Christopher Bush_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/170236/comments http://seekingalpha.com/article/113089-are-we-seeing-shades-of-2003-markets?source=feed#comment-345853 345853
The point is with low yields, we will eventually be forced back into equities, and US Debt won't be a good investment unless the Fed actively targets long-term rates.


On Jan 04 09:10 AM Paul Price wrote:

> And your conclusion is...?
>
> You didn't make a case for going long or short. You merely said that
> in 2003 things got better early in the year before bottoming in March.

>
>
> Is there a point to this piece?]]> Sun, 04 Jan 2009 19:49:00 -0500
The point is with low yields, we will eventually be forced back into equities, and US Debt won't be a good investment unless the Fed actively targets long-term rates.


On Jan 04 09:10 AM Paul Price wrote:

> And your conclusion is...?
>
> You didn't make a case for going long or short. You merely said that
> in 2003 things got better early in the year before bottoming in March.

>
>
> Is there a point to this piece?]]> http://seekingalpha.com/article/108951-will-the-fed-target-long-term-rates?source=feed#comment-321056 321056
Either way, the "flight to safety" is getting more risky. Once people decide that there is a better margin of safety in equities over bonds, just sit back and watch the yields drop.

On Dec 04 12:32 AM novice_investor wrote:

> Are there any criteria for choosing between PST and TBT? TBT seems
> to be down a larger % than PST. Thanks.]]> Thu, 04 Dec 2008 15:52:46 -0500
Either way, the "flight to safety" is getting more risky. Once people decide that there is a better margin of safety in equities over bonds, just sit back and watch the yields drop.

On Dec 04 12:32 AM novice_investor wrote:

> Are there any criteria for choosing between PST and TBT? TBT seems
> to be down a larger % than PST. Thanks.]]> http://seekingalpha.com/article/107440-would-glass-steagall-have-stopped-this-mess?source=feed#comment-313623 313623

On Nov 24 12:09 AM AlexS wrote:

> I don't believe that Merrill Lynch, Bear Stearns, Morgan Stanley,
> Lehman Bros., and Goldman Sachs were commercial banks (please correct
> me if I'm wrong), so they were already choosing to be brokerage rather
> than commercial banks. So the repeal of Glass-Steagall would have
> no effect on what they did to bring on this crisis, since they didn't
> take advantage of its repeal anyway. But I don't quite understand
> if the author is attempting to lay the blame for this problem on
> the repeal of Glass-Steagall (as in the title and first part of the
> column) or on an ineffective regulatory apparatus (as in the major
> portion of the text). The two are two different things, and one
> does not prove the other.]]> Mon, 24 Nov 2008 10:33:21 -0500

On Nov 24 12:09 AM AlexS wrote:

> I don't believe that Merrill Lynch, Bear Stearns, Morgan Stanley,
> Lehman Bros., and Goldman Sachs were commercial banks (please correct
> me if I'm wrong), so they were already choosing to be brokerage rather
> than commercial banks. So the repeal of Glass-Steagall would have
> no effect on what they did to bring on this crisis, since they didn't
> take advantage of its repeal anyway. But I don't quite understand
> if the author is attempting to lay the blame for this problem on
> the repeal of Glass-Steagall (as in the title and first part of the
> column) or on an ineffective regulatory apparatus (as in the major
> portion of the text). The two are two different things, and one
> does not prove the other.]]> http://seekingalpha.com/article/85208-speed-with-which-financials-have-fallen-is-disconcerting?source=feed#comment-207976 207976
It looks like you were right (although you're time line was pretty arbitrary)
However I was never disagreeing; my post was to point out the danger out there, and the lack of clarity in the mid-long term.]]> Thu, 17 Jul 2008 14:33:21 -0400
It looks like you were right (although you're time line was pretty arbitrary)
However I was never disagreeing; my post was to point out the danger out there, and the lack of clarity in the mid-long term.]]> http://seekingalpha.com/article/82471-owens-illinois-continues-to-grow?source=feed#comment-192831 192831 Wed, 25 Jun 2008 17:33:51 -0400 http://seekingalpha.com/article/70428-goldman-total-leveraged-credit-losses-1-2-trillion?source=feed#comment-133747 133747 Sun, 30 Mar 2008 15:48:19 -0400