Jim Jubak's analysis is totally wrong and he had continued to promulgate it long before this article.  His analysis is simply a guess.  He maybe correct; he may be dead wrong.  It is a flip of the coin.  He, of course, dutifully relates that the figures coming out of China may be wrong/incorrect, which they are for num...more

I think Buffett and Munger are closer to the truth than Einhorn and his colleagues who hoard/buy/invest in gold.  Gold will be worthless as time goes on.  Granted it has had a run for thousands of years but it is coming to an end.  Hopefully not in my life time, but sooner than later.  On the other hand, I and many oth...more

Good analysis.  You could add that what GM is doing is right according to script with Mr. Whitacre and Mr. Lutz (just retired again, supposedly) in control.  Both adhere to the bigger is better mantra.   Lutz, the self-styled "Car man" for years bet the company on more and bigger trucks, and to a lesser extent bigger c...more

A follow-up to my earlier comment. It is a disclaimer.  I have no interest, direct or indirect, with Mr. Farrell, MarketWatch.com, any of the fund managers mentioned or not mentioned related to the portfolios referenced.  I am not selling anything and receiving anything in return for my comments.  All I can say is that...more

Agree with many of the comments of a lot of the folks about the usefulness or lack thereof of this article.  (I do exclude the political comments from the folks who have apparently forgotten that the recession started in December 2007 and the makings of it started before that and the financial crisis came to a head in ...more