tinscale

Skeptical About Buffett's Big Bet

Geoffster - Not O or HO -- it's tinscale!

I've been waiting to use that line for a long time :-)

Consumer Spending: Have We Learned Nothing?

Well, how else are we gonna prop up this market?!! :-)


"Why bother saving money when the government is happy to fund your lifestyle? After all, money grows on trees. And no one asks what the costs of all these benefits are."SeekingAlpha.Init...

The Meaning of Risk: A Proprietary Index for Current Times

Good observation and expression of what I've been feeling. Cash is risky but everything else is more so at the moment.

On Sep 29 09:36 AM yada yada wrote:

> i think that in the current environment, the concept of "risk" requires
> a complete re-definition that takes into account the fact that currency,
> the "asset" that "risk" is conventionally baselined against with
> a nominal risk of zero, is no longer being seen or treated as such.
>
>
> in the current global economic environment, fiat currency has become
> just another asset, and the value of currency itself is clearly "at
> risk" and being treated by many as a potentially risky asset.
>
> in the past, you could talk about the purchase of equities as a "risk-taking"
> activity. implicit in that description is the idea that leaving capital
> in currency/cash was the "risk-free" alternative to the more risky
> purchase of equities. and all kinds of measures of risk and strategies
> to mitigate risk have evolved, all based on the implicit or explicit
> assumption that cash has a risk of zero.
>
> i don't know about you, but i am currently just as concerned about
> my cash position as i am about any of my equity, commodity, or real
> estate investments. to me, the cash feels every bit as risky as the
> equity investments. i doubt that i am alone in this, and i think
> that a lot of recent divergences in correlations that have held over
> time is at least partly due to this phenomenon of risk being re-defined,
> whether explicitly or implicitly.

CRBQ: Not Your Father’s Commodity Fund

Macrowflows..

I don't understand your comment about price, unless you are looking at what appears to be faulty data on YaHoo. CRBQ's ER is 0.65% vs. 0.75% for HAP per Van Eck.

On Sep 24 10:26 AM Brian P Shriver wrote:

> I like HAP and use it in clients' portfolios. Too bad CRBQ decided
> not to compete on price.

International Equity Market Snapshot

PCY invests in U.S. dollar-denominated government bonds.

Diversify Asset Classes AND Investment Strategies

Thanks for putting the list together. I think RWX is the symbol you meant to cite for the International REIT class -- SPDR Dow Jones International Real Estate ETF.

The Best International Sectors Based upon Dividend Trends

Thanks for your posts, Gary.

I noticed a minor typo -- the correct symbol for the iShares Global Utilities ETF is JXI.

Market Outlook: Trendless Consolidation Will Give Way to Major Move

Thanks for posting your comprehensive analysis.

Google Ranks as Most Valuable Brand in the World at $100 Billion

What, no oil companies? Methodology must be flawed! :-)

ETFs with Rising and Falling Long-Term Averages

Thanks Richard!

I look forward to your articles and always learn something from them (as well as the materials on the QMV Group site!).

GM's Whining Bondholders

Felix -

Next to last paragraph, 1st sentence: I think you meant "GM's largest bondholders."'

The Homepage, Refreshed

Hey SA!

I just noticed/found the "print this article with comments" feature!

Great, glad its back, keep up the good work!

Thanks!

Nouriel Roubini's Portfolio

My allocation now is quite a bit different from a year ago, and a wee bit smaller too! So, one year old advice isn't very helpful.


On Mar 19 04:43 PM plan B economics wrote:

> Roubini's article was posted in Feb 2008.
>
> www.planbeconomics.com

Nouriel Roubini's Portfolio

I don't understand why everyone is so excited about Roubini's portfolio in February 2008 (the date of the FT story).

Comparing Emerging Market Funds: And the Winner Is...

Thanks for the analysis - I've been looking at VWO vs EEM vs. DEM. I also decided on VWO but haven't jumped in yet.