Jon G's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/193898/comments http://seekingalpha.com/article/170855-commodities-how-to-trade-like-goldman-sachs?source=feed#comment-744657 744657 Wed, 04 Nov 2009 13:43:06 -0500 http://seekingalpha.com/article/165725-8-foreign-etfs-with-attractive-year-end-distributions?source=feed#comment-710857 710857 Fri, 09 Oct 2009 15:58:25 -0400 http://seekingalpha.com/article/156225-citadel-set-to-control-97-5-of-e-trade-s-order-flow?source=feed#comment-630584 630584 Fri, 14 Aug 2009 19:39:25 -0400 http://seekingalpha.com/news/market_currents/post/29877?source=feed#comment-616750 616750 Wed, 05 Aug 2009 15:12:45 -0400 http://seekingalpha.com/article/148614-the-end-of-asset-allocation?source=feed#comment-588221 588221
Now we have an investment that tracks the VIX in an ETF which I begged Rydex for 3 years ago when the VIX was approaching single digits.

Asset allocation is not dead. As I say on the golf course, its not the tools in your bag, its how you use them.
]]> Tue, 14 Jul 2009 17:33:24 -0400
Now we have an investment that tracks the VIX in an ETF which I begged Rydex for 3 years ago when the VIX was approaching single digits.

Asset allocation is not dead. As I say on the golf course, its not the tools in your bag, its how you use them.
]]> http://seekingalpha.com/article/144731-wednesday-outlook-commodities-global-markets?source=feed#comment-579372 579372 Wed, 08 Jul 2009 15:51:39 -0400 http://seekingalpha.com/article/142329-time-to-exit-oil-gold-pair-trade?source=feed#comment-541053 541053 Wed, 10 Jun 2009 16:21:15 -0400 http://seekingalpha.com/article/139952-bond-expert-wednesday-wrap?source=feed#comment-520138 520138 Wed, 27 May 2009 16:37:29 -0400 http://seekingalpha.com/news/market_currents/post/19630?source=feed#comment-422295 422295
As the banker of the last resort, the Fed failed to respond to a massive bubble that they created. Recall shortly after Greenspan left, he said in a speech that history has not dealt kindly when risk premiums were so low. Risk premiums were so low from the wealth effect created by real estate prices. In addition, encouraging people to use option arms at the peak of the bubble as Mr Greenspan did was very irresponsible. To me this said, keep the game going until I can get out of here.

I can go on and on (allowing banks to lever up in a post Long-Term Capital environment - didn't they learn the lesson once?, not regulating derivatives and CMBS, etc, throwing money at any problem) but it will make me sick.

]]> Wed, 11 Mar 2009 17:30:31 -0400
As the banker of the last resort, the Fed failed to respond to a massive bubble that they created. Recall shortly after Greenspan left, he said in a speech that history has not dealt kindly when risk premiums were so low. Risk premiums were so low from the wealth effect created by real estate prices. In addition, encouraging people to use option arms at the peak of the bubble as Mr Greenspan did was very irresponsible. To me this said, keep the game going until I can get out of here.

I can go on and on (allowing banks to lever up in a post Long-Term Capital environment - didn't they learn the lesson once?, not regulating derivatives and CMBS, etc, throwing money at any problem) but it will make me sick.

]]> http://seekingalpha.com/article/120007-12-reasons-to-short-gold?source=feed#comment-384489 384489 2. Gold and miners have broken out technically
3. Info-mercials is just the beginning of they hype. Remember, you want to find something people will build castles in the air out of (think tech stocks, real estate, etc)....we have yet to begin a disconnect from true fundamental value for us to call the price a bubble....this will happen but not yet....]]> Wed, 11 Feb 2009 15:49:44 -0500 2. Gold and miners have broken out technically
3. Info-mercials is just the beginning of they hype. Remember, you want to find something people will build castles in the air out of (think tech stocks, real estate, etc)....we have yet to begin a disconnect from true fundamental value for us to call the price a bubble....this will happen but not yet....]]> http://seekingalpha.com/article/116193-it-s-time-for-ge-to-lose-its-triple-a?source=feed#comment-364240 364240
Comparing current spread to T bonds vs. what junk bonds were trading like in 2006 is a terrible argument to make

Additionally, I recall earlier this decade GE bonds were trading like they were going to be downgraded and they weren't

For GE to come to market with new bonds, investors would demand A-AA rates (based on current pricing). In essence, regardless what S&P or Moody's do, GE has been already been "downgraded" by investors




]]> Fri, 23 Jan 2009 12:14:57 -0500
Comparing current spread to T bonds vs. what junk bonds were trading like in 2006 is a terrible argument to make

Additionally, I recall earlier this decade GE bonds were trading like they were going to be downgraded and they weren't

For GE to come to market with new bonds, investors would demand A-AA rates (based on current pricing). In essence, regardless what S&P or Moody's do, GE has been already been "downgraded" by investors




]]> http://seekingalpha.com/article/109338-harvard-endowment-punishing-the-present-to-benefit-the-future?source=feed#comment-322003 322003 Fri, 05 Dec 2008 15:25:23 -0500 http://seekingalpha.com/news/market_currents/post/12335?source=feed#comment-318295 318295 Mon, 01 Dec 2008 14:10:58 -0500 http://seekingalpha.com/article/91708-interested-in-bank-of-america-consider-the-preferred-shares?source=feed#comment-234912 234912 Wed, 20 Aug 2008 12:46:57 -0400 http://seekingalpha.com/article/89970-fixed-income-little-value-in-treasuries-preferred-financials-yielding-8?source=feed#comment-226078 226078 Fri, 08 Aug 2008 11:34:59 -0400 http://seekingalpha.com/article/80058-is-lehman-in-the-midst-of-a-bear-stearns-like-meltdown?source=feed#comment-179138 179138 Wed, 04 Jun 2008 11:25:22 -0400 http://seekingalpha.com/article/78264-commodities-prices-speculation-exposed?source=feed#comment-171064 171064 Wed, 21 May 2008 10:57:44 -0400 http://seekingalpha.com/article/77352-get-ready-to-short-homebuilders?source=feed#comment-167948 167948 Thu, 15 May 2008 09:02:00 -0400