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tradewin

tradewin
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  • Why QE Has Not Been Stimulative [View article]
    Jason, I believe those transfer payment figures are misleading.
    Disposable income is made up of inflation adjusted personal income, less taxes, but includes transfer payments from the government. Government transfers rose $19.4B in May after falling $15.7B in April which includes S.S. payments - the loss of consumer buying power for payroll tax increases and inflation was offset by government payments. A rather weak effort to spur the economy. Anyhow, I enjoyed your article Pundit.
    Jul 9 11:20 PM | Likes Like |Link to Comment
  • Agency Mortgage REITs Are Going On Sale This Summer [View article]
    Interesting article. I happen to agree with you on the possible opportunities in these this summer. Is IVR in your valuation analysis? I've been watching it for some time.
    Jul 7 11:58 PM | Likes Like |Link to Comment
  • Chart Of The Day, Fed-Tightening Edition [View article]
    EK, Ironically every politician would agree with you. They're just not willing to do anything about it. They've all sold their souls to special interests who put them in office and keep them there. In the meantime, banks have excess reserves coming out of their ears, but they are not going to ease up on their lending requirements. That hard lesson is too fresh in everyone's mind. Corporate America has to step up to the plate now.
    Jul 1 09:09 PM | Likes Like |Link to Comment
  • Chart Of The Day, Fed-Tightening Edition [View article]
    Well put D.Angeles. When GDP and unemployment reach certain levels, it should be law that all of those brass-hats in D.C. have to balance the budget and do it without raising the debt ceiling.
    Jul 1 12:35 AM | Likes Like |Link to Comment
  • Chart Of The Day, Fed-Tightening Edition [View article]
    QE was never designed to be a permanent policy. And the Fed has been putting it's money where it's mouth is for the last four years. The ball is in private industry's court now. The stop-gap QE will end. Slowly. Beware of what you wish for Wall Street, you just might end up with economic dictatorship.
    Jul 1 12:06 AM | 1 Like Like |Link to Comment
  • How To Beat 99.9% Of Professional Investors [View article]
    Good article. I enjoyed reading it. I suspect most people won't follow through with the advice though.
    Jun 28 12:31 AM | 1 Like Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 9..........  [View instapost]
    Still have a couple of shares of AMD. Got in that pretty good, so I'm staying with it. Thought we would get a bounce in gold, got stopped out summarily. Didn't lose much, but that's what happens when one tries to pick a bottom. Never been a gold bug. Also, in PSEC for a couple of shares. I'd like to see that accumulate over a year before I decide what to do with it. I like the div on that. Got some T for the long haul, but a target of $42. Another decision to make when it reaches that. I'm counting on the palm of my hand to start scratching if you make that play on NDLS. I'll be in the cheering section for you on that one.
    Jun 26 10:06 PM | 1 Like Like |Link to Comment
  • Canada's position is that the Keystone XL (TRP) pipeline would not cause a net increase in carbon emissions, Natural Resources Minister Joe Oliver says, responding to Pres. Obama's statement that the U.S. should approve the project only if it did not increase carbon pollution. Oliver says at least 20% of Keystone oil would be lighter crude that would not come from tar sands, and thus not carbon intensive to produce. [View news story]
    A $25B dollar plan to build a pipe to the west including a refinery and ships. That glut in Cushing is soon to be relieved by the Gulf Coast Pipeline by the end of this summer. The Seaway pipeline already being used will still get some use. The only thing really holding that oil up at the coast is the lack of Jones Act ships to take it north. If there is anything to be done about the price, and artificial shortages, it should be to amend that obsolete Act.
    Jun 25 10:25 PM | Likes Like |Link to Comment
  • Canada's position is that the Keystone XL (TRP) pipeline would not cause a net increase in carbon emissions, Natural Resources Minister Joe Oliver says, responding to Pres. Obama's statement that the U.S. should approve the project only if it did not increase carbon pollution. Oliver says at least 20% of Keystone oil would be lighter crude that would not come from tar sands, and thus not carbon intensive to produce. [View news story]
    Canada will not wait for the next administration. Ambitious plans in the works for a refinery and new ships for their West coast. They will sell the oil to China. And we will continue to buy petroleum from other foreign sources. The CEO of Keystone was right. It's not a matter of fossil fuels vs. alternative energy, we are going to use the oil. Who will we be buying it from?
    Jun 25 09:16 PM | 6 Likes Like |Link to Comment
  • Interesting Times For All Commodities And Investments!! Chapter 9..........  [View instapost]
    There you go Curls. IPO info released here at SA on NDLS. Be careful.
    Jun 25 08:37 PM | 2 Likes Like |Link to Comment
  • Overreactions Galore [View article]
    A well written article. I enjoyed reading it. Although I'm not big on models. But if it works for you consistently, congrats.
    Jun 23 11:37 PM | Likes Like |Link to Comment
  • It's "total capitulation" in fixed income (AGG, BND), says BAML's Michael Hartnett. The "blood bath" includes the largest-ever three-week rush of bond-fund redemptions, $2.6B leaving (2nd largest outflow ever) the Emerging Markets Bond ETF (EMB), and mortgage-backed securities (MBB), municipal bonds (MUB), and TIPS (TIP) funds each now showing net outflows for 2013. [View news story]
    Yes, we can have inflation with low rates. The FOMC sets rates for the year at their meetings. They also attempt to set the rate of inflation which they can't entirely control. Rates have been manipulated for the last few years. The Fed's rules. They can bend them, break them or change them. It's their game.
    Jun 23 04:53 PM | Likes Like |Link to Comment
  • It's "total capitulation" in fixed income (AGG, BND), says BAML's Michael Hartnett. The "blood bath" includes the largest-ever three-week rush of bond-fund redemptions, $2.6B leaving (2nd largest outflow ever) the Emerging Markets Bond ETF (EMB), and mortgage-backed securities (MBB), municipal bonds (MUB), and TIPS (TIP) funds each now showing net outflows for 2013. [View news story]
    RS, I agree with you. A lot of these central bankers do not have much experience and they don't have that much history with their own economies to refer to. But inflation, it's a disease. Many examples exist for that going way back. People forget. I sure haven't forgotten the wage and price freezes in the 70's.
    Jun 23 04:16 PM | Likes Like |Link to Comment
  • It's "total capitulation" in fixed income (AGG, BND), says BAML's Michael Hartnett. The "blood bath" includes the largest-ever three-week rush of bond-fund redemptions, $2.6B leaving (2nd largest outflow ever) the Emerging Markets Bond ETF (EMB), and mortgage-backed securities (MBB), municipal bonds (MUB), and TIPS (TIP) funds each now showing net outflows for 2013. [View news story]
    Nobody is certain how much of the growth in this recovery is due to stimulus. A lot of it - $360B since Sept. - isn't being loaned out. It's just sitting there in reserves, so it doesn't create any additional economic activity. But commercial and industrial loans have been on the rise for the last two years. And the ratio of consumer debt to personal income, presently at 20.6%, a pre-recession high. This tells me that there are an increasing number of people borrowing though. Bernanke has said we can have mildly increasing inflation while rates remain low. I believe him.
    Jun 23 03:39 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    Looks like you kept the MO just long enough to get the divs. when it went X. Smart move.
    Jun 23 02:57 PM | Likes Like |Link to Comment
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