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jsds

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  • Belgium Can't Get Enough Treasuries [View article]
    You seem to imply this is mostly a shift from London to Brussel's. If so, can you explain Why the UK lost the business?
    For the life of me, I cannot understand WHY big money anywhere would buy US treasuries. The US government is gonna be subjected to massive financial restructuring at some point. The only question is when. The attempts to disguise the purchase or mislead the world will not work forever.
    My guess is that sometime in the next few years we will see massive financial restructuring in the US. The premium increases from Obamacare might be the catalyst in 2015.
    Apr 18 03:13 PM | Likes Like |Link to Comment
  • InterDigital's CEO Hosts ITC Decision Briefing Conference (Transcript) [View article]
    It's not just Nokia that is involved in the infringement allegations. LG, Huawei, ZTE , and Samsung are refusing to pay royalties and are fighting in the ITC. The ITC is largely a political body that disguises itself as quasi judicial. Historically Interdigital loses when the ITC is involved and then proceeds to appeal to the Federal Circuit Courts and wins. HMMM... something amiss in the US system. The ITC appears to be a politcal machine out to protect large international company's.
    Dec 23 10:10 AM | Likes Like |Link to Comment
  • China Vs. USA: And The Winner Is... [View article]
    Basic planning would be to create that $3.8 million with a life insurance trust. Of course that would require premium $'s. But the cost is cents on the dollar versus dollar and interest if the cash for the tax needs to be financed. Premiums that are paid from the current estate also have the effect of freezing or limiting growth and limiting increased tax.
    I'm not saying I agree with the tax but it really is very basic planning that can fund those taxes. Anyone worth $20 million is certainly capable of getting basic estate planning advice.
    Dec 12 02:37 PM | 1 Like Like |Link to Comment
  • Bond outflows surpass all-time record [View news story]
    Treasury's certainly won't look good if the Fed begins tapering. Don't Fight The Fed!
    Dec 11 09:58 PM | Likes Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    I know one thing. If the FED announces that they are beginning to taper I sure as hell would sell my Treasury's and certainly not buy any. An investor wants to get ahead of big money moves. You don't want to follow them. As soon as the momentum trade to unwind begins look out above on the interest rate front. jmho
    Dec 11 08:07 PM | Likes Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    Yep, this time it's different. lol
    Dec 11 08:04 PM | Likes Like |Link to Comment
  • China Vs. USA: And The Winner Is... [View article]
    Haiguike.... the exempt amount is the equivalent of $5.25 million in 2013 for each us citizen. A married couple can transfer an unlimited amount to transfer to each other without estate tax. Effectively they can transfer $10.5 million with no estate tax if they were to die in 2013.
    Who knows what rates will apply in the future. Makes planning a real challenge.
    Dec 11 10:31 AM | Likes Like |Link to Comment
  • China Vs. USA: And The Winner Is... [View article]
    Yes, you are correct in the estate tax figures. But...doesn't it seem crazy that our government essentially encourages financially successful citizens to shrink or not grow their estate by using legal technicalities like irrevocable trusts, limited partnerships, charities etc. to avoid taxes. The costs are huge and it encourages less entrepreneurship from those citizens that have proven ability to create wealth and jobs.
    Dec 10 12:59 PM | Likes Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    <<< Amazing, but they keep getting bought by someone. >>>>

    Yep...Amazing. Taper talk is up today and the interest rates on the 10 and 30 year are down. Apparently the market believes someone is gonna pick up the slack. Unbelievable. Congrats to the FED for fooling the world.
    Dec 10 12:18 PM | 1 Like Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    If the FED begins tapering, WHO are the investors that will buy Treasury's. Does supply and demand apply? Fewer Treasuries bought by the FED will result in lower bond values as demand shrinks. Why would an investor buy as the FED unwinds? I can't fathom making an investment in Treasury's as the FED unwinds. Who are the investors that will fill the gap as interest rates are rising and values are decreasing????
    Dec 9 08:51 PM | 2 Likes Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    Does it really matter? Apparently bad economic news is good for the stock market and real estate and recent good economic news is also good for the stock market and real estate. It's another new paradigm. LOL
    The FED has distorted any fundamental, logical valuations of most assets. Of course it's always been a tricky business, but it has never been whackier.
    Dec 9 04:53 PM | Likes Like |Link to Comment
  • China Vs. USA: And The Winner Is... [View article]
    After reading your discussion with your Uncle, I see that you miss the point. You are correct in stating that.the Chinese are not gonna sell ALL their $'s at once. BUT...they are likely gonna turn to become NET sellers of US debt. Right now they are net buyers of US debt and that helps the FED and the dollar. The Chinese are likely to begin allowing the yuan to strengthen. IMO
    They need to lessen their reliance of exporting to US and should be able to sell more products (they manufacture) to their own people as they strengthen the yuan.
    Dec 8 10:41 AM | Likes Like |Link to Comment
  • Don't Underestimate The U.S. Dollar [View article]

    <<<you really seem to be a doom and gloomer>>>

    That phraseology is overused and most often when the counter party has no real answer to deal with reality.

    <<<we have low interest rates and low inflation>>>

    We don't have low inflation. We have high inflation... but I do agree we have relatively low price increases. Price increases or decreases is a result of inflation or deflation. You seem to confuse cause and effect. The effect may not be conveniently timed to the cause.


    <<<What is it you would like to see?>>>

    I would like to see elimination of QE. As I previously mentioned...the FED is likely to continue QE and is unlikely to taper. IMO I want interest rates to be market driven. NOT manipulated by our government. I do hope I'm wrong and that the FED will taper and eventually stop QE. My guess is we get an indication of how that will work out within the next 6 months.


    <<<Also a previous statement by you that the Fed is buying over 60% of new treasuries appears to be way off the mark; I think its closer to 25%>>>

    I knew I read it somewhere. Here is link...http://nws.mx/Ih0QkK
    Maybe they are wrong in this but it is undeniable that the level of QE is unprecedented and the purchase of MBS's is essentially buying Treasuries as they are back the the government.


    <<<Again, the carry trade is the huge, behind the scenes, mover of currencies>>>

    Yes the carry trade is huge. Are you suggesting a currency crisis that is initiated from carry trade strategies?
    Dec 6 03:37 PM | Likes Like |Link to Comment
  • Don't Underestimate The U.S. Dollar [View article]


    <<<well interest rates rising would increase the value of the dollar.>>>

    Yes, the nominal rate of return from interest rates will increase the value of the dollar for awhile until inflation hammers the dollar and we see flight. That is the currency crisis.


    <<<The Chinese will only stop buying treasuries if they decide to allow the yuan to float in the open market.>>>

    Yes, they are mouthing they will do as such. You choose not to believe them based on their history. I can't argue that...only time will tell. Yes it will hurt exports but the stronger yuan will enable their own citizens to buy more of what they produce.
    Dec 6 01:30 PM | Likes Like |Link to Comment
  • Don't Underestimate The U.S. Dollar [View article]
    The mechanism to cause the dollar to plummet in value is the FED continuation of QE or expanding their bond buying. I'm saying that as interest rates creep up...the FED will expand their QE and ultimately we will get a flight from the dollar. The Chinese are essentially mouthing that flight now, by saying that they will reduce their balance sheet.
    So today we get a lower than expected rate of unemployment. Good for the economy...now let's see that tapering. :>)
    Go ahead FED...prove me wrong.
    Dec 6 12:29 PM | Likes Like |Link to Comment
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