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  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    south

    Thank you for sharing your insights with me; are you concerned with KO that people are swinging to healthier drinks?
    Jul 27, 2013. 10:32 PM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    extreme

    thank you for article
    Jul 26, 2013. 08:33 PM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    south

    Thank for clarifying my statement about Peter Lynch and I will try to verify my statement before posting; yes, even if he missed a few years of the bull market, being invested during the bear market provided more wind during the bull market; the same way as Warren Buffett stayed invested.
    Following are some stocks that I should have kept till now:
    1- (http://bit.ly/11geSKy) at $15.21 as of today, bought at about $7, decent dividend
    2- (http://bit.ly/13jbCME) at $49.11, bought at about $30, reached high of $54 recently, decent dividend
    3- (AQUNF.PK) at $6.91, bought for < $4, decent dividend

    If I had kept the above stocks during the markets drop, with the following rally and dividends reinvested (which I do), I'd be looking at over 100% gains
    Jul 26, 2013. 08:17 PM | 2 Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 28............   [View instapost]
    coin

    With (TBT) and (DPK) I got in at the right time and made some money very fast; last year I had to sell the leveraged shorts ETFs on European markets and the NAZ (QID) but the markets kept going up (FEAR is correct on this one- I was paying more attention to bear news) at some losses (not to break the bank) and I am glad I did; what happens with 2x and 3x short leveraged ETFS and market keep going up or sideways, the ETFs NAV goes toward zero and then the fund has a reverse split; if somebody sells to cut losses within a reasonable time, it is ok but if you wait and wait prepare for severe losses; if I remember correctly (QID) was where I suffered the most loss ($1,200).
    I hope this helps
    Jul 26, 2013. 07:13 PM | 1 Like Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    extreme

    thank you for the illustration
    Jul 26, 2013. 02:57 PM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    extreme
    thank you for reply; what is "timely indexing" ....first time I hear it...thank you
    Jul 26, 2013. 01:58 PM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    Fear

    Thank you for the article; I had relatives from Italy last years and they souded like if you work and have no excessive debt things are ok...like in any country (IMO); otherwise the newsmedia exaggerates the bad economic situation in Europe for a profit (imo)....I am sure GS and other banks want make money on their CDS and shorting the euro......who knows, it makes sense to me to make Europe look bad so we look better
    Jul 26, 2013. 01:13 PM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    IT

    I believe it has to do with globalization and every country is printing
    Jul 26, 2013. 12:45 PM | 3 Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 29............   [View instapost]
    extreme

    I my opinion, people are giving too much credit to Peter Lynch for picking stocks; the following are my reason:
    1- in the 80s, the markets came out of 15-16 years bear cycle with the Dow stuck at 1,000 all this time
    2- also interest rates reached about 20% and a nasty recession
    3- unemployment reached 10%-12%
    4- inflation reached double digit
    5- gold reached a high of $850

    With the economy coming out of a nasty bear market, recession, and a bull market for the Dow going from 1,000 to 14,000, it is easy to pick up winners
    Jul 26, 2013. 12:41 PM | 1 Like Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 28............   [View instapost]
    Curls

    These earnings are deposited overseas and not used in US for capital expenditures to create jobs; look at Apple, it took a loan to pay for dividends instead of using overseas funds, even though move is less costly
    Jul 26, 2013. 09:20 AM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 28............   [View instapost]
    Tack

    Welcome back; thank you for your reply and dissertation on mark to market; I was not aware of its history and I became only related to the FASB when it happened.
    With regard of the mortgages bonds story, I don't know if us, the people, will ever know the truth what the gov't/Fed did for the banks; an estimated $16 Tr was channeled through the back doors of AIG and US banks to foreign banks and entities secretly.
    During the S&L crises with real estate, the gov't stepped in to shut down S&L, restructure, and foreclose on homes and the housing market was back in a few years; this is not the case presently.
    Lastly, the GSE like Freddie Mac and Fannie Mae are like black boxes with a suspect accounting above auditing; nobody knows what is going on there. I don't think this housing mess is going to ever be cleaned up like the S&L.
    Jul 25, 2013. 09:16 PM | 1 Like Like |Link to Comment
  • The Salvation Of Silver And Gold  [View article]
    Moon

    Thank you for your reply; Italian politicians are not to be trusted because if gold was there they would use it as collateral; at the same time, the EU central banker and the Italian PM are from GS and this might be part of not using gold
    Jul 25, 2013. 09:22 AM | Likes Like |Link to Comment
  • The Salvation Of Silver And Gold  [View article]
    statisticool

    I agree with you there about keeping up in value: during the 70s when gold went from $35 to $850 high, and then dropped to $250 average, it is still a 714% gain in about a decade; I'll take any gains like this anytime and not complain about gold
    Jul 25, 2013. 09:13 AM | Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 28............   [View instapost]
    Coins

    I hope to understand the question correctly in my reply; leveraged shorts are, as an example, the new ETFs that short the Dow, SP500, commodity index, and others; the leverage comes into play when the ETF is structured to 1x, 2x, or 3x of whatever is shorted; to short such indexes, the fund managers uses the future markets, puts options and shorting the index, or maybe even shorting stocks in the index; shorting is tricky and requires a lot collateral.
    I hope this helps; for my personal experience, I have used ETFs (TBT) and (DPK) successfully but timing is important
    Jul 24, 2013. 08:57 PM | 1 Like Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 28............   [View instapost]
    Doug

    I saw some numbers that 16%-17% of our GDP consisted of real estate during the housing bubble and we know how it ended; are we better off then China? Detroit has what, 60,000 empty homes and how many Detroits are in the making across the country? the wealth effect from home is long gone....we are not better off then China...lets have the banks report their mortgage bonds on their balance sheets marked to market and we'll see what happens
    Jul 24, 2013. 12:56 PM | 2 Likes Like |Link to Comment
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