in $$ I see price bubbles in every thing from Muscle cars to hedge funds. Look at all the companies going private. These guys have no where else to put their $$$$.... We live in interesting time.
Fly fag, your still my number one contrary bitch. Get ready to go broke by the end of this year.
Sshh I already know you are a loser broke ass idiot proud of your few ad dolars.
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Sshh I already know you are a loser broke ass idiot proud of your few ad dolars.
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