IYG Forum Topics
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- A Good Time to Cover Bank of America [view article]
- Bullish on the Market, With Caution [view article]
- The Credit Crunch Is Far From Over [view article]
- The Real Threat of the Housing Bubble [view article]
- Financial Sector ETFs [view article]
- For and Against Banks Cutting Their Dividends [view article]
- New Rules on Leverage Would Hit Goldman More Than Its Peers [view article]
- The Troubles in Financials Are Not Over Yet [view article]
- An ETF Package That Outperforms the S&P 500 [view article]
- Buying the Oversold Financial Sector [view article]
- ETF Performance YTD: The Good, the Bad and the Ugly [view article]
loading ...Recent IYG Articles
- ETF Update: Gold Staging a Turnaround, Financials Stumble
- Bullish on the Market, With Caution
- John Hussman: Market Moves to the Risk Sectors
- The Credit Crunch Is Far From Over
- For and Against Banks Cutting Their Dividends
- New Rules on Leverage Would Hit Goldman More Than Its Peers
- The Troubles in Financials Are Not Over Yet
- Tips on Emerging From a Bear: Overweight Industrials and Financials
- The Real Threat of the Housing Bubble
- A Good Time to Cover Bank of America
- Full List of Articles »
Tiedeman
A Good Time to Cover Bank of America [view article]
Some think BAC will be cutting its dividend. The same for WFC. ReplyBullish on the Market, With Caution [view article]
Try 34% and 30%, respectively, (i.e., comma before and after respectively. ReplyBullish on the Market, With Caution [view article]
Bull trap! Bull trap! This rally has no volume. The institutions are tricking the public so they can get out at higher prices. With oil at $120 equities need a 50% haircut before they can hold their own. Since oil is probably going to $150 I think buy and hold only makes since if the investor is six years old. ReplyHawthorne
Bullish on the Market, With Caution [view article]
Whoa! This is nonsense!Tell me, if "the market was at unsustainably high levels and was due for a pullback" last summer as you say, what on earth has happened to make "the market ever more attractive" since then?
Today, we can say we've had about an 8.6% pullback from the October highs (which were every bit as unsustainable as the highs of last June BTW).
I think you'd better come right out and admit that your valuation methodology has absolutely zip to do with any conventional concept of value investing and appears to be totally based on price action.
This is like forecasting that it's going to sunny outside because we've had a little rain!
I hope you're right, of course, but I fear the consequences of a classic "bull trap" at this time! Reply
The Credit Crunch Is Far From Over [view article]
"the pros knew this 1 year ago". HELLOOO??NOBODY of these pros expected this kind of mess, not to speak of KNOWING it. Many of the young guys working at the IBs and driving around in their expensive cars HAVE ZERO CLUES about the economy, about the stock and credit markets. they have never ever witnessed a real crisis, they DO NOT KNOW fair valuations or rock-bottom valuations because they have mostly grown up in a bubble environment where everything only went up. And this applies to almost all assets. Did these golden-parachute-overpaid CEOs at C, Mer, BSC, etc. even have a remote understanding of risk? Or worse, DID THEY EVER REALLY BOTHER AT ALL? No, they didn't. Otherwise a lot of these deals and the business would have NEVER been done in the first place! So don't tell me the pros knew anything. some smart one imagined what could happen.
But nobody really knows how things will play out and how bad it may become before it gets really better.
@ johnnybigspenad and apppro: Do you have any understanding what leverage means, what a pyramide of leverage means and what deleveraging of that means? Trillions in perceived "assets" today do ONLY exist because excessive leverage brought them into being. But they are to a large extent just thin air that will go out along with the leverage. How bad the overall economy and everybody will be affected depends on the pace and the way of the deleveraging process. The slower and more "orderly" it can be done, the less harm will be inflicted. NOBODY can forecast how this will play out. It's unprecedented. So how shall the market have "priced it in" - when not one single market player really has a clue? Reply
Trudeau
The Real Threat of the Housing Bubble [view article]
How does the Fed raise nominal incomes? Is there any limit to the Fed's powers, or is he the wizard of OZ? ReplyThe Credit Crunch Is Far From Over [view article]
Kudos! For reiterating that this is a bear market! The banks and the trading firms are living on FED money, and create the market RISE and FALLS violently. Many investors are make money in one day and losing the next day. The RISE and FALL have no logical reasoning except wild guesses by the MARKET SPECIALISTS. This is similar to horse racing! ReplyThe Credit Crunch Is Far From Over [view article]
I said this 6 months ago and I continue to say it now:"Has EVERY loan EVER written by EVERY bank and covered by EVERY insurance company, made to EVERY person, in EVERY financial level, and in EVERY neighborhood in EVERY State going into foreclosure????
I don’t think so, but they sure are making it seem that way."
So stop it now with all the collapse bs.
Reply
Again
The Credit Crunch Is Far From Over [view article]
The bottom is in. Someone should create a website documenting how wrong these pundits are. There's no bottom until you have real rate of return that beats inflation. ReplyThe Credit Crunch Is Far From Over [view article]
The worst of written down may be over, but not the credit crunch itself. AND the earning debacle has just begun. ReplyThe Credit Crunch Is Far From Over [view article]
i like this "priced in" and "baked in" mantra. I can imagine people rioting on the streets and the gang at CNBC saying "priced in". regular gas is at $4.00 here in san diego. Foreclosures are all over the place. Even the smart ones that did not purchase homes when they were peaking and are trying to buy a house now are finding it very hard to qualify for a motgage.Can someone tell me what is not priced in? Reply
nda
The Credit Crunch Is Far From Over [view article]
all of this is known... its priced in and accounted for... the pros knew this a year ago. ReplyTiedeman
The Credit Crunch Is Far From Over [view article]
The worst of the credit crunch is over. Replyleaders
The Credit Crunch Is Far From Over [view article]
google will save America, we'll pay-click our way out of the recession :D ReplyFinancial Sector ETFs [view article]
Turns out that the ultrashort Financials ETF was clearly the way to go. Question: is it still a buy, or have financials bottomed out now? And is it worth getting more granular, for example by shorting the broker-dealers ETF or the regional banks ETF? Reply