R. Richard Schweitzer

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152 Comments

    • Mon Apr 14th 09:47 AM | Rating: 0 0
      Commented on:
      Jim Rogers' Picks and Pans - Barron's Interview
      One thing I would like to see a comment on from the "dynamo" of Demopolis, AL., is the basis for the valuation (what supports or is "behind") of the RMB. Right now it appears to be the productive (principally labor rather than technology) resources, which requires other physical units (commodities) for the realization of its functions.

      What generates the form of "inflation" being experienced in the economic perimeter?

      Should we go back and look at the works of Wesley Clair Mitchell?
      View article »
    • Fri Apr 11th 09:59 AM | Rating: 0 0
      Commented on:
      Weingarten Realty REIT: Strong Yield, Safe Property Portfolio
      It has been some years since I have been concerned with WRI specifically. By my recollection, it is in the "retail" sector of the REITs.
      A factor not generally discussed, is the degree to which the "participation rentals" (where the rentors return is based in part on a percentage of sales made by the tenant) affects the rates of cash flow (the accepted substitute basis for "earnings").
      It has been years since I analyzed 10Ks or 10Qs for any such details. However, slowing, or declining retail sales may have more of an impact on "retail REITs" than many suspect.
      View article »
    • Thu Apr 3rd 10:46 AM | Rating: 0 0
      Commented on:
      P2P Vendors Struggle as CDNs Lose Interest
      How about a one-liner ID of all those jargon terms for us not so cool people.
      View article »
    • Thu Apr 3rd 10:39 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      "Implications for companies such as Vornado Realty Trust (VNO), Boston Properties (BXP) and Brookfield Properties (BPO), who recently saw ratings downgrades from Green Street. "

      Please enlarge on that sentence, explaining what implications or exactly what contains "implications.&qu...

      Agreed: you DO provide a great service.
      View article »
    • Mon Mar 31st 08:47 AM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      Always an early morning "oughta" read.
      View article »
    • Mon Mar 24th 22:37 PM | Rating: 0 0
      Commented on:
      Weak Dollar is Bad For America - and ETFs
      What makes a currency "strong?" Its scarcity or what stands behind it?

      Is "strong" really measured in terms of other currencies, or in terms of what goods and services it can obtain from wherever (home and abroad) for American users?

      What stands behind all these "FIAT" currencies of the world? Anything tangible?

      I submit that what supports the U.S. Dollar is PRODUCTIVITY.
      Bank reserves (hence the reserves of the FRS) consist (in the final analysis) of the obligations of the U.S., obligations of businesses (discountable notes, etc.) certain forms of obligations of individuals.
      All those obligations are to be met out of productivity, work to pay taxes that will pay off U S obligations, production to pay off business debt, work to pay off individual debts.

      Has the currency issuance increase outrun the productivity increase? That is the issue. Can we raise the rate of increase in real productivity? That is the challenge.
      View article »
    • Mon Mar 24th 08:18 AM | Rating: 0 0
      Commented on:
      Universal Insurance: Growing Pains Present Buying Opportunity
      Did you review the Statutory Statement and net of reinsurance?

      Did you also consider the political policies on insurance and control of premiums in FL?

      Perhaps there is a good Russian P&C company?
      View article »
    • Mon Mar 24th 08:13 AM | Rating: 0 0
      Commented on:
      Marvell Can Make You Money
      Not quite yet - unless you are awash in useless cash
      View article »
    • Mon Mar 24th 08:06 AM | Rating: 0 0
      Commented on:
      Dividend-Paying ETFs: A Source of Retirement Income
      For example IYR is down a bit over $18 over the past year to $68.63 on the latter price the "yield" is 5.6% paid annually (? not quarterly?).

      The Ms rating is for "above Average Risk" against lower than average Return !!

      True this may a time for "turn" in IYR, but for retirement capital???

      View article »
    • Mon Mar 24th 07:47 AM | Rating: 0 0
      Commented on:
      Dividend-Paying ETFs: A Source of Retirement Income
      How about adding a comment about "safety of capital," for those events when liquidation may be required for emergencies.

      One way to do that is add a comparative list of "total return" for each of the ETFs listed; or, better show a table of their fluctuations.

      Be Ye Moderate in All Things.
      View article »
    • Thu Mar 20th 08:18 AM | Rating: 0 0
      Commented on:
      Tax Repeal Rumor Causes Shanghai Rebound
      The latter translated article is revealing of a major problem within the Chinese consumer economy - intermediation - inefficient distribution, for which "controls" are no answer.
      View article »
    • Sun Mar 16th 15:37 PM | Rating: 0 0
      Commented on:
      How to Trade This 'Bear' Market - Barron's

      Note the following quoted from the above:

      "Losses may be mitigated by hedging, but it's hard to know if and how much the firms hedged their positions."

      How about with whom? Who, and importantly WHAT, are the counterparties?
      View article »
    • Thu Mar 13th 07:39 AM | Rating: 0 0
      Commented on:
      Fed’s Move Positive - But Not a Cure for Credit Markets
      Until the Fed sets the discount window or the auctions or other lending devices in a manner that will at least give preference to, or even be limited to the pledge of NEW credit extensions of the banks, it will not push credit through into actual market use, it will simply accumulate as added capital for the banks, not as commercial credits.

      It is time for a push-through action. Requires no new money from Fed, just a change in discount or auction policies.
      View article »
    • Mon Mar 10th 07:11 AM | Rating: 0 0
      Commented on:
      Fed Rate Cuts Backfire, Lift Gold and Oil into Orbit
      Let us paint a drastic scenario:

      Let's assume that "China" decides to convert its "reserves" that are in U. S. dollars into petroleum reserves by "discounting"... the U.S. $$ to offering $1,080 per barrel, and storing oil on the mainland. Then continuing to convert $$ reserves, discounted, into (mostly oil), but into iron ore, coal, copper and refined steel goods (chrome. etc.).

      And, in defense, would Japan not have to follow, at least on oil?
      Prudence would call for some actions in that direction.
      View article »
    • Mon Mar 10th 06:55 AM | Rating: 0 0
      Commented on:
      Commodities' Surging Price: The Fed Connection
      A very good simplification of the elements of conditions.

      Reminder of "Regressions to the Mean" are also in order.

      However, the stats on "stockpiles" and rates of movements and uses (shipping, conversions, etc.) with respect to specific commodities (as opposed to a broad, generalized commodities "index") should be taken as an indicator of relative demand; and thus, of the relative weight of demand in "relative " (per currencies) prices.

      No one test or experiment will be "conclusive,"... though the results might be indicative of something unexpected!
      View article »
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