William K. - Comments

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Handicapping The Q2 Earnings Season Amid The Coronavirus
4 years ago

The predictions of a recovery seem to be based on "a lot of sunshine," and include the idea that somehow a cure or at least a vaccine will be created soon and by some miracle quickly be available to everybody. THAT WOULD BE WONDERFUL IF IT HAPPENED!

But what happens if the more believable thing happens and half of the world population dies? This version of the virus seems to be a much enhanced version of the previous version, and seems to be evolving as time passes.

Thus the future may not be as predictable or as happy as some think.

Finding 2040’s FANMAG: Thematic ETFs For Long-Term Portfolios
4 years ago

Certainly a Quite interesting collection of concepts here, and as cautioned, not to be taken as detailed advice.

And still that old caution is correct, "Past performance does not guarantee future performance." The clear exception is to never bet on a racehorse that always comes in last.

In this article: DIS, AAPL, AMZN, MSFT, NFLX, META, GOOGL, ESGG, DTEC, LIT, GAMR, BFIT, MOO, PIO, ROBO, HACK, ITEQ, NFRA, IBUY, PAWZ, UFO, CLOU, SMOG, ARKF, KARS, GIGE
The Fed Has Inflated Another Asset Bubble
4 years ago

The authors have certainly described the sequence of poor judgments and the unfortunate results and the projections seem reasonable.

I rally wish the author were wrong, but I don't think that they are.

One Day Stock Slump Or Has It Only Just Begun?
4 years ago

Could this decline be the start of the collapse that doom-sayers have been predicting for a while. Or a correction, or just possibly a "Bobble".

My big question is what will happen if half of the world's population dies? If no cure is found soon that does appear to be a possible result.

Is This Can Too Big For Fed & ECB To Kick?
4 years ago

Indeed, the present plague is an easy to blame contributor, but the slope was well greased before that happened. The fact that the central banks were trying to save their buddies and the fortunes was and still is not what would be the solution.

The really bad news is that it s entirely possible to pass a a point of no return. And also rather unfortunate.

So those folks pushing the fear of an atomic war ending things seem to be wrong, it was the bankers who spread the poison, not the generals.

Unicorns, Rainbows, & Fully Invested Bears
4 years ago

Of Course, Unicorns are real, at least in the minds of the folks who see them. They are a current manifestation of the "Jim Moore Syndrome", believing that if you want something to be true, it is true. ( This is not to be confused with "Moore's Law", which is based on past performance)

TalkMarkets Tuesday Talk: No Clear Path
4 years ago

Certainly one possibility of the continuation of this plague could be catastrophic. The crisis stage is by no means over and with no cure or vaccine presently available the end is not in sight yet. If a cure were found today, with the normal process it could be available in 30 months, or perhaps as little as 20 months if all systems worked at maximum rush.

So clearly the game is changing.

And still we have no definite ideas as to what the world will be like if ever this plague ends. With so many folks gone things will certainly be different.

The first lesson to be learned is that government in general is neither able nor willing to do what is needed to save us.

Why I’m Stacking Satoshis
4 years ago

The last two criminal extortion attempts that I experienced demanded payment in bitcoin. So while others may have better experiences with it, mine differ a bit.

Gold-Futures Firepower Mounts
4 years ago

The simple way to limit the damage done by speculators is obvious, which is to require 100% cash and not allow any purchases with borrowed money euphemisticly called" leverage." Speculators should be forced to carry all of the risk of speculation. Recall that huge run up of fuel prices a while back? $4+ per gallon of gasoline? driven up by buyers using borrowed money so they could avoid the risk. What we need is more regulation not more money printed.

Gold Untethered To Inflation And Fed Money Machine
4 years ago

Could it possibly be that the reason gold is doing well is because "the FED" is simply not able to print more gold? The quick way to de-value currency is to print more of it, so that there is more cash chasing whatever folks want. Of course that also is quite damaging to those who have chosen to not spend their cash as fast as they could. But since saving does not profit sellers, and it is clear that the fed is in bed with the sellers, more money gets printed as fast as the presses can run.

If this sounds a bit angry, and lacking in respect for those driving inflation, IT CERTAINLY IS!!

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