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Archive for November 9th, 2010
Here It Comes….Margin Collapse (Dean Foods)
November 9th, 2010 | 
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If you’re still on the “rally forever to the moon” bandwagon, here’s the latest warning for you….
The problem?
Margins being compressed by outrageously-ramping input costs.
Dean joins Kimberly-Clark and Kraft that have reported this problem in the last couple of weeks.
This is going to get worse. Much worse.
The market will eventually come off its heroin high from the “Bernanke PUT” crap and realize that it was not a PUT that was stuck under the market, it was sold and the shares were PUT to you – that is, you’re now the bagholder!
Two more questions for you:
Do you like this soybean chart? Does that spell “ramping input costs” to you?
How about this silver chart? You know, one of the components in electronics? Yeah…
While in the last month we’ve had Samsung and others predict a price war in televisions this holiday season in an attempt to prevent a demand collapse.
That ought to be good for margins too…..
Collapsing margins ultimately collapse multiples and stock prices.
Beware.
Posted in Collapse, Commodities, commodity prices, Economic Crisis, Economy, Federal Reserve, Financial System, Margin Compression, Market Conditions, Price Inflation, QE-2, quantitative easing | 
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Alan Greenspan: The Banks Robbed You
What I’ve been talking about now for more than three and a half years.
And what many people have said was “an over-reaction” or “a distortion.”
The claim has been repeatedly made that people made “mistakes” in our regulatory agencies, and that banks made “mistakes” making loans, packaging up securities and selling them to investors.
I have continually asserted that they were not mistakes.
They were scams and frauds.
This has been an unpopular viewpoint, with only a few – like Bill Black – agreeing with me.
Not any more…..
Is it time yet for America to force these banks into receivership?
To force prosecution for these frauds….. these crimes?
And to hold accountable the regulators…. including The Fed….. who intentionally ignored these frauds and crimes?
How many Americans have to lose their homes?
How many jobs have to go to China?
How much devaluation of our currency – undertaken to prop up these scams – will you tolerate?
How much higher does gasoline and food have to go in price, while your wages remain stagnant or you lose your job – and you’re evicted from your house - before you demand it stop and the scammers go to prison?
Posted in Alan Greenspan, Banks, Ben Bernanke, Corruption, Economic Crisis, Economy, Federal Reserve, Financial System, Fraud |
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