SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Microcap & Penny Stocks : Rat dog micro-cap picks... -- Ignore unavailable to you. Want to Upgrade?


To: Baton who wrote (40657)8/7/2009 11:52:25 AM
From: Guy Gadois  Read Replies (1) | Respond to of 48463
 
She is the kiss of death. We better go short.

jon



To: Baton who wrote (40657)8/7/2009 1:35:30 PM
From: Bucky Katt  Respond to of 48463
 
I saw her as well. I don't know how the term 'less worse' & 'govt stimulus' translates into 'new bull market'

That said, I have done well the past few months trading the index futures via globex overnight, catching the ups and downs.
When I am doing futures I don't look for the cognitive dissonance, I just trade the trend.

When I am out in the real world is where the cog diss kicks in.

Very confusing signals.



To: Baton who wrote (40657)8/7/2009 1:42:05 PM
From: Bucky Katt  Read Replies (1) | Respond to of 48463
 
I must also add, the people that make the trends are the trading houses, such as GS and the desks at the big banks.
(isn't Goldy a bank holding co now? ((for the bailout bucks)) I have trouble keeping up with the changes)

It starts with them and then everyone else piles in behind, supporting the initial move.

Then they take some profits and the cycle repeats on the
other side.

When you get a handle on it the payoffs are quite nice.



To: Baton who wrote (40657)8/7/2009 10:09:12 PM
From: Mark Konrad  Read Replies (2) | Respond to of 48463
 
Baton, she just might be right. However, it may be more of an inflation-driven bull than anything else.

Beyond a very playable dead cat bounce, stock prices will be fundamentally limited by a constrictive set of circumstances: rising personal and public debt, rising personal and corporate taxes, rising sales taxes and fees of all kinds, and increasing costs for regulations, health care, environment (including likely "climate" taxes), etc. How much "profit" is left over for shareholders (who must, in turn, pay higher taxes on any dividends)?

Are there any fundamental changes on the horizon investors can look forward to? More freedom, less government, greater bureaucratic efficiencies, fewer regulations, lower taxes, fewer government run banks and businesses, anything?

If stock prices actually reflected a true cash-on-cash ROI, all the major indices would drop by more than 50% overnight.

If stock prices continue to rise in dollar terms it will be due far more to the depreciation of the dollar itself than anything else. The real question will be whether the market can keep pace with taxes and inflation and which issues might actually fare better in such an environment.

I've got a few DCB tech faves that still look good to me right now but I think hard assets will end up having the best seat on the coming inflation train--MK--