Comments on John Derrick's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/john-derrick/articles http://seekingalpha.com/article/112570-an-opportunity-in-municipal-bonds?source=feed#comment-343385 343385 Thu, 01 Jan 2009 11:41:13 -0500 The closed-end Nuveen muni funds NAD, NZF, NQS and NXZ (which I own), have been beaten down to a point that they yield 8% tax free, sell at discounts to NAV, and have average durations of about 7 years.
I'm gonna hold em---even though they're a bit dangerous.
]]> http://seekingalpha.com/article/112570-an-opportunity-in-municipal-bonds?source=feed#comment-342662 342662 Wed, 31 Dec 2008 12:18:26 -0500 http://seekingalpha.com/article/112570-an-opportunity-in-municipal-bonds?source=feed#comment-342643 342643 Look at NIF (CEMF) . Note: Insured Muni. Key word insured. > Insured by whom? I'm suspicious of the health of insurers, at least those who don't own the printing presses. ]]> Wed, 31 Dec 2008 12:03:30 -0500
> Look at NIF (CEMF) . Note: Insured Muni. Key word insured.
>

Insured by whom? I'm suspicious of the health of insurers, at least those who don't own the printing presses.
]]> http://seekingalpha.com/article/112570-an-opportunity-in-municipal-bonds?source=feed#comment-342089 342089 Tue, 30 Dec 2008 22:30:34 -0500
]]> http://seekingalpha.com/article/112570-an-opportunity-in-municipal-bonds?source=feed#comment-341510 341510 Tue, 30 Dec 2008 12:03:52 -0500
At some point, yields make this risk worthwhile. I'm not sure what that number is, though.]]> http://seekingalpha.com/article/111134-momentum-for-infrastructure-is-building-in-both-u-s-and-china?source=feed#comment-332702 332702 Wed, 17 Dec 2008 22:55:32 -0500 markman.com]]> http://seekingalpha.com/article/111134-momentum-for-infrastructure-is-building-in-both-u-s-and-china?source=feed#comment-332208 332208 Wed, 17 Dec 2008 13:07:25 -0500 ]]> http://seekingalpha.com/article/111134-momentum-for-infrastructure-is-building-in-both-u-s-and-china?source=feed#comment-332199 332199 Wed, 17 Dec 2008 12:56:48 -0500
Same for Detorit unions.

Same as professional sports.

Get a grip, folks. It's our pocketbook.

Give us a choice:
- private schools where the people control the school costs (and still have to pay tax to run the other public schools of no return);
- non-union auto mfgrs which build better and competitive rigs and which the people chose 80% of the time;
- read a book; go to church; recreate.....help corporations lower their marketing costs by not buying all the stadium seats and give-away tickets while writing them off instead of making them profits for the stockholders or lower cost products for the consumers.

Hey, how about the fair tax; the flat tax; all on gross? That'd teach 'em.

]]> http://seekingalpha.com/article/111134-momentum-for-infrastructure-is-building-in-both-u-s-and-china?source=feed#comment-332042 332042 Wed, 17 Dec 2008 11:06:48 -0500 Saddled with all the debt we have left them, they'll appreciate it....]]> http://seekingalpha.com/article/79085-dont-blame-speculation-commodity-prices-are-driven-by-fundamentals?source=feed#comment-331962 331962 Wed, 17 Dec 2008 10:28:10 -0500 http://seekingalpha.com/article/79085-dont-blame-speculation-commodity-prices-are-driven-by-fundamentals?source=feed#comment-306489 306489 $1 billion invested long in WTI futures moves that contract + by > 16%. Goldman's manipulation these past few weeks has proven that > fundamentals aren't in charge. Oil price is so easy to manipulate > - short term it could go wherever Goldman wants it to.]]> Fri, 14 Nov 2008 21:47:37 -0500
interesting comment. i´d like to know where did u find this assertion:
"$1 billion invested long in WTI futures moves that contract + by 16%. "

thank you very much.

Ian


On May 28 07:40 AM zenalgorithm wrote:

> $1 billion invested long in WTI futures moves that contract + by
> 16%. Goldman's manipulation these past few weeks has proven that
> fundamentals aren't in charge. Oil price is so easy to manipulate
> - short term it could go wherever Goldman wants it to.]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-297009 297009 Mon, 03 Nov 2008 08:35:01 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-297005 297005 Mon, 03 Nov 2008 08:32:14 -0500
Meanwhile, OctoberDream said he backs your stance.]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296981 296981 Mon, 03 Nov 2008 07:39:10 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296943 296943 Mon, 03 Nov 2008 05:21:10 -0500
Kingsdale's Article dated October 31st 2008]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296778 296778 Sun, 02 Nov 2008 22:40:36 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296765 296765 Sun, 02 Nov 2008 22:14:23 -0500
This is new. This is different. This is history being made. The top 20% will be OK. The rest are about to sink into a depression that will make the '30's lok like a bad night at Bingo.]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296532 296532 Sun, 02 Nov 2008 15:51:02 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296491 296491 Sun, 02 Nov 2008 15:11:19 -0500
Optimism in the face of advertsity is noble; optimism in the face of catastrophe is foolhardy.]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296483 296483 Sun, 02 Nov 2008 14:50:03 -0500
I am encouraged by your belief that "this is about as bad as things will get and the outlook going forward is much more positive". Thank you for the good research and good reasoning that is based on the "regression to the mean" theory.

However, for real cases (not statistically averaged) it can be painful, very painful. And that may possibly be true for the next 2 -3 years. ]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296396 296396 Sun, 02 Nov 2008 12:36:16 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296395 296395 Sun, 02 Nov 2008 12:35:07 -0500
Therefore, the rally at the end of October to 38% of the October drop (in the DOW) looks more like a bear market rally than a turnaround. [Those of you who know or use fibonacci know that 38% is the first critical level to be met. (After that comes 50% and then 52% retracement.)] We'll probably see this week if 38% holds, which would give a bit more, but not complete, hope that the bottom is in. I believe we will test the bottom again before finding a final bottom. If the mid October bottom doesn't hold, forming a double bottom, then it is almost certainly probable the DOW will have to find another low in the mid to low 7,000s.]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296367 296367 Sun, 02 Nov 2008 12:07:46 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296366 296366 Sun, 02 Nov 2008 12:07:17 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296365 296365 Sun, 02 Nov 2008 12:05:13 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296364 296364 Sun, 02 Nov 2008 12:04:17 -0500
doesn't productivity rise about 2% a year? 1.02 ^10]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296362 296362 Sun, 02 Nov 2008 12:01:58 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296361 296361 Sun, 02 Nov 2008 11:59:58 -0500 http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296360 296360 Sun, 02 Nov 2008 11:58:59 -0500
it is has a large amount of variance in it, it's a volatile little market. take a longer term view perhaps? are you just looking for the negative reframe of it? how bout looking at it with a positive reframe?

find the reasons it can first. then when your not frieking out and are calm. logically evaluate the market and use your best judgement.

be greedy when others are fearful right?]]> http://seekingalpha.com/article/103439-the-worst-is-likely-behind-us?source=feed#comment-296359 296359 Sun, 02 Nov 2008 11:58:20 -0500
CLH, I'll mark six months from now in my calendar. We can remind each other what we said today.]]>