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Roger Nusbaum

 
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  • Overcoming Secular Stagnation [View article]
    This post does not critique the Fed it explores whether there could be consequences from the Fed's action and what the portfolio implications might be.
    Aug 18 07:12 PM | Likes Like |Link to Comment
  • You're Gonna Need A Bigger Bucket [View article]
    http://bit.ly/Tk51fE
    Aug 13 11:13 PM | Likes Like |Link to Comment
  • You're Gonna Need A Bigger Bucket [View article]
    Many "new" things do indeed blow up at some point. It is probably too early to know about yieldcos.
    Aug 13 07:33 PM | 1 Like Like |Link to Comment
  • You're Gonna Need A Bigger Bucket [View article]
    nothing yet but will keep following this. Obviously the Barron's article was written before the Kinder news. It will be interesting to see how this changes the entire landscape (beyond the yieldco) concept.
    Aug 13 07:31 PM | 1 Like Like |Link to Comment
  • Income Investing Evolves, Volatility Doesn't [View article]
    ...a personal inventory of volatility tolerance would be a good starting point, perhaps past reactions/actions in previous times of adverse market conditions as a starting point. For many years I have been writing about having various types of exposures, some volatile with yield and others that have low volatility but obviously less yield.
    Aug 7 05:29 PM | Likes Like |Link to Comment
  • Should You Invest In Farm Land? [View article]
    that becomes a compliance problem, apologies
    Jul 30 05:29 PM | Likes Like |Link to Comment
  • Should You Invest In Farm Land? [View article]
    yes that is one I was referring to when I mentioned a couple of recent REITs.
    Jul 29 02:23 PM | Likes Like |Link to Comment
  • Retirement Rules Of Thumb? Forget About 'Em! [View article]
    The 4% rule may very well be on its way toward obsolescence, certainly the data supporting it used higher prevailing interest rates.
    Jul 25 03:05 PM | 1 Like Like |Link to Comment
  • Downsizing = Empowerment [View article]
    Although it would take a lot of your time I am convinced that a lot of people would be interested in following your experience through a blog. If you ever decide to start blogging about this I hope you'll let me know. Best of luck!
    Jul 6 06:25 PM | 1 Like Like |Link to Comment
  • Downsizing = Empowerment [View article]
    so you live on a farm in Ecuador? Are you a US ex-pat? I bet a lot of people would love to learn details of your story.
    Jul 5 02:06 PM | 1 Like Like |Link to Comment
  • Self-Sufficiency And Resourcefulness Over Complaining [View article]
    Ramsey is very involved in selling product through firms that affiliate with him some how. This should be very easy to find if you are interested.
    Jul 3 04:05 PM | Likes Like |Link to Comment
  • Alternative Investments: The Right Expectations [View article]
    he used to write regularly for indexuniverse (now ETF.com). You could try their archives to look for past articles he wrote for them.
    Jul 2 01:57 PM | Likes Like |Link to Comment
  • Nothing New Under The Sun [View article]
    nothing to OVER react to.

    for many years on my blog (going back before the financial crisis) I have said that the causes for large declines may differ over time but the market manifestations are the same; markets go up for a few years,then they drop and scare the hell out of people and then come back to make new highs with the variable being how long it takes to make new highs which is of course unknowable.
    Jun 19 12:34 PM | Likes Like |Link to Comment
  • Nothing New Under The Sun [View article]
    Not sure how you conclude isolationism from this post. An to the other comments, I say that the normal bull/ BEAR cycle will continue. The reader comment implied that it won't and in fact that reader replied back saying at much.

    If you are worried about calamity then you have time now while yo probably feel relatively good about your investment situation (relative to five and half years ago) to insulate yourself against that calamity. Once you have done that you can going about trying to help your community or whatever is important to you (that last bit is not a sarcastic comment on my part, I've been VERY actively involved as a volunteer firefighter in the small town where I live for 12 years).
    Jun 18 08:55 AM | Likes Like |Link to Comment
  • Is Generation X Really Up A Creek? [View article]
    You reasonably cite the current list of issues confronting the world and its capital markets but from 30,000 feet none of these are new.

    Today's problems with Russia are no worse than the real cold war and there have been problems with Putin for a long time (he jailed Mikhail Khordokfsky and shut down Yukos).

    Worrying about China is certain not new, before they were going to stop buying our debt now it is the some islands near Japan.

    Anything to do with the Middle East? That's thousands of years in the making and will never end.

    North Korea; this just in there is a nut running the country.

    Illegals have been an issue for decades, is something changing now? Yes and no, some details may change but this will be a hot button issue for many years to come.

    All of these have existed and the markets have continued to have bull/bear cycles. The bear phases have been worse but markets have come back to make new highs so the people most hurt are the ones who panicked out and never got back in which is more about human behavior not market function.

    One of the items you list (or some other thing) could end the world but people have been betting incorrectly on that for centuries.
    Jun 16 03:19 PM | Likes Like |Link to Comment
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