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Dave Shelton

Dave Shelton
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  • Investors rush out of fixed-income, and into stocks [View news story]
    CEF's are becoming very attractive and they don't have the same liquidity issues as Treasuries. Christmas has come early this year.
    Jun 19, 2015. 11:35 AM | 6 Likes Like |Link to Comment
  • Look Out Below! PIMCO Closed End Funds Suffer From Bill Gross Departure [View article]
    From your analysis, it sounds like you would be okay with holding PCI. Correct?
    Sep 27, 2014. 08:38 AM | 3 Likes Like |Link to Comment
  • Stepan Company: Near-Term Headwinds Balanced By Macro Growth Tailwinds [View article]
    Stepan's management structure is predicated on nepotism and cronyism. This consistently frustrates attempts to put the right people in the right jobs which, in turn, diminishes shareholder value. Until there are major structural changes in Stepan management, I'd be very leery about investing in them.
    Sep 23, 2014. 11:55 AM | 1 Like Like |Link to Comment
  • Who Will Be Swimming Naked When The Tide Goes Out? (Part II) [View article]
    Thanks for sharing your thoughts on this subject. I do concur with your logic. In fact, I think the only reason the interest rate on the 10-year Bund is ultra-low is that investors are expecting ECB to initiate a QE program --- and soon.
    Aug 4, 2014. 05:02 PM | Likes Like |Link to Comment
  • Blackstone Group LP Is On A Roll, Growing Both Earnings And Distributions [View article]
    Henry, many thanks for your input.
    Aug 4, 2014. 08:01 AM | Likes Like |Link to Comment
  • Blackstone Group LP Is On A Roll, Growing Both Earnings And Distributions [View article]
    I'm wondering if the success enjoyed at $BX is somewhat tied to ultra-cheap money? If so, will $BX be adversely affected by rising rates? Just a thought.

    Thanks to everyone for their valued perspectives!
    Aug 2, 2014. 01:00 PM | Likes Like |Link to Comment
  • Blackstone Group LP Is On A Roll, Growing Both Earnings And Distributions [View article]
    Your comments summarizes my concern about $BX. On the surface, it looks like a no-brainer to buy. Good price appreciation, excellent dividend, good management team, earnings appear great, etc. etc. With all that positive for $BX, then why would the stock dive last week more than the broader averages? Make you wonder indeed if there is something we don't know about.
    Aug 2, 2014. 10:24 AM | Likes Like |Link to Comment
  • Blackstone Group LP Is On A Roll, Growing Both Earnings And Distributions [View article]
    I think the comments made on $BX are compelling. Also, the rating agencies are indeed uniformly positive. However, it troubles me that $BX would drop almost 4% in a day when the S&P dropped 2%. Given the strength of $BX, why would it drop almost 2X as much as the broader index? Could it be related to inherent volatility of $BX compared to other equities? Any input or insight would be most appreciated. Thanks!
    Aug 1, 2014. 09:50 AM | Likes Like |Link to Comment
  • The Real Price Of Gold [View article]
    Likewise, I am not sure how "inflation" is being measured. The data produced by the US govt is little more than a statistical contrivance that ignores many real sources of inflation.
    Feb 19, 2013. 10:14 AM | 1 Like Like |Link to Comment
  • Will The Next Week Answer Correction Question? [View article]
    To what extent does the Lunar New Year affect your projections for the coming week? As you know, many countries will not be trading this week, including China. Thanks.
    Feb 11, 2013. 06:20 AM | 1 Like Like |Link to Comment
  • GLD: Can The Bulls Catch A Break(Out)? [View article]
    I appreciate the depth of thinking in Avi Gilburt's writings. My one question is his definition of "intermediate term". Are we looking at 6 months or year or two years? It would be helpful to know this.
    Feb 1, 2013. 07:48 AM | 1 Like Like |Link to Comment
  • The Bundesbank is repatriating at least part of its gold from New York (where 45% of the country's reserves are held) and Paris (11%), according to Handelsblatt. Steve Liesman says the Buba has confirmed the story, and the amounts are to be announced tomorrow. [View news story]
    In times of trouble, people and governments turn to gold. I think this move signifies that bad times are on the horizon for the western world. No matter how many 'talking heads' refer to gold as the 'barbarous relic' or 'uncivilized', gold is the currency of choice when fiat currencies inevitably fail.
    Jan 15, 2013. 02:00 PM | 8 Likes Like |Link to Comment
  • More than any other market in the world, gold is best analyzed technically, says (technician) Peter Brandt. His charts tell him the metal's 15-month sideways action could be setting the stage for a major advance. Maybe not yet though, as there's good reason to believe the flattish activity could continue for many more months. [View news story]
    You make a great point. This is like Jim Cramer on CNBC. No matter what a particular asset does, Cramer always says "Told ya!" Remember Facebook? It was shameful to watch him take credit for predicting the stock's decline and then took credit for the stock's recovery. He did it all with fervent conviction in his voice. Amazing!
    Jan 9, 2013. 04:56 PM | Likes Like |Link to Comment
  • More than any other market in the world, gold is best analyzed technically, says (technician) Peter Brandt. His charts tell him the metal's 15-month sideways action could be setting the stage for a major advance. Maybe not yet though, as there's good reason to believe the flattish activity could continue for many more months. [View news story]
    Technical analysis isn't much better than the 'talking heads' on CNBC. Maybe the markets will go up or they may go down. Oh, really!
    Jan 9, 2013. 11:52 AM | Likes Like |Link to Comment
  • The central thesis of gold bugs - that the Fed has lost control of the money supply - is now "in tatters," writes Dennis Gartman. The bulls only hope is a more dovish FOMC in 2013. It may be so at the margin, but not materially so, he says. Gold -1.8%, but - as they say - off the lows[View news story]
    100% agree. Gartman has 20/20 hindsight -- but no foresight. He is similar to CNBC's Cramer who has the obnoxious habit of saying "Told ya" no matter which way the markets goes.
    Jan 4, 2013. 12:46 PM | 2 Likes Like |Link to Comment
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