Comments on: Most Popular Barron’s Article http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 21 Nov 2009 12:35:08 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: Jurgen http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131700 Jurgen Tue, 09 Dec 2008 05:32:31 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131700 Perfect timing to flip bullish right before S&P 500 downtrend break out. http://i34.tinypic.com/2e0lhz4.jpg Perfect timing to flip bullish right before S&P 500 downtrend break out.

http://i34.tinypic.com/2e0lhz4.jpg

]]> By: Mannwich http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131686 Mannwich Tue, 09 Dec 2008 03:41:24 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131686 @karen: Our bet is still in place! Don't worry. Think that was just an oversight on my part..........although I am starting to get worried about that S&P bet holding more than the DOW! @karen: Our bet is still in place! Don’t worry. Think that was just an oversight on my part……….although I am starting to get worried about that S&P bet holding more than the DOW!

]]> By: TrickStar http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131680 TrickStar Tue, 09 Dec 2008 02:09:35 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131680 @ Mannwich - that is some serious bullishness. Kodiak style. I've only heard one guy go to $40. At 10x forward, you're talking about an S&P at 400. Jeez. Well, I can't say I agree, but it's good to get different opinions to keep checking an rechecking my own hypotheses. I agree that rising unemployment means further bleeding into the currently more stable parts of the housing market. But as you and I have discussed real estate in MPLS, bleeding into other types of mortgages, means bleeding into households that might have a little more cash cushion. Like you, Daddy Warbux...LOL. On top of that, Obama seems to be allaying fears that unemployment will reach as high as some had thought (10% or so). If you look at layoffs as good for earnings, and gov't as good for jobs and good for those in houses now, then I could see reasons to not be a kodiak bear. There's also additional support for housing through good terms for new buyers. Dunno. @ Mannwich – that is some serious bullishness. Kodiak style. I’ve only heard one guy go to $40. At 10x forward, you’re talking about an S&P at 400. Jeez. Well, I can’t say I agree, but it’s good to get different opinions to keep checking an rechecking my own hypotheses.

I agree that rising unemployment means further bleeding into the currently more stable parts of the housing market. But as you and I have discussed real estate in MPLS, bleeding into other types of mortgages, means bleeding into households that might have a little more cash cushion. Like you, Daddy Warbux…LOL. On top of that, Obama seems to be allaying fears that unemployment will reach as high as some had thought (10% or so). If you look at layoffs as good for earnings, and gov’t as good for jobs and good for those in houses now, then I could see reasons to not be a kodiak bear. There’s also additional support for housing through good terms for new buyers.

Dunno.

]]> By: karen http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131678 karen Tue, 09 Dec 2008 02:06:41 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131678 HOLD IT and wait a minute! Jeff, our bet is dow <7000, spx <750 before dow 10k and spx 1k. You just plunked an extra 50 pts in your favor on the spx. It's only 6 PM in southern california; I can still read. : ) Further, I took it that both conditions didn't have to be met in order for the winner to get her case. HOLD IT and wait a minute! Jeff, our bet is dow <7000, spx <750 before dow 10k and spx 1k. You just plunked an extra 50 pts in your favor on the spx. It’s only 6 PM in southern california; I can still read. : )

Further, I took it that both conditions didn’t have to be met in order for the winner to get her case.

]]> By: KJ Foehr http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131676 KJ Foehr Tue, 09 Dec 2008 02:02:33 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131676 I second CCs motion above. I have always wanted to find such a blog. There was one on an IRC channel years ago, but it had a lot of BS and not much informative dialog / commenting. There is always doubt as to the veracity of such posts, but I think it would still be useful, especially among regular users who know each other and their market views, and thus might be able to separate the truth from the BS, or at least most of it. I second CCs motion above. I have always wanted to find such a blog. There was one on an IRC channel years ago, but it had a lot of BS and not much informative dialog / commenting.

There is always doubt as to the veracity of such posts, but I think it would still be useful, especially among regular users who know each other and their market views, and thus might be able to separate the truth from the BS, or at least most of it.

]]> By: skardin http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131675 skardin Tue, 09 Dec 2008 01:59:15 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131675 Justin, Thanks for the link. It's a good read. It's just depressing the Fed is running around headless. They claim to be "fixing" the problems but all they really want to do is to avoid being the next Hoover who did nothing. To them "inaction is not an option", what a load of bs. They are doing more harm than good by bring the nation into higher debt. The day we see our GDP on a 1-to-1 ratio to our national debt we might as well all stay home. Justin,
Thanks for the link. It’s a good read. It’s just depressing the Fed is running around headless. They claim to be “fixing” the problems but all they really want to do is to avoid being the next Hoover who did nothing. To them “inaction is not an option”, what a load of bs. They are doing more harm than good by bring the nation into higher debt. The day we see our GDP on a 1-to-1 ratio to our national debt we might as well all stay home.

]]> By: CC_in_Georgia http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131673 CC_in_Georgia Tue, 09 Dec 2008 01:43:23 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131673 Barry, Would you please consider having a daily post committed to letting users comment on trading throughout the day? Seems it like it would be easy enough to automate a daily post at 9:00 am or so to let your readers comment on trading themes and what they believe is moving the markets on that day. I think it would be a popular addition to the site and it would also keep discussion of the things you post on topic and not drifting off into whatever piece of news seem to be the story of the day. Your writing is top notch but you have several vocal readers that add a lot of insight to what you write in the comments. It would be nice to be able to read these readers comments on the market action in one place instead of scattered over several posts throughout the day. Thanks! Barry,

Would you please consider having a daily post committed to letting users comment on trading throughout the day? Seems it like it would be easy enough to automate a daily post at 9:00 am or so to let your readers comment on trading themes and what they believe is moving the markets on that day.

I think it would be a popular addition to the site and it would also keep discussion of the things you post on topic and not drifting off into whatever piece of news seem to be the story of the day.

Your writing is top notch but you have several vocal readers that add a lot of insight to what you write in the comments. It would be nice to be able to read these readers comments on the market action in one place instead of scattered over several posts throughout the day.

Thanks!

]]> By: Mannwich http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131672 Mannwich Tue, 09 Dec 2008 01:36:33 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131672 @Trickstar: Probably around $35-$40/share is my best guess but definitely lower than what's being estimated by most. @Trickstar: Probably around $35-$40/share is my best guess but definitely lower than what’s being estimated by most.

]]> By: Mark E Hoffer http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131666 Mark E Hoffer Tue, 09 Dec 2008 01:07:21 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131666 tangential: #5 on the most e|mailed list: "Buy-Writes" Soar in Favor.. no better time than the present, I suppose.. the 100's of Billions of 'Mgmt.' Fees, from MutFund/401(k), et al., that have gone up in Smoke, over the last decades, to say nothing of the assets under, so-called, 'Mgmt.'..a real head-shaker.. y'all, try an experiment: Flop open your Yellow Pages, call a random 'brokerage house'-listing, ask for "The Broker of the Day", then, Query: What about Options? I'll lay you 7-2, that, more than 8 times out of 10, you'll hear: "I don't do Options, they're tooo Risky.." Today, 8 Dec 2008 It's, really, UFR, a simple buy-write schema, after trans. costs, blows away the Tot. Ret. of 98% of any MutFund you'd care to name.. on y on... BR, re: FusionIQ, sometimes it's easier to buy'm by the Box.. tangential:

#5 on the most e|mailed list: “Buy-Writes” Soar in Favor..

no better time than the present, I suppose..

the 100’s of Billions of ‘Mgmt.’ Fees, from MutFund/401(k), et al., that have gone up in Smoke, over the last decades, to say nothing of the assets under, so-called, ‘Mgmt.’..a real head-shaker..

y’all, try an experiment: Flop open your Yellow Pages, call a random ‘brokerage house’-listing, ask for “The Broker of the Day”, then, Query: What about Options?

I’ll lay you 7-2, that, more than 8 times out of 10, you’ll hear: “I don’t do Options, they’re tooo Risky..”

Today, 8 Dec 2008

It’s, really, UFR, a simple buy-write schema, after trans. costs, blows away the Tot. Ret. of 98% of any MutFund you’d care to name.. on y on…

BR,

re: FusionIQ, sometimes it’s easier to buy’m by the Box..

]]> By: daniel k http://www.ritholtz.com/blog/2008/12/most-popular-barrons-article/comment-page-1/#comment-131665 daniel k Tue, 09 Dec 2008 01:06:24 +0000 http://www.ritholtz.com/blog/?p=12278#comment-131665 Hey, Barry, still bullish? We've come some ways since it seems that interview was done! In this article you say you are now bullish and you might like gold. And on the other hand, at the end of this cycle, we'll see things half off. Whew, can you clarify? Hey, Barry, still bullish?

We’ve come some ways since it seems that interview was done!

In this article you say you are now bullish and you might like gold.

And on the other hand, at the end of this cycle, we’ll see things half off.

Whew, can you clarify?

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