PosFCF’s Activity

Today

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 10:46 AM

Re: IRS Hacked

If the government can trace my phone calls, electronic search history, web address and financial activities, why can't it protect the IRS from hacking - or at least catch the hackers at or near the time of access???

What good is "big
[more]

Sat May 23

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 3:41 AM

Re: Deploying Cash in a Hot Market

RaptorD2

Poz, Invite me to come along, we'll talk! I spent a month in Euroland with an unlimited EurRail pass only once--I want to go back!

Dan, rather be in London or Zermaat or Salzburg or Paris or .....


Heck, if [more]

Fri May 22

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 2:19 PM

Re: Deploying Cash in a Hot Market

Just remember that nobody ever went broke by taking a profit too soon.

Are you sure about that? Considering people's propensity to hold onto losers: "Oh, I don't want to take a loss, after all it is only a paper loss. Let's wait [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 3:42 AM

Re: Deploying Cash in a Hot Market

RaptorD2

That is a list I'll review when I get back home! Thanks for providing it!

Poz

Thu May 21

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 4:38 PM

Re: US GDP Data Wrong!!!

The Bureau of Economic Analysis announced Wednesday that it is aware of potential flaws in the way it calculates quarterly GDP. The bureau said it "is developing methods for addressing what it has found" and that a series of revisions [more]

Tue May 19

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 3:23 AM

Re: Share buybacks widespread?

Interesting responses to the article.

Yes, I agree that share buybacks can result in a currently non taxable-to-the-shareholder way to increase the value of the shareholder's portion of the company.

That said, I do not agree [more]

Mon May 18

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 11:49 AM

Re: Share buybacks widespread?

notehound

No pictures. If we forget, we just have to go back and revisit.

Poz

Sun May 17

NL

Boards Post

PosFCF posted to the Macro Economic Trends and Risks board. 3:17 PM

Share buybacks widespread?

While waiting for dinner I found an interesting 10 page pdf file from Factset regarding share buybacks in the S & P 500.

Buyback Participation: 72% Overall, 362 companies (or 72% of the index) participated in share buybacks during [more]

Sat May 16

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 5:59 PM

Re: Ah so, we don't owe it to ourselves

Two thirds of the debt is owed to ourselves, as it has been for many years.

Are you implying that this debt doesn't have to be paid? If not, then why bring it up?

Poz

Thu May 14

NL

Boards Post

PosFCF replied to the A Place for TA Talk board. 3:23 AM

Re: New purchase for me today

iborg

Sehr Gut! Und Sie?

I wish I could speak foreign languages, but am a dunderhead when it comes to them. I took a bit over a year of German in High School about 45 years ago and never used it since. Was an average student in it. [more]

Wed May 13

NL

Boards Post

PosFCF posted to the A Place for TA Talk board. 1:10 PM

New purchase for me today

I happen to be on Holiday and waiting between doing this and that.

I saw a big move in SVLC, a company a friend of mine likes a lot. The chart looks like it could hold most of the gains made today (but the market will tell us what it is [more]

NL

Boards Post

PosFCF replied to the A Place for TA Talk board. 1:04 PM

Re: Financial Sector

Anyone trading the strength of the Financial sector?

I usually play a combination of FA/TA and banks are too opaque in their underwriting for me to have any confidence from an FA perspective.

Of the ones you listed the TA on [more]

Mon May 11

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 3:05 AM

Re: 2 lessons from one story

Sire Puck:

Lesson 2: Innumeracy is a condition economics students suffer from.

Is it innumeracy or incomplete training in logic?

Thu May 7

NL

Boards Post

PosFCF replied to the A Place for TA Talk board. 12:08 PM

Re: Bought puts on Whole Foods today

You know, sometimes thinking about other issues can get in the way of making money. I was right on Whole Foods and the put, but got nervous about the Fed, So I sold and took a decent profit, but left the monster profit on the table! With it down [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 11:38 AM

Re: What would it take?

And what would happen if all women quit wearing makeup?

Not a pretty site, not at all.


Actually, I'm one of those guys who think women look better without make-up. Gives their faces the character that shows in a man's face [more]

Wed May 6

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 4:11 PM

Re: What would it take?

jerryab2

Good idea. Wouldn't it be nice if FASB 157(?)(mark to market) was brought back, and the assets were actually worth what they're claimed to be worth?

Poz

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 10:54 AM

Re: Odd economic headlines...

Fastmike

Back when I was in the mortgage business I sometimes ran into increased activity immediately following rate increases because people who had been waiting for the best rate got scared and figured they better take the current rates [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 9:55 AM

Re: What would it take?

For example, I can see biotech and nano tech and further advancements in social media applications and devices being able to take up considerable slack in the business world, but what would take up the slack in the central bank side of the equation? [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 9:51 AM

Re: What would it take?

notehound

The corporations might scale back on their share buybacks. However, the rest of what you describe above will never happen - at least not in our lifetimes.

We are in a ZIRP/NIRP permanent liquidity trap from which there
[more]

Tue May 5

NL

Boards Post

PosFCF posted to the Macro Economic Trends and Risks board. 6:23 PM

What would it take?

If the corporations scaled back on their share buy backs and the Central Banks left interest rates to market discovery, and the various governmental agencies stopped manipulating the markets.....if all those things happened, as one day they [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 7760
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Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: Asian Bail out coming? (9/2/1998)
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