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Roger Nusbaum » Comments » C

  • What’s My Payment? [View article]
    One thing that I don't think you get to (but maybe I'm wrong) is that for the various problems people have (over-levered, lack of savings and so forth) at some point everyone knows not to spend more than they make, someone (maybe a grandparent) told them to save X% yet folks eventually find their way into doing the opposite of what they know is right.

    My parents made a lot of personal finance mistakes which I have benefited from enormously. Learning from the mistakes of others is a huge concept IMO.
    Sep 11 11:47 am |Rating: 0 0 |Link to Comment
  • Bears and Big Gains [View article]
    JWG, what you say about issuer risk is of course correct. The BGI division is profitable and I believe that division would survive, maybe via an asset sale, and the ETNs would not default. However that is just opinion and I would not want to own more than one ETN from them at a small weight--I don't own any of their ETNs but owning one in a small weight is not insane.


    On Jan 23 08:40 AM JWG wrote:

    > Betting on the VIX is betting on a derivative of a derivative of
    > a....
    >
    > This isn't investing, it isn't even speculating, it's just gambling.
    > I'm not opposed to somebody gambling, but they ought to be clear
    > about it.
    >
    > And there is more, that Roger did not mention: ETN risk. An ETN depends
    > on the issuing bank. It's *NOT* an ETF.
    >
    > If Barclays rolls over and croaks, your investment is gone, as far
    > as I understand it. There are no underlying assets; you're just placing
    > a bet at the casino, and if the house goes bust, you don't get your
    > winnings, or even get your stake back.
    >
    > Like all banks in the UK, and indeed elsewhere, one has to ask whether
    > Barclays will be around and honor their commitments. These are perilous
    > times, for banks.
    >
    > JWG
    Jan 23 09:35 am |Rating: 0 0 |Link to Comment
  • The Outlook for Financials Failure [View article]
    Jared, BAC is the one domestic financial stock I have owned for several years. Everything else for financials has been foreign banks.
    Jun 07 14:26 pm |Rating: 0 0 |Link to Comment
  • The Outlook for Financials Failure [View article]
    Wes Mantooth? Great moniker, I'm in stitches.
    Jun 06 22:28 pm |Rating: 0 0 |Link to Comment
  • Analyzing Absolute Return OEFs [View article]
    OEF=open end fund
    May 28 12:49 pm |Rating: 0 0 |Link to Comment
  • All-ETF Portfolios vs. Strategic Mix of Stocks [View article]
    From a big picture standpoint, I agree all ETF is not ideal. Investors should seek the best tool for each part of the market they want to own.

    Might be an ETF, OEF, whatever.
    Jul 19 17:41 pm |Rating: 0 0 |Link to Comment
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