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Roger Nusbaum

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  • Genuine Parts Should Be Recession Proof In The Next Downturn [View article]
    Actually I titled this piece on my blog simply as "Trade Executed" and the post just says that I think we could hold onto the name through the next downturn.
    Sep 27 04:17 PM | Likes Like |Link to Comment
  • The Big Picture For The Week Of September 23, 2012 [View article]
    um that was about index rebalancing.

    What is the point of your comment?
    Sep 23 11:07 PM | Likes Like |Link to Comment
  • The Big Picture For The Week Of September 23, 2012 [View article]
    Every Saturday my post is title The Big Picture for the Week of...whatever the week is--this goes back for many years.
    Sep 23 10:20 PM | 1 Like Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%? [View article]
    The definition of black swan http://bit.ly/SfWYWm
    Sep 21 05:34 PM | 1 Like Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%? [View article]
    "The only black swan negatives...."

    Black swan is the risk you can't see coming or otherwise envision not the one you can see coming or otherwise envision.
    Sep 21 04:12 PM | Likes Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%? [View article]
    People get hurt by things they don't see coming to their favored segment, it is the nature of markets. IMO there is no substitute for diversification.
    Sep 21 01:58 PM | Likes Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%? [View article]
    higher bond yields drawing investment dollars away from dividend paying equities is a pretty standard building block. Anything can happen then next time rates go up but this is how it has worked before.
    Sep 21 12:32 PM | Likes Like |Link to Comment
  • The Definitive Retirement Number [View article]
    I went to the social security website and used the quick calculator. The benefit for the primary earner making $100k was a little over $2000 and the spouse would get about half of the primary earner. If it was two earners each making $50,000 the numbers were similar but not identical.
    Sep 20 11:48 AM | Likes Like |Link to Comment
  • Should Anyone Buy MLPs Yielding 19%? [View article]
    Am I reading correctly, you are assuming zero price appreciation?
    Sep 19 12:26 PM | Likes Like |Link to Comment
  • The Definitive Retirement Number [View article]
    thank you RS
    Sep 19 09:22 AM | 1 Like Like |Link to Comment
  • Fed Comes Out With Latest Software Version; 3.0 [View article]
    I could believe that there was an exit concept when they first started this several years ago but then that exit concept had to be chucked when their policies and actions did not deliver as expected.
    Sep 14 11:12 AM | Likes Like |Link to Comment
  • Bodie: Stocks Are Riskier Than We Think [View article]
    Embedded in your comment is the assumption that the investor would have no plan. The ongoing thread from eight years of blogging is that you always plan entry and exit. The context for my defensive strategy is when the SPX goes below its 200 DMA so in the context above of getting completely out right before retirement and a breach of the 200 DMA, getting back in could focus on when the SPX goes back above the 200 DMA.
    Sep 14 11:10 AM | Likes Like |Link to Comment
  • Bodie: Stocks Are Riskier Than We Think [View article]
    David,

    For people that might have a tax problem, wouldn't the answer be muni bonds? They require more selectivity than they did 10-15 years ago but they are one solution.
    Sep 14 10:21 AM | 1 Like Like |Link to Comment
  • Bodie: Stocks Are Riskier Than We Think [View article]
    There's no contradiction, the articles linked to are about a different investment philosophy, one that is different than what I am guessing is your philosophy.
    Sep 14 10:19 AM | Likes Like |Link to Comment
  • Australian Real Estate About To Go 'Down Under' [View article]
    You say there is no Fed or ECB. What about the Reserve Bank of Australia? Ireland could not print its own currency but Australia can so this means the worst case is a different kind of bad outcome than for Ireland.

    Can you please clarify what you mean here?
    Sep 12 06:32 PM | 1 Like Like |Link to Comment
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