IYG Forum Topics
- All Comments on IYG
- General Discussion on IYG
- Best and Worst Performing ETFs This Week [view article]
- U.S. Bank Dividend Yields Revisited [view article]
- ETF Update: Gold, Financials, Aluminum [view article]
- In Search of Low (or Negative) Correlation Between Asset Returns [view article]
- Key ETFs Furthest Above and Below Their 50-Day Moving Averages [view article]
- Housing Affordability Proves Elusive [view article]
- Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
- 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]
loading ...Recent IYG Articles
- Best and Worst Performing ETFs This Week
- ETF Update: Gold, Financials, Aluminum
- REIT ETFs: Beaten by a Dart-Throwing Monkey
- U.S. Bank Dividend Yields Revisited
- Key ETFs Furthest Above and Below Their 50-Day Moving Averages
- Most Overbought and Oversold ETFs
- Housing Affordability Proves Elusive
- ETF Update: Gold Staging a Turnaround, Financials Stumble
- Bullish on the Market, With Caution
- John Hussman: Market Moves to the Risk Sectors
- Full List of Articles »
The 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? ReplyFor and Against Banks Cutting Their Dividends [view article]
SINegal is wacky! If his salary was slashed he would benefit by paying lower taxes so let him look at that bright prospect!!!!!!! ReplyNew Rules on Leverage Would Hit Goldman More Than Its Peers [view article]
This is my first time reading your article. Here's my advice (from many years as a Buy-Side Analyst): Get your point across as quickly as possible.Most PMs won't give you that much time to ramble on. The saying on the street is: When a PM asks an Analyst what time is it? The PM doesn't want to be told how to make a timepiece.
Good luck. Reply
Editors
General Discussion on IYG
Is this a buy or a sell? ReplyThe Troubles in Financials Are Not Over Yet [view article]
Looking further down the road, foreign investors considering US debt will have one thing to say, "First time, shame on you, second time, shame on me." ReplyThe Troubles in Financials Are Not Over Yet [view article]
One has to remember that the debt explosion came about because foreign holders of the dollar were seeking a better return on their dollar holdings. They invested their excess dollars into treasury bills and were getting a negative return on their investment. Various types of sales people convinced them to invest their excess dollars in AAA rated debt securities.These securities offered an inflation adjusted rate of return. Obviously no one understood these debt securities, as they lost value quickly,
Asset prices bubbled because of an excess dollar supply. Federal Reserve policy makers think they can deal with the problem by printing more money and making it available at low cost to the very institutions that created the debt problem.
The problem is that the process for selling this debt has changed and no longer is there buyers eagerly purchasing them. Also, the perception of the dollar’s value is slowly changing: when one exchanges their goods, services and/ or assets for dollars they are accepting a currency that is declining in value daily.
Investors are now entering into an uncharted financial storm caused by the following events:
1. dollar’s decline in value;
2. the potential difficulty in selling new debt securities;
3. The long unwinding of existing debt securities, with the realization that much of the AAA rated debt may be worthless.
It remains to be seen what the consequence of creating an excess money supply will have on the global economy, but my thesis is that the global economy will, in the end, demand that we put controls on our money supply. Or else.
And this is why I am spending May 08 in Ireland.
Reply
rver
The Troubles in Financials Are Not Over Yet [view article]
30:1 leverage says it all ReplyngTrades
The Troubles in Financials Are Not Over Yet [view article]
I agree. How many billions are still to be wrote down from the ticking time bomb of OPTION ARM/neg am loans? People have no idea how many billions of these loans are out there, we're in the 4th/5th inning of this, there will be more blood. Reply