User 151033's Comments User 151033's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/151033/comments Wednesday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/78236/comments?source=feed#comment-171299 171299 Wed, 21 May 2008 17:24:32 -0400 Bond Market Needs Revolutionary Change For Investors' Sake http://seekingalpha.com/article/77426/comments?source=feed#comment-169190 169190
A bond is far superior to any fixed income or bond etf or fund, in my judgment, because it has a maturity date and you know exactly what your total return will be; bond etfs and funds are in effect perpetuals without either a maturity or call date. Bonds are the risk averse assets that, in the long run, will outperform stocks and allow you to sleep at night, an argument that most retail investors, bombarded as they are everyday by the buzz from the stock and fund industry and their spin doctors, have difficulty believing. Boring old bonds! Not very exciting. Indeed that's their virtue. BTW, global or foreign bonds are very risky for countless reasons. Good luck with that.]]>
Fri, 16 May 2008 22:58:22 -0400
A bond is far superior to any fixed income or bond etf or fund, in my judgment, because it has a maturity date and you know exactly what your total return will be; bond etfs and funds are in effect perpetuals without either a maturity or call date. Bonds are the risk averse assets that, in the long run, will outperform stocks and allow you to sleep at night, an argument that most retail investors, bombarded as they are everyday by the buzz from the stock and fund industry and their spin doctors, have difficulty believing. Boring old bonds! Not very exciting. Indeed that's their virtue. BTW, global or foreign bonds are very risky for countless reasons. Good luck with that.]]>
Mea Culpa (ETN Version) http://seekingalpha.com/article/76832/comments?source=feed#comment-167069 167069 Tue, 13 May 2008 17:09:21 -0400 Tuesday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/67991/comments?source=feed#comment-125183 125183
It's not that government intervention can't be useful; it's that it must be the right kind. One could argue, given the crisis, for the FED to do absolutely nothing would be considered irresponsible -- certainly politically and perhaps economically. So the question, in my mind, isn't should they be doing anything at all, but rather are they doing the right thing? The aggregate infusion of cash from several central banks in coordination with the FED today should tell the tale in a month or so.]]>
Tue, 11 Mar 2008 13:25:18 -0400
It's not that government intervention can't be useful; it's that it must be the right kind. One could argue, given the crisis, for the FED to do absolutely nothing would be considered irresponsible -- certainly politically and perhaps economically. So the question, in my mind, isn't should they be doing anything at all, but rather are they doing the right thing? The aggregate infusion of cash from several central banks in coordination with the FED today should tell the tale in a month or so.]]>
Commodity ETFs Overbought; Gold Least So http://seekingalpha.com/article/66257/comments?source=feed#comment-120019 120019 Thu, 28 Feb 2008 01:15:20 -0500 Commodity Analysts Believe the Party's Over http://seekingalpha.com/article/65727/comments?source=feed#comment-118037 118037 Sat, 23 Feb 2008 11:38:16 -0500