Inflation? Just look at the deflation all around you - cars, clothes, home energy, hotel stays, furniture and appliances, electronic gadgets of all kinds. "There's no grand conspiracy to keep the headline number down," Matt Busigin writes. [View news story]
Deflation? Give me a break. It's energy costs that dictate the pricing of every tangible good as things but be shipped by boat, train, truck or plane. Higher oil raises shipping costs and higher shipping is passed onto the consumer. There may be deflation is services and with inflation in everything else getting cheaper in real terms (legal bills, hair cuts, wages for employees, etc.), but that does not compensate for the rise food, energy, and manufactured goods (other than personal electronics) that have come from Bernanke's lose monetary policy.
The Big Fade on the REIT Yield Premium [View article]
There are still some high yield REITs out there that deliver high yield such as CYS, NYMT, and CIM. However, they profit off the spread between the return on a MBS versus the Fed Fund rates. When Bernanke raises rates, its time to get out.
High capital costs, high fuel costs, unionized labor, super high price elasticity through sites such as kayak, and no brand loyalty make airlines a bad investment. Buying an airline right now at best is an indirect short on oil. If oil continues to rise, airlines lose by pricing out customers and through lower margins (more than offsetting higher revenues) on increases not passed to the consumer.
Why Airline Stocks Are Not Long-Term Investments [View article]
Airlines, like rental cars, are one the worst sectors to invest in. High capital costs, high fuel costs, unionized labor, super high price elasticity through sites such as kayak, and no brand loyalty. Basically buying an airline right now at best is an indirect short on oil. If oil continues to rise, airlines lose by pricing out customers and through lower margins on increases not passed to the consumer.
I think that switching to a single pay model to buy a family tree sold to you by the company would be a more profitable model. I have not used the site or extensively, but I think someone would only need to search for their family history once, not pay $30 per month to check something that does not update frequently.
15 Beaten Up Value Stocks Making 52 Week Lows [View article]
A lot of those companies have serious fundamental problems and are not necessarily values (AOL, CSCO for example). PBR also is near 52-week lows as well and looks to be bargain.
Muni's make a good short right now, but shorting treasuries is better. The tax advantages and supply reductions from lower issues of muni's (less govt spending/less debt) provides a support for these bonds. Treasuries, on the other hand, continue to be issued at record amounts and the only buyer seems to be the Fed. The combo of inflation, higher rates, or an honest default (more likely dishonest one through inflation) will kill treasuries.
ETF mostly-Powershares test Portfoliation [View instapost]
Paper trading may be safer, but the real learning comes when you put some financial skin in the game. You've done this since 2009, so two years is enough (and maximizes the learning curve) time to paper trade.
LinkedIn Doubles, But This Ain't the '90s [View article]
I agree with Glencore being a much better investment that LinkedIn. They have strong earnings from profitable commodities trading versus a premium job seeking program that barely anyone uses.
Inflation? Just look at the deflation all around you - cars, clothes, home energy, hotel stays, furniture and appliances, electronic gadgets of all kinds. "There's no grand conspiracy to keep the headline number down," Matt Busigin writes. [View news story]
The Big Fade on the REIT Yield Premium [View article]
A Better Way to Invest in Fertilizers: Terra Nitrogen [View article]
So what is the dividend an investor will receive from TNH if its not the published amount of 8.58%?
Catalysts Forming for Rebound in Southwest Airlines Shares [View article]
Airlines Soar Despite High Fares [View article]
Why Airline Stocks Are Not Long-Term Investments [View article]
5 Reasons to Buy Ancestry.com [View article]
Philip Morris Will Continue to Satisfy the Bulls [View article]
15 Beaten Up Value Stocks Making 52 Week Lows [View article]
22 High Quality, Undervalued Dividend Stocks Worth Considering [View article]
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Time to Sell Munis Again [View article]
ETF mostly-Powershares test Portfoliation [View instapost]
LinkedIn Doubles, But This Ain't the '90s [View article]
LinkedIn IPO Soars, And an IPO ETF Outperforms the Market [View article]
Is Something Brewing at Barnes & Noble? [View article]