yuman's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/202629/comments http://seekingalpha.com/article/175787-new-finra-margin-requirements-for-leveraged-etfs-to-kick-in-dec-1?source=feed#comment-783742 783742 Mon, 30 Nov 2009 22:47:56 -0500 http://seekingalpha.com/article/162316-busting-yet-another-market-indicator-myth?source=feed#comment-684567 684567 Mon, 21 Sep 2009 01:04:38 -0400 http://seekingalpha.com/article/152586-morning-and-afternoon-buyers?source=feed#comment-610454 610454 Fri, 31 Jul 2009 22:39:39 -0400 http://seekingalpha.com/article/151510-are-institutions-participating-in-the-rally?source=feed#comment-604537 604537 Tue, 28 Jul 2009 00:09:50 -0400 http://seekingalpha.com/article/26238-market-neutral-strategy-using-ultra-sector-etfs?source=feed#comment-529310 529310 DBU) + 60%(upw) loss, 36% overall -- on par with the market average.]]> Wed, 03 Jun 2009 02:05:45 -0400 DBU) + 60%(upw) loss, 36% overall -- on par with the market average.]]> http://seekingalpha.com/article/137960-sentiment-overview-steady-as-she-goes?source=feed#comment-513836 513836 Fri, 22 May 2009 00:03:36 -0400 http://seekingalpha.com/news/market_currents/post/24612?source=feed#comment-511750 511750 " unemployment will rise and remain elevated through the end of 2011".

The minute is actually very vague on the future:
"economic activity is likely to remain weak for a time. "]]> Wed, 20 May 2009 14:26:41 -0400 " unemployment will rise and remain elevated through the end of 2011".

The minute is actually very vague on the future:
"economic activity is likely to remain weak for a time. "]]> http://seekingalpha.com/article/138705-is-this-bear-market-rally-over?source=feed#comment-511466 511466 Wed, 20 May 2009 12:14:13 -0400 http://seekingalpha.com/article/138515-housing-starts-at-underappreciated-new-low?source=feed#comment-510480 510480

On May 19 05:27 PM RiskReturnOptimizer wrote:

> This is very positive for existing homes market prices. ...]]> Tue, 19 May 2009 19:20:22 -0400

On May 19 05:27 PM RiskReturnOptimizer wrote:

> This is very positive for existing homes market prices. ...]]> http://seekingalpha.com/article/137488-when-will-banks-start-lending-again?source=feed#comment-502815 502815 Wed, 13 May 2009 19:07:42 -0400 http://seekingalpha.com/article/137488-when-will-banks-start-lending-again?source=feed#comment-502809 502809 research.stlouisfed.or...[1][id]=MULT&s[1][... which stands at 0.87 now. My understanding is that for each dollar in reserve, 0.87 gets into the real economy. Would this encapsulate the total effect of load creation and destruction?]]> Wed, 13 May 2009 19:04:45 -0400 research.stlouisfed.or...[1][id]=MULT&s[1][... which stands at 0.87 now. My understanding is that for each dollar in reserve, 0.87 gets into the real economy. Would this encapsulate the total effect of load creation and destruction?]]> http://seekingalpha.com/article/137209-sell-in-may-and-go-away-no-way?source=feed#comment-500891 500891 Tue, 12 May 2009 15:08:47 -0400 http://seekingalpha.com/article/136764-sentiment-overview-newsletter-editors-as-bullish-as-a-year-ago?source=feed#comment-498393 498393 Sun, 10 May 2009 23:19:35 -0400 http://seekingalpha.com/news/market_currents/post/22587?source=feed#comment-477478 477478 Sat, 25 Apr 2009 23:22:56 -0400 http://seekingalpha.com/article/132166-gold-standard-and-the-definition-of-price-stability?source=feed#comment-472122 472122 Wed, 22 Apr 2009 01:39:10 -0400 http://seekingalpha.com/article/132059-market-wobbles-on-extreme-optimism-and-breadth?source=feed#comment-471755 471755 Tue, 21 Apr 2009 17:09:04 -0400 http://seekingalpha.com/article/130228-8-reasons-etf-investors-go-for-the-gold?source=feed#comment-460652 460652 You said "Inflation. We have all heard of gold’s ability to hedge against inflation." without presenting any proof. Can you show, for example, gold price vs. CPI and SPX? Without such basic data support, the assertions appear crap.]]> Sun, 12 Apr 2009 13:40:35 -0400 You said "Inflation. We have all heard of gold’s ability to hedge against inflation." without presenting any proof. Can you show, for example, gold price vs. CPI and SPX? Without such basic data support, the assertions appear crap.]]> http://seekingalpha.com/article/111853-hedge-fund-redemptions-may-crash-q1-markets?source=feed#comment-336973 336973 The author got it backwards.
"The scheme began to unravel when, in 2008, clients wanted to withdraw $7 billion from the firm and Madoff was struggling to raise $7 billion to cover redemptions. On December 10, 2008, he suggested to his sons that the firm pay out several million dollars in bonuses two months ahead of schedule. Then at his apartment, he admitted to his sons that his firm was a fraud."]]> Tue, 23 Dec 2008 16:05:10 -0500 The author got it backwards.
"The scheme began to unravel when, in 2008, clients wanted to withdraw $7 billion from the firm and Madoff was struggling to raise $7 billion to cover redemptions. On December 10, 2008, he suggested to his sons that the firm pay out several million dollars in bonuses two months ahead of schedule. Then at his apartment, he admitted to his sons that his firm was a fraud."]]> http://seekingalpha.com/article/92648-the-reign-of-uncertainty-in-financial-markets?source=feed#comment-240386 240386 Are we praying for a visible hand here? If you conclude that the market forces are ineffective, this is more profound than uncertainty. Then we need to identify the root cause for the inefficiency of the markets.]]> Wed, 27 Aug 2008 16:13:09 -0400 Are we praying for a visible hand here? If you conclude that the market forces are ineffective, this is more profound than uncertainty. Then we need to identify the root cause for the inefficiency of the markets.]]> http://seekingalpha.com/article/88758-investment-strategies-in-these-times-of-transition?source=feed#comment-221959 221959 In the penultimate paragraph, you mentioned two foundations for the next expansion: financial stabilization and alternative energy. I wonder about the possibility and timeframe of their coming about. Given the currently popular demand side policies, the are not foreseeable. Are we talking about 5 years, 10, or 20? What does it take for the US government to make a policy shift?]]> Mon, 04 Aug 2008 02:40:10 -0400 In the penultimate paragraph, you mentioned two foundations for the next expansion: financial stabilization and alternative energy. I wonder about the possibility and timeframe of their coming about. Given the currently popular demand side policies, the are not foreseeable. Are we talking about 5 years, 10, or 20? What does it take for the US government to make a policy shift?]]> http://seekingalpha.com/article/86306-higher-food-prices-bane-of-farmers-boon-to-agriculture-etfs?source=feed#comment-212039 212039 By double top, I assume you mean 43 for DBA. Chartists are like weathermen. One sees double top, another sees support at 34, still another sees 35. Today it broke the 200-day moving average, which is supposedly bearish.
On the fundamental side, the cost of production, energy, fertilizer and seeds, have gone up compared to last year. The demand only increases. Unless you predict a bumper crop, the bull won't die.]]> Wed, 23 Jul 2008 00:35:04 -0400 By double top, I assume you mean 43 for DBA. Chartists are like weathermen. One sees double top, another sees support at 34, still another sees 35. Today it broke the 200-day moving average, which is supposedly bearish.
On the fundamental side, the cost of production, energy, fertilizer and seeds, have gone up compared to last year. The demand only increases. Unless you predict a bumper crop, the bull won't die.]]> http://seekingalpha.com/article/86118-asset-class-correlations?source=feed#comment-211730 211730 I think 10-Yr treasuries in the tables are measured in price, not yield. The dollar drops with short terms rates, while gold rises (-0.64), so do bond prices. ]]> Tue, 22 Jul 2008 15:02:59 -0400 I think 10-Yr treasuries in the tables are measured in price, not yield. The dollar drops with short terms rates, while gold rises (-0.64), so do bond prices. ]]> http://seekingalpha.com/article/86105-why-doesn-t-the-cpi-seem-more-like-real-life?source=feed#comment-211672 211672 Tue, 22 Jul 2008 13:57:19 -0400 http://seekingalpha.com/article/85902-federal-reserve-operations-a-six-month-review?source=feed#comment-210819 210819 I have a gap in understanding M2 growth related to inflation, however. The article quotes M2 growth data:
5.5%, 07Q4
6.8%, February 2008
7.1%, March
6.5%, April 2008
6.4%, MAy 2008
6.0%, June 2008
Then in the last paragraph, it concludes that this "points to a rate of inflation of around 4%". Is this prediction from some quantitative model or rule? What is the time lag from M2 growth to PPI/CPI?]]> Mon, 21 Jul 2008 14:12:07 -0400 I have a gap in understanding M2 growth related to inflation, however. The article quotes M2 growth data:
5.5%, 07Q4
6.8%, February 2008
7.1%, March
6.5%, April 2008
6.4%, MAy 2008
6.0%, June 2008
Then in the last paragraph, it concludes that this "points to a rate of inflation of around 4%". Is this prediction from some quantitative model or rule? What is the time lag from M2 growth to PPI/CPI?]]> http://seekingalpha.com/article/85950-are-global-stock-markets-dancing-to-the-same-tune?source=feed#comment-210749 210749 There are statistical methods for calculating covariances and time lags. It is hard to tell a complex story with English verbage and tables.]]> Mon, 21 Jul 2008 13:00:00 -0400 There are statistical methods for calculating covariances and time lags. It is hard to tell a complex story with English verbage and tables.]]> http://seekingalpha.com/article/85804-protecting-your-wealth-and-profit-during-the-2008-crash?source=feed#comment-210140 210140 finance.yahoo.com/q/bc...=^DJI.
Fundamentally, I don't know what drives gold prices. In the long term, gold has seriously underperformed DJ.]]> Sun, 20 Jul 2008 18:41:33 -0400 finance.yahoo.com/q/bc...=^DJI.
Fundamentally, I don't know what drives gold prices. In the long term, gold has seriously underperformed DJ.]]> http://seekingalpha.com/article/85856-gold-s-finest-hour-how-to-buy-now?source=feed#comment-209930 209930 "gold prices will rally even higher as investors dump what's perceived to be the ultimate king of fiat currencies (euro)." This is odd since it means that strong dollar boosts gold. I also heard that credit crises, which is deflationary, boosts gold. It's also quite convincing that prosperity boosts gold. Any factor, in either the positive or the negative direction, boosts gold. If I believe what I read about gold, any change boosts gold, so does stability. Are the gold bulls nuts?]]> Sun, 20 Jul 2008 13:52:17 -0400 "gold prices will rally even higher as investors dump what's perceived to be the ultimate king of fiat currencies (euro)." This is odd since it means that strong dollar boosts gold. I also heard that credit crises, which is deflationary, boosts gold. It's also quite convincing that prosperity boosts gold. Any factor, in either the positive or the negative direction, boosts gold. If I believe what I read about gold, any change boosts gold, so does stability. Are the gold bulls nuts?]]> http://seekingalpha.com/article/85117-calling-today-a-short-term-bottom-for-financials?source=feed#comment-206442 206442 Tue, 15 Jul 2008 19:13:23 -0400 http://seekingalpha.com/article/84754-is-gold-a-good-investment-during-the-credit-crunch?source=feed#comment-204645 204645 But the article jumps to another myth without proof: "there is only one main reason why people should hold gold and that is inflation. "
Isn't it a simple data gathering and presentation to superimpose inflation data, CPI/PPI or M2 over gold prices?
Has anyone seen or constructed such a chart to establish the gold/inflation relationship? Without the data, we are running the risk of buying another myth.]]> Sun, 13 Jul 2008 18:04:41 -0400 But the article jumps to another myth without proof: "there is only one main reason why people should hold gold and that is inflation. "
Isn't it a simple data gathering and presentation to superimpose inflation data, CPI/PPI or M2 over gold prices?
Has anyone seen or constructed such a chart to establish the gold/inflation relationship? Without the data, we are running the risk of buying another myth.]]> http://seekingalpha.com/article/84628-dollar-hurt-by-geopolitical-concerns-and-high-oil?source=feed#comment-204031 204031
Let's consider OIL/USD, OIL/AUD and AUD/USD. SImple math gives
(OIL/USD)/(AUD/USD) = OIL/AUD
This relationship ensures that (OIL/USD) and (AUD/USD) moves in the same direction to maintain reasonable OIL/AUD. If we have to find a driver, I'd say that the larger drives the smaller, in terms of trading volume or.]]> Sun, 13 Jul 2008 00:14:40 -0400
Let's consider OIL/USD, OIL/AUD and AUD/USD. SImple math gives
(OIL/USD)/(AUD/USD) = OIL/AUD
This relationship ensures that (OIL/USD) and (AUD/USD) moves in the same direction to maintain reasonable OIL/AUD. If we have to find a driver, I'd say that the larger drives the smaller, in terms of trading volume or.]]>