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John Dalt

 
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  • Greek Contagion [View article]
    sharetips033-
    The eurozone has a difficult situation to navigate. Without political union there is little desire for shared sacrifice to help another country.
    There is little desire to help other states in the U.S. as many of their problems are brought on by themselves.
    Thanks for reading.
    John
    Feb 11 09:15 AM | Likes Like |Link to Comment
  • UNG: A Natural Gas Bear Trade [View article]
    Daniel-
    Thanks for reading. I understand and agree with you. Most all of the producers use the futures market to hedge their production. The thrust of this article is the certainty of profits in shorting the UNG etf. It consistently loses value if gas stays at a steady price. It will until the gas market goes into backwardation. Abundant supply makes an increase in the spot market a tough sell to me.
    Like you, I believe the price of nat. gas will rise over time. A quick spike that puts the market in backwardation seems only possible if some "game changing" event occurs. Like the government going to all nat gas vehicles or some other similar event.

    John Dalt
    Feb 5 08:15 AM | Likes Like |Link to Comment
  • Anatomy of Chinese Inflation [View article]
    arkady-
    Thanks for reading the article. I cannot disagree with you. They have problems that may blow up on them. I have tight $trailing stops on my Chinese stocks. Good luck

    John Dalt
    Jan 20 09:54 AM | Likes Like |Link to Comment
  • Anatomy of Chinese Inflation [View article]
    Berkley Guy-

    Thanks for reading. Makes you wonder doesn't it? Think about this...the Fed now has stated they intend to buy $600 billion in treasuries....one hundred billion per month. Almost if not all the treasury bonds issued. Remember what happened last May after QE1 ended.

    John Dalt
    Jan 17 09:06 AM | Likes Like |Link to Comment
  • Anatomy of Chinese Inflation [View article]
    Whiskeydog46-

    You are exactly right. Copper, steel oil, coal and many more imported items to China are increasing in price. This pushes their input prices higher, squeezing profits or forcing exporters to raise prices. Thanks for reading.

    John
    Jan 17 09:04 AM | Likes Like |Link to Comment
  • Anatomy of Chinese Inflation [View article]
    Ben Gee-

    Thanks for reading. I would rather be in a position of fighting inflation because of productivity rather than trying to stave off deflation because of lack of economic activity.

    John
    Jan 13 10:30 AM | Likes Like |Link to Comment
  • Anatomy of Chinese Inflation [View article]
    tunaman4u2-

    Thanks for reading. The headlong rush to 'save' our economy sows the seeds of destruction for down the road.

    John
    Jan 13 10:28 AM | 1 Like Like |Link to Comment
  • Anatomy of Chinese Inflation [View article]
    HistorySquared-

    I agree, thanks for reading.

    John
    Jan 13 10:27 AM | 1 Like Like |Link to Comment
  • Annaly Capital Management: Great Company, Bad Timing [View article]
    batitude-

    Yes sir...I wanted in at $17.26 but pulled down $17.34 after it hit support and consolidated. Lucky I didn't hold for lower. Thanks for asking.

    John
    Jan 7 09:07 AM | 1 Like Like |Link to Comment
  • UNG: A Natural Gas Bear Trade [View article]
    tgoldsby-

    Thanks for reading.
    There is a great long term play on nat gas, but not with UNG. Look at UPL, CHK, HK and EOG. Good producers. UNG will have its day, when the market is in backwardation. I just don't see it happening for quite some time. You could lose virtually all of your investment in UNG before then.

    John
    Dec 30 09:49 AM | Likes Like |Link to Comment
  • UNG: A Natural Gas Bear Trade [View article]
    Patrick D-
    Thanks for reading. I agree with you on making nat gas our main transportation fuel source. Watch the next year...bet people start buying nat gas cars. Gasoline in going to $4 a gallon again. Honda builds one. So do others but they do not offer them in the U.S. That will change.

    John
    Dec 29 03:14 PM | Likes Like |Link to Comment
  • UNG: A Natural Gas Bear Trade [View article]
    WiensteinDisciple
    Thanks for reading. No it is not. UNG is not a good way to play Nat Gas----unless and only unless it goes into backwardation. Cash spot prices higher than futures prices. Otherwise you will lose money in UNG.

    John
    Dec 27 09:03 AM | Likes Like |Link to Comment
  • Annaly Capital Management: Great Company, Bad Timing [View article]
    Buzzer-
    Maybe there is hope for me!

    John
    Dec 25 11:24 AM | 1 Like Like |Link to Comment
  • UNG: A Natural Gas Bear Trade [View article]
    WiensteinDisciple
    Thanks for reading. You are correct. As long as nat. gas is in "contango" the UNG will lose money. If nat. gas goes into "backwardation" then it will make money. Backwardation is when cash prices are higher than futures prices. The market is trying to pull inventory forward. I don't see that happening, but we must watch for it. The U.S. Crude Oil ETF (USO) is hitting backwardation, and may be ready to launch.

    John Dalt
    Dec 25 11:22 AM | Likes Like |Link to Comment
  • Keep an Eye on Long-Term Interest Rates [View article]
    Chancer-
    The obvious move is higher. We have lots of inputs. Eurozone credit risk that may drive investors to U.S. for perceived safety, foreign trade and currency valuations, commodity issues, economic health and perceived growth. Thanks for reading, I hope this helps.
    John Dalt
    Dec 18 07:42 PM | Likes Like |Link to Comment
COMMENTS STATS
201 Comments
116 Likes