Tao Man's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/176653/comments http://seekingalpha.com/article/160283-looks-like-we-re-all-communists-now?source=feed#comment-667429 667429 Tue, 08 Sep 2009 20:07:57 -0400 http://seekingalpha.com/article/157650-deploying-cash-for-a-slight-upward-market-bias?source=feed#comment-641873 641873

On Aug 23 09:36 AM axelrod608 wrote:

> Indeed, mixed signals abound, and whatever conclusions one reaches
> one day must be reconsidered the next day in this market.
>
> One difference when using OOM - one's own money - rather than OPM
> - other people;s money - is that losses are personal. Looking at
> how far the market has come and how fast, there IS a correction coming.
> So I am at about 95% cash now. I know I may be missing out on the
> last bit of gain, but I can afford that more than an(other) substantial
> loss.
>
> I don't know when the correction is coming ( best guess 3rd week
> of September) or how big it will be, but I plan on having plenty
> of cash ready to jump back in when nobody else wants to.]]> Sun, 23 Aug 2009 12:38:05 -0400

On Aug 23 09:36 AM axelrod608 wrote:

> Indeed, mixed signals abound, and whatever conclusions one reaches
> one day must be reconsidered the next day in this market.
>
> One difference when using OOM - one's own money - rather than OPM
> - other people;s money - is that losses are personal. Looking at
> how far the market has come and how fast, there IS a correction coming.
> So I am at about 95% cash now. I know I may be missing out on the
> last bit of gain, but I can afford that more than an(other) substantial
> loss.
>
> I don't know when the correction is coming ( best guess 3rd week
> of September) or how big it will be, but I plan on having plenty
> of cash ready to jump back in when nobody else wants to.]]> http://seekingalpha.com/article/142743-nouriel-roubini-and-the-vix?source=feed#comment-546086 546086

On Jun 11 11:27 PM Moon Kil Woong wrote:

> Fame is fleeting but it takes a long time for intelligence to wane.
> Just because he's less popular doesn't make him insignificant. Although
> I am not as bearish as he is, the fact that he points out negative
> economic factors that the general media is loathe to touch makes
> him valuable. Of course, that's why seeking alpha is valuable as
> well.
>
> Just because information isn't mainstream doesn't make it less valuable.
> Contrarians would tend to believe that such information is the only
> thing that is valuable. Popular information is often factored into
> the market extremely fast, or so efficient market theorists would
> say.]]> Sun, 14 Jun 2009 11:56:50 -0400

On Jun 11 11:27 PM Moon Kil Woong wrote:

> Fame is fleeting but it takes a long time for intelligence to wane.
> Just because he's less popular doesn't make him insignificant. Although
> I am not as bearish as he is, the fact that he points out negative
> economic factors that the general media is loathe to touch makes
> him valuable. Of course, that's why seeking alpha is valuable as
> well.
>
> Just because information isn't mainstream doesn't make it less valuable.
> Contrarians would tend to believe that such information is the only
> thing that is valuable. Popular information is often factored into
> the market extremely fast, or so efficient market theorists would
> say.]]> http://seekingalpha.com/article/132952-should-you-invest-for-a-2nd-half-surge-across-the-asset-classes?source=feed#comment-532795 532795 Thu, 04 Jun 2009 19:58:20 -0400 http://seekingalpha.com/article/111544-stock-treasure-at-the-bottom-of-the-ocean?source=feed#comment-458213 458213 Thu, 09 Apr 2009 19:44:13 -0400 http://seekingalpha.com/article/113795-income-etfs-higher-yielding-investing-ideas?source=feed#comment-395367 395367 Thu, 19 Feb 2009 13:41:03 -0500 http://seekingalpha.com/article/98996-roger-wiegand-severe-bull-market-ahead-for-gold?source=feed#comment-279942 279942
History shows you are exactly wrong. Demand for gold goes up in times of crisis. Are you predicting a crisis? If so then having a store of wealth that is easily identifiable, durable, stable and free from intrinsic price fluctuations is a good idea.]]> Sat, 11 Oct 2008 14:49:54 -0400
History shows you are exactly wrong. Demand for gold goes up in times of crisis. Are you predicting a crisis? If so then having a store of wealth that is easily identifiable, durable, stable and free from intrinsic price fluctuations is a good idea.]]> http://seekingalpha.com/article/99379-looking-back-at-lehman-lying-scapegoating-and-a-general-lack-of-accountability?source=feed#comment-279853 279853 Sat, 11 Oct 2008 12:40:50 -0400 http://seekingalpha.com/article/84141-diversification-can-be-everything?source=feed#comment-201946 201946 Wed, 09 Jul 2008 23:03:01 -0400 http://seekingalpha.com/article/84296-finding-meaning-in-volatility?source=feed#comment-201904 201904 Wed, 09 Jul 2008 20:30:44 -0400 http://seekingalpha.com/article/82818-fed-model-says-s-p-500-undervalued-does-it-matter?source=feed#comment-194924 194924
I for one am tired of wading through the comments section for sensible analysis and discussion of the article topics. You've got to be an economic Neanderthal to not understand the reason for the correlation between the forward earnings yield for the S&P 500 and the 10-year treasury bond. This may not be true for "Tresurys".]]> Sat, 28 Jun 2008 18:55:33 -0400
I for one am tired of wading through the comments section for sensible analysis and discussion of the article topics. You've got to be an economic Neanderthal to not understand the reason for the correlation between the forward earnings yield for the S&P 500 and the 10-year treasury bond. This may not be true for "Tresurys".]]> http://seekingalpha.com/article/72171-fixed-income-etfs-when-you-need-lower-risk?source=feed#comment-185644 185644 Sat, 14 Jun 2008 17:30:46 -0400 http://seekingalpha.com/article/69535-how-bad-is-the-dollar-s-fall?source=feed#comment-169745 169745 Sun, 18 May 2008 15:49:41 -0400 http://seekingalpha.com/article/75084-a-few-reasons-to-buy-yen?source=feed#comment-169649 169649 Sun, 18 May 2008 11:28:50 -0400 http://seekingalpha.com/article/77579-china-no-but-this-time-really-is-different?source=feed#comment-169155 169155 Fri, 16 May 2008 21:16:40 -0400 http://seekingalpha.com/article/63919-a-low-cost-fully-diversified-all-etf-portfolio?source=feed#comment-168492 168492
"where is the ultra short of US financials, " -
iShares Dow Jones US Financial was 86.71 on Feb 11, now 87.36

"where is the ultra short on US technology, " -
iShares Dow Jones US Technology was 52.95 on Feb 11, now 60.09

"and where is the ultra short on China!"
iShares FTSE/Xinhua China 25 Index was 140.55 on Feb 11, now 158.1

You sure have been wrong on your criticism of diversification in favor of shorting these investments based on an Alabama expression. Perhaps the expression is useful in financial markets but good luck on the timing. Going leveraged against the market can be suicide if you get that wrong.]]> Thu, 15 May 2008 21:59:28 -0400
"where is the ultra short of US financials, " -
iShares Dow Jones US Financial was 86.71 on Feb 11, now 87.36

"where is the ultra short on US technology, " -
iShares Dow Jones US Technology was 52.95 on Feb 11, now 60.09

"and where is the ultra short on China!"
iShares FTSE/Xinhua China 25 Index was 140.55 on Feb 11, now 158.1

You sure have been wrong on your criticism of diversification in favor of shorting these investments based on an Alabama expression. Perhaps the expression is useful in financial markets but good luck on the timing. Going leveraged against the market can be suicide if you get that wrong.]]> http://seekingalpha.com/article/73251-solar-power-will-be-transformational-in-the-next-decade?source=feed#comment-155550 155550 Wed, 23 Apr 2008 18:56:53 -0400 http://seekingalpha.com/article/31518-predictions-for-another-bad-hurricane-season?source=feed#comment-148968 148968
I see you are frustrated by the forecasts but you cannot call a forecast for a 50% chance of above normal and 50% chance of near or below normal activity, as was the case for NOAA in 2004, as apocalyptic. In that year it was actual activity that was apocalyptic, not the forecast. Same for 2005. The fact is that we're in a period of elevated hurricane activity in the Atlantic Basin and have been since 1995 and you may want to use that information in your stock selection. Year to year variability will still be very large within this AMO cycle.]]> Fri, 11 Apr 2008 10:44:54 -0400
I see you are frustrated by the forecasts but you cannot call a forecast for a 50% chance of above normal and 50% chance of near or below normal activity, as was the case for NOAA in 2004, as apocalyptic. In that year it was actual activity that was apocalyptic, not the forecast. Same for 2005. The fact is that we're in a period of elevated hurricane activity in the Atlantic Basin and have been since 1995 and you may want to use that information in your stock selection. Year to year variability will still be very large within this AMO cycle.]]>