PIA's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/185569/comments http://seekingalpha.com/article/104129-wall-street-breakfast-must-know-news?source=feed#comment-298523 298523
In 2009 and 2010, the real test of his message of Hope, Charisma and Oratory meet the reality of Economics, Mathematics and History.

Barack Hussein Obama swims “naked” and the American Constitutional election process will allow us to ONCE AGAIN ‘correct course’ as we did after the collapse of the conservatives with Carter’s 1976 election from which the 1980 election of RONALD REAGAN was born. .and the 1992 election of Clinton from which the 1994 watershed election of the Conservative Congress of 1994 was born for a brief 4 year triumph from 1995-98.

I expect that the Congressional elections of 2010 and 2012 will provide for correction to this ‘vote of hope, charisma & empty oratory’ for which 52.5% of Americans hang their false hope. The Presidential election of 2012 awaits Comrade Obama 48 months from yesterday.

Barack Hussein Obama, Pelosi, Reid, Dodd & Barney Frank HAVE NOT REPEALED the realities of ECONOMICS, MATHEMATICS and HISTORY.

They SWIM NAKED in ROUGH WATERS and HISTORY will not take long to FLUSH THEM OUT.

Keep the faith in the American Experiment.]]> Wed, 05 Nov 2008 08:16:12 -0500
In 2009 and 2010, the real test of his message of Hope, Charisma and Oratory meet the reality of Economics, Mathematics and History.

Barack Hussein Obama swims “naked” and the American Constitutional election process will allow us to ONCE AGAIN ‘correct course’ as we did after the collapse of the conservatives with Carter’s 1976 election from which the 1980 election of RONALD REAGAN was born. .and the 1992 election of Clinton from which the 1994 watershed election of the Conservative Congress of 1994 was born for a brief 4 year triumph from 1995-98.

I expect that the Congressional elections of 2010 and 2012 will provide for correction to this ‘vote of hope, charisma & empty oratory’ for which 52.5% of Americans hang their false hope. The Presidential election of 2012 awaits Comrade Obama 48 months from yesterday.

Barack Hussein Obama, Pelosi, Reid, Dodd & Barney Frank HAVE NOT REPEALED the realities of ECONOMICS, MATHEMATICS and HISTORY.

They SWIM NAKED in ROUGH WATERS and HISTORY will not take long to FLUSH THEM OUT.

Keep the faith in the American Experiment.]]> http://seekingalpha.com/article/100515-buffett-and-the-limits-to-awaiting-better-times?source=feed#comment-285097 285097
MISSION: Update your personal Balance Sheet, Income Statement & Investment Policy (Objectives, Time Horizons, Liquidity needs, Risk & Return Profile, Special Circumstances) to arrive at your Target Asset Allocation (Cash/Fixed Income/Equities).

RESULTING ACTION: Then RE-Balance to your Target Allocation in a disciplined method as the Writer suggests.

RESULT: Mindful Homework, Discipline & Definition PREVAILS OVER Emotion (Fear, Greed, Paralysis).]]> Sat, 18 Oct 2008 07:07:32 -0400
MISSION: Update your personal Balance Sheet, Income Statement & Investment Policy (Objectives, Time Horizons, Liquidity needs, Risk & Return Profile, Special Circumstances) to arrive at your Target Asset Allocation (Cash/Fixed Income/Equities).

RESULTING ACTION: Then RE-Balance to your Target Allocation in a disciplined method as the Writer suggests.

RESULT: Mindful Homework, Discipline & Definition PREVAILS OVER Emotion (Fear, Greed, Paralysis).]]> http://seekingalpha.com/article/93883-sarah-palin-wall-street-s-candidate?source=feed#comment-245341 245341
The 2003 Tax Act reduced Ordinary Tax Rates on worker's incomes and reduced the Long-Term Cap Gains Tax Rate from 20% to 15% + introduced a 15% Maximum 'Qualified Dividends' Tax Rate:

RESULT: Fed Tax Revenues collected INCREASED 14% in 2004, 12% in 2005, 9% in 2006 and 10% in 2007.

President Jack Kennedy, the last economically literate Democratic President also DEFENDED the NATION and REDUCED TAX RATES on Workers and Savers.

President Bush may be a horrific communicator, 3 years too long in delivering the successes of the troop surge & not vetoing the former Republican spending excesses, . . but on the BIG PICTURE Presidential Duties to DEFEND the NATION, and promote LIBERTY and our OPPORTUNITY to define and solve 'our own family problems', he gets an "A".

Big Government centric Obama/Biden with a Reid/Pelosi Congress would be 'piling on' to America's woes.

McCain/Palin is the only antidote to balance a Socialist Congress & Obama/Biden that would 'forfeit' the precious blood and treasure expended and increase tax rates on American workers and savers forcing 'increased dependency' on Government Gone Wild !]]> Thu, 04 Sep 2008 09:57:36 -0400
The 2003 Tax Act reduced Ordinary Tax Rates on worker's incomes and reduced the Long-Term Cap Gains Tax Rate from 20% to 15% + introduced a 15% Maximum 'Qualified Dividends' Tax Rate:

RESULT: Fed Tax Revenues collected INCREASED 14% in 2004, 12% in 2005, 9% in 2006 and 10% in 2007.

President Jack Kennedy, the last economically literate Democratic President also DEFENDED the NATION and REDUCED TAX RATES on Workers and Savers.

President Bush may be a horrific communicator, 3 years too long in delivering the successes of the troop surge & not vetoing the former Republican spending excesses, . . but on the BIG PICTURE Presidential Duties to DEFEND the NATION, and promote LIBERTY and our OPPORTUNITY to define and solve 'our own family problems', he gets an "A".

Big Government centric Obama/Biden with a Reid/Pelosi Congress would be 'piling on' to America's woes.

McCain/Palin is the only antidote to balance a Socialist Congress & Obama/Biden that would 'forfeit' the precious blood and treasure expended and increase tax rates on American workers and savers forcing 'increased dependency' on Government Gone Wild !]]> http://seekingalpha.com/article/93486-presidential-election-no-help-for-the-markets?source=feed#comment-243773 243773
From your comments, that appears to be McCain, unless you prefer by 'not voting' to allow others to 'vote in' "a socialist candidate borne out of the muck of Chicago-style politics, sponsored by 1960s radicals and corrupt businessmen who's only proven skill is running great campaigns and giving superb speeches, with his closest adviser having a giant chip on her shoulder for most of her adult life".

"Democracry is the worst form of government, except for all the other forms of government".]]> Tue, 02 Sep 2008 09:27:59 -0400
From your comments, that appears to be McCain, unless you prefer by 'not voting' to allow others to 'vote in' "a socialist candidate borne out of the muck of Chicago-style politics, sponsored by 1960s radicals and corrupt businessmen who's only proven skill is running great campaigns and giving superb speeches, with his closest adviser having a giant chip on her shoulder for most of her adult life".

"Democracry is the worst form of government, except for all the other forms of government".]]> http://seekingalpha.com/article/91451-sequoia-fund-reopens-after-26-years-a-look-inside?source=feed#comment-233857 233857
You are correct that most fund managers do not 'outperform' comparable 'passive indexes'. But this is clearly not the case for America's largest and most successful long-term fund manager, American Funds.

By the way, American Funds "advertising budget is zero", expenses are very low, global research and management capabilties are unparalled, and their multiple portfolio coundslor system has been the unique key to providing such outstanding long-term investment returns for their 'active portfolios'. Low turnover is also key with a 3.5 year average holding period.

See americanfunds.com before you 'throw the babies out with the bath water'.]]> Tue, 19 Aug 2008 09:18:43 -0400
You are correct that most fund managers do not 'outperform' comparable 'passive indexes'. But this is clearly not the case for America's largest and most successful long-term fund manager, American Funds.

By the way, American Funds "advertising budget is zero", expenses are very low, global research and management capabilties are unparalled, and their multiple portfolio coundslor system has been the unique key to providing such outstanding long-term investment returns for their 'active portfolios'. Low turnover is also key with a 3.5 year average holding period.

See americanfunds.com before you 'throw the babies out with the bath water'.]]> http://seekingalpha.com/article/89409-the-downside-of-having-international-exposure?source=feed#comment-224813 224813
US population is 4.5% of the world population. The US produces 28% of world GDP. US Stock Market Capitalization is 40% of world stock market capitalization.

Yes the world will grow faster, and in Chindia's case it will grow much faster than the disproportinately larger-scaled US economy and stock market.

"notsosmart": Be careful to not miss understanding these perspectives before dismissing the US or forecasting its future demise.]]> Thu, 07 Aug 2008 08:34:05 -0400
US population is 4.5% of the world population. The US produces 28% of world GDP. US Stock Market Capitalization is 40% of world stock market capitalization.

Yes the world will grow faster, and in Chindia's case it will grow much faster than the disproportinately larger-scaled US economy and stock market.

"notsosmart": Be careful to not miss understanding these perspectives before dismissing the US or forecasting its future demise.]]> http://seekingalpha.com/article/84740-are-american-companies-now-up-for-grabs?source=feed#comment-205004 205004
Free Markets will again allow our excessed and failures to be cleansed and currency flows and market medicine will prevail allow for the next American rebirth.

Hopefully, our Socialist Congress or comrade Obama will allow the proven tonics of the correcting and free markets to prevail this time.]]> Mon, 14 Jul 2008 08:42:21 -0400
Free Markets will again allow our excessed and failures to be cleansed and currency flows and market medicine will prevail allow for the next American rebirth.

Hopefully, our Socialist Congress or comrade Obama will allow the proven tonics of the correcting and free markets to prevail this time.]]> http://seekingalpha.com/article/83703-freeport-mcmoran-with-copper-prices-rising-it-s-still-a-buy?source=feed#comment-199080 199080
No technicians have succeeded in 'forecasting' their way into the Forbes 400. Only hard working fundamentalists build and grow real businesses.

Thank you BxCap for shining the light on these voodoo technicians.]]> Sun, 06 Jul 2008 07:42:30 -0400
No technicians have succeeded in 'forecasting' their way into the Forbes 400. Only hard working fundamentalists build and grow real businesses.

Thank you BxCap for shining the light on these voodoo technicians.]]> http://seekingalpha.com/article/83511-two-moves-to-make-as-the-fed-inflates-the-commodities-bubble?source=feed#comment-197031 197031 Wed, 02 Jul 2008 07:36:56 -0400 http://seekingalpha.com/article/83264-bill-gross-to-president-obama-double-the-deficit?source=feed#comment-196546 196546
Gross apparently listens to CNN, CNBC, CBS, NBC and ABC who have already 'annointed' Obama President.

Maybe an occassional FOX watch showing both sides, God forbid, might be adviseable for Big Government, failed Keynsian Bill Gross !]]> Tue, 01 Jul 2008 10:34:32 -0400
Gross apparently listens to CNN, CNBC, CBS, NBC and ABC who have already 'annointed' Obama President.

Maybe an occassional FOX watch showing both sides, God forbid, might be adviseable for Big Government, failed Keynsian Bill Gross !]]> http://seekingalpha.com/article/83378-robbins-myers-up-20-on-surprise-earnings?source=feed#comment-196484 196484
So much for hedge funds and traders - - 'select long-term investments' can provide great reward at lower cost and much less tax liability.
]]> Tue, 01 Jul 2008 09:30:17 -0400
So much for hedge funds and traders - - 'select long-term investments' can provide great reward at lower cost and much less tax liability.
]]> http://seekingalpha.com/article/83158-cisco-internet-infrastructure-king-still-reigns?source=feed#comment-195724 195724 Mon, 30 Jun 2008 08:09:40 -0400 http://seekingalpha.com/article/83028-risky-waters-but-opportune-waves?source=feed#comment-195037 195037
Few 'traders' consistently produce low to mid-double digit portfolio returns over a series of "rolling" 10-year periods. Disciplined, experienced 'investors' exercising a strong discipline, approach and long-term view ('the select wise tortoises') have enjoyed such success.

The main perspectives of this article are well taken by this 'longer-term' investor. My experience and approach is to not be so 'wise' as the impatient 'traders', from which very few enjoy 10-15% longer-term returns 'over a series of meaningful 10-year periods'. ]]> Sun, 29 Jun 2008 07:10:13 -0400
Few 'traders' consistently produce low to mid-double digit portfolio returns over a series of "rolling" 10-year periods. Disciplined, experienced 'investors' exercising a strong discipline, approach and long-term view ('the select wise tortoises') have enjoyed such success.

The main perspectives of this article are well taken by this 'longer-term' investor. My experience and approach is to not be so 'wise' as the impatient 'traders', from which very few enjoy 10-15% longer-term returns 'over a series of meaningful 10-year periods'. ]]> http://seekingalpha.com/article/82164-financial-fears-sweeping-the-globe?source=feed#comment-189635 189635
Attempting to Predict Market Index downturns and upturns with precision in amounts and timing is a game for those who continually lift their oars out and in the water and never get very far.

Forget spending valuable time and effort attempting to predict the unpredictable.

Exercise a proven Process and Approach while doing your homework on companies/industries/t... to sustain your portfolio through the unpredictable yet inevitable market turns.

Time "IN-vested" prevails over "Timing Markets" given that you get and stay invested in a high quality diversified portfolio of global equities while maintaining adequate liquid reserves to endure downturns and provide for cash to "invest" when the bear raises its unpredictable head offering great opportunities for long-term investors.]]> Sat, 21 Jun 2008 09:12:08 -0400
Attempting to Predict Market Index downturns and upturns with precision in amounts and timing is a game for those who continually lift their oars out and in the water and never get very far.

Forget spending valuable time and effort attempting to predict the unpredictable.

Exercise a proven Process and Approach while doing your homework on companies/industries/t... to sustain your portfolio through the unpredictable yet inevitable market turns.

Time "IN-vested" prevails over "Timing Markets" given that you get and stay invested in a high quality diversified portfolio of global equities while maintaining adequate liquid reserves to endure downturns and provide for cash to "invest" when the bear raises its unpredictable head offering great opportunities for long-term investors.]]> http://seekingalpha.com/article/81323-week-in-review-dollar-s-biggest-advance-vs-euro-in-3-years?source=feed#comment-185523 185523
Central bankers and politicians should re-learn their Economics and History lessons. Their interferences, misallocations and excessive regulation have historically "aggravated" the problems they yearn to fix quickly.

Reagan's courageous re-appointment of Paul Volcker at the Federal Reserve in 1983 and his appointment of Greenspan in 1987 just prior to the October 1987 market decline are wonderful examples of enlightened and disciplined political appointments serving the nation's "long-term" interest at the political expense of "immediate criticism" from short-term and interventionist pundits.

If only Senator Obama could heed and learn from such lessons should he attain the main lever of political appointment power. Obama's proposals to nearly double the capital gains tax rate, eliminate qualified dividend tax rates, and repeal the 2003 reduction of tax rates on ordinary incomes will actually "harm" employment, incomes and savings at the very time of a slowing economy.
Unfortunately Obama's policy proposals are what one would expect from his resume of accomplished 'redistribution of incomes', 'no private sector work experience', 'no savings experience' and 'never governing any city or state'.

May SUBSTANCE prevail over FORM and RHETORIC this November.]]> Sat, 14 Jun 2008 11:42:22 -0400
Central bankers and politicians should re-learn their Economics and History lessons. Their interferences, misallocations and excessive regulation have historically "aggravated" the problems they yearn to fix quickly.

Reagan's courageous re-appointment of Paul Volcker at the Federal Reserve in 1983 and his appointment of Greenspan in 1987 just prior to the October 1987 market decline are wonderful examples of enlightened and disciplined political appointments serving the nation's "long-term" interest at the political expense of "immediate criticism" from short-term and interventionist pundits.

If only Senator Obama could heed and learn from such lessons should he attain the main lever of political appointment power. Obama's proposals to nearly double the capital gains tax rate, eliminate qualified dividend tax rates, and repeal the 2003 reduction of tax rates on ordinary incomes will actually "harm" employment, incomes and savings at the very time of a slowing economy.
Unfortunately Obama's policy proposals are what one would expect from his resume of accomplished 'redistribution of incomes', 'no private sector work experience', 'no savings experience' and 'never governing any city or state'.

May SUBSTANCE prevail over FORM and RHETORIC this November.]]> http://seekingalpha.com/article/78721-time-to-abandon-stocks?source=feed#comment-173944 173944 For Global Diverisification I highly recommend three well-managed 'global' American Funds:
* Capital Income Builder (CAIBX: for global equity-income),
* Capital World Growth & Income Fund (CWGIX: for global growth & income, an extremely well-managed portfolio of the world's most profitable, dividend-paying, dividend-growing equities) and
* New World Fund (NEWFX: for global equities benefiting from the growth in the 'developing world').
These three proven long-term funds are managed by Capital Research & Management (American Funds) for 'long-term global equity investors'.]]> Mon, 26 May 2008 08:50:03 -0400 For Global Diverisification I highly recommend three well-managed 'global' American Funds:
* Capital Income Builder (CAIBX: for global equity-income),
* Capital World Growth & Income Fund (CWGIX: for global growth & income, an extremely well-managed portfolio of the world's most profitable, dividend-paying, dividend-growing equities) and
* New World Fund (NEWFX: for global equities benefiting from the growth in the 'developing world').
These three proven long-term funds are managed by Capital Research & Management (American Funds) for 'long-term global equity investors'.]]> http://seekingalpha.com/article/74333-blood-in-the-streets-buy-and-hold-ge-for-now?source=feed#comment-159175 159175 Wed, 30 Apr 2008 07:51:24 -0400