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Joe Eqcome  

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  • The S&P 500 For The 4th Quarter: Bullish Or Bearish? (3/10/2015) [View article]
    Stoney500,

    While I believe that the Fed will pump money into the markets, I believe that earnings prospects may predicted where the markets will go.

    Best,
    Joe Eqcome
    Mar 16, 2015. 11:05 AM | Likes Like |Link to Comment
  • The S&P 500 For The 4th Quarter: Bullish Or Bearish? (3/10/2015) [View article]
    Carlson 73,

    Could you be more specific? The last table has "3/9/14" and it should be "3/9/15".

    Thank you,
    Joe Eqcome
    Mar 13, 2015. 11:24 AM | Likes Like |Link to Comment
  • The S&P 500 For The 4th Quarter: Bullish Or Bearish? (3/10/2015) [View article]
    Carlson73,

    Could you be more specific?

    Thank you,
    Joe Eqcome
    Mar 13, 2015. 11:18 AM | Likes Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    fxdudeinmia,

    Remember, "Shirt sleeves to shirt sleeves in 3 generations".

    Best,
    Joe Eqcome
    Feb 6, 2015. 11:22 AM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    fxdudeinmia,

    Yes, you have a good strategy.

    The only thing that I'm saying is that MuniBndFnds may not be number 1 in 2015. The only time that SpecEqFnds was number 1 for two times in a row was 2003 and 2004.

    I am sure you can get 10% on a tax free taxes without no principal loss.

    Best,
    Joe Eqcome
    Feb 3, 2015. 11:39 AM | 2 Likes Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    fxdudeinmia,

    I believe that if everyone pays taxes that the Walmart heirs should also pay taxes.

    However, i think this is remote as a law.

    Best,
    Joe Eqcome
    Jan 28, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    fxdideinmia,

    I don't thing the death tax would be under $10 million.

    The capital gains tax is what the capital gain tax is. Your capital is being taxed.

    However, I would be more that happen to find out that I am wrong on this points.

    Best,
    Joe Eqcome
    Jan 27, 2015. 11:11 AM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    Philipsonh,

    What I am trying to says is that MuniBndFnds will likely go down from the level of number 1 (2014) to too some level of "fund type strategies" in 2015 that is below that number.

    That all.

    Best,
    Joe Eqcome
    Jan 25, 2015. 08:16 PM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    Scooter-Pop,

    In my analysis, the 5 High-Leveraged bond holdings that are “not rated” as a percentage of the portfolios are 13.6% versus 5 Low-Leveraged bonds at 3.5%. This is the reason that bond yields (coupons) of High vs Low leverage is 2.2% (High: 5.2% to Lower: 3.0%).

    I don’t read M*

    Bests,
    Joe Eqcome
    Jan 25, 2015. 05:25 PM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    1401_Invest,

    Yes, you and buy income and report capital gains to your heirs (free of taxes).

    However, capital gains may be “tax” from the beneficiary to heirs by Obama's 2015 State of the Union messaged. While republicans can still oppose it, this is a message that can be heard “loud and clear” by the masses.

    I don’t agree with a “Death Tax”.

    Best,
    Joe Eqcome
    Jan 25, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    wkirk500

    I have included national funds and state funds in this analysis.

    "3 of the 5 High-Leveraged funds are state municipal funds whereas the Low-Leverage funds only have 1.

    However, the two High-Leveraged funds that are national have an average 5.1% coupon while the 4 national Low-Leveraged funds have an average 2.8% coupon."

    This is likely the level of "not rated" municipal bonds for funds in the High vs Low leverage.

    Best,
    Joe Eqcome
    Jan 24, 2015. 03:29 PM | 1 Like Like |Link to Comment
  • Why Muni Closed-End Funds May Not Do Well In 2015 [View article]
    Dear fxdudeinmia,

    What I am trying to says is that MuniBndFnds will likely go down from the level of number 1 (2014) to too some level of "fund type strategies" in 2015 that is below that number.

    The fact that you have MuniBndFnds makes it no different.

    There is only 13% of the economy that is in U.S. imports. The Fed Reserve will raise interest rates so U.S. can get Eurozone's economy to be competitive.

    Jeff Gundlach says that interest rates may go down to 1.0%. Maybe he is right?

    However, he's like "Dr Doom", Henry Kaufman (Salomon Brothers). Kaufman got it right, until he got it wrong.

    Best,
    Joe Eqcome
    Jan 24, 2015. 03:07 PM | 1 Like Like |Link to Comment
  • Closed-End Funds Strategies For 2014 And 2015: CEFs For Buying And Selling [View article]
    GetRealHere,

    There are $19.4 billion that left PIMCO because of Bill Gross departure. The December pullback suggests the Newport Beach, Calif., firm isn’t yet clear of the investor flight triggered by months of internal strife and the departure of its co-founder at the end of September.

    So, if you like PIMCO, then where is Bill Gross? For the full year, the Total Return fund gained 4.69% compared with 5.97% for the Barclays U.S. Aggregate index.

    My system is inherently basis. The CEF's losses for the year preceded is the gains that will likely be realize in the common year.

    Smoke that in your pipe.

    Joe Eqcome
    Jan 20, 2015. 02:46 PM | Likes Like |Link to Comment
  • Closed-End Funds Strategies For 2014 And 2015: CEFs For Buying And Selling [View article]
    Papaone,

    If interest rates are going up in the mid-year, then the cap rates (yield on which real estate is based) will likely go down. However, that is if interest rates are going up mean-fully.

    RQI has 25.1% in leverage and RIT has about 19.4% in leverage. Both REIT has leveraged on their balance sheet and this will add to there leverage. This will likely drag on earnings and dividends.

    If interest rates stay the same, then I would stay with the investments.

    Joe Eqcome
    Jan 20, 2015. 02:31 PM | Likes Like |Link to Comment
  • Closed-End Funds Strategies For 2014 And 2015: CEFs For Buying And Selling [View article]
    Papaone,

    While a rise in interest rates may not have an impact of FFO, the stock market may have an impact with regards to prices.

    With regards to you other comment, I'm not sure that you mean by "today news regarding the funds". If you could be more specific.

    Best,
    Joe Eqcome
    Jan 16, 2015. 10:35 AM | Likes Like |Link to Comment
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