JYucca's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1098058/comments http://seekingalpha.com/article/1445561/comments?source=feed#comment-19003731 19003731 Sun, 19 May 2013 16:11:23 -0400 http://seekingalpha.com/article/1442731/comments?source=feed#comment-18992081 18992081
"In fact, stock prices should go up so that equilibrium returns are lower across all asset classes. "

Makes sense. Good article. So p/e's should expand until this is so, discounted for risk. That gives us the direction (up), the arrow which you chide the media for ogling. Now, please tell us what the level should be, say for the S&P500. Has it been reached, or is more p/e expansion due? ]]> Sat, 18 May 2013 22:12:56 -0400
"In fact, stock prices should go up so that equilibrium returns are lower across all asset classes. "

Makes sense. Good article. So p/e's should expand until this is so, discounted for risk. That gives us the direction (up), the arrow which you chide the media for ogling. Now, please tell us what the level should be, say for the S&P500. Has it been reached, or is more p/e expansion due? ]]> http://seekingalpha.com/article/1442731/comments?source=feed#comment-18991901 18991901
Why are depositors protected by FDIC insurance (up to 250k) while bigger deposits, shareholders and bondholders are not? There are very practical reasons for this. The main one is that without insurance on deposits, runs on banks can start too easily due to a lack of confidence.

So why not also insure bondholders, shareholders, and deposits over 250k? Because that's ridiculous. If you're going to protect shareholders and bondholders of banks, why stop with banks? To be fair, protect all bonds and stocks against losses. There, problems solved! No, there needs to be a penalty for failing. What we have had with too-big-to-fail institutions is the excesses of unbridled capitalism while they succeeded and then welfare for them when they failed. ]]> Sat, 18 May 2013 21:57:39 -0400
Why are depositors protected by FDIC insurance (up to 250k) while bigger deposits, shareholders and bondholders are not? There are very practical reasons for this. The main one is that without insurance on deposits, runs on banks can start too easily due to a lack of confidence.

So why not also insure bondholders, shareholders, and deposits over 250k? Because that's ridiculous. If you're going to protect shareholders and bondholders of banks, why stop with banks? To be fair, protect all bonds and stocks against losses. There, problems solved! No, there needs to be a penalty for failing. What we have had with too-big-to-fail institutions is the excesses of unbridled capitalism while they succeeded and then welfare for them when they failed. ]]> http://seekingalpha.com/article/1442881/comments?source=feed#comment-18972461 18972461 Sat, 18 May 2013 00:01:50 -0400 http://seekingalpha.com/article/1444561/comments?source=feed#comment-18968821 18968821 Fri, 17 May 2013 20:40:05 -0400 http://seekingalpha.com/article/1437121/comments?source=feed#comment-18928581 18928581 Thu, 16 May 2013 23:50:52 -0400 http://seekingalpha.com/article/1438171/comments?source=feed#comment-18880261 18880261 Wed, 15 May 2013 22:51:32 -0400 http://seekingalpha.com/article/1437121/comments?source=feed#comment-18879031 18879031 Wed, 15 May 2013 22:06:01 -0400 http://seekingalpha.com/article/1437121/comments?source=feed#comment-18878791 18878791
Just an aside: I do not think that some of the -- how do I put this -- well, delusional, over-confident or politically-driven authors on SA are lazy. But it does appear that sentiment and biases shape analysis for too many, as your criticism implies. What are the odds of the forecast of this article panning out, worldwide currency system and all? If options were sold on it, I wouldn't pay one cent. ]]> Wed, 15 May 2013 21:58:45 -0400
Just an aside: I do not think that some of the -- how do I put this -- well, delusional, over-confident or politically-driven authors on SA are lazy. But it does appear that sentiment and biases shape analysis for too many, as your criticism implies. What are the odds of the forecast of this article panning out, worldwide currency system and all? If options were sold on it, I wouldn't pay one cent. ]]> http://seekingalpha.com/currents/post/1024511?source=feed#comment-18821901 18821901 Tue, 14 May 2013 15:32:32 -0400 http://seekingalpha.com/article/1427391/comments?source=feed#comment-18741201 18741201 Sun, 12 May 2013 16:49:17 -0400 http://seekingalpha.com/article/1427391/comments?source=feed#comment-18741061 18741061 Sun, 12 May 2013 16:40:35 -0400 http://seekingalpha.com/article/1427181/comments?source=feed#comment-18731201 18731201 Sun, 12 May 2013 10:25:38 -0400 http://seekingalpha.com/article/1411121/comments?source=feed#comment-18568151 18568151 Wed, 08 May 2013 05:57:01 -0400 http://seekingalpha.com/article/1411121/comments?source=feed#comment-18556451 18556451 Tue, 07 May 2013 18:29:47 -0400 http://seekingalpha.com/article/1398091/comments?source=feed#comment-18453431 18453431 Buying out of the money puts is the safe way to play the short side. Assume your puts will expire worthless until you finally win. As your story illustrates, losing a little on puts for a while is far, far cheaper than getting killed on a short position. So when the stock doubles irrationally, you can say, "fine, a small loss, no lost sleep; now I can buy really cheap puts at much higher strikes and for a much better bet." Eventually you'll win big if you're right, as you were in that case. The options markets tend to underestimate the big moves that come sooner or later. This is the only way i'd be short something like ARMH or NFLX or WDAY.]]> Sun, 05 May 2013 00:47:49 -0400 Buying out of the money puts is the safe way to play the short side. Assume your puts will expire worthless until you finally win. As your story illustrates, losing a little on puts for a while is far, far cheaper than getting killed on a short position. So when the stock doubles irrationally, you can say, "fine, a small loss, no lost sleep; now I can buy really cheap puts at much higher strikes and for a much better bet." Eventually you'll win big if you're right, as you were in that case. The options markets tend to underestimate the big moves that come sooner or later. This is the only way i'd be short something like ARMH or NFLX or WDAY.]]> http://seekingalpha.com/article/1395991/comments?source=feed#comment-18440871 18440871
As to your question, of course it will be useful to point out that a bubble has formed after it has (and I'm sure you will, if that happens). Asset bubbles often take years to form. ]]> Sat, 04 May 2013 11:17:03 -0400
As to your question, of course it will be useful to point out that a bubble has formed after it has (and I'm sure you will, if that happens). Asset bubbles often take years to form. ]]> http://seekingalpha.com/article/1395991/comments?source=feed#comment-18429751 18429751 Fri, 03 May 2013 22:02:25 -0400 http://seekingalpha.com/article/1379311/comments?source=feed#comment-18206861 18206861 But very nice article. Yes, the "alternate CPI" should mean that most people would be consuming less today than 20 years ago. It seems to me that most are consuming quite a lot more than 20 years ago, from more eating out to larger homes filled with more stuff, and so on. ]]> Sun, 28 Apr 2013 21:27:16 -0400 But very nice article. Yes, the "alternate CPI" should mean that most people would be consuming less today than 20 years ago. It seems to me that most are consuming quite a lot more than 20 years ago, from more eating out to larger homes filled with more stuff, and so on. ]]> http://seekingalpha.com/article/1364651/comments?source=feed#comment-18080731 18080731 Thu, 25 Apr 2013 11:32:29 -0400 http://seekingalpha.com/article/1339991/comments?source=feed#comment-17652541 17652541 Mon, 15 Apr 2013 13:43:12 -0400 http://seekingalpha.com/article/1274391/comments?source=feed#comment-16357211 16357211 Fri, 15 Mar 2013 23:12:18 -0400 http://seekingalpha.com/article/1269941/comments?source=feed#comment-16239641 16239641 Wed, 13 Mar 2013 15:00:35 -0400 http://seekingalpha.com/article/1251001/comments?source=feed#comment-16152961 16152961 Mon, 11 Mar 2013 18:51:23 -0400 http://seekingalpha.com/article/1241671/comments?source=feed#comment-15767231 15767231 Sun, 03 Mar 2013 12:49:30 -0500 http://seekingalpha.com/article/1217191/comments?source=feed#comment-15411551 15411551 Sat, 23 Feb 2013 10:06:48 -0500 http://seekingalpha.com/article/1113201/comments?source=feed#comment-13746141 13746141 Tue, 15 Jan 2013 16:07:00 -0500 http://seekingalpha.com/article/1072341/comments?source=feed#comment-12771521 12771521 Wed, 19 Dec 2012 10:10:30 -0500 http://seekingalpha.com/article/1056861/comments?source=feed#comment-12476611 12476611 Tue, 11 Dec 2012 09:54:22 -0500 http://seekingalpha.com/article/1049791/comments?source=feed#comment-12400671 12400671 Sat, 08 Dec 2012 13:12:08 -0500