buyitcheaper

Foreign Bond ETFs: Considering Dollar Devaluation and Maximizing Income Stream

Would an entry point for funds like these be on a pop in the US Dollar? It would seem that if we get such a move up (even if temporary) it would be the right time to enter these. Now, the other question, for all these funds, are they just beneficiaries of loose monetary policy by their own countries? Are these funds winning b/c their own currencies are depreciating faster than the USD?

While Financials Drag Markets Down, Five Ways to Stay in Play

HAO is a good option for China too.

Opportunity in Emerging Markets Amidst This Panic

Most of the emerging markets rise correlates to the dollars decline until that reverses those markets are dead.

America Needs a Turnaround Plan

Fred is your middle name "Hoover"? To suggest raising taxes going into a recession, that's back of the classroom kind of thinking.

Longer term, a phased expiration AFTER the fed begins to raise rates because our economy is recovering is a good thing. But structurally, we must freeze military and discretionary spending immediately as in zero, no increase for five years.

Use this "crisis" to restructure Social Security (minimum age to draw ANY benefits, make it 72 for those born after 1960.) Same deal with Medicare, eliminate the idiotic free drug benefit or at least severely means test it.

But as your first act of raising taxes as we spiral downward, will only take this economy into a nose dive.

Inflation, Deflation and the U.S.-China Relationship

Seems to me the better bet is still just dollar short. The chinese commodity stocks are RIDICULOUSLY cheap.

Inflation, Deflation and the U.S.-China Relationship

Seems to me the better bet is still just dollar short. The chinese commodity stocks are RIDICULOUSLY cheap.

Regional Banks May Need Rescuing

Coming Soon.... Resolution Trust Corporation Part Deux

The Economic Week Ahead: Inflation, Growth, Confidence and Retail Numbers

Enjoying the ride down so far everyone! This has been GREAT!!!!


On Aug 17 05:15 PM User 244491 wrote:

> Short the Russell,Dow,Nasdaq,SP from Monday cover on Friday.
> I am preparing myself for ride on e-mini Dow till 11000 on Friday,maybe
> will close some of shorts done on Thursday previous week.

Options as a 'Gold'en Opportunity

Interesting conversation- where the out of the ground cost of mining an ounce of gold is now $600, there is effectively a floor under us. I'd see $1200 as reasonable in the next 2-3 years. As such, the relative risk reward is compelling for a reasonable portion of a portfolio.

Options as a 'Gold'en Opportunity

I agree I'd go long with the GLD and short the GDX before the converse... it's a "real" asset vs. a paper equity ultimately.

The Bedrock Case for the Return of the Gold Bull

Over a typical interest rate cycle, gold will retain its purchasing power and is convertible to legal tender. so that is specious. And anyone who would buy GLD or any other equity without a stop, deserves to lose their money. So again, somewhat specious.

Inflation doesn't rise 14% in amonth, it rises 0.09% a month, every month, for two or three years, and then you look back and that same suit that cost you $500, now costs you $950. That $1.29 dozen eggs costs $3.99 (CLM a recommendation there.)

Also, you will see beef inflating significantly this fall as the early culling due to grains incredible rise forced beef producers to push their product to market much earlier which will result in a scarcity of supply this fall. This will make support the higher overall inflation numbers which is ultimately why gold will start tracking back up toward the end of the year absent a SERIOUS intervention by the Fed, i..e a real interest rate increase of 1% point or more.

Does anyone have Volcker's number?

The Economic Week Ahead: Inflation, Growth, Confidence and Retail Numbers

You're spot on = SDS, DXD, SKF, SRS will yield a nice bounce.

The Great Consumer Crash of 2009

Really good comments and article by the author- consider for a minute how little if ANY at all gets into our high school or college/university level curriculum - i.e. How to interpret economic data 101. Our financial IQ is horrifyingly weak. I'd still like to know how he would position a portfolio in light of the data and conclusion. short term treasuries and cash, all things ex-US?

Capital One: A Different Short Case

It's always the way with service based acquisitions - the real goodwill is in the relationships of key players. If you don't take care of them all you have are a few administrative staff and floor space.

Capital One: A Different Short Case

It's always the way with service based acquisitions - the real goodwill is in the relationships of key players. If you don't take care of them all you have are a few administrative staff and floor space.