William K. - Comments

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Hyperinflation: A Definitive Definition, Steps In Its Development & Likelihood Of It Occurring In The US
4 years ago

Informative but very depressing. For many years my thinking has been that intentional inflation only benefits the very few, probably those 1% individuals. It seems that the federal reserve folks have been helping their friends for way too long, and now is the time to replace them all. Unfortunately there does not seem to be any civilized way of doing that.

RETURNING TO FISCAL RESPONSIBILITY would be a good start, but how to repair the damage already done??? I don't see Superman anyplace. Only BOZO the clown.

Fundamentally Speaking: Earnings Don’t Support Bullish Thesis
4 years ago

Thank You. The reporting reference point has always seemed a bit funny. But it does give a more impressive number.

In this article: SPX
A Monday Boom
4 years ago

interesting and educational

Daily Stock Pick: Cass Information Systems
4 years ago

Interesting and educational.

In this article: CASS
Walmart - Earnings Smasher
4 years ago

Certainly Walmart is not a "fast-buck Freddy" organization as far as investors go. That was not the intent originally nor is it now. But it is a business that is paying very close attention to the costs of almost everything it does. And with the central management there is not much room for any local variation.

What has been is that Walmart has been "in the right place at the right time with the right stuff" quite a lot. So the price to earnings ratio has been impressive while the shares have been OK.

But it is not the very nicest place to work and the product mix is not always what some of us would like. But certainly the management has found the nitch that is was aiming for.

In this article: WMT
Fundamentally Speaking: Earnings Don’t Support Bullish Thesis
4 years ago

Announcing great future earnings is the major responsibility of the CEOs. That is what we must all understand, that pumping sunshine is why they are so well compensated. The twisting of truth is certainly a talent of some.

The accounting of growth is also some strange math. After that 2008 crunch the reported recovery always seemed to pick the very lowest point to use as the reference, instead of the value the week prior to the crunch. The actual prices were seldom much better than the two weeks prior, and often a fair bit lower. The 25% increase above a value that had just fallen 40% is an impressive recovery until the actual numbers are seen.

And the method of under-predicting profits a bit is certainly a trusted method of setting things up to claim great successes.

In this article: SPX
TalkMarkets Tuesday Talk: Ever Higher And Retail Redux
4 years ago

WE see that "the economy is recovering", at least as far as SOME stocks indicate. What actual reality shows is that there are a few big winners and a whole lot of losers. Restaurants, gas stations, and apparel are the mail losers, with furniture and appliances being losers as well. With gas stations suffering it seems like the oil companies will be suffering a bit as well.

So that hard times ARE NOT OVER just yet, and in reality the damage has not stopped, but just become a slower process.

Certainly that blast of cash pumped in helped in some areas but not in others, but it did not leave the public with the feeling that the emergency is past.

Possibly, if some method of actually stopping the disease is created and made available, "a real recovery" can happen. But that is presuming that the federal banking folks do not make some really dumb moves. That is my wishful presumption, not my sincere belief.

In this article: GNC, HD, JCPNQ, LOW, TJX, WMT, ROST
Did Buffett Just Bet Against The US? Berkshire Buys Barrick Gold, Dumps Goldman
4 years ago

What gold investing lacks in impressive quick-turn profits it does seem to make up for in stability, And stability can provide a lot of value at times. So to state the rather obvious: The value of gold to an individual is dependent on what they want to achieve.

The flaw in mister Buffet's thinking is presuming hat everybody else's goals are the same as his goals. That is probably not the case.

In this article: BRK-B, GS, GLD
Banks, Listings, And Funds
4 years ago

Interesting and educational

Weighing The Week Ahead: Do Housing Market Changes Present An Investment Opportunity?
4 years ago

Quite a whole lot of information here, indeed.

So IS the housing market a wise investment today, or this week? I am not sure.

I have a fix for those refusing vaccinations that would be fairly effective: No treatment for those infected who had refused a vaccination. No, it would certainly not be nice at all, but at some point stupidity should be allowed to take it's tolls. Everybody needs to understand that refusing to be part of the solution means being part of the problem.

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