PosFCF’s Activity

Today

NL

Boards Post

PosFCF replied to the Saul's Investing Discussions board. 3 hours ago

Re: A Wealth of Opportunities

Or, alternatively, do you own due diligence? Geez. Someone gives you a list of possibilities, which costs you zero, and you p1ss on them?

Somebody on an anonymous message board didn't give me any possibilities that I consider worth [more]

Yesterday

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 6:15 PM

Re: Fed to raise rates why?

Steve

I think that whole post was too political even though the President involved is dead. The rest of the commentary was not macroeconomic, therefore it was political because a political figure was named.

I'd recommend you [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 5:20 PM

Re: Control Panel: Trend Change?

My intent is not to start an argument about whether the cuts have been good public policy or not...

Just a little while ago your argument was that the fall in Labor Force Participation Rate was due to Boomer retirement....when that [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 4:47 PM

Re: Fed to raise rates why?

I remember it being suspended. I do not remember it being repealed permanently. If it was repealed permanently, it was a bad move on the pol's part. If it was a temporary "crisis" measure, then they could extort money from the banks [more]

NL

Boards Post

PosFCF replied to the Saul's Investing Discussions board. 3:40 PM

Re: A Wealth of Opportunities

Hi, I'm Poz, and I still use TA....along with FA....along with large doses of cynicism and I'm not yet in recovery for this....

Twenty one. Over forty percent of the top performing companies in the IBD scheme ....

Does [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 3:33 PM

Re: Fed to raise rates why?

iirc, the new "burdensome, big gummit regulations" now require the TBTF to hang on to some of their loans to give them an incentive to lend responsibly. If that is the case, than any rate increase will put them underwater on that paper [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 2:55 PM

Re: Fed to raise rates why?

Now you sit down in the time-out chair until you can think of at least five more!!!! }};-Ë

Geez, some people get grouchy when they have to deal with the rotten grandkids! :~)

I can think of a pretty cynical, but perhaps [more]

NL

Boards Post

PosFCF posted to the Mining and Metals board. 11:43 AM

GLD Trust

For those considering holding GLD as a proxy for owning gold, I thought it prudent to provide a link to the GLD prospectus and to highlight some interesting disclosures. This is public domain stuff so I hope the quoted material from the prospectus is [more]

NL

Boards Post

PosFCF posted to the Macro Economic Trends and Risks board. 10:21 AM

Government rolling over for Banks

How the Government Is Rolling Over for Big Banks Again
http://finance.yahoo.com/news/government-rolling-over-big-ba...

Bloomberg [more]

NL

Boards Post

PosFCF replied to the Mining and Metals board. 8:41 AM

Re: One week between posts.

The article seems to have missed some potential charts:

First, the lower valuation of the currencies where the precious metals are mined provides lower input costs from labor while the commodity sells in dollars.

Second, the major [more]

Thu Aug 27

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 4:15 PM

Re: Control Panel: Trend Change?

It is true that the percent of working age people is down slightly, having taken a massive hit in the 2008 slump....

Here is the link to chart of the LaborForce Participation Rate (the reader may have to click on "MAX" in [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 3:40 PM

Re: Ultta low or negative interest rates

I read the speech. Assuming his assessment is accurate, how does it impact your investment decisions?

It makes me more skeptical than normal about rosy revenue projections.

What would you do? How do you translate your [more]

NL

Boards Post

PosFCF posted to the Macro Economic Trends and Risks board. 1:03 PM

Ultta low or negative interest rates

The following are excerpts from a speech by the Deputy Manager, Bank for International Settlements in Riga on 22 April 2015.
www.bis.org/speeches/sp150424.pdf

From a longer-term [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 12:10 PM

Re: Market correction....to what levels?

All depends on whether you are on the winning side, or with the losers. To USians, Nathan Hale was a patriot. To the Brits, he was a spy and a traitor, and he was strung up.

I know that the concept of equal justice for all is passe'. [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 10:28 AM

Re: Market correction....to what levels?

I think jail is a good place for people like that. You think they should be applauded. Different strokes.

I thought jail was a good place for Paulson & Bernanke but others lionize them. I thought jail was a good place for [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 10:24 AM

Re: oil bonds

Davidfb

Would one of your questions also be: Who has hedged the price and what is the fall out of that hedging? For example, I believe LINE has 65% of its 2015 & 2016 oil production hedged at $90/bbl. Whoever is on the other side of that [more]

Wed Aug 26

NL

Boards Post

PosFCF posted to the Macro Economic Trends and Risks board. 10:03 PM

Labor Force Participation Rate

The following link shows the Participation rate from 1990 to current.

This isn't cherry picking, as it encompasses the highest (2000) since the series started in 1948.
[more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 9:37 PM

Re: Control Panel: Trend Change?

flyerboys

Thanks for so thoroughly calling out bull zhit on the the-gnat-his-fear, while also doing the actual work of research and summarization of reality for him.

Seems as though snake oil research can take in even [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 9:21 PM

Re: Market correction....to what levels?

And finally, the test of any scientific theory is if it has predictive value. Shadowstats predicted we would be seeing hyperinflation within two years, probably sooner....back in 2008.

Did you or anyone else predict all the amazing [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 8:56 PM

Re: Control Panel: Trend Change?

GoofyHoofy

The sentence to which you were responding, repeated for context:

Right. The US just has a shrinkage of the working age population actually working, which is actually worse.

You do know that the [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 8091
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Very First Post Re: Asian Bail out coming? (9/2/1998)
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