ValueInvestor

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    • Tue Dec 2nd 14:24 PM
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      Rating: +1 0
      Commented on:
      Commodities Are a Joke in This Market
      This article is a joke. Just because one asset class goes down doesn't mean its the end of that class for investment purposes. In that case Equities, Banks, Real Estate should all be thrown out of portfolio's as well.

      What is your Risk Index based on? It seams you didn't think the market was risky at PE ratios in the mid 20's in early 2008 but now that the markets at a PE of ~15 it's more risky? That begs the question what gives?
      View article »
    • Mon Dec 1st 11:50 AM
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      Rating: +1 0
      Commented on:
      Cramer's Mad Money - Tricks of the Trades (11/28/08)
      Has anyone seen Tropic Thunder yet? I swear Tom Cruise's character was based on Jim Cramer. He was freakin hilarious.
      View article »
    • Mon Dec 1st 11:46 AM
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      Rating: +1 0
      Commented on:
      How Wall Street Has Failed the Individual Investor
      Wallstreet hasn't been looking out for the little guy for over 30 years now. They only have one thing on their mind and that's number 1, themselves. People have to be pretty naive to think any Wallstreet company has their best interests at heart. The only fiduciary duty they have is to themselves.
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    • Tue Nov 18th 15:26 PM
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      Rating: 0 -1
      Commented on:
      Tough Love for Detroit Is Long Overdue
      Currently GM is a pension fund that makes cars, not the other way around. Until they get rid of the legacy costs there is no way they can compete with the other manufacturers around the world. The UAW and CAW are awful and destroying their own industry. They keep saying "we've already given up so much, and we won't give up any more". Well thats all good and well if their companies are going to survive, but it brings up the old adage, "whats 100% of nothing worth?" They can keep all their post-retirement benefits, but if there's no company left they're worthless.
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    • Mon Nov 17th 18:07 PM
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      Rating: +1 0
      Commented on:
      Jeffrey Christian: Gold and Silver Could Spike
      Nice headline: "Gold and Silver COULD Spike". Well of course they COULD. Jeez, anything can do anything. Even Oil could drop to $3 a barrel. What a joke of an article.
      View article »
    • Mon Nov 17th 14:08 PM
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      Rating: 0 -2
      Commented on:
      Peak Oil's Bell Is Ringing
      Peak Oil = Global Warming = Hoax
      View article »
    • Wed Nov 12th 12:11 PM
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      Rating: 0 0
      Commented on:
      Trend Following CTAs: No Panacea
      "However, academic studies show that an investor can replicate those effects in a relatively simple fashion with techniques that are in the public domain."

      While this might be true, an individual investor usually does not want to put in the time and effort themselves. They want a hassle free investment and that's why they invest in hedge funds.
      View article »
    • Wed Nov 12th 12:06 PM
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      Rating: +1 0
      Commented on:
      Dow Jones-AIG Commodity Index Falls to Five-Year Low
      Of course the DJ Commodity Index is down a tonne. All the Commodity Indexes are now so heavily weighted to energy prices they had nowhere to go except straight down. They're a useless index IMO because its essentially just an energy index. Someone that wants broad diversification in commodities can't get it with these.

      The old Knight-Ridder CRB index was the best one around before Reuters-Jefferies got their hands on it and changed it into another energy index. It was 17 commodities EQUALLY weighted.
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    • Wed Nov 12th 11:58 AM
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      Rating: 0 0
      Commented on:
      Oil Breaks Below $60
      OilGasMiner,

      Remember, the OPEC cuts are just something they tell the press. The actuall cuts could never happen or actually increase in some situations. What OPEC says and does are two completely different things. They're notorious for it.

      If you think about it, why would a guy like Chavez cut production when he needs high income to pay for all his social programs? I would imagine he would ignore all OPEC production guidelines and simply pump as much as possible.
      View article »
    • Wed Nov 12th 11:46 AM
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      Rating: +1 -2
      Commented on:
      Is Buffett Really Losing His Touch?
      Doug Kass needs to get his head outta his #$!

      Until Warren gets dementia (if he ever does) he'll always be the worlds best investor. Besides, with a portfolio that big, I don't think anyone else in the world could do better.
      View article »
    • Thu Nov 6th 12:27 PM
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      Rating: 0 0
      Commented on:
      Jim Rogers on China and Commodities
      paultaut,

      It's impossible to point at one factor and say it would have averted the situation we are in now. I imagine if M2M rules weren't on the books we would still have an overinflated asset bubble. With all the foreclosures happening I could see the banks still valuing assets at 100% which is ridiculous. You can only postpone the inevitable for so long before it all goes boom.
      View article »
    • Thu Nov 6th 12:17 PM
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      Rating: 0 0
      Commented on:
      Oil Analysts Down For The Count
      Analysts of any sort have similar batting averages as weather men. Remember, that's why they're analysts and not portfolio managers.
      View article »
    • Tue Nov 4th 12:02 PM
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      Rating: 0 0
      Commented on:
      Where Have All the Peak Oil Believers Gone?
      Thanks for clearing that up Alan and LongTermTrend. I wasn't exact on the trillion bbl's, I was just trying to make the point that we have plenty of crude left. Besides, that's only the Crude we know about, further exploration will undoubtedly find more. In the 70's oil crisis they said we only had 30 years of oil left, and here we are 30 years later with the same reserve life.

      My point is simply that we have plenty of oil in the ground and we certainly wouldn't have peak oil theories if we were allowed to exploit the worlds resources like we do in most western countries. The reason that demand is down is due to those regimes in the world that have expropriated or straight up stolen reserves from major integrated oil companies preventing them from increasing worldwide production which IMO would easily make up for the declines in the worlds major oil fields. These countries haven't been able to exploit the resources as efficiently and we therefore only have declining supply.

      My point is peak oil is due to us (politicians and rogue regimes) not letting ourselves grow production, not the world (oil fields) drying up.
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    • Mon Nov 3rd 18:01 PM
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      Rating: 0 -1
      Commented on:
      Where Have All the Peak Oil Believers Gone?
      I love the peak oil proponents saying, "its a finite resource, we'll run out of it eventually". So is every commodity on earth, yet we find ways to produce more and more of it every year. The fact is we have trillions upon trillions of barrels oil in the ground, its all a matter of getting it out. Why all the peak oil talk and not peak copper, or peak gold?

      If true capitalism was allowed to work its magic, we would easily be able to produce 100mbbl'day or even 120 mbbl/day. The only reason we can't is because a lot of foreign countries don't let the major players exploit the resources as necessary. If they were then Venezuela, Russia, Iran and S.A. would be producing much more than they currently are and prices would be way down. They simply have an invested interest in keeping oil prices up and supplies low. The world is awash with oil, a select few countries just won't let us produce enough of it.
      View article »
    • Fri Oct 31st 15:05 PM
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      Rating: 0 0
      Commented on:
      Commodities: The Next Bubble?
      This article is a joke.
      View article »