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Ballmer sells 20% of his MSFT holdings

seattlepi.com

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Re: Ballmer sells 20% of his MSFT holdings

#31

Post by rrhyne »

alextp wrote: post #28
rrhyne wrote: post #15

Earlier quoted context omitted.

The insider selling to buying ratio has been over 2000 in recent weeks. This is likely less of a dire sign of MSFT's prospects than it is a condemnation of the US economy after Heli Ben's QE2. I bet he pumps it into commodities, metals and markets like brazil that aren't devaluing their currencies.

To be honest, a devaluing currency is precisely what you want to invest in a country, as it makes exports from that country way cheaper.

That's the 10,000 foot view of an entire economy, not a man trying to peg the top of an artificially inflated market.

Re: Ballmer sells 20% of his MSFT holdings

#32

Post by rrhyne »

barrkel wrote: post #18
rrhyne wrote: post #15

Earlier quoted context omitted.

The insider selling to buying ratio has been over 2000 in recent weeks. This is likely less of a dire sign of MSFT's prospects than it is a condemnation of the US economy after Heli Ben's QE2. I bet he pumps it into commodities, metals and markets like brazil that aren't devaluing their currencies.

Why do you think metals, Brazilian markets etc are a better store of value than MS stock? Why would you expect QE to affect MS stock as a store of value? In what circumstances would MS stock intrinsic value decrease but world commodity prices hold up, if not a business failure of MS itself?

MSFT is not immune to economic downturn especially a crash called by a currency crisis. The FED is currently walking a currency crisis tightrope.

As for value stores, look at the performance of the Brazilian market over the last few years and gold and silver.

Worse, if we have a currency crisis here the entire equities market is toast. The people who called this depression (Schiff, Denniger, etc) are calling for a currency crisis due to the fed's actions.

Re: Ballmer sells 20% of his MSFT holdings

#33

Post by jfager »

rrhyne wrote: post #30
jfager wrote: post #29

Earlier quoted context omitted.

Yeah, because nothing says "I condemn the devaluing of this currency" like asking for 1.5 billion of it right as said devaluing is happening.

So you think because he sold his stock he has to keep the dollars he got for it?

So you think because he can turn around and buy something else with the dollars he just got, he's not taking a risk by passing through an actively devaluing currency?

Re: Ballmer sells 20% of his MSFT holdings

#34

Post by rrhyne »

jfager wrote: post #33
rrhyne wrote: post #30

Earlier quoted context omitted.

So you think because he sold his stock he has to keep the dollars he got for it?

So you think because he can turn around and buy something else with the dollars he just got, he's not taking a risk by passing through an actively devaluing currency?

If you were afraid of a falling dollar how long would you keep your assets in dollars?
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