Think-About-It

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    • Tue Dec 2nd 01:57 AM
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      Rating: 0 0
      Commented on:
      The Double Case for Shorting Middle East ETFs
      Is there an inverse (bear mareket) ETF for this?
      View article »
    • Mon Dec 1st 23:51 PM
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      Rating: +1 0
      Commented on:
      Citigroup Report Further Fuels Debate About the Future of Gold
      "Socialism cannot Compete"... very true. Therefore a good long-term investment must be shorting U.S. equities because we are rapidly becoming France.

      There are three long-term inevitables (not two): Dealth, Taxes & Inflation.
      View article »
    • Wed Nov 26th 21:10 PM
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      Commented on:
      Service-Based Economy Is Progress? Show Me the Money
      !RulesNoRules
      "The free market is always right. Capital and investment flow to where the market is the most free. Oddly, that is China and India... "

      I urge readers to reread this guys comment because his conclusions are spot on. The article starts off fine but the author's conclusions are off base. Today's glaring failures of the U.S. are the tipping point from getting off the "free-markets&quo... path decades ago. We have been gradually adopting socialist principles as we keep moving closer to the French economic model at an accelerating rate. At this critical time we should go back to adopting a Hong Kong economic model but that is as likely as snow in South Africa.

      And you can be damn sure that future history books will teach us the wrong lessons (that this is a failure due to greed, capitalism run amok and lack of regulatory oversight).

      Ludwig Von Mises... we need you more than ever!
      View article »
    • Sat Nov 22nd 01:34 AM
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      Commented on:
      The Downfall of Keynesian Economics and the U.S. (Part 3 of 3)
      <The last remaining bubbles of American finance - Treasuries and the US Dollar - will burst and like all burst bubbles,it will be a mess.>

      You hit the nail on the head. Short the USD by buying Gold (and at a later date other commodities) and short long-term treasuries by buying TBT.

      View article »
    • Thu Oct 2nd 14:48 PM
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      Commented on:
      The Professor Of Commodities: Interview with James Doran (Part II)
      the professor is good at saying nothing.
      View article »
    • Thu Oct 2nd 12:36 PM
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      Commented on:
      Where Do Investors Go from Here?
      Joe, how long can the dollar hold up?
      View article »
    • Wed Oct 1st 17:34 PM
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      Commented on:
      The Amazing Dollar - Gold Correlation
      convertable at what rate?
      View article »
    • Tue Sep 30th 17:24 PM
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      Commented on:
      The Short Case on KBH Homes
      I like your thoughts here but profitability is one thing and cash flow is quite another. What do your think of their cash from operations. I looked at past three years and past 4 quarters and they have managed to generate positive cash from operations. When shorting I perfer the accounting loss (which investors give a bit too much weight to) to be smaller than their net cash outflow from operations.

      Regarding valuation, how does KBH compare to it's peers?

      If you short it and plan to hold if for a year or so you need to take $1 or about 5% off the short price because of their dividend.

      I agree that housing has more to fall (I think another 20%) and won't recover quickly either so I'm eager to find a great short in this space. Thanks for the post.

      FYI, I'm short OWW. You may want to look at it.
      View article »
    • Sat Sep 27th 18:13 PM
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      Commented on:
      Chinese Market Annihilated - Cramer's Lightning Round (9/24/08)
      Cramer's problem is that he is a stock picker during a paradigm change. We are in the very early stages of a long-term bear market for U.S. equities (combined with rising commodities, Asian market & falling dollar) so he is fighting an up hill battle to put it mildly.

      View article »
    • Mon Sep 22nd 00:56 AM
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      Commented on:
      We've Crossed the Line from Capitalism to Socialism
      Has anyone asked themselves why the problem is so widespread? Think about it. How could so many independent financial institutions opperating in different regions with different missions and different business models all make the same basic mistake of over-investing in residential real estate products (mortgages etc.)?

      The answer can not be the often touted "greed" because there is always a certain level of greed (and also generousity) that is more or less constant in people. Were people less greedy 10 years ago, more greedy over the past 5 years and now less greedy? Impossible.

      I think Peter Shiff found the answer. Ever since the dot com bubble burst and the events of 9/11 the Fed has relentlessly expanded the money supply at an accelerated pace while lowering interest rates. Both had the desired affect of inflating asset prices for all dollar denominated real assets including housing prices in general.

      Now here's the key. After watching housing steadily rise at a qick clip over a number of years market observers and participants RATIONALLY viewed this growth as occuring for fundamental reasons (must be strong demand for homes for it to occur across so many regions and over so many years). So they baked the recent elevated growth rates of real estate into their forecasts not realizing that the driving force behind escallating prices was non-fundamental -- inflation was sending false signals to RATIONAL market participants.

      You know the rest of the story.

      Perhaps the best way to generate a real return is to assume that we will see more of the same -- inflation and falling dollar -- and invest accordingly.
      View article »
    • Sat Sep 13th 01:05 AM
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      Commented on:
      Massive Opportunity to Short the Dollar
      Chris B makes the best point for U.S. citizens. Shorting the Dollar long-term is insurance, period.
      View article »
    • Fri Sep 12th 16:11 PM
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      Commented on:
      The Next Commodities Boom: Around the Corner?
      Does anyone have a favorite/strong currency other than the Renminbi to short the Dollar against? I think the Dollar will fall a lot more over the next 5 years but not sure which currency to pair it against.

      Disclosure: long CYB
      View article »
    • Thu Sep 11th 22:21 PM
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      Commented on:
      Argentina and Brazil Abolish Dollar in Bilateral Trade
      The dollar may rally in the weeks/months ahead but longer term is will fall unless there is a major reversal in our nations debt, trade deficits and economic strength. None of these problems can be solved quickly.
      View article »
    • Thu Sep 11th 11:41 AM
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      Commented on:
      No Relationship To Reality - Cramer's Mad Money (9/10/08)
      Sometimes Cramer adds value with his perspective and information but you can't put much weight on his buys & sells because he comments on every stock anyone asks about. When someone like Ken Hebner, Warren Buffett or Jim Rogers makes a strong buy or sell recommendation you can put a lot of weight into it because they are extreamly selective.
      View article »
    • Sat Sep 6th 19:07 PM
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      Commented on:
      ETF Insights: South Korea, Ireland
      Thanks for your comments on EWY and PKX. Are you aware of an alternative way int invest in S. Korea's stock market because EWY has over 15% in Samsung? Do you know what price Buffett payed for PKX?
      View article »