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    • Thu Dec 4th 12:35 PM
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      Rating: 0 0
      Commented on:
      For Sovereign Credit Investors, Could It Be Different This time?
      Speaking of Britain and global currency pegging, the U.S. seems to be repeating Britain's past when it lost it's 1st position of international monetary peg. About this part of the article:

      "To assume that it is just a matter of time before a renewed bull market vigor will return to inspire asset allocators to commit funds on the long side to the stock market and that this will enable previously successful business models, in financial services for example, to flourish again, seems like wild eyed optimism."

      Nope. It's all a question of when and my guess is 2013 for the next U.S. bull market. Major geopolitics events such as war or WMD terrorist event anywhere in the Western World is the wild card that could disrupt my prediction.
      View article »
    • Thu Dec 4th 12:30 PM
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      Rating: 0 0
      Commented on:
      Loss of Consumer Credit Looms as Next Factor to Fuel the Crisis
      The above comment is the most salient. Internet technology could be used to be far more efficient to collect research and distributing stimilus. But I see a real deficiency of knowledge and development ability at this stage. I hope that changes. Those of us that can do that for our nation are shut out of the process for now but that will change as pain creates necessity.
      View article »
    • Thu Dec 4th 12:15 PM
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      Rating: 0 0
      Commented on:
      Searching for Catalysts
      Boy are you needed in Washington to spearhead a team of ongoing business and consumer research!
      View article »
    • Thu Dec 4th 11:52 AM
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      Rating: +1 0
      Commented on:
      Key Variables to Watch for in Friday's Jobs Report
      Thank you Mr. Morici for your sustained efforts to educate the government and public at large. You are a credit to the Higher Education sector of which you belong. This is the most frustrating period of a drastic American economic reorganizing phase. Those that know what to do are not in power. Those in power can continue to wreck the nation until the citizens have had enough pain and beginning to do research into the individual culptits and vote them out, historically a four year process based on other similar recession/depression crisis events.
      View article »
    • Wed Dec 3rd 12:33 PM
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      Rating: 0 0
      Commented on:
      Where Will Baby Boomers' Savings Go?
      The two comments are better then the article. Boomers will spend on Healthcare. If you haven't gotten the memo on where to invest before the space gets crowded then keep doing research. Big pharma looks great for buy and hold 5 year strategy. 21% decline in drug sales this year, political headwinds, lack of innovation and monolithic corporate structure, more profits overseas then domestic. Great time to buy it cheap in 2009, but I suggest waiting until end of Q1 to see what Washington policy is going to look like toward the sector. My position is in Consumer Healthcare.
      View article »
    • Wed Dec 3rd 12:27 PM
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      Rating: 0 -1
      Commented on:
      The Debate About Zero
      I like the Dallas Fed, Fischer. He has been far more accurate in his predictions over the last year. In fact, I also like the Texas conservative Republicans, the food, the culture, the women. How about we move the capitol of the U.S. to Dallas and start over with our government?
      View article »
    • Wed Dec 3rd 12:21 PM
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      Rating: 0 0
      Commented on:
      What Happened to Demand?
      I can net out: Mr. Efficient Market Hyposis, I would like to reintroduce you to Mr. Save and Invest economy. Mr. Middleman, I would like to introduce you to the Mr. Producer who sees no real value in your services anymore. Mr. Politician, allow me to introduce you Mr. pissed off citizenship you stopped listening to decades ago.
      View article »
    • Wed Dec 3rd 12:07 PM
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      Rating: 0 0
      Commented on:
      Our Rube Goldberg Economy
      Excellent comment and rings true Derryl. Such cycles have occured in American history until the economy breaks down and the producers/innovators can reap the larger benefits of there efforts. That is the beauty of a capatalist society, it self remedies. No, it's not perfect and it really sucks if your at the tail end of the corruption cycle and not connected. But it will change, yes the hard way and this hardship creates solid leadership for a couple of decades. The only way to break the pattern of human imperfection of such cycles is through genetics. Mankind is now fully on that pathway when the U.S. deciphered our genetic code in 1998. Give it a few more decades, we'll reach global utopia but our final societal evolution must also occur (one last final world war and consolidation to reach consensus).


      On Dec 03 09:26 AM Elaine Supkis wrote:

      > Good grief. The housing/buy out/commodity bubbles were GLOBAL. All
      > sorts of economies suffered the same identical bubbles. The engine
      > for all this was an out of control lending cycle. And the place with
      > the cheapest credit rates was the BANK OF JAPAN.
      >
      > The Japanese carry trade flooded the planet with excess credit. This
      > creation of money was instantly translated into other currencies
      > so the yen could hide behind this screen of other currencies suddenly
      > surging in volume, in particular, the dollar.
      >
      > This flood of currency then sought somewhere it could go and 'grow'
      > in the form of 'investments'. Many countries had investors using
      > pirate islands in the Caribbean and Iceland and other tiny principalities
      > to 'grow' this flood of lending and this is why we had so many bubbles,
      > suddenly.
      >
      > When the Fed, trying to stem the tide, raised interest rates starting
      > in 2004, this made the carry trade WORSE. And now, it is ending only
      > because all central banks are rushing to make their interest rates
      > the same level as Japan.
      >
      > So in Japan, the carry trade has reversed. The yen is now getting
      > stronger rather than weaker. And the flood of funny money has ceased.
      > Now, the Fed is trying to be the carry trade! They are trying to
      > flood the world with more debt when the world is drowning in red
      > ink!
      >
      > No one is drowning worse than the US. Since ALL systems, communist,
      > anarchist, capitalist, democratic, autocratic, large and small are
      > now floundering for the exact same reasons, we CANNOT blame Washington,
      > DC for creating a system that doesn't work via tax laws, etc.
      >
      > On the other hand, the true problem lies in the floating currency
      > regime launched by Burns and Nixon in 1971. This started the flood
      > of easy credit. This CAN be fixed. This MUST be fixed.
      >
      > Elaine Supkis, emsnews.wordpress.com
      View article »
    • Wed Dec 3rd 11:51 AM
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      Rating: 0 0
      Commented on:
      The U.S. Debt Quandary
      From the article "or just taxing the super rich on net worth rather than on income are just a few steps the U.S can take to help fix this future problem."

      I resent this statement. If some reading this became 'super rich' it likely meant hard work, endless research, putting up with lazy, incomepent employees and PC attitude of state and local governments ready to fine a business for at the drop of a hat, etc. etc. etc. The super rich in the banking industry tied directly into Washington which has been for sale should be criminalized to not reenter the business community in America and we move on. Citizens that are fed up of what our government has become must get off the couch, chuck away the bowl of potatoe chips and research which of there local representatives are fleecing the system. History tells us that will occur. The entire tax code is a joke. Lower all taxes to 12% for every class like Ireland and watch the foreign and domestic tax revenues explode. Socialism is a failed model and in 6,000 years of it being tried has failed every... single... time.
      View article »
    • Wed Dec 3rd 11:34 AM
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      Rating: +1 0
      Commented on:
      Our Growing Inactive Population: Demographics and the Economy
      I do not disagree but I will say this: There is nothing new under the sun. The people of the Roaring Twenties were not much different. By 1946 they were called the Greatest Generation. I had to think a lot about leaving the country in 2007 to avoid the pain. Nope, not doing it. If America was such a horrid place to be why is it that people globally still wish to exodus there own nations to come here? However, there truly is a leadership vaccum as that 1960's crowd has taken over Washington with there baked right out (literally) idealogies. I see emerging leadership my own age of 35-40 stepping up, although we're locked out for a short time to make a larger impact in the short term. I see gentlemen that are 75+ in the business community giving a huge final push to help America. It's not all bleak and I am getting a bit tired of the globe trashing America. Without us you would all be speaking German or Russian. Have a nice day.


      On Dec 03 10:53 AM bobbobwhite wrote:

      > Since the mid-'60's, left wing liberals have been allowed by federal
      > law to alter how and what our children are taught in school. These
      > kids were also taught that there is no shame or social consequence
      > for nonconformist or abberant behavior that would have caused them
      > and their families severe social and personal problems only a generation
      > earlier. This was seen as "modern" and self-empowering.
      >
      > Any adult with a brain knew this was wrong for our kids from the
      > very beginning, but it was shocking to see how many citizens and
      > our gov't bought into this "revised" educational agenda which was
      > introduced to America by teachers who would have been seen as treacherous
      > communists just a few years earlier. Of course, the kids loved it!
      > It meant they could be antisocial, stupid, ignorant, fat, lazy, dirty
      > and sloppy and it was seen as OK by other kids and even all of society!
      > No shame at all. Look what has happened from that purposeful agenda.
      > We now have among the worst educated kids in the world, a catastrophic
      > drop from the best in the 50's. We now have pervasive child obesity
      > right down to kindergarten, massive unwed and child pregnancies due
      > to essentially free and open sex, violent criminals stalking the
      > streets after minimal sentences for horrendous crimes, drugs, criminal
      > chic tattoos and body piercings everywhere, and socially damaging,
      > abberant juvenile behavior with no consequences now accepted as "age
      > appropriate" in newspeak sociobabble. We have also created "alternative"...
      > schools for the worst antisocial, drug addicted, and serious mental
      > problem kids where they are taught nothing and are pushed through
      > to pollute the system still illiterate and ignorant and essentially
      > worthless and harmful to themselves and society.
      >
      > With all these purposeful negative influences from this pervasive
      > and now-accepted near insanity we have placed into the minds of our
      > kids and society, we have all the building blocks solidly in place
      > for a failed social system sooner than you may think. So, good luck
      > with that in today's America! Many of you well deserve what is coming.
      View article »
    • Wed Dec 3rd 11:23 AM
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      Rating: 0 0
      Commented on:
      Our Growing Inactive Population: Demographics and the Economy
      Yep. It's called Healthcare and I have already invested accordingly, but what Washington does with policy over the next few months in this regard must be closely watched.


      On Dec 03 08:30 AM archman82011 wrote:

      > <<Retiring baby boomers as a group are far wealthier today than their
      > counterparts of previous generations.>>
      >
      > Nice article.
      > Just one problem: There is no baby boomer retirement savings. or
      > wealth.
      >
      > It is all a media created myth to keep the public throwing their
      > money at an industry that does not "manage" assets. They "gather"
      > assets.
      >
      > An extensive study of baby boomers was done and released approx 3
      > months ago. Here is what they found:
      >
      > 50% of baby boomers will rely soley on social Security for retirement.
      >
      > 30% of baby boomers have $100K or less for retirement.
      > 10% of baby boomers have $200K or less for retirement.
      > The last 10% have $200K or more towards retirement.
      >
      > For years, the smart ones among us have known that the top 10% of
      > this country controls 90% of its net worth. That applies to baby
      > boomers as well.
      >
      > And if you think that baby boomers selling their residences is going
      > to make up the difference, think again. Baby boomers mortgaged their
      > lives away just like non baby boomers, so essentially many have little
      > equity in their homes anyway.
      >
      > I made a statement to a friend last year that I know is going to
      > come true.
      > Is it a sad statement:
      >
      > "Over the coming 25 years, you are going to see levels of senior
      > citizen poverty, that is going to make the depression look like a
      > picnic."
      >
      > Sad, but true. The media has failed at its attempt to fool people
      > about all this "baby boomer wealth". Just watch as it unfolds.<br/>
      >
      > Invest accordingly.
      View article »
    • Wed Dec 3rd 11:17 AM
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      Rating: 0 0
      Commented on:
      The American Crisis and the Case for an Inflationary Depression
      Bravo.


      On Dec 03 10:55 AM paultaut wrote:

      > Thank you all, I only got into this article because N. S. appeared
      > to be getting a bum rap. I personally disagree with the 3,300 level
      > since I can't see inflation without inflated assets of some sort.
      >
      >
      > There are opinions and then there are opinions held by only one person.
      > Those who are selfopinionated will never listen to anyone else. Hopefully,
      > I will, at least listen. IMHO
      View article »
    • Wed Dec 3rd 11:16 AM
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      Rating: 0 -1
      Commented on:
      The American Crisis and the Case for an Inflationary Depression
      Where will all that created money from the U.S. go? Where did that initial round of $200 B in February go? It went into the IB's and created $150 barrel of oil.

      This downturn over the last year has been painful and will get worse. I am in the camp of further deflation for another three quarters whipsawing a bit then a period of relative calm before we see inflation jumps. So I agree with the writer to some degree.

      To posters comments, article too long on why this happened and it seems we are now entering into the acceptance phase/market capitulation.

      What the government, investment community and entrepenuars can do proactively is accelerate technology and information sharing to increase the efficiencies of returns on where the liquidity goes and decreasing imbalances as mentioned in the oil example. Let's hope government relearns the words 'market research'. I am not a big Obama fan but I do respect his repeated mention that utilizing technology is critical. Of course, the younger innovators and entrepenuars that can execute such technologies are shut out of the market at present. Washington will have to think outside the box on that point for faster implementation on that point.
      View article »
    • Tue Dec 2nd 13:25 PM
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      Rating: 0 0
      Commented on:
      The NBER Catches Up to Main St.
      The short but painful next leg down into depressionary conditions already manifesting themselves will simply be called a deep recession. It will be the non-depression, depression just as this recession was the non-recession, recession. The non-ROI market for most this last few years since 2002 can be called the ROI-Non-ROI-ROI. You see, it all just depends on what the meaning of the word is, is. Is can be isn't and it can be is. And if is isn't, then isn't can be is as well. Gee, why doesn't anybody just trust the government? Perhaps we should slow down the bullshit generator ( www.dack.com/web/bulls... ) and learn to all use one set of books and a magical invention called a spreadsheet to run our economy and businesses.
      View article »
    • Tue Dec 2nd 13:17 PM
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      Rating: 0 0
      Commented on:
      Who Says We're Not in a 'Real' Recession?
      correction: CANT see Ms Noonan at the food line. But do not fear, those people will exit the market and government, but not soon enough for my liking.
      View article »