Ellen

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13 Comments

    • Mon Nov 10th 15:13 PM | Rating: 0 0
      Commented on:
      Dollar Rally Could be Short Lived
      Chris,
      I was hoping for more from you....
      I was reading a Morgan Stanley report last night and they say they underestimated a number of global factors and are not even more bullish on the dollar.
      As Fiat currencies go, maybe the stronger US Dollar is the correct play.
      Longer term, I'd think more about adding to gold (physical not certificated) positions.
      I was listening to Mort Zuckerman's Council on Foreign Relations panel with Nouriel Roubini et al. and even though deflation is the force right now, if this crisis is handled by monetization, as it looks as if it is right now at least, the inflation down the road is going to be awful.
      Roubini thinks this won't happen and I put a lot of store in what he says, but I don't see how it's avoidable.
      Ellen
      View article »
    • Mon Nov 10th 15:05 PM | Rating: 0 0
      Commented on:
      ETF Update: What a Difference a Week Makes
      Gosh, the way commodities are declining, I think the chance of Russia (and Brazil for that matter) collapsing are greater than the upside possibilities...just my 2 cents (which may not be worth 2 cents for long : )
      View article »
    • Mon Nov 3rd 14:52 PM | Rating: 0 0
      Commented on:
      Deflation, Inflation, Rinse and Repeat
      from your neighbor over here in Rancho Santa Fe...

      24 months is an eon in this highly volatile market. I'm not sure it makes sense to do any positioning for inflation that far off, especially when the only certainty is that there will be many intervening factors between now and then.

      But I would like to know how you came up with 24 months and what the indicator(s) will be that will alert you to the change in direction from disinflation or deflation to re-inflation?

      Thanks.
      View article »
    • Sat Oct 25th 08:24 AM | Rating: 0 0
      Commented on:
      How to Construct a Deflation Proof Portfolio
      Hi Simit,

      Thanks for your informative, well-reasoned postings.

      What about adding a percentage of precious metals to this portfolio (owned in allocated or physical ownership, not certificated)?

      Thanks, Ellen
      View article »
    • Wed Oct 1st 14:37 PM | Rating: 0 0
      Commented on:
      How Risk Aversion Is Evolving
      Why not a blend of gold and other precious metals and a diversification of currencies?
      View article »
    • Sun Sep 28th 22:40 PM | Rating: 0 0
      Commented on:
      Wells Fargo: A Growth Stock During the Great Depression?
      I heard that Wells Fargo is now arbitrarily calling in their outstanding Home Equity Loans and demanding immediate repayment in full. I also heard that B of A is canceling their credit cards for anyone with under a 750 credit rating.
      View article »
    • Thu Sep 25th 20:14 PM | Rating: 0 0
      Commented on:
      Dollar Rally Could be Short Lived
      I was listening to several of the Bloomberg on the Economy with Tom Keane podcasts today (they're excellent) and more than on economist said that the debt has been passed from private to public hands, but it will not be inflationary longterm because it's a shift, more than an increase.
      The $64,000 question these days seems to be whether deflation or stagflation relative to the dollar and gold. The economists and smartest minds seem to disagree. Who is right!?!
      View article »
    • Thu Sep 11th 11:26 AM | Rating: 0 0
      Commented on:
      8 Advantages of the Gone Fishin' Portfolio
      So, what are you selecting as your asset allocation for the next year?
      Thanks for your thoughts.
      View article »
    • Sat Aug 30th 11:41 AM | Rating: 0 0
      Commented on:
      Things That Matter More Than the GDP
      so, WHAT cash - USD, Canadian Loonie, Swiss Franc, other, a mixture? And in what form - certs of deposit? short, long? bonds?
      View article »
    • Thu Aug 28th 20:18 PM | Rating: 0 0
      Commented on:
      On Recent Financial Stories
      so what do you do with your assets?
      View article »
    • Sun Aug 10th 16:51 PM | Rating: 0 0
      Commented on:
      Revised Upside Targets for Fannie and Lehman
      I wish I could put you on a negative watchlist or mark you on a list to ban from Seeking Alpha. I don't appreciate you using Seeking Alpha to sell the opinions and advice that others offer here as a shared resource for free. Don't waste our reading time by posting here again please.
      View article »
    • Wed Jan 2nd 13:03 PM | Rating: 0 0
      Commented on:
      5 Tactics for 2008
      You say: ... we've owned strong growth international markets in singular, as well – including Sweden (EWS), Malaysia (EWM), Taiwan (EWT), and Germany (EWG), as well as individual Chinese holdings.

      You refer to EWS as being Sweden - it's actually Singapore.
      View article »
    • Fri Nov 2nd 04:09 AM | Rating: 0 0
      Commented on:
      The Solar Sector: Tomorrow’s Winners Today
      Thank you for keeping the posts clean and fair. This is not a place we want a long-holder to be misrepresenting facts to drive us into buying into a stock based on incorrect data, please!
      thank you Solar Jim.
      View article »
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