dieuwer's Comments dieuwer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/105533/comments Brazil: Hit By Social Mood Downturn http://seekingalpha.com/article/1509842/comments?source=feed#comment-20158692 20158692 Wed, 19 Jun 2013 15:58:58 -0400 Fitch Notices Credit Bubble In China http://seekingalpha.com/article/1509962/comments?source=feed#comment-20156282 20156282 And considering the disastrous one-child policy, China is in grave danger to follow Japan in its path.]]> Wed, 19 Jun 2013 15:13:22 -0400 And considering the disastrous one-child policy, China is in grave danger to follow Japan in its path.]]> Brazil: Hit By Social Mood Downturn http://seekingalpha.com/article/1509842/comments?source=feed#comment-20154452 20154452
The problem with the BRICs is the hot money flow that drove their currencies up, and now down again. If the BRICs had been clever, they had used the good times to develop a strong bond market to absorb those flows. Prices would have remained stable with a moderately growing economy.]]> Wed, 19 Jun 2013 14:17:13 -0400
The problem with the BRICs is the hot money flow that drove their currencies up, and now down again. If the BRICs had been clever, they had used the good times to develop a strong bond market to absorb those flows. Prices would have remained stable with a moderately growing economy.]]> Short Sellers Flee Questcor On Sentiment Reversal http://seekingalpha.com/article/1507782/comments?source=feed#comment-20094842 20094842 Tue, 18 Jun 2013 09:40:03 -0400 Spain - Hope Springs Eternal http://seekingalpha.com/article/1503132/comments?source=feed#comment-20001152 20001152
http://bit.ly/121hrgX]]> Fri, 14 Jun 2013 18:54:17 -0400
http://bit.ly/121hrgX]]> Is the short thesis on Herbalife (HLF +4.8%) really "in tatters," as D.A. Davidson's Tim Ramey suggests (I, II)? The analyst debates the point head-to-head with Herb Greenberg on CNBC. Greenberg notes that the YTD rally in the shares in not evidence of anything other than the stock going up, suggesting that the move has little to do with underlying claims about the company's business model. Ramey counters by reminding Greenberg that analysts get paid to make calls on where stocks are going and so far this year, HLF is up 48%. http://seekingalpha.com/currents/post/1085822?source=feed#comment-19993462 19993462 Fri, 14 Jun 2013 15:19:25 -0400 Why Is Gold Draining Out Of COMEX Warehouses? http://seekingalpha.com/article/1502552/comments?source=feed#comment-19990122 19990122
I never understood why anyone wants to do business with the COMEX. Retail investors should buy GLD if they want a paper vehicle, or go to the local (online) coin shop to buy bullion.
Large and institutional investors can buy GLD if they want a paper vehicle, or contact a bullion bank to have physical delivered to their own vault.]]> Fri, 14 Jun 2013 14:07:36 -0400
I never understood why anyone wants to do business with the COMEX. Retail investors should buy GLD if they want a paper vehicle, or go to the local (online) coin shop to buy bullion.
Large and institutional investors can buy GLD if they want a paper vehicle, or contact a bullion bank to have physical delivered to their own vault.]]> Why Is Gold Draining Out Of COMEX Warehouses? http://seekingalpha.com/article/1502552/comments?source=feed#comment-19988202 19988202 I think you didn't.

As long as "buying" means "placing an order and getting a receipt" they are merely shuffling book entries.]]> Fri, 14 Jun 2013 13:32:08 -0400 I think you didn't.

As long as "buying" means "placing an order and getting a receipt" they are merely shuffling book entries.]]> The Case Of The Bid-Button Happy BlackBerry Short Seller http://seekingalpha.com/article/1501352/comments?source=feed#comment-19962042 19962042 Thu, 13 Jun 2013 20:56:22 -0400 Japan's 'Reflation' Policy - Upsetting Global Market Balance? http://seekingalpha.com/article/1500032/comments?source=feed#comment-19950252 19950252
Something along similar lines may well happen again, and note that this time it is China stands out as the country with one of the strongest currencies in Asia."

Many Asian countries do not have current account and trade deficits today.
However, South Africa and some of the BRIC countries do.
Thus, I would expect a South Africa or Brazil crises before one from Asia. In fact, the Rand looks like it is going to plunge through 10 and could trade as low as 14 to the dollar this year.]]> Thu, 13 Jun 2013 15:26:15 -0400
Something along similar lines may well happen again, and note that this time it is China stands out as the country with one of the strongest currencies in Asia."

Many Asian countries do not have current account and trade deficits today.
However, South Africa and some of the BRIC countries do.
Thus, I would expect a South Africa or Brazil crises before one from Asia. In fact, the Rand looks like it is going to plunge through 10 and could trade as low as 14 to the dollar this year.]]> Annaly: Waiting To Buy Still The Best Course http://seekingalpha.com/article/1498332/comments?source=feed#comment-19936022 19936022
It does not hurt floating-rate MBS.
If mREITs are pro-active and switch their portfolios from fixed-rate to floating rate, a rising rate environment should not be a problem.]]> Thu, 13 Jun 2013 11:42:07 -0400
It does not hurt floating-rate MBS.
If mREITs are pro-active and switch their portfolios from fixed-rate to floating rate, a rising rate environment should not be a problem.]]> Armour Residentail (ARR +4.8%) surges after holding its monthly distribution steady at $0.07/share. Capstead Mortgage (CMO +2%) gains as well after maintaining its quarterly payout at $0.31. The mREIT sector (REM +1.5%). Some other names moving: Invesco (IVR +2.1%), Two Harbors (TWO +1%), Hatteras (HTS +1.6%), Anworth (ANH +1.8%), Western Asset (WMC +3.4%), PennyMac (PMT +2.1%). http://seekingalpha.com/currents/post/1082602?source=feed#comment-19935522 19935522 Thu, 13 Jun 2013 11:35:35 -0400 Annaly Capital Management: Bears Don't Get It http://seekingalpha.com/article/1492332/comments?source=feed#comment-19847312 19847312 Tue, 11 Jun 2013 12:25:25 -0400 Annaly Capital Management And The Spread: One Widening Reason Not To Sell http://seekingalpha.com/article/1493952/comments?source=feed#comment-19847262 19847262 Tue, 11 Jun 2013 12:24:23 -0400 Intel Breaks ARM, Sends Shares Down 20% http://seekingalpha.com/article/1488382/comments?source=feed#comment-19727322 19727322 Fri, 07 Jun 2013 15:41:27 -0400 'Panic' In Emerging Market Currencies http://seekingalpha.com/article/1485351/comments?source=feed#comment-19694641 19694641 Thu, 06 Jun 2013 17:13:23 -0400 Far Oversold, Dividend Payer PennyMac Mortgage Is A Buy http://seekingalpha.com/article/1480361/comments?source=feed#comment-19645851 19645851 http://nyti.ms/19JcuRr]]> Wed, 05 Jun 2013 14:56:08 -0400 http://nyti.ms/19JcuRr]]> Why Isn't Japan Rallying Anymore? http://seekingalpha.com/article/1482871/comments?source=feed#comment-19645531 19645531 Wed, 05 Jun 2013 14:48:56 -0400 Achillion: Is This Stock For Traders Or For Long Term Investors? http://seekingalpha.com/article/1477761/comments?source=feed#comment-19570061 19570061 Mon, 03 Jun 2013 16:53:09 -0400 Why Don't mREIT Dividends Go Up When Rates Go Up? http://seekingalpha.com/article/1469461/comments?source=feed#comment-19488451 19488451 Fri, 31 May 2013 18:53:33 -0400 Why Don't mREIT Dividends Go Up When Rates Go Up? http://seekingalpha.com/article/1469461/comments?source=feed#comment-19488201 19488201 Fri, 31 May 2013 18:45:33 -0400 Avoid These 5 Dividend Monsters http://seekingalpha.com/article/1474121/comments?source=feed#comment-19487911 19487911 Fri, 31 May 2013 18:33:52 -0400 Is This The Start Of A New Bull Market? http://seekingalpha.com/article/1474001/comments?source=feed#comment-19487901 19487901 Fri, 31 May 2013 18:33:08 -0400 Team Alpha Portfolio Update: Taking Profits, Hedging, And Redeploying Some Cash http://seekingalpha.com/article/1472301/comments?source=feed#comment-19480631 19480631 Fri, 31 May 2013 15:40:51 -0400 Avoid These 5 Dividend Monsters http://seekingalpha.com/article/1474121/comments?source=feed#comment-19480021 19480021 Fri, 31 May 2013 15:30:32 -0400 Is This The Start Of A New Bull Market? http://seekingalpha.com/article/1474001/comments?source=feed#comment-19479091 19479091 Maybe it just is a case of the best looking house in a bad neighborhood.]]> Fri, 31 May 2013 15:07:45 -0400 Maybe it just is a case of the best looking house in a bad neighborhood.]]> Is This The Start Of A New Bull Market? http://seekingalpha.com/article/1474001/comments?source=feed#comment-19478801 19478801 Fri, 31 May 2013 15:00:27 -0400 Is This The Start Of A New Bull Market? http://seekingalpha.com/article/1474001/comments?source=feed#comment-19478271 19478271
Also note from your graphs that TURNING POINTS in the direction of yields correspond with BOTTOMS of the stock market, while MIDWAY POINTS in the direction of yields correspond to TOPS of the stock market.]]> Fri, 31 May 2013 14:48:31 -0400
Also note from your graphs that TURNING POINTS in the direction of yields correspond with BOTTOMS of the stock market, while MIDWAY POINTS in the direction of yields correspond to TOPS of the stock market.]]> Should We Allow Kyle Bass To Bet On The Economic Implosion Of Japan? http://seekingalpha.com/article/1473301/comments?source=feed#comment-19467651 19467651
Says you.

Let me rephrase:

"I think that capitalism is not supposed to work that way, but I might be wrong".]]> Fri, 31 May 2013 11:12:39 -0400
Says you.

Let me rephrase:

"I think that capitalism is not supposed to work that way, but I might be wrong".]]> The Young And Restless Portfolio: Aggressive Growth Of Over 40% In 5 Months http://seekingalpha.com/article/1473141/comments?source=feed#comment-19467011 19467011 Fri, 31 May 2013 11:02:28 -0400