Comments on: Barron’s Up & Down Wall Street Column http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 21 Nov 2009 16:33:53 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: How the Common Man Sees It http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170112 How the Common Man Sees It Sun, 10 May 2009 04:37:39 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170112 I'll bet the NYFed choice would make for an interesting InTrade market I’ll bet the NYFed choice would make for an interesting InTrade market

]]> By: How the Common Man Sees It http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170110 How the Common Man Sees It Sun, 10 May 2009 04:18:10 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170110 Let's see a show of hands among Big Picture readers. Who here believes that the next head of the New York Fed will be from Goldman?........WOW!.....that's a LOT of hands! Franklin! You are the only person in the room without your hand up! Get in line there man! Let’s see a show of hands among Big Picture readers. Who here believes that the next head of the New York Fed will be from Goldman?……..WOW!…..that’s a LOT of hands! Franklin! You are the only person in the room without your hand up! Get in line there man!

]]> By: shakazulu http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170090 shakazulu Sat, 09 May 2009 22:41:47 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170090 Leave Benny alone! Leave Benny alone!

]]> By: Mark E Hoffer http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170085 Mark E Hoffer Sat, 09 May 2009 21:56:39 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170085 "I first stated doing these media excerpts years ago to keep track of them for compliance dept. Now, well its just for fun . . ." BR, with more and more "data" moving to the Digi-realm, it's a good thing to have your own dB of 'mentions'/'attributions' this URL: http://www.thememoryhole.org/ pays due homage to the potential outcome of what too many take for granted--Data persistance on an impermanent media.. "...In the novel, the memory hole is a slot into which government officials deposit politically inconvenient documents and records to be destroyed. Nineteen Eighty-Four's protagonist Winston Smith, who works in the Ministry of Truth, is routinely assigned the task of revising old newspaper articles in order to serve the propaganda interests of the government. For example, if the government had pledged that the chocolate ration would not fall below the current 30 grams per week, but in fact the ration is reduced to 20 grams per week, the historical record (e.g. an article from a back issue of the Times newspaper) is revised to contain an announcement that a reduction to 20 grams might soon prove necessary, or that the ration, then 15 grams, would soon be increased to that number. The original copies of the historical record are deposited into the memory hole. A document placed in the memory hole is supposedly transported to an incinerator from which "not even the ash remains"..." http://en.wikipedia.org/wiki/Memory_hole --wikipedia does get this correct.. past that, Alan Abelson, seems, more and more, the last redeeming Virtue of what was, once, a RFG weekly, Barron's.. “I first stated doing these media excerpts years ago to keep track of them for compliance dept.

Now, well its just for fun . . .”

BR,

with more and more “data” moving to the Digi-realm, it’s a good thing to have your own dB of ‘mentions’/'attributions’

this URL: http://www.thememoryhole.org/ pays due homage to the potential outcome of what too many take for granted–Data persistance on an impermanent media..

“…In the novel, the memory hole is a slot into which government officials deposit politically inconvenient documents and records to be destroyed. Nineteen Eighty-Four’s protagonist Winston Smith, who works in the Ministry of Truth, is routinely assigned the task of revising old newspaper articles in order to serve the propaganda interests of the government. For example, if the government had pledged that the chocolate ration would not fall below the current 30 grams per week, but in fact the ration is reduced to 20 grams per week, the historical record (e.g. an article from a back issue of the Times newspaper) is revised to contain an announcement that a reduction to 20 grams might soon prove necessary, or that the ration, then 15 grams, would soon be increased to that number. The original copies of the historical record are deposited into the memory hole. A document placed in the memory hole is supposedly transported to an incinerator from which “not even the ash remains”…”
http://en.wikipedia.org/wiki/Memory_hole –wikipedia does get this correct..

past that, Alan Abelson, seems, more and more, the last redeeming Virtue of what was, once, a RFG weekly, Barron’s..

]]> By: dead hobo http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170082 dead hobo Sat, 09 May 2009 21:12:57 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170082 DL Says: May 9th, 2009 at 4:50 pm But it’s “better than expected”. reply: ------------------- Please pardon my projectile and high velocity vomit. It has something to do with what you said. DL Says:
May 9th, 2009 at 4:50 pm

But it’s “better than expected”.

reply:
——————-
Please pardon my projectile and high velocity vomit. It has something to do with what you said.

]]> By: DL http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170079 DL Sat, 09 May 2009 20:50:58 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170079 dead hobo @ 4:10 “…we can expect less in retail sales, less inventory for retail by design, and lowered consumer spending in general. Things looked dismal”. All true. But it’s “better than expected”. dead hobo @ 4:10

“…we can expect less in retail sales, less inventory for retail by design, and lowered consumer spending in general. Things looked dismal”.

All true.

But it’s “better than expected”.

]]> By: dead hobo http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170075 dead hobo Sat, 09 May 2009 20:20:28 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170075 Additionally, Best Buy was empty. It was easy to find good parking spaces everywhere I stopped. The roads were not busy (if people aren't going out for recreational shopping, then how does that bode for recreational driving for anything else ... hint big future gas sales are a fantasy and/or a investment sales pitch) Additionally, Best Buy was empty. It was easy to find good parking spaces everywhere I stopped. The roads were not busy (if people aren’t going out for recreational shopping, then how does that bode for recreational driving for anything else … hint big future gas sales are a fantasy and/or a investment sales pitch)

]]> By: dead hobo http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170074 dead hobo Sat, 09 May 2009 20:10:40 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170074 I just finished a shopping trip. Extrapolating from my observations, I discovered that the inventory run down CNBC is so giggly about is probably an inventory adjustment motivated by a desire to hold far less inventory on retail shelves. Retailers have less and its spread out wider to make the stores look full. BTW, the stores were nearly empty. Borders followed this pattern too (sorry BR). Thus, we can expect less in retail sales, less inventory for retail by design, and lowered consumer spending in general. Things looked dismal. Garden nurseries were empty as was Marshalls and other places. In a couple of months, I suspect S&P 685 will be challenged. The fantasy rally of late will be exposed soon. I just finished a shopping trip. Extrapolating from my observations, I discovered that the inventory run down CNBC is so giggly about is probably an inventory adjustment motivated by a desire to hold far less inventory on retail shelves. Retailers have less and its spread out wider to make the stores look full. BTW, the stores were nearly empty. Borders followed this pattern too (sorry BR).

Thus, we can expect less in retail sales, less inventory for retail by design, and lowered consumer spending in general. Things looked dismal. Garden nurseries were empty as was Marshalls and other places.

In a couple of months, I suspect S&P 685 will be challenged. The fantasy rally of late will be exposed soon.

]]> By: Market Minds » Barron’s Up & Down Wall Street Column http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170071 Market Minds » Barron’s Up & Down Wall Street Column Sat, 09 May 2009 19:25:51 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170071 [...] more from the original source: Barron’s Up & Down Wall Street Column Leave a comment | [...] [...] more from the original source: Barron’s Up & Down Wall Street Column Leave a comment | [...]

]]> By: btbrown http://www.ritholtz.com/blog/2009/05/barrons-up-down-wall-street-column/comment-page-1/#comment-170068 btbrown Sat, 09 May 2009 19:05:27 +0000 http://www.ritholtz.com/blog/?p=26140#comment-170068 Barry, while voicing a clear opinion about the quality of the stress test, I haven't gotten a read on your "Big Picture" with respect to current market action. Perhaps you'd like to clue us in on you're thinking about the current rally, especially with respect to the financials (which have been leading the way). Are you long? Have you participated? Do you think the "V" in the stock market is predicting a "V" in the recovery... or is it simply a greater fool moment in a long, tough road ahead? Barry, while voicing a clear opinion about the quality of the stress test, I haven’t gotten a read on your “Big Picture” with respect to current market action. Perhaps you’d like to clue us in on you’re thinking about the current rally, especially with respect to the financials (which have been leading the way). Are you long? Have you participated? Do you think the “V” in the stock market is predicting a “V” in the recovery… or is it simply a greater fool moment in a long, tough road ahead?

]]>