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- Weekly Market Movers: April 2-6
- We Like Dollar Tree But Boy Is It Expensive
- Why Groupon Is Poised For Collapse
- The Marginal Productivity of Debt
- Links April Fool’s Day
- SGT: Treasury Reports Metals Price Suppression
- Fabian4Liberty: Are We Repeating History?
- Collections: Rob23Roy's Silver Collection
- Jim Grant – Will Open Office of Unintended Consequences
| Weekly Market Movers: April 2-6 Posted: 31 Mar 2012 08:41 PM PDT The US dollar wobbled lower through the week, looking for a direction. The upcoming week starts a new month, and the calendar is very busy: rate decisions in the UK, Australia and Europe are seen alongside first tier US figures which builds up towards the all important Non-Farm Payrolls. Is the US recovery still with us? Here is an outlook on the main market-movers. Last week Federal Reserve Chairman Ben Bernanke made a speech about the Labor market, stating that job growth is positive, however it remains "out of sync" with the relatively slow expansion in the US economy, calling this dichotomy a 'puzzle.' Bernanke suggested that the massive layoffs during the recession were too severe therefore the impressive job creation in the post recession labor market is a mere compensation. Bernanke anticipates job growth to moderate in the coming months, not certain whether the job market recovery will be Complete Story » |
| We Like Dollar Tree But Boy Is It Expensive Posted: 31 Mar 2012 08:34 PM PDT By Valuentum: As part of our process, we perform a rigorous discounted cash-flow methodology that dives into the true intrinsic worth of companies. In Dollar Tree's (DLTR) case, we think the firm is significantly overvalued. Our fair value estimate for the firm $73 per share, and our 16-page stock reports on Dollar Tree and hundreds of other companies can be found here. For some background, we think a comprehensive analysis of a firm's discounted cash-flow valuation, relative valuation versus industry peers, as well as an assessment of technical and momentum indicators is the best way to identify the most attractive stocks at the best time to buy. This process culminates in what we call our Valuentum Buying Index (please click here for an in-depth, educational, narrated presentation about our innovative stock-selection methodology), which ranks stocks on a scale from 1 to 10, with 10 being the best. If a company is undervalued Complete Story » |
| Why Groupon Is Poised For Collapse Posted: 31 Mar 2012 07:37 PM PDT By Rocky Agrawal: Groupon (GRPN) was forced to restate fourth quarter earnings, sending its stock down 6% in after-hours trading. This surprised me as much as my $2 investment in the Mega Millions jackpot not paying off. The reasons for Groupon's restatement were higher refund reserves and weakness in internal controls. These are issues I've repeatedly discussed. I raised them directly with Groupon PR in September (back when they still would speak to me) and I was assured that refunds weren't an issue for Groupon. I also spoke with a former Groupon salesperson who claimed he was fired because he raised concerns about poor internal systems that didn't track deals correctly and complaints about poor risk management when it comes to running deals. So what's happening at the coupon company? Well, for starters, it's not a coupon company nor a marketing company. At its core, Groupon's U.S. business is a receivables factoring business, Complete Story » |
| The Marginal Productivity of Debt Posted: 31 Mar 2012 04:00 PM PDT Gold University |
| Posted: 31 Mar 2012 03:58 PM PDT Gulf's dolphins pay heavy price for Deepwater oil spill Guardian (hat tip reader John L) :-( Nature deficit 'harming children' BBC Global Warming & Climate Change Myths Skeptical Science (hat tip Lambert). This is awesome. Cyberwarfare takes Heidegger's ideas to their logical end Guardian (hat tip reader John L) Drones and Operational Maneuverability Global Guerillas (hat tip Lambert) Yellow dust storms from China spread faster Korea Times (hat tip Lambert) Planning a trip to Canada or the Caribbean? US Immigration may have other ideas… Independent. If I were British, I would hate America for this alone (as well as my own government for agreeing to this nonsense). Europe's Periphery: A postmodern version of Britain in the 1930s? Yanis Varoufakis The Economist sees (and raises) Michael Pettis, Credit Writedowns Enemies: A History of the FBI by Tim Weiner – review Guardian (hat tip Lambert) How successful cities are like marijuana Grist (hat tip Lambert) Supreme Court Decision Tree Mark Thoma Federal judge dismisses HuffPo bloggers' suit Daily Kos The Era of Big Box Retail Dominance Is Coming to an End Bloomberg Minimum wage work leaves no margin for getting ahead or protecting your family Daily Kos (hat tip reader Carol B). I'm surprised this isn't obvious. What does it take to justify murder? Larvatus Prodeo How to Prevent a Financial Overdose Gretchen Morgenson, New York Times Fannie and Freddie Charitable Donations? Adam Levitin, Credit Slips Charles Biderman and Chris Martenson: The Problem With Rigged Markets Jesse Financiers and Sex Trafficking Nicholas Kristof, New York Times. OMG, Goldman has a 16% stake in the site that is the BIGGEST in the US in under-aged prostitution! You cannot make stuff like this up. Antidote du jour (hat tip reader herman s):
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| SGT: Treasury Reports Metals Price Suppression Posted: 31 Mar 2012 02:17 PM PDT |
| Fabian4Liberty: Are We Repeating History? Posted: 31 Mar 2012 02:06 PM PDT Major Dollar devaluation is taking place, historic changes are on the horizon, where will be stand? from Fabian4Liberty: ~TVR |
| Collections: Rob23Roy's Silver Collection Posted: 31 Mar 2012 02:04 PM PDT TVR salutes Rob23Roy and his very nice and uniquely acquired colleciton of Ag. from Rob23Roy: ~TVR |
| Jim Grant – Will Open Office of Unintended Consequences Posted: 31 Mar 2012 09:54 AM PDT
Jim Grant (Grant's Interest Rate Observer) tells CNBC's Maria Bartiromo he would set up a new Office of Unintended Consequences – just as soon as the Hon. Ron Paul is elected President and appoints Grant as new Fed Chairman. (Only partly tongue in cheek we reckon.) Grant says that the Federal Reserve got out of the central banking business a long time ago and is now in the central planning business. (More.)
Continued... *** The affable Grant points out that the purpose of a market is to discover true value, true prices through the price mechanism. Thanks to Fed intervention markets are very distorted. "The Fed systematically overrides the price mechanism," Grant said. "The Fed is an anti-capitalism business, which is not what the founders intended," he added. Grant likens the signals being sent by the markets today to the reflections one sees in a hall of mirrors. "What we see is not what we think we see, it's what is distorted through central bank manipulation." So what should the Fed do now? Grant allowed: "They ought to get out of the manipulation business. It (the Fed) ought to begin to normalize interest rates, they ought to forswear intervention in markets, with an eye to improving the macro economy. They ought to let prices tell us something about the nature of value and stop imposing itself between buyers and sellers in the marketplace." He continues to favor gold and especially gold and silver stocks, which he says have not kept up with the metals. He also believes that if the Supreme Court overturns Obamacare in June or if the Republicans retake the White House it would be "hugely bullish – because it would be a step in the restoration of something like capitalism in this country, I say." More in the video above. If the video is not visible try the link below. Source: CNBC Thanks to Vulture C. C. for the link. |
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