Comments on: Saturday Linkfest http://www.ritholtz.com/blog/2009/08/saturday-linkfest/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 16:01:02 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: DiggidyDan http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-208076 DiggidyDan Mon, 24 Aug 2009 07:20:46 +0000 http://www.ritholtz.com/blog/?p=36326#comment-208076 http://www.bloomberg.com/apps/news?pid=20601087&sid=aXbZZWXPR5mw always the latecomer, disregard and ignore per your perogative. http://www.bloomberg.com/apps/news?pid=20601087&sid=aXbZZWXPR5mw

always the latecomer, disregard and ignore per your perogative.

]]> By: DiggidyDan http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207989 DiggidyDan Sun, 23 Aug 2009 23:50:03 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207989 Consumer spending probably decelerated: http://www.bloomberg.com/apps/news?pid=20601068&sid=aNWcnzCn6IUo Don't worry though--after all, Consumer Spending only accounts for 70% of the US GDP! Q3 earnings results catalyst for The Fall in the Fall? Likely. As LB likes to say, the Hunt for Red October Part Deux. Get out of longs while you can during this bear market rally gift from the lemmings. Consumer spending probably decelerated:
http://www.bloomberg.com/apps/news?pid=20601068&sid=aNWcnzCn6IUo

Don’t worry though–after all, Consumer Spending only accounts for 70% of the US GDP! Q3 earnings results catalyst for The Fall in the Fall? Likely. As LB likes to say, the Hunt for Red October Part Deux. Get out of longs while you can during this bear market rally gift from the lemmings.

]]> By: beagle http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207911 beagle Sun, 23 Aug 2009 16:02:38 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207911 http://newsfrom1930.blogspot.com/2009/08/saturday-august-23-1930-dow-23263-136.html + + + Bulls encouraged by $27M reduction in brokers' loans in spite of rising market (considered good technical indication of stocks passing to strong hands), Some desperation observed in bear camp: “The bulls in their most excited moments did not bring forth such absurd ideas as some of the bears are talking about.” Market considered technically strong; bears unable to prompt widespread liquidation as in past breaks due to low margin positions, short interest still large. Conservative observers still advise staying out of market until “next important move has been demonstrated by the action of leading stocks.” Also counsel against taking short positions due to range-bound market. Savings banks deposits have been increasing in the depression (reverse of usual seasonal pattern) due to consumers cutting spending and saving more; also some investors have transferred balances from brokers to get higher interest. This does increase the potential call on the banks' resources that may happen on short notice. + + + I know this site has been mentioned here (hap tip: Mike in Nola?) but it is a fascinated little addition to iGoogle. Helps promote patience while eying $SCO, $DUG, etc. "News from Japan's Lost Decade"? ...c'mon internet... http://newsfrom1930.blogspot.com/2009/08/saturday-august-23-1930-dow-23263-136.html

+ + +

Bulls encouraged by $27M reduction in brokers’ loans in spite of rising market (considered good technical indication of stocks passing to strong hands),

Some desperation observed in bear camp: “The bulls in their most excited moments did not bring forth such absurd ideas as some of the bears are talking about.”

Market considered technically strong; bears unable to prompt widespread liquidation as in past breaks due to low margin positions, short interest still large.

Conservative observers still advise staying out of market until “next important move has been demonstrated by the action of leading stocks.” Also counsel against taking short positions due to range-bound market.

Savings banks deposits have been increasing in the depression (reverse of usual seasonal pattern) due to consumers cutting spending and saving more; also some investors have transferred balances from brokers to get higher interest. This does increase the potential call on the banks’ resources that may happen on short notice.

+ + +

I know this site has been mentioned here (hap tip: Mike in Nola?) but it is a fascinated little addition to iGoogle.

Helps promote patience while eying $SCO, $DUG, etc.

“News from Japan’s Lost Decade”? …c’mon internet…

]]> By: mackaan http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207872 mackaan Sun, 23 Aug 2009 13:49:37 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207872 A picture is worth a thousand words. this fits in quite nicely with Warren's quote http://www.bloodhoundrealty.com/BloodhoundBlog/?p=9538 A picture is worth a thousand words. this fits in quite nicely with Warren’s quote

http://www.bloodhoundrealty.com/BloodhoundBlog/?p=9538

]]> By: MikeG http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207827 MikeG Sun, 23 Aug 2009 03:42:13 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207827 <i>We know Dow Jones & Co Inc. has been sounding out potential buyers for the company’s stock-market indexing business.</i> Are they going to sell off the naming rights like with football stadiums? Could we see the Ty-D-Bol Toilet Cleaner Index? The Hair Club For Men Industrials? We know Dow Jones & Co Inc. has been sounding out potential buyers for the company’s stock-market indexing business.

Are they going to sell off the naming rights like with football stadiums?
Could we see the Ty-D-Bol Toilet Cleaner Index?
The Hair Club For Men Industrials?

]]> By: mark mchugh http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207803 mark mchugh Sun, 23 Aug 2009 01:57:27 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207803 Thanks for that link CN, I really liked that story. Thanks for that link CN, I really liked that story.

]]> By: How the Common Man Sees It http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207795 How the Common Man Sees It Sun, 23 Aug 2009 01:46:57 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207795 This is a must see for any Lord of the Rings fans. It is a fan made production that only cost 3,000 pounds to make with all the production crew donating their time to the project. The movie is called The Hunt For Gollum and, if you have seen the movies and read the books, this works as a prequel to fill in some story between the book the Hobbit and the LOTR. It is done in Jackson style and does not look like a low budget production at all. It is getting rave reviews at IMDB and it comes highly recommended from this LOTR fan http://www.thehuntforgollum.com/ This is a must see for any Lord of the Rings fans. It is a fan made production that only cost 3,000 pounds to make with all the production crew donating their time to the project. The movie is called The Hunt For Gollum and, if you have seen the movies and read the books, this works as a prequel to fill in some story between the book the Hobbit and the LOTR. It is done in Jackson style and does not look like a low budget production at all. It is getting rave reviews at IMDB and it comes highly recommended from this LOTR fan

http://www.thehuntforgollum.com/

]]> By: Onlooker from Troy http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207784 Onlooker from Troy Sun, 23 Aug 2009 01:19:42 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207784 <a href="http://market-ticker.org/archives/1362-Why-Recovery-Calls-Are-Doomed-The-Bezzle.html" rel="nofollow">Why "Recovery" Calls Are Doomed: The Bezzle</a> Latest from Karl Denninger. It's a good illustration of just part of the consequence of going with the Zombie Bank solution that our govt has chosen to go with. Most people really don't understand what Zombie Bank means. They just know that we "bailed out the banks." But the consequence of them keeping all that bad debt on their books and not realizing the debts (and possibly going under as a result, costing bondholders and stock holders) is that they now have to suck every bit of money they can out of the economy to stay solvent (and pay out bonuses, of course). Higher fees, low deposit interest, ZIRP policy that hurts savers, etc. On and on for years. Why “Recovery” Calls Are Doomed: The Bezzle

Latest from Karl Denninger. It’s a good illustration of just part of the consequence of going with the Zombie Bank solution that our govt has chosen to go with. Most people really don’t understand what Zombie Bank means. They just know that we “bailed out the banks.” But the consequence of them keeping all that bad debt on their books and not realizing the debts (and possibly going under as a result, costing bondholders and stock holders) is that they now have to suck every bit of money they can out of the economy to stay solvent (and pay out bonuses, of course). Higher fees, low deposit interest, ZIRP policy that hurts savers, etc. On and on for years.

]]> By: Onlooker from Troy http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207780 Onlooker from Troy Sun, 23 Aug 2009 00:58:01 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207780 Just one more reason that CFC is a bad idea. The list is long. And the more govt tinkers around with the markets, the more distorted and imbalanced they get. Just stay out. Hard to do, I know. Politicians just love to throw around money, looking like they're doing something useful. And it's all that much worse when we're already broke. Stealing from our grandchildren. So honorable. God forbid we buckle down, make sacrifices and stop our profligate ways. Just one more reason that CFC is a bad idea. The list is long. And the more govt tinkers around with the markets, the more distorted and imbalanced they get. Just stay out. Hard to do, I know. Politicians just love to throw around money, looking like they’re doing something useful. And it’s all that much worse when we’re already broke. Stealing from our grandchildren. So honorable. God forbid we buckle down, make sacrifices and stop our profligate ways.

]]> By: deanscamaro http://www.ritholtz.com/blog/2009/08/saturday-linkfest/comment-page-1/#comment-207777 deanscamaro Sun, 23 Aug 2009 00:49:32 +0000 http://www.ritholtz.com/blog/?p=36326#comment-207777 In my estimation, the following article just burns me. The program probably did sacrifice some future buying, but it still got some increased sales and maybe some jobs back, when the manufacturers are trying to work through bankruptcies. Also, there is an air of whining because auto buyers are purchasing more cars from manufacturers who did not make the same stupid strategic decisions the U.S. auto industry did. With this kind of thinking, even though it is written by the auto industry media, it doesn't seem like anything has been learned by the industry. This program wasn't put together to turn around bad management decisions for the U.S. industry and ought to be at least recognized for some of the positives. 'Clunkers' Program Benefits Foreign Automakers More, Data Shows http://www.foxnews.com/politics/2009/08/22/clunkers-program-benefits-foreign-automakers-data-shows/?test=latestnews In my estimation, the following article just burns me. The program probably did sacrifice some future buying, but it still got some increased sales and maybe some jobs back, when the manufacturers are trying to work through bankruptcies. Also, there is an air of whining because auto buyers are purchasing more cars from manufacturers who did not make the same stupid strategic decisions the U.S. auto industry did. With this kind of thinking, even though it is written by the auto industry media, it doesn’t seem like anything has been learned by the industry. This program wasn’t put together to turn around bad management decisions for the U.S. industry and ought to be at least recognized for some of the positives.

‘Clunkers’ Program Benefits Foreign Automakers More, Data Shows

http://www.foxnews.com/politics/2009/08/22/clunkers-program-benefits-foreign-automakers-data-shows/?test=latestnews

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