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Right Blend Investing, LLC

 
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  • Right Blend Investing, LLC
    Review And Outlook Of S&P 500 Earnings, Dividends, And Balance Sheets http://seekingalpha.com/a/15lqx
    Jan 13, 5:01 AM
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      • Right Blend Investing, LLC
        VIX: Still below $18. They're talking about it now on CNBC, esp. high VIX futures, which I noted yesterday. The concept is option decay.
        2/28/12
        Reply (1)
        • Right Blend Investing, LLC: Here are VIX futures: http://bit.ly/oWab64 The steep futures curve makes it expensive to buy and hold the VIX.
          2/28/12
          • Right Blend Investing, LLC
            VIX: Last quote at $17.91. I want to buy VIX as a hedge, but contango is a killer. VIX term structure of futures: http://bit.ly/oWab64
            2/27/12
            Reply (7)
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            • untrusting investor: KK, yes if UVXY ever gets below $5, it would be a great buy. Not sure it will get there, but personally hope it does so.
              2/27/12
            • Josh Krause: Today looks like it may bring it back down to 5.50 or so. I'll start accumulating again if it does.
              2/28/12
              • Right Blend Investing, LLC
                DHS: Stock may be overbought, but history suggests this will last as long as fundamamentals are good http://yhoo.it/AmB8il;c=
                2/9/12
                Reply (2)
                • Right Blend Investing, LLC: When the 20-day and 200-day MAVGs cross, it has worked as a BUY signal in August 11 and Oct 11 http://yhoo.it/AmB8il;c=
                  2/9/12
                • Right Blend Investing, LLC: I am bullish on DHS until I see technical warnings signs that the stock has broken its long-term uptrend (or until fundamentals deteriorate)
                  2/9/12
                  • Right Blend Investing, LLC
                    SLB: Still my favorite energy stock at $79.50. Crude up a bit to $99.65 (WTI). Keep your eye on Brent, now $116, a better indicator for SLB.
                    2/8/12
                    Reply (2)
                    • Bob de'Long: I not so sure that war would be all good for a Gulf-dependent SLB.
                      2/8/12
                    • Right Blend Investing, LLC: Oil is gulf dependent, true. But a disruption wouldn't necessarily stop drilling projects.
                      2/8/12
                      • Right Blend Investing, LLC
                        TLT: Greek news is bad for bonds: 10-year Treasury yields rise 7 bps to 1.97%. BlackRock is uber-bullish on stocks http://bloom.bg/z95GCw
                        2/8/12
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                          • Right Blend Investing, LLC
                            TLT down 1.3% to $116.24, near 3-month support of $116. Looking for breakdown in long bonds to confirm rally based on strong economy.
                            2/7/12
                            Reply (6)
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                            • shaker33: Sure, for the wealthy there is no such thing as a recession. But to refer to this as a stong economy is a total acceptance of mediocrity.
                              2/8/12
                            • Right Blend Investing, LLC: I was focused on GDP and corporate profits. I wasn't speaking about the political, ideological, or theological repurcussions.
                              2/8/12
                              • Right Blend Investing, LLC
                                SLB: $79.50 with Brent at $118 & WTI at $98. Ignoring P/E concerns http://seekingalpha.com/a/7gcb
                                2/7/12
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                                  • Right Blend Investing, LLC
                                    SLB: Up 1.8% to $78.66 as stocks rise. Oil prices: WTI +1% to $98. Brent ~$115.
                                    2/3/12
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                                      • Right Blend Investing, LLC
                                        LQD: Down just 0.15% today to $116.34. LQD has duration of about 7.5, so it didn't suffer in today's bond rout (TLT fell over 2%).
                                        2/3/12
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                                          • Right Blend Investing, LLC
                                            DHS: Up 0.8% today as stocks rallied on jobs report. I guess dividend stocks really ARE stocks (and not bonds in disguise).
                                            2/3/12
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                                              • Right Blend Investing, LLC
                                                TLT: Closed down 2%, though held above $116 level (October lows). Today's labor report hurt bonds, but did not break the trend.
                                                2/3/12
                                                Reply (3)
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                                                • jason2788: not buying though, just stepping aside.
                                                  2/3/12
                                                • Right Blend Investing, LLC: I think you're right to cover. Kudos to you for the guts to fade the Fed. That is one bubble that just never seems to pop.
                                                  2/3/12
                                                  • Right Blend Investing, LLC
                                                    TLT: Labor force participation rate now 63.7%, a new low for this cycle. http://bit.ly/pSpjQo
                                                    2/3/12
                                                    Reply (2)
                                                    • bbro: Reason..look at post.purch to GDP ratio
                                                      2/3/12
                                                    • Right Blend Investing, LLC: "Post.Purch" ??
                                                      2/3/12
                                                      • Right Blend Investing, LLC
                                                        Correction to prior post (thx to Archman): Bullish jobs report overlooked drop in labor force participation rate: http://bit.ly/pSpjQo
                                                        2/3/12
                                                        Reply (2)
                                                        • Oceanstats: Robert, that chart right there shows how BS these numbers today are from his economic team. This is from Labor Bureau he denounced 2 yrs ago
                                                          2/3/12
                                                        • Right Blend Investing, LLC: The media are not picking up this story. Only ZeroHedge and other outliers. The drop in the labor force is the story behind the story.
                                                          2/3/12
                                                          • Right Blend Investing, LLC
                                                            LQD: Down 0.5%, but holding above $116. Coincidentally, this puts price of LQD about even with TLT.
                                                            2/3/12
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                                                              • Right Blend Investing, LLC
                                                                TLT: Down 2% on jobs news, breaking near-term support. A close below $116 for TLT would signal a new trend.
                                                                2/3/12
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                                                                  • Right Blend Investing, LLC
                                                                    Bullish jobs report left me stunned. At least I can understand Treasuries getting whacked. Inflation next?
                                                                    2/3/12
                                                                    Reply (10)
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                                                                    • Archman Investor: Robert thanks. Contrary to popular belief,i remain fully invested and willing to listen to all points of view. Best to you.
                                                                      2/3/12
                                                                    • Right Blend Investing, LLC: Glad to listen & I gave you props in an updated Stock Talk. After all, you were right. "Rebuke a wise man and he will love you for it."
                                                                      2/3/12
                                                                      • Right Blend Investing, LLC
                                                                        DHS: Healthcare stocks are off due to weak results at AstraZeneca. Healthcare = 19% of Wisdom Tree Eq Inc Fund. Both PFE and MRK down today.
                                                                        2/2/12
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                                                                          • Right Blend Investing, LLC
                                                                            I'm selling into the rally. Selling SCHF, SCHB and buying LQD. I don't get this market: Europe is about to crash and no one cares. Thx Fed!
                                                                            2/1/12
                                                                            Reply (1)
                                                                            • jason2788: BULLISH.
                                                                              2/1/12
                                                                              • Right Blend Investing, LLC
                                                                                When will the Treasury bubble pop? That's the $16-trillion question.
                                                                                1/31/12
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