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  • John Hussman: Dimes On Black And Dynamite On Red [View article]
    basically the soldiers are leaving the field, with a few generals staying behind, juicing the cap weighted indexes, so they still look pretty for the moment
    Aug 19 09:07 AM | 1 Like Like |Link to Comment
  • Dividend Growth Investors - Mind Your Own Business [View article]
    Great reading, as always
    Aug 11 02:59 PM | Likes Like |Link to Comment
  • Nobody Does It Better Than Kimco, I Feel Sad For The Rest [View article]
    Love your research, I learn so much by working through it
    Aug 11 02:00 PM | Likes Like |Link to Comment
  • How To Rip Off A Country, Espirito Santo Style [View article]
    will any of the bad assets end here? all ready here?

    fed international swap lines have been wide open for years now, so is it making the round trip via the ECB to here, for US dollars?
    Aug 5 08:10 AM | Likes Like |Link to Comment
  • Anheuser-Busch Inbev Is Worth A Look On A Pullback [View article]
    enjoyed your take, thank you
    Aug 4 12:42 PM | Likes Like |Link to Comment
  • The Fed To Pay Foreign Banks To Keep The Fed Funds Market Alive [View article]
    enjoyed the article very much

    tried to share with others, was having a hard time
    Aug 4 09:19 AM | Likes Like |Link to Comment
  • Digital Realty Has A Powerful Moat Of Dividend Repeatability [View article]
    enjoyed your article very much, thank you
    Jul 31 09:24 AM | Likes Like |Link to Comment
  • John Hussman: Yes, This Is An Equity Bubble [View article]
    Thanks for posting, I always learn a lot by reading the thoughts from Hussman
    Jul 29 02:23 PM | Likes Like |Link to Comment
  • Reaching For Yield [View article]
    solid read, thank you

    most people have no idea of the risk they are embracing & taking on by reaching for yield

    capital is way too cheap, distorting everything
    Jul 29 11:34 AM | Likes Like |Link to Comment
  • NYSE Margin Debt Explodes To Near-Record High In June: Risk Rank At No. 1 [View article]
    need mark to market

    position limits

    disclose of all all off balance sheet assets (repos, ABS, whatever names they are inventing for all of the derivatives again)
    Jul 29 11:06 AM | Likes Like |Link to Comment
  • CNBC's Rick Santelli Is Right: Stock Buybacks Are Obfuscating Financial Results [View article]
    Rates are way too low
    Jul 28 12:39 PM | 1 Like Like |Link to Comment
  • SP 500's Sustainable Growth Rate [View article]
    brilliant to use the Dupont Model on the S&P

    you are right, the best way to gauge rate, sustainability and whether funny money debt fueling the fire
    Jul 25 09:58 AM | Likes Like |Link to Comment
  • Are Growth Stocks Appropriate For Retirement Portfolios? [View article]
    another great read, just love your work & thoughts
    Jul 24 01:17 PM | Likes Like |Link to Comment
  • The Counterfactual Case Against ZIRP [View article]
    Thank you for your article

    ZIRP policies rob purchasing power from retirees & savers, basically socializing the bad asset losses on those that did nothing wrong.

    Cannot fix a debt crisis with more debt
    Liquidity is not solvency

    It is insane to devalue and trade standard of living, trying to look solvent, by buying time with funny money, but that is what politicians/govt's always do.

    It is wealth transfer.

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

    It is time to start failing people, was time in 2008-09
    Jul 18 09:07 AM | 2 Likes Like |Link to Comment
  • Warren Buffett's Secret Leverage... And Why You Should Be Using It [View article]
    Float from the insurance business is more important than leverage, then outstanding business buying (investing)
    Jul 17 11:25 AM | Likes Like |Link to Comment