adan

http://www.adanlerma.com
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271 Comments

    • Sun Sep 7th 08:37 AM | Rating: 0 0
      Commented on:
      Discover Financial: A Creditable Investment - Barron's
      my only concern in your article was your comment that consumer spending might be recovering - if it is, it seems to be more of a debt add on right now than the processing of daily expenses via the convenience of cc use, and then paid off each month

      i'm not sure adding to permanent growing debt will eventually help discover or the consumer, at least in a declining economy

      we've used discover for both cc use, cd's, and money markets for many years, so this is not meant as a dig to them; strictly a comment re debt use at this time

      thanks though, interesting article
      View article »
    • Sun Sep 7th 08:28 AM | Rating: 0 0
      Commented on:
      How To Play a Zigzag Market
      when you can, post some examples of gradual moves you've worried about, or should have :-)

      thanks
      View article »
    • Sun Sep 7th 08:23 AM | Rating: 0 0
      Commented on:
      8 Quick Comments on the Freddie/Fannie Bailout Plan
      mike, looking fwd to your follow ups on this issue when the details are made available, thanks
      View article »
    • Sun Sep 7th 08:16 AM | Rating: 0 0
      Commented on:
      Trichet Announces New Rules For ECB Funding
      really tremendously interesting article and info, in addition to raising important questions re the parity and fairness and eu members are having to deal with - thanks!
      View article »
    • Sun Sep 7th 08:16 AM | Rating: 0 0
      Commented on:
      Trichet Announces New Rules For ECB Funding
      really tremendously interesting article and info, in addition to raising important questions re the parity and fairness and eu members are having to deal with - thanks!
      View article »
    • Wed Sep 3rd 11:20 AM | Rating: 0 0
      Commented on:
      The Slow Start of Deflation: A Case for Bonds
      interesting stuff; good info to think about at at time like this when the crossroads are many and muddied by the currents

      thanks!
      View article »
    • Wed Sep 3rd 09:22 AM | Rating: 0 0
      Commented on:
      Bond Expert: Tuesday Wrap
      interesting stuff, as usual

      also would like your thoughts as per buyitcheap's comments above

      thanks!
      View article »
    • Thu Aug 28th 09:48 AM | Rating: 0 0
      Commented on:
      Mindless Churn in Trendless Market
      nothing, or a basing

      no idea myself at this point, though i lean toward down, at least in the near-mid term

      thanks, nice chart and info
      View article »
    • Wed Aug 27th 11:06 AM | Rating: 0 0
      Commented on:
      The Real Secret to Fractional Banking
      really interesting article -

      in your future extensions of the subject, i'd also like your thoughts on the idea that inflation eventually usually leads to deflation

      and how that might explain why some people feel it's worth having some $ in longer term bonds

      it seems that the two forces, inflation and deflation, are both extremely active on different asset classes right now

      and monetarily, credit is being reduced/destroyed, a deflationary trend; while food and energy, til recently, were skyrocketing

      might one be lagging the other?

      i myself am not predicting anything, but obviously concerned enough to be trying to watch what's happening, including interesting articles such as yours
      View article »
    • Wed Aug 27th 09:53 AM | Rating: 0 0
      Commented on:
      Wednesday Outlook: Low Volume Storm?
      w/deflation, bonds would be good, at least for awhile - good info on your charts, as usual :-)

      thanks!
      View article »
    • Wed Aug 27th 09:00 AM | Rating: 0 0
      Commented on:
      The Yield Curve and Investor Sentiment (Part II)
      really like the basic info, hope it continues in complexity

      gotta recommend my favorite bond site right now: across the curve
      acrossthecurve.com/

      also has great info in varying detail

      thanks!
      View article »
    • Tue Aug 26th 09:09 AM | Rating: 0 0
      Commented on:
      Two Takes on Obanomics
      neither candidate offers to truly balance the budget

      addressing some of the issues in the film, i.o.u.s.a. would be a good start

      re tax cuts, i'm all for them, as long as there's corresponding spending cuts

      hey, and what about campaign & lobbying reform ? isn't a lot of the monies spent beyond what's available going to special projects few benefit from?

      it hurts, but balance the budget
      View article »
    • Tue Aug 26th 09:01 AM | Rating: 0 0
      Commented on:
      Obama Is Bad for the Economy - Barron's
      tax cuts are the best - if...

      spending is cut to match

      otherwise, it's just like the irresponsible consumer, oh, that's us, spending what we don't have til we have to forfeit and bankrupt the big lenders that wanted to stay "just enough" in eternal debt to support their, uh, support of our economy, you now, jetting about and such....
      View article »
    • Tue Aug 26th 08:42 AM | Rating: 0 0
      Commented on:
      The Yield Curve and Investor Sentiment (Part I)
      promises to be an interesting series, hope to catch it when it comes out - thanks!
      View article »
    • Fri Aug 22nd 14:19 PM | Rating: 0 0
      Commented on:
      Armageddon? Maybe Next Week.
      great info, always good to hear your perspectives, and good to know more on your general time references - thanks!
      View article »
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