Future Sight

A Macro view on the economy, markets and business. This is the copyrighted property of Jonathan Rose Company, LLC 2004-2011 it is not in any way associated with Jonathan F.P. Rose or the Jonathan Rose Companies whose website can be found at rose-network.com

Why Americas Future & The Electric Train Are Inherently Linked

jonsyrose | June 24, 2009

The electric train represents a significant factor in the “greening” and self sufficiency of America. With much of the country connected to rail networks freight can be moved with great ease and far more importantly by electric locomotives. Electric trains have all their torque available all of this time, one of the primary advantages of the electric motor, therefore they can pull more cargo per motor. All the necessary rolling stock already exists, much of the track is in place and therefore the only intial cost for freight would be new engines. If the power for these trains is generated by wind farms and solar power plants you will see a rapid reduction in emissions and gasoline usage.

The Stock Market and Retirees

jonsyrose | June 24, 2009

Perhaps the group most at risk during the current period of financial markets turmoil are retirees or near-retirees. Unlike younger generations, this generation cannot afford to wait for stocks to rebound in the “long-term”.

The Stock Market and Retirees

jonsyrose | June 24, 2009

Perhaps the group most at risk during the current period of financial markets turmoil are retirees or near-retirees. Unlike younger generations, this generation cannot afford to wait for stocks to rebound in the “long-term”.

An Alternate View At Solving The Current Financial Crisis

jonsyrose | June 13, 2009

Could there be another way to solve the financial crisis which currently is wreaking havoc on the US and global economies. The current bailout includes the original $750Bn, plus an additional $800Bn, plus the stimulus package of approx $700Bn…. We also have the auto makers looking for around 15Bn and several other entities bringing the [...]

Bonuses Back But Its Being Kept Very Quiet

jonsyrose | June 12, 2009

Today the Obama administration revoked the salary cap on employees of bail out firms. It was done in a quiet hush hush manner

What constitutes good value in a real estate purchase.

jonsyrose | June 10, 2009

Its funny how many times in the last few months that I have heard brokers tell me a property is a steal or I would be crazy to miss out on this opportunity. I was recently looking at a house that was originally listed at $805,000 in 2007. ( A seller can ask what they [...]

Notes on a Scandal: High Dividend Investor’s Survival Guide to This Unsustainable Rally

jonsyrose | June 7, 2009

This may be a tradable rally, but non-traders should stay away, this is no time to be buying new long positions for a long term hold. Why? 1. Notes on a Scandal: A Brief Chronology of the Latest Rally For those lacking the time or technical background to follow some of the superb Seeking Alpha [...]

How to Hold Realtors Accountable If They Lie

jonsyrose | May 27, 2009

I had a shocking experience yesterday when I encountered a young real estate investor who had been told a complete pack of lies by a real estate broker. The facts were so twisted and manipulated to make the sale that it gives a bad reputation to the good honest decent brokers out there. Realtors have [...]

What happens when the leveraged buyout firms deleverage

jonsyrose | April 11, 2009

The definitive users of leverage over the last 3-5 years have been the private equity funds; Blackstone, Fortress, APAX partners, KKR and the Carlyle Group to name a few. They have raised billions for leveraged buyouts, far beyond the scale of anything ever seen before. They acquired a company they felt has too much fat, [...]

What caused the crash, who should go to prison and how to fix this mess

jonsyrose | April 6, 2009

This article could have so many titles:   Whose to Blame?   Why are the wrong people being blames?   The one reform the market desperately requires?   Where was the free market watchdog? No not the SEC……   Why are the rating agencies not owning responsibility for their mess?   Should AIG and Madoffs [...]