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granger

granger
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  • Scrounging For Yield Is Dangerous [View article]
    Just read again, such a great article

    people have no idea how much risk they are taking stretching for yield

    0% rates, distort and make everything look good in theory

    but cannot pay 3-4-5 X PEG, for sustainable growth
    Jul 9 11:59 AM | Likes Like |Link to Comment
  • What's Cheap In The World Today? [View article]
    The dollar is cheap,if they would just stop printing & raining it globally
    Jul 8 12:13 PM | Likes Like |Link to Comment
  • What To Do When You Can't Find Anything To Buy [View article]
    Nothing creates value & enhances returns, like having a watch-list, entry prices, then PATIENCE

    sitting and accumulating your cash war chest is one of the most misunderstood tenants of investing properly

    there is a time for everything, waiting for value is hard, but imperative
    Jul 7 02:37 PM | 2 Likes Like |Link to Comment
  • Declining Propane Demand Will Eventually Threaten AmeriGas' Dividend [View article]
    I learned a lot from your article, Thank You
    Jul 7 01:41 PM | 1 Like Like |Link to Comment
  • The Bank Of Japan's QE Program Diverges Sharply From Other Central Banks [View article]
    Cannot print to prosperity, liquidity is not solvency, more debt cannot fix a debt crisis

    regardless of which country we are talking about, devaluation & destruction of purchasing power will never be the answer

    else why is Rome gone? why is Zimbabwe's currency not the strongest in the world?
    Jul 7 01:09 PM | 1 Like Like |Link to Comment
  • 5 Signs Of Inflation Presenting Themselves At Your Doorstep [View article]
    Inflation is caused, it is not naturally occurring

    The printing is the inflation, higher prices & a lower standard of living the result.

    The dirty secret of govts, they desperately need people to believe in the myth of inflation, that govts. only get larger, costs only go up, etc, etc, etc.

    devaluation is wealth transfer, robbery of safe interest yield and purchasing power from the saver & investment class

    same story throughout the centuries
    Jul 7 12:11 PM | Likes Like |Link to Comment
  • Deere & Company: Love The Company... But Its Not Cheap [View article]
    Enjoyed the article

    same story playing out over many areas of the mkt, so overvalued

    great companies, but not great prices, have to always compare the EPS growth rate to the PE/PEG multiple you are paying

    price is what you pay, value is what you get in return
    Jul 7 12:05 PM | 3 Likes Like |Link to Comment
  • The Last Cheap Asset Class [View article]
    solid observations

    common sense is in short supply, masses believing in free money and only up mkts is never a good thing
    Jul 1 01:27 PM | Likes Like |Link to Comment
  • Low Correlation Dividend Aristocrats, Part 1: McDonald's And Medtronic [View article]
    Nice, loved this article

    I take pain staking steps to reduce correlation of my holdings whenever possible

    looking forward to more of your writings & work in this area
    Jun 28 12:21 PM | Likes Like |Link to Comment
  • Great Companies With Overpriced Stocks - Part 2 [View article]
    great read, thank you

    common overvaluation theme playing out all across mkts, people paying way to much for sustainable growth rates, just to get a little yield

    just insane and so dangerous
    Jun 24 09:09 AM | 1 Like Like |Link to Comment
  • Kraft: Strong Dividend Yield And Stability, But Where's The Growth? [View article]
    good read and questions

    so many companies and industries way overvalued, when looking at their growth rates to their PEs

    its is unsustainable and not going to end well at all

    people are reaching for yield, paying insane prices for equities just to get a dividend, not even close to realizing the capital risk they are taking

    price is what you pay, value is what you get

    perfect example of mis-allocations that happen when money cost, 0% rates, is too cheap, people do stupid things and embrace way to much risk
    Jun 24 09:01 AM | Likes Like |Link to Comment
  • Breaking: Citibank's Metal-Backed Loans [View article]
    surprised this story is not getting much more press

    on second thought, right now with the funny money flowing, I am not
    Jun 16 01:21 PM | Likes Like |Link to Comment
  • Risk Analysis In The Golden Age Of The Central Banker [View article]
    cost of capital, rates, are the governor to mkts & capitalism

    rates are meant to enforce strong reward to risk considerations

    when rates too low, like now, makes all decisions look like good investments, a very dangerous time in my opinion

    money is meant to have a real cost, a mkt based cost rooted in reality, not manipulation
    Jun 13 08:31 AM | 1 Like Like |Link to Comment
  • Is Liquidity Stuck At Banks? [View article]
    the funny money hole at the banks is so large, all of the easing and printing (inflation) is to just buy time, and look pretty to attempt to hide the deflationary spiral

    same with suspending the mark to market, just making up values and calling them good

    in 2007-2008, some estimated that there was 1.4 Quadrillion of derivatives outstanding globally, that was 35 years of total global GDP in 2007

    now just think? are all of the assets good? the mortgages? the Asset Backed Securities? the bonds? the paper? the leases? and so on

    ok, say the derivatives are just 10% bad

    how big is that hole really? are these assets just 10% bad?
    Jun 10 09:18 AM | Likes Like |Link to Comment
  • The ECB Cuts Rates And The Euro Continues To Rise [View article]
    with the fed discount window open to banks with foreign branches in the US and even more the FED's Int'l swap lines

    all easing by other central banks ends up as dollar easing, repos and swaps dumping it all here for $$$$s
    Jun 9 09:03 AM | 2 Likes Like |Link to Comment
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