Comments on: Neither a Buyer Nor Seller Be http://www.senseoncents.com/2009/11/neither-a-buyer-nor-seller-be/ Navigating the Economic Landscape Wed, 10 Mar 2010 01:06:29 -0500 http://wordpress.org/?v=2.9.2 hourly 1 By: Larry Doyle http://www.senseoncents.com/2009/11/neither-a-buyer-nor-seller-be/comment-page-1/#comment-7301 Larry Doyle Sat, 07 Nov 2009 02:49:16 +0000 http://www.senseoncents.com/?p=12661#comment-7301 Coe, You add many arrows to our quiver. What a world!! Coe,

You add many arrows to our quiver.

What a world!!

]]> By: coe http://www.senseoncents.com/2009/11/neither-a-buyer-nor-seller-be/comment-page-1/#comment-7298 coe Sat, 07 Nov 2009 01:40:49 +0000 http://www.senseoncents.com/?p=12661#comment-7298 LD - Maybe you implicitly point to it in your first comment, but I think a major factor contributing to the malaise is the fact that there has been a lot of resurgent profits taken by various investor classes during this run-up, and many folks are heading into the four corners offense. No need to blow it all as we head into year end. The idea of taking the air out of the ball also seems to make sense given the uncertainties and other dynamics you cite. For fixed income folks, the absolute level of yields is nothing to get excited about. In addition to the Wall Street supervisory issues, who can possibly believe Obama's regulatory reforms will prove helpful to the financials?! I wouldn't pay a nickel for the collective insight and wisdom of Frank, Pelosi, Reid, and Dodd, nor would I expect the alphabet soup politics and inadequacies of the FDIC, OTS, OCC, FHFA, SEC, FINRA, and the FED to crack the code either. Sometimes, it just makes sense to sit it out until time passes or things are clearer. The dollar is destined to stay low and will likely sink lower, the government printing machine will be injecting liquidity 24/7, the consumer/commercial credit exposures will be "really most sincerely" death by a trillion+ additional write-downs, and there is nothng more debilitating than not the 10.2% but the 100% unemployment rate one faces if it is you that has been fired or cannot find work (unless of course we start to talk about higher taxes and socialized health care). Talk about confidence - HUMBUG! Give us real political and financial leadership, true accountability, honor and ethics, freer markets, and grown-up behavior...now that's what I'm talking about for the safety and well being of the present and future generations! LD – Maybe you implicitly point to it in your first comment, but I think a major factor contributing to the malaise is the fact that there has been a lot of resurgent profits taken by various investor classes during this run-up, and many folks are heading into the four corners offense. No need to blow it all as we head into year end. The idea of taking the air out of the ball also seems to make sense given the uncertainties and other dynamics you cite. For fixed income folks, the absolute level of yields is nothing to get excited about. In addition to the Wall Street supervisory issues, who can possibly believe Obama’s regulatory reforms will prove helpful to the financials?! I wouldn’t pay a nickel for the collective insight and wisdom of Frank, Pelosi, Reid, and Dodd, nor would I expect the alphabet soup politics and inadequacies of the FDIC, OTS, OCC, FHFA, SEC, FINRA, and the FED to crack the code either.

Sometimes, it just makes sense to sit it out until time passes or things are clearer. The dollar is destined to stay low and will likely sink lower, the government printing machine will be injecting liquidity 24/7, the consumer/commercial credit exposures will be “really most sincerely” death by a trillion+ additional write-downs, and there is nothng more debilitating than not the 10.2% but the 100% unemployment rate one faces if it is you that has been fired or cannot find work (unless of course we start to talk about higher taxes and socialized health care). Talk about confidence – HUMBUG!

Give us real political and financial leadership, true accountability, honor and ethics, freer markets, and grown-up behavior…now that’s what I’m talking about for the safety and well being of the present and future generations!

]]> By: Mike http://www.senseoncents.com/2009/11/neither-a-buyer-nor-seller-be/comment-page-1/#comment-7287 Mike Fri, 06 Nov 2009 18:58:55 +0000 http://www.senseoncents.com/?p=12661#comment-7287 I think we've proved that we CAN print jobs! I think we’ve proved that we CAN print jobs!

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