This is terrifically useful, thanks. Started a position in TCPC while reducing previous favorite PSEC. One other thing I'd like to know, though. What kind of warning signs do we look for if the sector as a whole is in trouble? I remember the 2008 collapse and don't want to be holding even the best BDCs next time!
I appreciate the fact that they are willing to take so much time with individual investors, even manic and incoherent ones.
But I'm not sure how far I want to trust a COO who has "June 31" on his calendar. ;-)
And the CEO being "mystified" as to why the stock price doesn't go higher? That is really troublesome. An experienced executive should know better, at least when the ongoing capitalization of the business depends on it.
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Tom, this is the first time I've seen a post under your name that you are not the author of. I assume you are associating yourself with this analysis, but it would be more convincing if you added your own comment. Your own articles usually take into account more moving parts.
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Tom, this article appeared in Forbes on April 9, right? I'm surprised that more readers didn't follow your lead and boost the stock a bit. Instead, it's continued to sink. After 10 days, do you have any further information (or even speculation)?
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So, the money supply is constrained because people are paying loans back too fast, is what you are saying. So here's another solution: put a moratorium of, say, three years on all interest payments to banks. This will give more relief to the people who need it the most, the debtors, and boost consumer and small-business spending.
Of course, that's also outside the Fed's authority. We are talking about solutions congress could consider, if congress had any real problem-solving capacity, not the Fed.
Good job of redundancy control, Brad. One quibble... I'm wondering about ECON. In a down market, consumer staples are where you want to be; DEM is over 50% materials and financials, so much more cyclical. The short history of ECON might not reveal its potential for outperformance in recessions. With IDLV you have set up the reverse case. Low volatility is ideal for down or sideways markets, but there will be times when you want exposure to more risk. Again, short history might not give the whole story about correlations. Just a thought.
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Funds in brokerage accounts are not covered by FDIC at all. There's a disclaimer to that effect on every web page and probably every printed page you use to deposit funds--read the damn fine print.
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I appreciate your attention to this subject. From my recent visit to Asia, I see Thailand as very upscale, with good investment in infrastructure and a strong work ethic among ordinary people. Your comparison of returns is incorrect, because you show only the price without considering the distributions. See http://bit.ly/ZyhCGl for a better comparison. TTF distributed $.54/share in 2012 and $.66 in 2011, for example.
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RAP, you don't have to ask whether Roger published the warnings in 2007-2008. You could just look up the articles in the archive, as Roger suggested above. Don't be so cynical, until you've taken a look.
It's not just the client who would suffer from being forced to "save." With a guaranteed supply of buyers, there's no longer enough real price discovery in the market, and it would bloat. All kinds of fraud would be rewarded. That's the big danger in such a scheme.
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One other thing I'd like to know, though. What kind of warning signs do we look for if the sector as a whole is in trouble? I remember the 2008 collapse and don't want to be holding even the best BDCs next time!
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But I'm not sure how far I want to trust a COO who has "June 31" on his calendar. ;-)
And the CEO being "mystified" as to why the stock price doesn't go higher? That is really troublesome. An experienced executive should know better, at least when the ongoing capitalization of the business depends on it.
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put a moratorium of, say, three years on all interest payments to banks. This will give more relief to the people who need it the most, the debtors, and boost consumer and small-business spending.
Of course, that's also outside the Fed's authority. We are talking about solutions congress could consider, if congress had any real problem-solving capacity, not the Fed.
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One quibble...
I'm wondering about ECON. In a down market, consumer staples are where you want to be; DEM is over 50% materials and financials, so much more cyclical. The short history of ECON might not reveal its potential for outperformance in recessions.
With IDLV you have set up the reverse case. Low volatility is ideal for down or sideways markets, but there will be times when you want exposure to more risk. Again, short history might not give the whole story about correlations.
Just a thought.
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Winner Takes All: The Super-Priority Status Of Derivatives [View article]
Thailand - Take 2 : 2 Closed-End Funds And 2 Stocks [View article]
From my recent visit to Asia, I see Thailand as very upscale, with good investment in infrastructure and a strong work ethic among ordinary people.
Your comparison of returns is incorrect, because you show only the price without considering the distributions. See http://bit.ly/ZyhCGl for a better comparison. TTF distributed $.54/share in 2012 and $.66 in 2011, for example.
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