[p-dude]

p-dude

SRS and SKF have been good to me. I think they are excellent in short term ( very short term investing ). Only advise I can give is, don’t get too greedy. If you get 10 to 15% profit, cash out and leave before getting hammered by market manipulation. Remember you are playing against
big boys with lots of money, They will always control the market and crush short positions. Since these funds are basically naked shorting a sector, they can go up or down 10% a day depend on which way the wind is blowing.

As far as gold goes, I am not sure is a bubble by itself
or not. It seems that gold have support level at 780. If
it goes below that I might get in.

One thing I have been watching is Dollar verses other
currencies. I see stabilization against Canadian and other
eastern currency and small increase against Euro. From what
I hear and read I think Euro and Pound have their own
housing bubble problem which might cause a shift and devaluation against dollar. So I think investing in Canadian
Bank as CD might be a good hedge against dollar slide
Here is a chart that I look at once a while. What you
all think about Canadian currency at this moment ?

http://finance.yahoo.com/q/bc?t=2y&s=CADUSD%3DX&l=on&z=m&q=l&c=EURUSD%3DX%2CJPYUSD%3DX%2CCHFUSD%3DX%2CKRWUSD%3DX%2CCNYUSD%3DX%2C+MXNUSD%3DX

[p-dude]

p-dude

SRS and SKF have been good to me. I think they are excellent in short term ( very short term investing ). Only advise I can give is, don’t get too greedy. If you get 10 to 15% profit, cash out and leave before getting hammered by market manipulation. Remember you are playing against
big boys with lots of money, They will always control the market and crush short positions. Since these funds are basically naked shorting a sector, they can go up or down 10% a day depend on which way the wind is blowing.

As far as gold goes, I am not sure is a bubble by itself
or not. It seems that gold have support level at 780. If
it goes below that I might get in.

One thing I have been watching is Dollar verses other
currencies. I see stabilization against Canadian and other
eastern currency and small increase against Euro. From what
I hear and read I think Euro and Pound have their own
housing bubble problem which might cause a shift and devaluation against dollar. So I think investing in Canadian
Bank as CD might be a good hedge against dollar slide
Here is a chart that I look at once a while. What you
all think about Canadian currency at this moment ?

http://finance.yahoo.com/q/bc?t=2y&s=CADUSD%3DX&l=on&z=m&q=l&c=EURUSD%3DX%2CJPYUSD%3DX%2CCHFUSD%3DX%2CKRWUSD%3DX%2CCNYUSD%3DX%2C+MXNUSD%3DX

[p-dude]

p-dude

QCT is a one of biggest money producer for QCOM. As far
as I know most money for other entities in QCOM comes from
QCT revenue. Unless there are other patent issues with BRCOM and NOKIA which is forcing them to spin QCT out.

If this rumor is true and there are more legal issue with
other companies, they are in much more trouble then it
seems. By the way, don’t worry about your posting. Its nothing worst than stuff I read in Yahoo Message board.

[p-dude]

p-dude

QCT is a one of biggest money producer for QCOM. As far
as I know most money for other entities in QCOM comes from
QCT revenue. Unless there are other patent issues with BRCOM and NOKIA which is forcing them to spin QCT out.

If this rumor is true and there are more legal issue with
other companies, they are in much more trouble then it
seems. By the way, don’t worry about your posting. Its nothing worst than stuff I read in Yahoo Message board.

[p-dude]

p-dude

QCT is a one of biggest money producer for QCOM. As far
as I know most money for other entities in QCOM comes from
QCT revenue. Unless there are other patent issues with BRCOM and NOKIA which is forcing them to spin QCT out.

If this rumor is true and there are more legal issue with
other companies, they are in much more trouble then it
seems. By the way, don’t worry about your posting. Its nothing worst than stuff I read in Yahoo Message board.

[p-dude]

p-dude

I agree with michael, but something is missing here. If a 6 month cd pays 5%, is that mean that annual inflation is about 10% ? If so why reported inflation is about 3% a year ? who is lying here, Government or bond market ?

I never believed reported inflation numbers from government simply because I see inflation on my daily expenses. Form what I see in San Diego it’s about 8% to 10% a year

I tried to rationalize bond market and understanding why would someone put their money in long term treasury when it pays less than short term while dollar is depreciating like Titanic. I read about market expectation, inverted yield curve ,…… bla bla bla. It just doesn’t add up unless we are going back to 1% over night rate and a major recession. If so what is going on with stock market at 13,565 ? Sometimes it feels like living in Matrix.

[p-dude]

p-dude

I agree with michael, but something is missing here. If a 6 month cd pays 5%, is that mean that annual inflation is about 10% ? If so why reported inflation is about 3% a year ? who is lying here, Government or bond market ?

I never believed reported inflation numbers from government simply because I see inflation on my daily expenses. Form what I see in San Diego it’s about 8% to 10% a year

I tried to rationalize bond market and understanding why would someone put their money in long term treasury when it pays less than short term while dollar is depreciating like Titanic. I read about market expectation, inverted yield curve ,…… bla bla bla. It just doesn’t add up unless we are going back to 1% over night rate and a major recession. If so what is going on with stock market at 13,565 ? Sometimes it feels like living in Matrix.

[p-dude]

p-dude

just my 2-cents

10- Life is too short, don’t worry about money/asset/house/…. too much.

[p-dude]

p-dude

just my 2-cents

10- Life is too short, don’t worry about money/asset/house/…. too much.

[p-dude]

p-dude

I really don’t get the “V” shape analogy that “schizo2buyORnot” is talking about. In order for a fast recovery to occur prices have to move up dramatically for few months in a row. IMHO people have different ideas and wishes regarding real-state recovery. Some in this web side believe a “V” or “U” shape will be there after 50% reduction in prices. Some like me a 25% drop in price would be enough to jump in the market and hope for recovery. But calling it bottom this early is wishful thinking at best. If you can find a V shape recovery in below graph please let me know!

http://housing-watch.com/regionview.aspx?city=San-Diego&pct=50&g=m

[p-dude]

p-dude

I really don’t get the “V” shape analogy that “schizo2buyORnot” is talking about. In order for a fast recovery to occur prices have to move up dramatically for few months in a row. IMHO people have different ideas and wishes regarding real-state recovery. Some in this web side believe a “V” or “U” shape will be there after 50% reduction in prices. Some like me a 25% drop in price would be enough to jump in the market and hope for recovery. But calling it bottom this early is wishful thinking at best. If you can find a V shape recovery in below graph please let me know!

http://housing-watch.com/regionview.aspx?city=San-Diego&pct=50&g=m

[p-dude]

p-dude

well so much for 20K inventory by mid summer. According to our beloved Bob Casagrand we already there,

“May 2007: San Diego Housing Market: …. Inventory was 20,904, over 9 months supply. The supply range for inventory varies by size of home with the lowest being 8 months and the high being 12 months. The supply is up 17% from last year and almost 100% from this time in 2005. Year-to-date listings totaled 34,431 which is inline with last years listing number but up 40% from the same period in 2005. Expired, cancelled and withdrawn listings totaled 17,382 up 224% from last years 7,763 and 525% from 2005. These numbers indicate how many times a home is re-listed before it sells or the sellers give up trying to sell.”

I take it back, it should be 25K by mid summer.

[p-dude]

p-dude

well so much for 20K inventory by mid summer. According to our beloved Bob Casagrand we already there,

“May 2007: San Diego Housing Market: …. Inventory was 20,904, over 9 months supply. The supply range for inventory varies by size of home with the lowest being 8 months and the high being 12 months. The supply is up 17% from last year and almost 100% from this time in 2005. Year-to-date listings totaled 34,431 which is inline with last years listing number but up 40% from the same period in 2005. Expired, cancelled and withdrawn listings totaled 17,382 up 224% from last years 7,763 and 525% from 2005. These numbers indicate how many times a home is re-listed before it sells or the sellers give up trying to sell.”

I take it back, it should be 25K by mid summer.

[p-dude]

There are also new student housing build by USCD which
is going to squeeze more juice out of rental market.
I believe there are few hundreds of them with a separate
building for parking garage.

craigslist is full of these new Valentia, Verano, …
adds, here is an example

http://sandiego.craigslist.org/apa/290124459.html

I believe these 2bd room condos at best worth somewhere
between 250K to 280K, which puts loan interest around
rental price. This was price range set it back to 2002/2003
level. I wonder how long those savvy investors have to
bleed until they realize it’s not worth it.

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