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IncomeYield

IncomeYield
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  • Greek Default And Devaluation: Would It Even Matter? [View article]
    One of my concerns remains similar to the US housing issue. Why does anyone care? Why has most of the developed world moved heaven 'n earth to deal with Greece?

    In the same way, I STILL ask why Ben is so worried about US residential housing values that he wreaks havoc on many other innocent bystanders and sectors.

    Do policy makers "policize" for its own sake? Like nothing better to do? Sometimes the right action might be no action.
    Feb 19 07:58 PM | 7 Likes Like |Link to Comment
  • Correction 2014: Are You Prepared? [View article]
    The Fed is "trapped". Painted into the proverbial corner.
    Taxpayers world-wide are the back stop -- again.

    The biggest and bluest chips could see significant P/E expansion as investors are willing to pay up for companies likely to just still be in business in the next 10 to 20 years.

    The real risk is in all the long term private and public sub 3% debt.
    Jun 6 01:50 AM | 6 Likes Like |Link to Comment
  • Wind And Solar Share Fatal Flaws: Politics And Variability Of Output [View article]
    Wow, battery disposal and recycling is as bad as nuclear waste.
    Apr 4 10:07 PM | 6 Likes Like |Link to Comment
  • 4-Year Stock Optimist Turns Negative - 4 Signs Market Is On Thin Ice [View article]
    This a key point that the Bernank doesn't get. The paradox of thrift.
    Investors with even a 2% loan and a 0% CD will pay down/off the loan.

    Give savers and retirees a 5% CD and watch this economy rip.
    They will spend some or all of it. The issue remains IMO, Bernank is still deathly afraid of declining real estate values. Why this linch pin is so key is interesting. Low interest rates have not and will not cause any significant hiring. Keep rates low until employment is 6%?
    Someone show us the equation where that will work. I still think the REAL issue is still housing, banks, and mortgages.

    Is anyone here (that used to hide out in 5% money market funds and CDs) all of a sudden all in the stock market? Tell the truth now.
    Feb 28 11:17 PM | 6 Likes Like |Link to Comment
  • S&P futures +0.4% following the Fed leak about more stimulus. The dollar is marginally weaker, and gold is moving, +0.6% to a 1-month high of $1,627/oz.  [View news story]
    The Wisconsin recall is BIG for the US markets IMO. Could start a groundswell shift to more sanity.

    A realization that "the system" cannot provide 6 figure incomes, then 6-figure pensions (some double dip), and lifetime medical to 50 year old public sector retirees that could live to 100+.

    Many of which will live long enough to contract horrendously expensive conditions.
    Jun 5 10:04 PM | 6 Likes Like |Link to Comment
  • Greek Default And Devaluation: Would It Even Matter? [View article]
    My gut feeling is that it is "CDS" all over again. Where are they, who holds them, who are the counter-parties, what are the cascading after affects of CDS triggered by one or more Euroland countries defaulting.

    The so-called haircuts and general economic impact of the actual non-payment might be slim to none compared to the CDS fall-out..
    Feb 19 09:17 PM | 6 Likes Like |Link to Comment
  • Surface 3 Has MacBook Air In Its Crosshairs [View article]
    I went all iPhone/iPad some time ago. Not working out. Looking at Microsoft again.
    May 23 03:58 PM | 5 Likes Like |Link to Comment
  • Farewell For Now Seeking Alpha [View article]
    Anyone charging for advice and/or assets under management AND they claim any sort of track record (in whole, or in part), should be required to provide easily audited and verifiable results.

    Even IF, past performance ....

    If they claim they can pick stocks and/or market time, let's see it.
    Clients/subscribers will flock to them if they can do so successfully.

    Note, real money on-the-line and significant, meaningful positions are other factors to be considered. No rear view mirror, hypothetical stuff allowed. :)
    Jul 22 06:53 PM | 5 Likes Like |Link to Comment
  • Bill Ackman's Pershing Square says Herbalife (HLF +1.6%) "refuses" to release actual sales data, which violates a California injunction, and is requesting that regulators "promptly" initiate a probe of the company. Ackman says the release of the actual data collected by its distributors would "put to rest" whether it is or isn't a pyramid scheme. [View news story]
    Not truly a Ponzi scheme in the financial sense. It appears HLF reps consume a big chuck of the products themselves at wholesale prices and sell some downstream.

    There are many markets and products with layers of resellers.

    Interesting, but not really a Ponzi IMO.
    Jun 19 02:00 AM | 5 Likes Like |Link to Comment
  • Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
    We have talked about this for years now.
    Simply put, a legion of short-term CD investors have been

    pushed into bonds and bond funds, etc.
    and then pushed into leveraged BOND CEFs, etc.
    and then pushed into junk bonds, etc.
    and then pushed into Royalty Trusts, MLPs, etc.
    and then pushed into mREITs, etc.
    and then pushed into dividend paying equities, etc.
    and then pushed into selling puts and covered calls, etc.
    and so on

    The proverbial stretch for yield never ends well.
    The casino does well though.
    Jun 9 12:27 PM | 5 Likes Like |Link to Comment
  • Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
    Yup. After the bubbles and craziness from the last decade, "never say never". Publicly traded anything could be up or down 40% or more in a NY minute for no apparent reason -- until the details are "revealed" later.

    You got to trade the traders.
    You can't pick your neighbors, and you can't pick your Fed Chairman.

    Jun 9 12:21 PM | 5 Likes Like |Link to Comment
  • Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
    It's not what the Fed is doing to condition investors, it's the interest rate environment borrowers are and will demand going forward.

    Stress test it. Open the market Monday morning with a 5% 30-year mortgage just as a test. Would every home sale now in escrow fall out?

    Set auto loans at 7 to 8% and see what car sales do that week.

    Interest rates are artificial, P/E's are artificial. I do agree that non-discretionary will hold up against almost any headwind. People will pay their telecom bill, insurance, health care, etc.

    Remember in spite of almost zero rates across the board, the US economy is still at or near stall speed.
    May 17 08:57 PM | 5 Likes Like |Link to Comment
  • Why A Stock Market Bubble Is Forming Right Now [View article]
    The stock market is also supply and demand.

    Artificially low interest rates = insane big cap bond sales = crazy buy backs = record insider selling.

    The usual wealth transfer from shareholders to insiders, and taxpayers to insider/politicos.

    Great work if you can get it.
    Including the N Cal lifetime $400k per year for life pensioner.

    James -- you have been calling for an S&P blow-up now for 3 or 4 years. :)
    May 3 03:38 PM | 5 Likes Like |Link to Comment
  • Wind And Solar Share Fatal Flaws: Politics And Variability Of Output [View article]
    If the Left would allow a fair and balanced analysis, NOTHING could hold a candle (no pun intended) to nat gas in the short/medium term.
    Apr 4 10:02 PM | 5 Likes Like |Link to Comment
  • Flying High On Borrowed Wings [View article]
    The US is "payment nation".

    Will anyone buy a house going forward without a sub 4% mortgage? Will anyone pay cash for a house if they could get a 5% CD?

    Will anyone buy an iPad or a washer/dryer without 0% interest for 18 to 36 months?

    Will anyone buy a car without a sub 2% loan?

    Ben has painted himself into a corner, AND hammered savers for the past 5 years now.
    Apr 2 08:18 PM | 5 Likes Like |Link to Comment
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