J. Fredrickson

11 Comments

    • Friday Outlook: Commodities, Global Markets [view article]
      Larry Kudlow is that you? I thought you were on vacation? Must be bored and ghost writing as "Gabe Borenstein" on Seeking Alpha's Fry Guy Board. I respect different opinions, but for some reason I find yours repulsive, as in, it sounds like the government spin put upon the American people to make them believe that everything is "fine", "okay" or "alright." When this fantasy ends and the reality becomes more apparent everyone can start making more informed decisions, but due to government "shenanigans"... and a fear of "truthiness" this may take longer then anyone expects. I agree with David, "good LUCK to you." Aug 16 02:05 PM
    • Wednesday Outlook: Commodities, Emerging Markets [view article]
      I want whatever Wall Street is having! There is something in the water out there. LSD?, PCP?, Ludes? Any other guesses? Jul 23 11:22 AM
    • Thursday Outlook: Commodities, Emerging Markets [view article]
      Takes some You know Whats....Big Brace Balls... To Fade the EWZ, i.e. go against the trend.

      www.investopedia.com/t...       Jun 26 10:57 AM
    • Complex Simplicity: A Better Portfolio of ETFs [view article]
      I often find that most people( i.e. those not involved in the financial world) construct portfolios similar to the one above. The thought process I will assume goes something like this, "if I have exposure to just about everything I will not be hurt bad if I am wrong,and have a little skin in the game if an area gets hot, i.e. I will be diversified." It reminds me of putting a little money on every number on the roulette table knowing that you will at least win something.

      Most schools (mine included) teach us that diversification is the answer to doing well in the market and that the markets are efficient. I have read the research/books on the topic as well as experienced quite a few years trading and think that it cannot be further from the truth. The reason behind the decision to teach diversification in our institutions has to do with being able to get theories published and needing certain aspects of the research to be constant. Enter efficient market, duh, duh, duh, problem solved, thanks Malkiel, high five (slap!).

      But I feel that this strategy leads to mediocre returns. Of course the allocation will very based on many factors, but I feel that it is important for managers and individuals to understand what is happening or going to happen and set-up a strategy to take advantage of the opportunities out there. These do not really provide that incentive. I think that these types of portfolios are lazy, bloated and often times full of "evergreen income" for those lucky managers that get the naive client.       May 23 09:49 PM
    • Wednesday Outlook: Commodities, Emerging Markets [view article]
      Always look forward to your posts. May 21 04:11 PM
    • Inflation Protection Ideas [view article]
      The problem with TIPS is the government provided inflation data has been manipulated to the point where it will always underestimate true inflation. So, if true inflation is at 8% and the government says it is at 3%, the TIPS really don't provide protection from the real inflation, the government doesn't have to pay out as much because of the bias number and the general public believes that inflation is tame while seeing their earnings taxed a second time. I am cautious of TIPS for this reason. May 20 02:50 PM
    • Volatility Spike, Parts III and IV [view article]
      There were spikes above 1.5 from 2000 to 2003, 6 or so on the chart, all the way down. Were each one of these buying opportunities?

      I respect the guy, but I'm not really on the same page when it comes to THIS buying opportunity.       Mar 31 10:46 AM
    • Providing Aid to the Disabled [view article]
      Why would anyone believe that they can see the end if they didn't even know when it started? Why would I believe an incompetent company that can't seem to find the resolve to downgrade bonds based on there own rating criteria? Maybe if Fitch said it, I would take it a little more seriously, but come on, S+P with credibility, that went out a longtime ago.

      And to Barney Frank, that is just what we need, the U.S. government as a landlord...I'm sure the bureaucracy surrounding that won't be a problem.. I know that we need to save all our poor buddies in the financial industry..Thanks Barney I know my kids will appreciate that, and their kids, and probably their kids as we continue to print money and watch it float into the abyss.       Mar 14 09:52 AM
    • CFOs: Recession Has Already Started [view article]
      THIS IS VERY BULLSHI! Mar 13 08:58 PM
    • Dissecting MBIA's Letter to Owners [view article]
      Thank you for the time you spent preparing this article. Mar 07 02:31 AM
    • Options Trader: Monday Outlook [view article]
      Poo. This isn't the Yahoo message board. If you have an alternative viewpoint, make it, but don't insult an individual that is nice enough to put together a coherent and thoughtful article. Why don't you try to the same in a rebuttal, instead of acting like a 5 year-old? Mar 03 08:38 PM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»

Trading Center