drbagel's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/147430/comments http://seekingalpha.com/article/118460-why-not-a-diamond-etf?source=feed#comment-375706 375706 Wed, 04 Feb 2009 13:13:03 -0500 http://seekingalpha.com/article/93164-do-foreign-currency-etfs-have-a-place-in-your-portfolio?source=feed#comment-245017 245017
One currency bundle I'd like to see...All world except US currency. ]]> Wed, 03 Sep 2008 21:00:04 -0400
One currency bundle I'd like to see...All world except US currency. ]]> http://seekingalpha.com/article/93307-decoupling-of-physical-gold-and-paper-gold-prices?source=feed#comment-243915 243915
It may be that fiat money is eventually doomed, but that doesn't mean it's doomed in the immediate future. This is just one man's opinion, but I really think a lot of small time gold investors are going to take a bath on this one. ]]> Tue, 02 Sep 2008 12:44:09 -0400
It may be that fiat money is eventually doomed, but that doesn't mean it's doomed in the immediate future. This is just one man's opinion, but I really think a lot of small time gold investors are going to take a bath on this one. ]]> http://seekingalpha.com/article/92114-gold-speculators-rushing-in?source=feed#comment-236253 236253 Fri, 22 Aug 2008 07:56:29 -0400 http://seekingalpha.com/article/91957-silver-and-gold-buy-hold-or-run?source=feed#comment-235704 235704
Buy it cheap makes an interesting point. I have noticed this too. I wonder if the "smart money" is getting out in bulk (comex bars) while the small investors are piling onto a sinking ship (coins and small denomination bullion). This would explain both. ]]> Thu, 21 Aug 2008 12:35:23 -0400
Buy it cheap makes an interesting point. I have noticed this too. I wonder if the "smart money" is getting out in bulk (comex bars) while the small investors are piling onto a sinking ship (coins and small denomination bullion). This would explain both. ]]> http://seekingalpha.com/article/87921-the-international-gold-rush-bulls-may-soon-be-rewarded?source=feed#comment-218255 218255 Wed, 30 Jul 2008 09:47:07 -0400 http://seekingalpha.com/article/87252-interview-with-nick-barisheff-gold-is-money?source=feed#comment-217967 217967 Tue, 29 Jul 2008 23:03:28 -0400 http://seekingalpha.com/article/87263-why-i-m-not-buying-oil-s-recent-correction?source=feed#comment-215992 215992 Sun, 27 Jul 2008 19:08:58 -0400 http://seekingalpha.com/article/87263-why-i-m-not-buying-oil-s-recent-correction?source=feed#comment-215822 215822
Anyway we are extrapolating into the future on a linear basis without taking into account the inevitable but unforeseen technological breakthroughs that change the world. It wouldn't take much to change this whole equation. ]]> Sun, 27 Jul 2008 14:51:42 -0400
Anyway we are extrapolating into the future on a linear basis without taking into account the inevitable but unforeseen technological breakthroughs that change the world. It wouldn't take much to change this whole equation. ]]> http://seekingalpha.com/article/86118-asset-class-correlations?source=feed#comment-211887 211887 Tue, 22 Jul 2008 18:34:23 -0400 http://seekingalpha.com/article/86118-asset-class-correlations?source=feed#comment-211690 211690 Tue, 22 Jul 2008 14:20:55 -0400 http://seekingalpha.com/article/84740-are-american-companies-now-up-for-grabs?source=feed#comment-204116 204116 Sun, 13 Jul 2008 08:22:55 -0400 http://seekingalpha.com/article/84740-are-american-companies-now-up-for-grabs?source=feed#comment-204100 204100 Sun, 13 Jul 2008 07:49:45 -0400 http://seekingalpha.com/article/84410-bonds-no-inflation-threat-in-sight?source=feed#comment-202085 202085
I also wonder if destruction of wealth is really the same thing as destruction of money. Deflation would result from the destruction of money. When people lose money in property value they are losing wealth, not cash.

There is a fascinating disconnect between bond yields and commodity/gold prices. One of these is wrong. I dont know which.]]> Thu, 10 Jul 2008 08:42:35 -0400
I also wonder if destruction of wealth is really the same thing as destruction of money. Deflation would result from the destruction of money. When people lose money in property value they are losing wealth, not cash.

There is a fascinating disconnect between bond yields and commodity/gold prices. One of these is wrong. I dont know which.]]> http://seekingalpha.com/article/83950-looking-for-an-inflation-linked-parking-spot?source=feed#comment-199895 199895 Mon, 07 Jul 2008 11:59:19 -0400 http://seekingalpha.com/article/82217-global-inflation-rates?source=feed#comment-190226 190226 Sun, 22 Jun 2008 12:20:11 -0400 http://seekingalpha.com/article/82244-time-to-change-country-mix-in-world-market-cap?source=feed#comment-190221 190221 Sun, 22 Jun 2008 12:17:44 -0400 http://seekingalpha.com/article/82244-time-to-change-country-mix-in-world-market-cap?source=feed#comment-190023 190023 Sun, 22 Jun 2008 08:44:49 -0400 http://seekingalpha.com/article/81145-etfs-for-when-oil-falls?source=feed#comment-184744 184744 Fri, 13 Jun 2008 07:18:32 -0400 http://seekingalpha.com/article/80547-comparing-commodity-etfs-etns?source=feed#comment-181818 181818 Energy 55%
Grains 22.5%
Gold 10%
Aluminum 12.5%

I think DJP has the best mix but I would be afraid to allocate such a large portion of my portfolio to a single corporate bond (which is what DJP is, essentially)

XME is a nice way to gain commodity exposure without funky tax consequences (its a stock fund), with low costs (35 basis points), with limited energy exposure (35% coal) and with virtually no oil and gas exposure (these are already well represented in the S&P 500.)

I own none of these. ]]> Mon, 09 Jun 2008 09:43:57 -0400 Energy 55%
Grains 22.5%
Gold 10%
Aluminum 12.5%

I think DJP has the best mix but I would be afraid to allocate such a large portion of my portfolio to a single corporate bond (which is what DJP is, essentially)

XME is a nice way to gain commodity exposure without funky tax consequences (its a stock fund), with low costs (35 basis points), with limited energy exposure (35% coal) and with virtually no oil and gas exposure (these are already well represented in the S&P 500.)

I own none of these. ]]> http://seekingalpha.com/article/80165-gold-as-money-means-a-potentially-massive-rise-in-valuation?source=feed#comment-179808 179808 Thu, 05 Jun 2008 13:54:15 -0400 http://seekingalpha.com/article/77518-government-inflation-data-at-odds-with-reality?source=feed#comment-169250 169250 Sat, 17 May 2008 07:44:39 -0400 http://seekingalpha.com/article/75325-gold-as-an-investment-think-again?source=feed#comment-160692 160692 Fri, 02 May 2008 11:04:01 -0400 http://seekingalpha.com/article/73726-do-etf-investors-care-about-expense-ratios?source=feed#comment-155970 155970 Thu, 24 Apr 2008 12:28:46 -0400 http://seekingalpha.com/article/70810-the-myth-of-gold-as-an-inflation-hedge?source=feed#comment-135235 135235 Wed, 02 Apr 2008 11:17:03 -0400 http://seekingalpha.com/article/70346-ishares-launching-5-new-international-etfs-including-israel-thailand-and-turkey?source=feed#comment-133444 133444 Sat, 29 Mar 2008 13:46:18 -0400 http://seekingalpha.com/article/69314-another-weak-target-date-fund?source=feed#comment-129560 129560 Thu, 20 Mar 2008 19:39:23 -0400 http://seekingalpha.com/article/67479-comparing-income-taxes-clinton-vs-bush?source=feed#comment-123251 123251
I thank Dr Perry for his article. I ask certain contributers here if vulgarity and emotionalism really help their cause. ]]> Thu, 06 Mar 2008 19:35:10 -0500
I thank Dr Perry for his article. I ask certain contributers here if vulgarity and emotionalism really help their cause. ]]> http://seekingalpha.com/article/65727-commodity-analysts-believe-the-party-s-over?source=feed#comment-118004 118004 Sat, 23 Feb 2008 08:38:02 -0500 http://seekingalpha.com/article/65727-commodity-analysts-believe-the-party-s-over?source=feed#comment-118003 118003 Sat, 23 Feb 2008 08:37:53 -0500