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Eric Parnell, CFA

 
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  • Scorching Market Heat From The Land Of The Rising Sun [View article]
    Hello whidbey,

    Thanks for your comment and for raising an excellent point about some of the challenges the stock market is facing on the fiscal policy front in the coming months. This may very well help serve as a catalyst for a correction before it's said and done and will be something worth monitoring along the way.

    Thanks again.
    Aug 9 11:48 PM | Likes Like |Link to Comment
  • Scorching Market Heat From The Land Of The Rising Sun [View article]
    Hello Michael,

    Excellent points as always. I appreciate your sharing your thoughts, as I completely agree with your views here.

    Thanks again.
    Aug 9 11:47 PM | 1 Like Like |Link to Comment
  • Scorching Market Heat From The Land Of The Rising Sun [View article]
    Hello WheelsComingOff,

    Thanks for your comment and for raising a good question. Given how asset class correlations have risen sharply in recent months on any meaningful downside move in equities, I am concerned that if an when a stock sell off finally takes place it may be driven by mass liquidation pressures. As a result, cash may very well be the best destination during a major pullback unless Treasuries or the precious metals can make any sustained headway in breaking out of their current downtrends between now and then.

    Great question. Thanks again.
    Aug 9 11:46 PM | Likes Like |Link to Comment
  • How Much Longer Until Stocks Fall Down? [View article]
    Hello swallerstein,

    Thanks for your comment and for raising an excellent question here. I do have concerns about MLPs along with stocks in the current environment. Like REITs, the correlation between U.S. stocks and MLPs have virtually been one-to-one over the last year. What is particularly notable about MLPs is that unlike REITs they have maintained this high correlation into the summer, that is until July 22 when the two started to diverge with MLPs leading to the downside. Whether this deviation in performance continues or if they quickly regress back toward each other remains to be seen, but I do worry about the risk to the downside for MLPs along with U.S. stocks in general, particularly following the run that they both have had to this point.

    Great question. Thanks again.
    Aug 9 11:34 PM | 1 Like Like |Link to Comment
  • How Much Longer Until Stocks Fall Down? [View article]
    Hello eagle1003,

    Thanks for your comment. I agree that a stock market sell off would be a welcome development in that it would likely provide better entry points on many names whose valuations have become stretched in the current rally. Once any sell off gets underway, the key question will be how far the actual decline goes and whether it marks the beginning of a sustained downtrend in stocks or if it is simply just a pullback as part of a continued uptrend. It will be interesting to see if and when this finally takes place.

    Thanks again.

    Aug 9 11:30 PM | 3 Likes Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello Mr. Bear - Thanks so much for your comment and generous words. I really appreciate it!
    Aug 8 03:46 PM | Likes Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello mobyss,

    Thanks for your comment. It is a shame how the recent era in baseball has essentially destroyed so many of the statistics that were so important to the game for so many years. You raise some excellent thoughts here.

    Thanks again.
    Aug 8 03:46 PM | Likes Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello Michael,

    Thanks as always for sharing your thoughts and wisdom. I completely agree with the perspectives you've provided here.

    Thanks again and I look forward to catching up with you again soon.
    Aug 8 03:44 PM | 1 Like Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello Joseph,

    Thanks for your comment and your very kind words on my article. It means a lot to me, as I am a dedicated follower of your articles and your work is always excellent and extremely well thought out.

    Thanks again and I look forward to reading your upcoming posts.
    Aug 8 03:43 PM | 2 Likes Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello snoopy44 - This is an excellent list of names you have provided here. Nearly all of these names are on my watchlist that includes extensive quality screening. Thanks again.
    Aug 8 03:42 PM | Likes Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello snoopy44,

    Thanks for your comment and for making a number of excellent specific points of concern underlying the current market. This is outstanding information and I appreciate your sharing it here.

    Great points. Thanks again.
    Aug 8 03:40 PM | Likes Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello AIP,

    Thanks for your comment and for sharing your perspective. I appreciate your persistent optimism for the U.S. and global economy. While we clearly have different views, I honestly hope that you are correct, as it means that we are in a far better environment for the economy and markets. It will be interesting to see.

    Thanks again.
    Aug 8 03:37 PM | 1 Like Like |Link to Comment
  • The Consequences Of Monetary Doping [View article]
    Hello tampat - Thanks as always for your comment. I appreciate it.
    Aug 8 03:35 PM | Likes Like |Link to Comment
  • Bonds: Short-Term Risk, Long-Term Opportunity [View article]
    Hello Dick Roberson - Thanks so much for your comment. I appreciate your kind words. Thanks again!
    Aug 6 10:36 AM | Likes Like |Link to Comment
  • Bonds: Short-Term Risk, Long-Term Opportunity [View article]
    Hello R we there yet,

    Thanks as always for your comment and for sharing the link to the article about TBT. These are important considerations for investors considering a short position in bonds.

    Thanks again.
    Aug 6 10:35 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,294 Comments
2,444 Likes