Seeking Alpha

IncomeYield

IncomeYield
Send Message
View as an RSS Feed
View IncomeYield's Comments BY TICKER:
Latest comments  |  Highest rated
  • 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, 2012. 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, 2012. 09:17 PM | 6 Likes Like |Link to Comment
  • A Diversified, High-Income Bond Portfolio For 2015 [View article]
    What did not sell off big in 2008?
    Jan 24, 2015. 11:54 PM | 5 Likes Like |Link to Comment
  • Money Dries Up For Oil And Gas, Layoffs Spread, Write-Offs Start [View article]
    sub-prime oil companies ??? :)
    Jan 18, 2015. 09:16 PM | 5 Likes Like |Link to Comment
  • U.S. electric vehicle sales +23% in 2014 [View news story]
    Cancelled my order for rooftop PV and a hybrid/EV. At these gas prices, ROI doesn't work.

    Even at higher gas prices, the bundle was iffy.
    Jan 8, 2015. 12:03 AM | 5 Likes Like |Link to Comment
  • Is The Oil Super Cycle Over? [View article]
    The Saudis and Russia, both overly concentrated economies in oil and gas, now realize the mistake in letting other companies crawl under the umbrella.

    Everyone and their brother was either taking advantage of $100 oil or fighting it with substitutes.

    Look at the headwinds:
    - US shale
    - tar sands
    - deep water
    - altE
    - LNG
    - anti carbon folks
    - environmentalists opposed to drilling anywhere

    Won't be easy to put the genie back in the bottle.

    Let's say oil really spikes again for some reason back to $100?
    How will the global economies handle that considering the US is the only one moving along?
    Dec 28, 2014. 07:05 PM | 5 Likes Like |Link to Comment
  • Is The Oil Super Cycle Over? [View article]
    The Saudis know where the hedges are, the sub-floors, and when they run out.
    Dec 28, 2014. 06:59 PM | 5 Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Yup - if $56 is not reasonable, why are major companies every day announcing big capex cuts and project cancellations.

    What do they know?
    Dec 17, 2014. 08:16 PM | 5 Likes Like |Link to Comment
  • Weighing The Week Ahead: Can Earnings Season Reverse The Stock Market Decline? [View article]
    Why did markets decline?

    More sellers than buyers. Period.
    Oct 12, 2014. 03:24 PM | 5 Likes Like |Link to Comment
  • Oil & Gas Stocks: How Far Are We In This Correction? [View article]
    Good article. At least this author admits he doesn't know.
    Oct 8, 2014. 10:55 AM | 5 Likes Like |Link to Comment
  • They Do Ring A Bell At The Top: Alibaba Proves Wall Street Is Off Its Rocker [View article]
    Don't beat around the bush.
    Just say what you think!
    Sep 23, 2014. 09:50 PM | 5 Likes Like |Link to Comment
  • Safe Large-Cap Blue-Chip Dividend Champions For Your Retirement Portfolios: Part 2 [View article]
    Check the demographics and age groups that are NOT frequenting MickieD.
    Aug 26, 2014. 11:21 PM | 5 Likes Like |Link to Comment
  • The Bull Market In Equities Has A Long Way To Run [View article]
    -buybacks
    -refinance of debt
    -debt to fund buybacks
    -layoffs
    -tax inversions
    -products sold with low to 0% financing
    -dividends initiated or increased to "lure" investors

    Any other cards to play? :)
    Aug 18, 2014. 09:03 PM | 5 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, 2014. 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, 2013. 06:53 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
2,221 Comments
1,993 Likes