PosFCF’s Activity

Yesterday

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PosFCF replied to the Macro Economic Trends and Risks board. 3 hours ago

Re: OT--Sturgis

...but is largely ignored elsewhere because it's been going on (as you point out) for years and years - and unless a gunfight breaks out or something, so what?

Perhaps it being, by my WAG 3 times bigger than any Sturgis since the 50th [more]

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PosFCF replied to the Political Asylum board. 7:07 PM

Re: Not Fit To Lead

)) I came away from the hearings dismayed by what the GOP has become in the Obama era. It seems utterly unprepared to govern.

Hold on there, the GOP was not capable in leading during the Bush years!

Starting in 2001 the GOP, [more]

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PosFCF replied to the Macro Economic Trends and Risks board. 6:34 PM

Re: OT--Sturgis

Of course, I look mostly at financial sites....

You won't find much in the way of bonds there, but you will find a lot of boobs;-)


You'd be surprised at how many bikers are well-off professionals or retired [more]

Fri Jul 31

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PosFCF posted to the Macro Economic Trends and Risks board. 11:01 PM

OT--Sturgis

For the last 10 days we have traveled from Salt Lake City, through a lot of Wyoming, some of Montana, a fair piece of South Dakota and tomorrow will be back in Salt Lake City.

The entire trip we have seen massive numbers of motor cycles, [more]

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PosFCF replied to the Macro Economic Trends and Risks board. 11:18 AM

Re: Pulse event could kill most of us

Solar flares now do disrupt communication and have in the past when the President was flying.

I think in order to want to be President one needs to be "flying"....

Sorry, in some ways a bit lighter of mind [more]

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PosFCF replied to the Macro Economic Trends and Risks board. 10:38 AM

Re: Never swing at the Curve Balls

Qazulight:

A 2.7 percent in wage increases is not substantial.

I agree. The excerpted sentences from a Reuters article this morning indicates 2Q15 had the slowest wage growth in 33 years. I've been trying to point out that [more]

Thu Jul 30

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PosFCF posted to the Macro Economic Trends and Risks board. 11:40 AM

Revision to model and Viola!!

The Commerce Department revises its modeling procedure and to (what should be) no one's surprise the economic numbers for 2015 suddenly get MUCH better. For example: 1Q15 went from an initial -.5% GDP to a later revised -.2% to a now newly modeled [more]

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PosFCF replied to the Value Hounds board. 11:18 AM

Re: Corning: Through the Looking Glass(works)

Matt

Under your list of positives there is one that might be under the radar. I have an owner of a construction company as one of the players at our weekly poker game. He bought the I6 device. He's had to have the glass on it replaced twice [more]

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PosFCF replied to the Value Hounds board. 11:12 AM

Re: INBK

Oh, forgot to add that this is the week before the 75th anniversary of the Sturgis motorcycle event.

Motorcycles everywhere.

Locals are looking for over a million bikers this year.

Can't say how many, but the bikes have [more]

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PosFCF replied to the Value Hounds board. 11:05 AM

Re: INBK

soycapital

Sorry for the delayed response, but have been traveling and, thus, limiting my time on the net.

Very curious what the crowds are like out there this time of year?
Saw a story on the internet recently that attempted
[more]

Mon Jul 27

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PosFCF replied to the Macro Economic Trends and Risks board. 6:29 PM

Re: Fear+

brucedoe

I wouldn't say that the fear index is extreme yet, but it is something more than just fear (IMHO) so I say it is fear+. I admit that I don't make any fancy calculations on this, but a stock market plunging when 76% of the stocks [more]

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PosFCF replied to the A Place for TA Talk board. 12:40 PM

Re: New purchase for me today

News is out today of SVLC being acquired by First Majestic (AG) for shares in AG plus shares in "New Silvercrest". The offer is a 37% premium to Friday's close. If completed with no bidding war, and no improvement in the Canadian dollar [more]

Sun Jul 26

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

Re: More boomers are living like Jeff...

notehound

Free Internet and free medical care would certainly make such cruises more attractive to those who otherwise would fear being away from their terrestrial homes for 180 days or so.

Having experienced internet speeds [more]

Sat Jul 25

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PosFCF replied to the Macro Economic Trends and Risks board. 8:54 PM

Re: Going away again...with a twist

Pinverarity

I grew up in that country! If there's any way you can exit Yellowstone by the NE gate and drive through Cooke City and up over the Beartooth Pass to Red Lodge, you should do it. The Beartooth's one of the most breathtaking [more]

Fri Jul 24

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PosFCF replied to the Value Hounds board. 12:39 PM

Re: INBK

11x

Consumer loans which is mainly mortgage loans and HELOC....

I would think that consumer loans would not include mortgages but, rather, the car loans, credit cards, possibly HELOCs, in other words loans of relatively [more]

Thu Jul 23

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PosFCF replied to the Macro Economic Trends and Risks board. 12:53 PM

Re: Weekly Jobless Claims

FastMike

IMO, which is always suspect, I think that many States do not pay unemployment claims for part-time workers. IIRC, something like around half do not. So, if there has been a large scale move to scale back hours for cost [more]

Wed Jul 22

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PosFCF replied to the Macro Economic Trends and Risks board. 10:43 PM

Re: Commodities rout, esp. AU & CU

Of course, all this assumes that current trends apply, especially low inflation in the U.S.

Does that include the last 3 month trend in the NYSE ($NYA on stock charts) of lower highs and lower lows? Closed below its 200 period moving [more]

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PosFCF replied to the Value Hounds board. 5:59 PM

Re: ENPH

tamhas
The "to me" is an important part of this perception. The alternate thesis is that your "sniffer" is calibrated in such a way as to find little when in environments like the present. The good prospects may be there, [more]

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PosFCF replied to the Value Hounds board. 12:36 PM

Re: ENPH

Denny

Thank you for taking the time to explain your reasoning.

Let me explain. You mention the triggers, lack of regulation, etc., etc., etc. But the triggers don't define the size of the explosion, the explosives you set off do. [more]

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Boards Post

PosFCF posted to the A Place for TA Talk board. 11:25 AM

NYSE looking precarious

For the last 3 months, lower highs and lower lows:
[more]

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