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vodka_tonic » Comments » IEF

  • The Fed Must Keep Pace with a Constantly Changing Economic Reality [View article]
    good article. inflation was high on my list, but latest numbers suggest it is under control. recession through lower consumer spending is next on the radar. housing is still fairly screwed IMHO.
    Mar 28 13:49 pm |Rating: 0 0 |Link to Comment
  • 5 Reasons the Fed's Credit Bailout Will Likely Disappoint [View article]
    i agree, the housing market stats do not bear out a bottoming of this bear market (lol)....more pain to come....for example, BSC was at 90 just 2 weeks ago and now its 60.
    this market is just plain crazy.
    Mar 13 20:36 pm |Rating: 0 0 |Link to Comment
  • Bloomberg Consensus Estimates Show Flat GDP, Likelihood of Recession [View article]
    0.1 % growth, YAY. atleast it's not negative.
    Mar 12 20:35 pm |Rating: 0 0 |Link to Comment
  • Does the Yield Curve Point the Way for Stocks? [View article]
    nice article, thanks.
    Mar 06 14:26 pm |Rating: 0 0 |Link to Comment
  • Stocks and Bonds Oddly Correlated Since June '07 [View article]
    the rate cuts are useless (or not what's needed), that's what the markets are saying (i think :)
    Feb 28 19:14 pm |Rating: 0 0 |Link to Comment
  • 10-Year Yield Set to Resume Downtrend? [View article]
    excellent, this is why i always look out for you guys.
    i am puzzled though, bernanke is hinting at further rate cuts and still the yield isn't going down. shouldn't all treasury rates go down or atleast be flat?
    Feb 28 14:20 pm |Rating: 0 0 |Link to Comment
  • Look to the Markets to Assess Inflation [View article]
    i stopped buying tomatoe's about 2 years ago, when they hit $1 per tomato. milk, packaged and sliced meats have also gone up since then. basically, inflation really started mid 2005, probably linked to the reckless housing prices.
    Feb 28 00:21 am |Rating: 0 0 |Link to Comment
  • Greenspan's Latest: Oil Boom Will Likely 'Go on Forever' [View article]
    i liked Jim Craddock's comment earlier. i don't like bashing.
    also, i agree with Greenspan, oil prices will continue to rise in the long term. the rate (averaged) at which they will rise is debatable.
    Feb 25 19:28 pm |Rating: 0 0 |Link to Comment
  • Risk Premia Widens to Seldom Seen Levels [View article]
    "risky assets will perform poorly."
    why ? because they are paying more for credit. not a very strong correlation.
    "However, the abnormally high risk premia we are currently seeing indicate that longer-term investors will be paid more handsomely for accepting such risks than they have been paid on average in the past."
    i agree the spike does suggest good return opportunities in corporate debt, based on historical data. however, i am not sure why you are saying "better than the past", based on the graph it should be inline with the prior spikes, other factors excluded.
    Feb 21 18:44 pm |Rating: 0 0 |Link to Comment
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