Disqus - Latest Comments for wood83

Re: X-Men Red #7 — You Don't Read Comics

wood83 — Wed, 09 Nov 2022 11:49:47 -0000

Caselli doesn't draw this issue, Madibek Musabekov is the penciler.

Re: Review: Doomsday Clock #1

wood83 — Thu, 23 Nov 2017 08:53:06 -0000

So you create an article designed to receive clicks about the review, just to say you’re too good to give a review? LOL.

Re: Invasion Of The Body Snatchers – Top Horror Flicks of All Time – #9

wood83 — Fri, 22 Oct 2010 12:59:22 -0000

One of my favorite flicks of all time. When I think of Donald Sutherland, i think of this film.

Re: April 2010 Deadpool Sales Data

wood83 — Thu, 20 May 2010 14:38:58 -0000

I posted an article about market saturation on iFanboy today and one of the readers was kind enough to turn me on to your site and this article, which take a look at the same sales data. I just wanted to say how much I appreciated your efforts, particularly the % of Marvel sales pie charts. Anyway, I added a link to your article to the bottom of my feature. Keep up the good work.

http://ifanboy.com/content/...

Re: Who is Cobra Interrogator, dear Cobra Commander?

wood83 — Mon, 22 Mar 2010 23:17:20 -0000

I think I've finally got the bug. Thinking about collecting 3 3/4s from the beginning up. Miss having them, and would love to have them on display for my sons to enjoy and learn about.

Re: Pedigree Warlock & the God of Thunder

wood83 — Mon, 22 Mar 2010 23:14:51 -0000

You hording mofo! :)

Great stuff. What did you snag it for?

Re: Information Arbitrage: Fixing Wall Street? The Feds Blew It.

wood83 — Mon, 03 Aug 2009 12:16:49 -0000

Good to see you blogging again Rog.

And you're spot on. While I've accepted the Goldman debacle now as a fait daccompli, this does illustrate at a base level my concern about health care reform or any other pending initiative that greatly increases the government's influence on our most important services.

Name me a time when the government has been the most optimal/efficient supplier of anything, save for perhaps war labor. Why on Earth should we be advocating handing over more of our lives to the government, and doing so happily? It's maddening, and this post is Example #2,173,362 why.

Re: Stocktwits and The Nasdaq…Bringing Data to the Stocktwits Community

wood83 — Mon, 03 Aug 2009 09:39:38 -0000

Congrats my friend, this makes a ton of sense. Looking forward to testing out some of the new features.

Re: Information Arbitrage: Why I'm Not Blogging

wood83 — Sun, 14 Jun 2009 23:43:48 -0000

I'm right there with you my friend. Started blogging in 2005, was consistent and built an audience. But then other things started taking me away, it became almost a burden to write on subjects I felt people were expecting me to comment on versus things I felt compelled to discuss because they were bursting out of my own thought processes.

My blog has gone through a few phases, most recently taking a turn toward passionate reflection on the election and the economic downfall of late last year. Since then, real life has been good, better than I thought it would be six to eight months after that debacle, and I just don't feel ready to go back to 'work' blogging on the regular.

Re: Happy Birthday CNBC…Big Woop…and ROn Insana YOU are NOT an Entrepreneur

wood83 — Fri, 17 Apr 2009 12:00:22 -0000

As one of those buddies taking a shot at you :), I just want to clarify for the blog record.

I just think there are bigger fish to fry. Ron Insana's "failures" are really so insignificant that it's a wonder why they're worth criticizing. Unlike so many talking heads, he at least TRIED to prove his mettle. Did he top tick a generational high? Yep. Did he fail to make his clients money? Yep. But did his failings compare at all to a great many supposed luminaries of our industry? Not at all.

There are so many people worth taking to task, worth ridiculing, worth chiding in this mess we call a global economy, making fun or assailing Ron Insana's return to what he actually does well seems like making sure you squash the locust that lands on your shoe in the midst of the 7 plagues. :)

It's rare when we publicly disagree about something, still love ya bud!

Re: The PPIP: It's NOT the Liquidity, Stupid. It's the Marks.

wood83 — Fri, 27 Mar 2009 10:43:44 -0000

Roger, I couldn't agree more. We have the President throwing out "low PE" comments and his financial advisers seemingly staring at their Crackberries between Congressional testimony to see if their latest Acronym-fueled Bailout announcement has made a mark.

One issue I'm really struggling with is this notion that we have huge cash hoards sitting on the sidelines of the capital markets. Sure, we technically had 105% of the Wilshire 5000 market cap in cash accounts, but what percentage of that cash is already earmarked in this new deleveraged model we call society? When I see that the average American has less than 3 months of savings before they would be in financial duress [see my blog post Nightmare on American Streets: http://woodrow.typepad.com/...], I have to wonder just how much of that cash is REALLY available.

Frustrating times, my friend.

Re: Valuations Don’t Matter…Are You Worth More Than Cash in Your Pocket?

wood83 — Mon, 02 Mar 2009 23:39:14 -0000

Well, you already know I agree with you 100% on this one.

Re: Ten Thoughts On The President's Speech Last Night

wood83 — Wed, 25 Feb 2009 10:46:46 -0000

Fred,

Thoughtful as always. While I too am impressed by his willingness to get out in front of the situation and try things, the devil is truly in the details. When I see the breakdown of $850 billion to its component parts, I no longer see a President who is trying to attack specific initiatives or try new things. The times we're in require REAL divergence from the norm, and unfortunately the expediency with which we all want to see action is working directly against the funds and energies being used in a creative manner.

Re: The Obama Crash

wood83 — Wed, 21 Jan 2009 08:47:34 -0000

Howard, what you say is so true. At first, I was OK with the inauguration, although I was critical of the 3 day entertainment extravaganza that went on before yesterday. Yet, the more I thought about it, the more Obama's speech yesterday rang hollow in the context of where he was giving it and how much it cost. If Obama REALLY wanted to send a message, he would've had a quiet swearing in and then given his address. Period. And then reminded everyone how much he just DIDN'T SPEND and how that's how every one of us has to start living. We all need to make the hard, painful decisions. Yet, yesterday we signified that as long as you think there's a cause to celebrate, you can splurge. When you consider that 3mm+ Americans were there yesterday, in essence he's feeding into the very morays that got us into this untenable situation in the first place.

Re: Apple, Amazon and Oil…Start Buying?

wood83 — Thu, 15 Jan 2009 00:50:58 -0000

I'm long oil in many ways, and agree. Not as convinced on the AMZN side of the ledger; love the company, don't love the stock. AAPL is all about what happens tomorrow in the wake of what's rotten with the core ;)

Re: Happy New Year and Help Wanted

wood83 — Mon, 05 Jan 2009 22:57:34 -0000

Roger,

Penned this about a year ago, maybe it adds a little to your thought process:

http://woodrow.typepad.com/...

Best,

Jason

Re: Whick Brands Will Go BYE BYE in 2009…

wood83 — Fri, 02 Jan 2009 10:26:25 -0000

Howard, we're just getting started my friend. REITs, banks, lenders of other type, builders and, yes, many many retailers will shut their doors and/or sell themselves in the next 12 months.

Re: Outcomes for Deflationists and Inflationists

wood83 — Mon, 08 Dec 2008 16:23:53 -0000

What do you think the tar sands do from here? Hard to believe COSUN was paying an annualized $5 distribution just a few months ago, now it's hard to see how they make money in the coming quarter at current prices.

Re: Outcomes for Deflationists and Inflationists

wood83 — Mon, 08 Dec 2008 15:30:06 -0000

Gregor, you know we often see eye to eye on these matters. But I must admit to less conviction than you about a spike in 2009. You haven't addressed the demand side much, and to me it's the X factor. You also have to consider places like Venezuela, that simply can't afford to give away 400K barrels of oil for free to China Fund and others at these prices, so they'll start charging too. And if OPEC follows through on a larger than expected reduction, that puts a tight lid on any speculation given the immediacy with which that supply can [and would] be brought back online.

Re: A Round Trip And Now What?

wood83 — Wed, 26 Nov 2008 11:27:01 -0000

Fred,

I think it's all but impossible to bet on any cycle right now because this is uncharted territory. As we all try to wrap our minds around this, I'm struck by just how many comparisons I'm being shown by various and sundry colleagues, research providers, clients. Yesterday a leading technician showed me two charts that were supposed to debunk the "Myth of Buy and Hold." His charts looked at simple stock returns from the top in 87 through October 2008, and in it he showed the your returns were dwarfed by intermediate term government bonds over that span. Even if you bought at the lows of 87, the returns for stocks weren't high enough to offset the risk of owning equities versus government bonds.

And yet, he failed to include dividends in his model. Dividends vastly change that picture and, of course, tell us what we intuitively know already. Stocks when held for periods beyond 10 years ARE conducive to above average returns [which you would expect given the added risk].

As to the notion of emerging markets consumption picking up the slack. That can and should happen. But it's no foregone conclusion and, as Soren said, it will take a LONG time if it happens. Less than 40% of China's GDP has been for personal internal consumption. They certainly have it within their system to become a major engine for global growth by ramping consumption, but that's a societal change that has to come slowly. Just think how long it took our nation [despite being the political and economic hegemon for decades] to get there.

Re: Why Can't We Admit That...

wood83 — Thu, 20 Nov 2008 01:37:40 -0000

Well said my friend, and you know we've been of the same mind on this.

We need TIME to work through things, right now people are so frozen in fear of what's around the corner, we need to just get to where the sellers are exhausted and then give it months to heal, at a minimum. I'm STUNNED that people are sticking with their long books because of a fear that we're DUE for a bounce. A bounce by definition means we're still in a secular bear...so why should people risk further wealth degradation to temporarily catch bids?

Re: Yuck!

wood83 — Mon, 10 Nov 2008 18:15:21 -0000

Indeed it is, my friend, INDEED it is

Re: Barack Hussein Obama, President of the United States

wood83 — Wed, 05 Nov 2008 08:57:54 -0000

Fred - Well said.

Last night was a moment of great importance, regardless of political affiliation. Like you, I maintain great worry about what's to come but there were unmistakable positives.

My main hope is that President-Elect Obama does enough in his first term in office to satisfy the droves of new/youth voters he finally drew into the process. It's far too easy for us to become jaded by the process, and I would hate to see a new generation FINALLY get engaged only to be let down by their own mountainous expectations.

Here are my thoughts on last night if you're so inclined:

http://woodrow.typepad.com/...

Re: Supply Killer

wood83 — Mon, 27 Oct 2008 10:56:22 -0000

Excellent followup to last week's piece Gregor. As an oil bull, I tend to agree although admittedly I didn't see this level of decline likely in such a short period of time.

Re: Let’s Analyze the Cut

wood83 — Wed, 22 Oct 2008 14:09:16 -0000

Gregor...I think the non-OPEC production is one of the bigger misconceptions out there when I talk to other investors. They often remark that oil at $147 was absurd because of so much availability in unconventional plays. And while they were right conceptually, the assumption that unconventional potential would become reality goes against what we've seen from Non-OPEC production for a long, long time.

Very well said.