<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/">
  <channel>
    <title>Neoclassical Economist's Comments</title>
    <description>Neoclassical Economist's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/1022460/comments</link>
    <item>
      <title>Is The Swiss Franc Overvalued? Purchasing Power Parity</title>
      <link>http://seekingalpha.com/article/930341/comments?source=feed#comment-10630261</link>
      <guid isPermaLink="false">10630261</guid>
      <content>
        <![CDATA[Thanks for the detailed article. But FXF provides a measure of the Swiss franc against the US dollar, correct? So in recommending FXF, why all the comparisons with the Euro? ]]>
      </content>
      <pubDate>Wed, 17 Oct 2012 14:50:51 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the detailed article. But FXF provides a measure of the Swiss franc against the US dollar, correct? So in recommending FXF, why all the comparisons with the Euro? ]]>
      </description>
    </item>
    <item>
      <title>This Cheap Gold Miner Is Ready To Glitter Again</title>
      <link>http://seekingalpha.com/article/737681/comments?source=feed#comment-7714541</link>
      <guid isPermaLink="false">7714541</guid>
      <content>
        <![CDATA[How come there is no mention of the mines' reserves? That would be critical in valuing a company.]]>
      </content>
      <pubDate>Tue, 24 Jul 2012 16:22:47 -0400</pubDate>
      <description>
        <![CDATA[How come there is no mention of the mines' reserves? That would be critical in valuing a company.]]>
      </description>
    </item>
    <item>
      <title>10 Most Shorted Business Development Companies</title>
      <link>http://seekingalpha.com/article/528781/comments?source=feed#comment-4835401</link>
      <guid isPermaLink="false">4835401</guid>
      <content>
        <![CDATA[Both FSC and PSEC look solid and as I mentioned in the article their short interest has been going down since January. PSEC and TICC have been good to me in the past and I don't see that changing in the near future.]]>
      </content>
      <pubDate>Thu, 26 Apr 2012 18:50:32 -0400</pubDate>
      <description>
        <![CDATA[Both FSC and PSEC look solid and as I mentioned in the article their short interest has been going down since January. PSEC and TICC have been good to me in the past and I don't see that changing in the near future.]]>
      </description>
    </item>
    <item>
      <title>Top 10 Most Shorted Gold Mining Stocks</title>
      <link>http://seekingalpha.com/article/492151/comments?source=feed#comment-4342661</link>
      <guid isPermaLink="false">4342661</guid>
      <content>
        <![CDATA[I have not researched AUQ, though it seems interesting. I follow ABX and GOLD closely.]]>
      </content>
      <pubDate>Wed, 11 Apr 2012 19:59:22 -0400</pubDate>
      <description>
        <![CDATA[I have not researched AUQ, though it seems interesting. I follow ABX and GOLD closely.]]>
      </description>
    </item>
    <item>
      <title>Top 10 Most Shorted Gold Mining Stocks</title>
      <link>http://seekingalpha.com/article/492151/comments?source=feed#comment-4342051</link>
      <guid isPermaLink="false">4342051</guid>
      <content>
        <![CDATA[Short interest is definitely a double-edged sword - it shows that shorts have spotted some weakness and are exploiting it, but at the same time they have to cover their positions at some. This is what gives you that big volatility. With SPPI you need to try to figure out what is the weakness, and when you believe that the weakness is going way that would be a great time to jump in. ]]>
      </content>
      <pubDate>Wed, 11 Apr 2012 19:33:12 -0400</pubDate>
      <description>
        <![CDATA[Short interest is definitely a double-edged sword - it shows that shorts have spotted some weakness and are exploiting it, but at the same time they have to cover their positions at some. This is what gives you that big volatility. With SPPI you need to try to figure out what is the weakness, and when you believe that the weakness is going way that would be a great time to jump in. ]]>
      </description>
    </item>
    <item>
      <title>Gold Mining Stocks - Down But Not Out</title>
      <link>http://seekingalpha.com/article/450321/comments?source=feed#comment-3756681</link>
      <guid isPermaLink="false">3756681</guid>
      <content>
        <![CDATA[Noneleft, in my opinion the way to overcome this bizarre disconnect is to have the big miners announce major share buybacks at these depressed prices, and to see strong insider buying. This will draw enough attention from the herd to jump back in.]]>
      </content>
      <pubDate>Fri, 23 Mar 2012 11:32:39 -0400</pubDate>
      <description>
        <![CDATA[Noneleft, in my opinion the way to overcome this bizarre disconnect is to have the big miners announce major share buybacks at these depressed prices, and to see strong insider buying. This will draw enough attention from the herd to jump back in.]]>
      </description>
    </item>
    <item>
      <title>Gold Mining Stocks - Down But Not Out</title>
      <link>http://seekingalpha.com/article/450321/comments?source=feed#comment-3719601</link>
      <guid isPermaLink="false">3719601</guid>
      <content>
        <![CDATA[From what I see in ABX and GG reports, production costs increases have not been that dramatic and are more than compensated by the increase in gold selling prices.]]>
      </content>
      <pubDate>Thu, 22 Mar 2012 12:06:11 -0400</pubDate>
      <description>
        <![CDATA[From what I see in ABX and GG reports, production costs increases have not been that dramatic and are more than compensated by the increase in gold selling prices.]]>
      </description>
    </item>
    <item>
      <title>Gold Mining Stocks - Down But Not Out</title>
      <link>http://seekingalpha.com/article/450321/comments?source=feed#comment-3719431</link>
      <guid isPermaLink="false">3719431</guid>
      <content>
        <![CDATA[Yes, gold ETFs have presented investors with a choice they didn't have before. So why are so many choosing to buy the ETF and sell the miner? I think this goes back to investor psychology and herd mentaility, i.e. thinking that ETFs are a much safer bet, even though in reality the ETF would not exist without the miners.]]>
      </content>
      <pubDate>Thu, 22 Mar 2012 12:02:36 -0400</pubDate>
      <description>
        <![CDATA[Yes, gold ETFs have presented investors with a choice they didn't have before. So why are so many choosing to buy the ETF and sell the miner? I think this goes back to investor psychology and herd mentaility, i.e. thinking that ETFs are a much safer bet, even though in reality the ETF would not exist without the miners.]]>
      </description>
    </item>
    <item>
      <title>5 REITs And REIT-Related Equities With Outstanding Dividend Yields</title>
      <link>http://seekingalpha.com/article/336981/comments?source=feed#comment-2364011</link>
      <guid isPermaLink="false">2364011</guid>
      <content>
        <![CDATA[I'm not sure what this article brings to the readers. Anyone can go to a stock screener and find high-yield stocks, so what?]]>
      </content>
      <pubDate>Fri, 03 Feb 2012 13:38:05 -0500</pubDate>
      <description>
        <![CDATA[I'm not sure what this article brings to the readers. Anyone can go to a stock screener and find high-yield stocks, so what?]]>
      </description>
    </item>
    <item>
      <title>The Threat Of Structural Unemployment</title>
      <link>http://seekingalpha.com/article/317707/comments?source=feed#comment-2154591</link>
      <guid isPermaLink="false">2154591</guid>
      <content>
        <![CDATA[Greg, you are correct that the BLS unemployment rate does not include the underemployed or the people that have simply given up looking and are excluded from the labor force. But those are the official stats we have to work with.]]>
      </content>
      <pubDate>Fri, 06 Jan 2012 19:32:19 -0500</pubDate>
      <description>
        <![CDATA[Greg, you are correct that the BLS unemployment rate does not include the underemployed or the people that have simply given up looking and are excluded from the labor force. But those are the official stats we have to work with.]]>
      </description>
    </item>
    <item>
      <title>Review Of Gold's Economic Fundamentals In Q3</title>
      <link>http://seekingalpha.com/article/313727/comments?source=feed#comment-2105357</link>
      <guid isPermaLink="false">2105357</guid>
      <content>
        <![CDATA[drbuilder, you are forgetting that supply of gold is quite elastic and would be easily reduced if price goes down. Also, investment demand is still going up especially as the euro is eroding.]]>
      </content>
      <pubDate>Wed, 14 Dec 2011 14:01:07 -0500</pubDate>
      <description>
        <![CDATA[drbuilder, you are forgetting that supply of gold is quite elastic and would be easily reduced if price goes down. Also, investment demand is still going up especially as the euro is eroding.]]>
      </description>
    </item>
    <item>
      <title>The Meteoric Drop Of Invesco's Book Value</title>
      <link>http://seekingalpha.com/article/306269/comments?source=feed#comment-2095109</link>
      <guid isPermaLink="false">2095109</guid>
      <content>
        <![CDATA[Thanks ddeaninaz. I had expected the dividend to drop, but going from $0.97 to $0.65 in 6 months is just not acceptable. IVR is in trouble and I don't trust the management anymore. Book value will continue to go down and the stock should be at $12 or less right now.   ]]>
      </content>
      <pubDate>Fri, 09 Dec 2011 16:19:58 -0500</pubDate>
      <description>
        <![CDATA[Thanks ddeaninaz. I had expected the dividend to drop, but going from $0.97 to $0.65 in 6 months is just not acceptable. IVR is in trouble and I don't trust the management anymore. Book value will continue to go down and the stock should be at $12 or less right now.   ]]>
      </description>
    </item>
    <item>
      <title>7 High Quality Stocks For The Long-Term Investor</title>
      <link>http://seekingalpha.com/article/312846/comments?source=feed#comment-2095078</link>
      <guid isPermaLink="false">2095078</guid>
      <content>
        <![CDATA[Good stuff, Sean. Blue chips are a must for any long-term portfolio. CAT is especially interesting.]]>
      </content>
      <pubDate>Fri, 09 Dec 2011 16:03:05 -0500</pubDate>
      <description>
        <![CDATA[Good stuff, Sean. Blue chips are a must for any long-term portfolio. CAT is especially interesting.]]>
      </description>
    </item>
    <item>
      <title>The Meteoric Drop Of Invesco's Book Value</title>
      <link>http://seekingalpha.com/article/306269/comments?source=feed#comment-2074317</link>
      <guid isPermaLink="false">2074317</guid>
      <content>
        <![CDATA[Actually I'm not predicting that the swaps will go down more in value, since I cannot predict interest rates.  I'm stating that the swaps HAVE gone down in value dramatically, which has crushed the book value so far. This is the main reason why Invesco has underperformed its peers as I showed in the 6-month chart - its peers did not hedge nearly as much and thus their book values are relatively intact.]]>
      </content>
      <pubDate>Wed, 30 Nov 2011 23:18:44 -0500</pubDate>
      <description>
        <![CDATA[Actually I'm not predicting that the swaps will go down more in value, since I cannot predict interest rates.  I'm stating that the swaps HAVE gone down in value dramatically, which has crushed the book value so far. This is the main reason why Invesco has underperformed its peers as I showed in the 6-month chart - its peers did not hedge nearly as much and thus their book values are relatively intact.]]>
      </description>
    </item>
    <item>
      <title>5 Undervalued REITs Going Straight Up</title>
      <link>http://seekingalpha.com/article/310360/comments?source=feed#comment-2067066</link>
      <guid isPermaLink="false">2067066</guid>
      <content>
        <![CDATA[Lots of REITs are externally managed and they are doing fine. CWH is not constantly diluting shareholders - they only had one public offering for all of 2011. Whether the pricing of the offering is below book value or not, that's up to the market not up to the management.]]>
      </content>
      <pubDate>Mon, 28 Nov 2011 12:12:38 -0500</pubDate>
      <description>
        <![CDATA[Lots of REITs are externally managed and they are doing fine. CWH is not constantly diluting shareholders - they only had one public offering for all of 2011. Whether the pricing of the offering is below book value or not, that's up to the market not up to the management.]]>
      </description>
    </item>
    <item>
      <title>5 Undervalued REITs Going Straight Up</title>
      <link>http://seekingalpha.com/article/310360/comments?source=feed#comment-2066172</link>
      <guid isPermaLink="false">2066172</guid>
      <content>
        <![CDATA[Yes, if you really distrust CWH's management then definitely steer clear of the stock. But the point is that CWH is trading WAY below book value and is undervalued, especially if the office and industrial markets pick up in 2012. <br/><br/>Also, there is always a specific reason for issuing more shares and the board including major shareholders have to approve it. The last share offering in July was for paying down debt and more acquisitions and I see nothing wrong with that. The offering was priced at $24/share - this is at least where the stock should be now.]]>
      </content>
      <pubDate>Mon, 28 Nov 2011 00:38:15 -0500</pubDate>
      <description>
        <![CDATA[Yes, if you really distrust CWH's management then definitely steer clear of the stock. But the point is that CWH is trading WAY below book value and is undervalued, especially if the office and industrial markets pick up in 2012. <br/><br/>Also, there is always a specific reason for issuing more shares and the board including major shareholders have to approve it. The last share offering in July was for paying down debt and more acquisitions and I see nothing wrong with that. The offering was priced at $24/share - this is at least where the stock should be now.]]>
      </description>
    </item>
    <item>
      <title>Office REITs Appear Well-Positioned for 2012</title>
      <link>http://seekingalpha.com/article/308749/comments?source=feed#comment-2054678</link>
      <guid isPermaLink="false">2054678</guid>
      <content>
        <![CDATA[Natty, I did not come across any major CWH acquisitions in 2011. But either way I completely agree with you - at this price it is a BUY. Besides the hefty divvy, I believe price to book value is now less than 0.50. The question now is not if but when to jump in.]]>
      </content>
      <pubDate>Mon, 21 Nov 2011 19:55:35 -0500</pubDate>
      <description>
        <![CDATA[Natty, I did not come across any major CWH acquisitions in 2011. But either way I completely agree with you - at this price it is a BUY. Besides the hefty divvy, I believe price to book value is now less than 0.50. The question now is not if but when to jump in.]]>
      </description>
    </item>
    <item>
      <title>The Meteoric Drop Of Invesco's Book Value</title>
      <link>http://seekingalpha.com/article/306269/comments?source=feed#comment-2027928</link>
      <guid isPermaLink="false">2027928</guid>
      <content>
        <![CDATA[&quot;The hedges the company has in place have suffered in nominal value during the past two months but should recover valuation going forward&quot;<br/><br/>How do you know that the hedges will go up in value? Predicting interest rates is a dangerous business and IVR is paying the price for it. Book value is an extremely important indicator for mREITs.]]>
      </content>
      <pubDate>Wed, 09 Nov 2011 13:27:28 -0500</pubDate>
      <description>
        <![CDATA[&quot;The hedges the company has in place have suffered in nominal value during the past two months but should recover valuation going forward&quot;<br/><br/>How do you know that the hedges will go up in value? Predicting interest rates is a dangerous business and IVR is paying the price for it. Book value is an extremely important indicator for mREITs.]]>
      </description>
    </item>
    <item>
      <title>Time Frame Of Google And Motorola Mobility's Merger Is Uncertain</title>
      <link>http://seekingalpha.com/article/305694/comments?source=feed#comment-2023594</link>
      <guid isPermaLink="false">2023594</guid>
      <content>
        <![CDATA[Great piece, thanks for the research on this.]]>
      </content>
      <pubDate>Mon, 07 Nov 2011 18:21:23 -0500</pubDate>
      <description>
        <![CDATA[Great piece, thanks for the research on this.]]>
      </description>
    </item>
    <item>
      <title>Invesco Mortgage Capital's Quarterly Results And Recent Secondaries Underscore Importance Of Per-Share Comparisons For mREITs</title>
      <link>http://seekingalpha.com/article/305106/comments?source=feed#comment-2015973</link>
      <guid isPermaLink="false">2015973</guid>
      <content>
        <![CDATA[The decline in Invesco's book value has almost nothing to do with the secondary offerings. It was mainly a result of the swap value decline and the cost of the $4 billion swap purchased in Q2 and paid for in Q3, which was also explained by the CFO in their earnings webcast. Same  thing happened last quarter.]]>
      </content>
      <pubDate>Thu, 03 Nov 2011 23:32:19 -0400</pubDate>
      <description>
        <![CDATA[The decline in Invesco's book value has almost nothing to do with the secondary offerings. It was mainly a result of the swap value decline and the cost of the $4 billion swap purchased in Q2 and paid for in Q3, which was also explained by the CFO in their earnings webcast. Same  thing happened last quarter.]]>
      </description>
    </item>
    <item>
      <title>Top 10 Most Shorted Shipping Stocks</title>
      <link>http://seekingalpha.com/article/304501/comments?source=feed#comment-2015187</link>
      <guid isPermaLink="false">2015187</guid>
      <content>
        <![CDATA[HerrHansa, what you are probably seeing is the short interest as a percentage of the float. My numbers are based on the total shares outstanding, since I find that data on float is difficult to verify and even obtain.]]>
      </content>
      <pubDate>Thu, 03 Nov 2011 16:37:14 -0400</pubDate>
      <description>
        <![CDATA[HerrHansa, what you are probably seeing is the short interest as a percentage of the float. My numbers are based on the total shares outstanding, since I find that data on float is difficult to verify and even obtain.]]>
      </description>
    </item>
    <item>
      <title>Top 10 Most Shorted Shipping Stocks</title>
      <link>http://seekingalpha.com/article/304501/comments?source=feed#comment-2012632</link>
      <guid isPermaLink="false">2012632</guid>
      <content>
        <![CDATA[Per the Nasdaq, &quot;firms are required to report their short positions as of settlement on the 15th of each month. A compilation is published eight business days after.&quot; The latest publication date is 10/14/11. Where did you see this supposed &quot;real time figures&quot;?]]>
      </content>
      <pubDate>Wed, 02 Nov 2011 18:22:17 -0400</pubDate>
      <description>
        <![CDATA[Per the Nasdaq, &quot;firms are required to report their short positions as of settlement on the 15th of each month. A compilation is published eight business days after.&quot; The latest publication date is 10/14/11. Where did you see this supposed &quot;real time figures&quot;?]]>
      </description>
    </item>
    <item>
      <title>Find Upside In These Dental Appliance Makers</title>
      <link>http://seekingalpha.com/article/303868/comments?source=feed#comment-2008111</link>
      <guid isPermaLink="false">2008111</guid>
      <content>
        <![CDATA[Thanks Mr. Gorban. It did not come easy :)]]>
      </content>
      <pubDate>Tue, 01 Nov 2011 01:58:15 -0400</pubDate>
      <description>
        <![CDATA[Thanks Mr. Gorban. It did not come easy :)]]>
      </description>
    </item>
    <item>
      <title>4 Safer REITs For The Diversified Portfolio</title>
      <link>http://seekingalpha.com/article/300132/comments?source=feed#comment-1988710</link>
      <guid isPermaLink="false">1988710</guid>
      <content>
        <![CDATA[thanks kelly. REITs are simply my favorite investments. I missed out on GOV last week and now the price is 5% higher.]]>
      </content>
      <pubDate>Sat, 22 Oct 2011 20:04:55 -0400</pubDate>
      <description>
        <![CDATA[thanks kelly. REITs are simply my favorite investments. I missed out on GOV last week and now the price is 5% higher.]]>
      </description>
    </item>
    <item>
      <title>Stocks With Volatility Built In</title>
      <link>http://seekingalpha.com/article/300057/comments?source=feed#comment-1988707</link>
      <guid isPermaLink="false">1988707</guid>
      <content>
        <![CDATA[Thanks for the clarification, LV. The distinction between Class A and B shares is always a little confusing, since one also has to figure out the process of converting from B to A.]]>
      </content>
      <pubDate>Sat, 22 Oct 2011 19:59:59 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the clarification, LV. The distinction between Class A and B shares is always a little confusing, since one also has to figure out the process of converting from B to A.]]>
      </description>
    </item>
    <item>
      <title>Stocks With Volatility Built In</title>
      <link>http://seekingalpha.com/article/300057/comments?source=feed#comment-1988704</link>
      <guid isPermaLink="false">1988704</guid>
      <content>
        <![CDATA[The majority of that book value is reported to be cash &amp; equivalents.]]>
      </content>
      <pubDate>Sat, 22 Oct 2011 19:56:58 -0400</pubDate>
      <description>
        <![CDATA[The majority of that book value is reported to be cash &amp; equivalents.]]>
      </description>
    </item>
    <item>
      <title>Stocks With Volatility Built In</title>
      <link>http://seekingalpha.com/article/300057/comments?source=feed#comment-1979316</link>
      <guid isPermaLink="false">1979316</guid>
      <content>
        <![CDATA[Google and Yahoo Finance are often incorrect on number of shares, market caps, etc. According to their own site, LinkedIn has 9.04 mill shares outstanding, not 97 million shares.]]>
      </content>
      <pubDate>Mon, 17 Oct 2011 19:31:34 -0400</pubDate>
      <description>
        <![CDATA[Google and Yahoo Finance are often incorrect on number of shares, market caps, etc. According to their own site, LinkedIn has 9.04 mill shares outstanding, not 97 million shares.]]>
      </description>
    </item>
    <item>
      <title>4 Safer REITs For The Diversified Portfolio</title>
      <link>http://seekingalpha.com/article/300132/comments?source=feed#comment-1979312</link>
      <guid isPermaLink="false">1979312</guid>
      <content>
        <![CDATA[Government leases are typically for a minimum of 4 years. The Fed Govt is among the safest tenant you can find, and is way better than having Solyndra or RIM as a tenant. Of course some risk of space reduction exists but that should not be a major impact on GOV's income stream.]]>
      </content>
      <pubDate>Mon, 17 Oct 2011 19:27:36 -0400</pubDate>
      <description>
        <![CDATA[Government leases are typically for a minimum of 4 years. The Fed Govt is among the safest tenant you can find, and is way better than having Solyndra or RIM as a tenant. Of course some risk of space reduction exists but that should not be a major impact on GOV's income stream.]]>
      </description>
    </item>
    <item>
      <title>3 Overvalued Stocks To Sell Or Sell Short</title>
      <link>http://seekingalpha.com/article/296404/comments?source=feed#comment-1970468</link>
      <guid isPermaLink="false">1970468</guid>
      <content>
        <![CDATA[Agreed on CRM and LNKD. In fact LNKD is already one of the most shorted stocks out there. I think lots of volatility is in store for it.<br/><br/>Good piece and quite entertaining. But I would have liked to see more financial analysis about these 3 offenders besides their P/E ratios. ]]>
      </content>
      <pubDate>Wed, 12 Oct 2011 17:06:58 -0400</pubDate>
      <description>
        <![CDATA[Agreed on CRM and LNKD. In fact LNKD is already one of the most shorted stocks out there. I think lots of volatility is in store for it.<br/><br/>Good piece and quite entertaining. But I would have liked to see more financial analysis about these 3 offenders besides their P/E ratios. ]]>
      </description>
    </item>
    <item>
      <title>Top 10 Most Shorted Solar Stocks</title>
      <link>http://seekingalpha.com/article/295992/comments?source=feed#comment-1942909</link>
      <guid isPermaLink="false">1942909</guid>
      <content>
        <![CDATA[I stopped following GTAT months ago when their price went up to over $12/share since I didn't see much upside from those levels. But this is a solid company that is getting more diversified with LED &amp; sapphire technologies, and from what I recall it has a lot of institutional ownership (which can be good or bad). At its current price it is looking like a good buy for the long haul, but short term it could still go down another 10%-20%. ]]>
      </content>
      <pubDate>Thu, 29 Sep 2011 17:51:23 -0400</pubDate>
      <description>
        <![CDATA[I stopped following GTAT months ago when their price went up to over $12/share since I didn't see much upside from those levels. But this is a solid company that is getting more diversified with LED &amp; sapphire technologies, and from what I recall it has a lot of institutional ownership (which can be good or bad). At its current price it is looking like a good buy for the long haul, but short term it could still go down another 10%-20%. ]]>
      </description>
    </item>
  </channel>
</rss>
