Comments for Macro Investor

Comment on Will Countrywide Survive? by Heartburn Home Remedy

Heartburn Home Remedy — Wed, 15 Apr 2009 11:38:15 +0000

I read your blog for a long time and must tell that your posts are always valuable to readers.

Comment on US Dollar & Bonds are Toast by Shlomo M

Shlomo M — Mon, 02 Mar 2009 11:03:44 +0000

I think you wrong at this point

I thought so too , the ammount of money they printing + another huge debt

I think that china and japan currencies shuld jump but europe and UK collapse, this will cause to gain trust in the dollar

most of the debt of the big comapnies in the world are at US dollars because USA is or was the biggerst importer most of the companies needed to have U.S currency

the problam is not systematic , the problam is only at the financials , so when they get fixed , the rate will jump back to 3%-5% and will prevant inflation

UK and europe collapse will get the dollar higer than it was short term and stable long term

Comment on How to make money in this mess by Jumbo CD Rates

Jumbo CD Rates — Wed, 24 Sep 2008 04:37:58 +0000

We saw a slight pull-back on commodities but they are rising again. Of course short-selling is difficult at the moment.

I believe the bail-out plan should be avoided. What are your thoughts?

It just seems like in a short amount of time, the US gov’t will own almost everything.

Comment on IndyMac Chief Complains of ‘Panicked’ Market by petes2cents

petes2cents — Mon, 14 Jul 2008 21:17:09 +0000

Now that IndyMac is the first of many banks to fail, I think we’re going to see a lot more banks, not only close for the weekend, but close for good and go bankrupt. Rumors talk about 90+ banks, I think that’s a little exaggerated, but very well possible. I would guesstimate around 30+ banks will close shop.

I’m an investor in the stock market and have started to build a position in Bank of America. One of the few 500 lb. gorillas left in the room. Every dip, I pick up more shares. I don’t think there going anywhere, but you never know. Investments are all risky.

I never thought I would see this happen here in the USA, but here we are….let’s all cross our fingers.

petes2cents.com

Comment on Default swaps intensify credit crunch by Steve Harold

Steve Harold — Thu, 03 Jul 2008 12:14:14 +0000

That’s the problem in trying to understand what is happening the markets today, we always base it on comparison to history and yet there are different factors in this economic circumstances this time. The last time oil prices shot up significantly was in the seventies. In the UK interest rates were more than double what they are now and inflation was at least double too.

Comment on Australian and Japanese Central Banks Step in by CDS Financial

CDS Financial — Thu, 03 Jul 2008 07:42:33 +0000

CDS Financial offers some of the best home loan deals in Australia

Comment on US banks scrap plans for SIV ’superfund’ by Scrap Gold Prices

Scrap Gold Prices — Thu, 10 Apr 2008 21:05:11 +0000

The slightly contemptuous description above doesn’t describe all villa residents. One very good friend of mine, an old China hand who works at home, lives in a villa house because it provides ample space for his family and his business. He’s done his downtown time and doesn’t have much else to prove. And the couple who entertained us on Saturday night probably don’t fit into my angry, stereotype box either. A mixed English- Hongkie couple, both are fluent Mandarin speakers who don’t seem to have any need to…

Comment on Average Plane Ticket Prices Fall in 1Q by Airlines taking a beating « Macro Investor

Airlines taking a beating « Macro Investor — Sun, 06 Apr 2008 01:48:12 +0000

[...] Ron Mahabir Early in 2007, we bought long-term puts on Southwest Airlines (Ticker: LUV). See previous articles by searching under Southwest. Our [...]

Comment on Our Investment Calls for 2012 by How to make money in this mess « Macro Investor

How to make money in this mess « Macro Investor — Fri, 14 Mar 2008 06:39:47 +0000

[...] of 2007, we made macro predictions about how to allocate assets for the coming 5 years in “Our Investment Calls for 2012.” Overall, our recommendations were pretty spot on as you can see in the table [...]

Comment on Agassi is after all from Vegas (should have stuck with tennis though) by Agassi should have stuck with tennis « Macro Investor

Agassi should have stuck with tennis « Macro Investor — Wed, 20 Feb 2008 22:03:09 +0000

[...] 21, 2008 by Ron Mahabir As we reported on July 26, 2007, Agassi made a horrible bet on property (development of a Fairmont hotel) at the peak of the cycle. Less than 7 months later, the resort [...]