IronCity's Comments IronCity's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/205384/comments Defining ETF Risk: Does It Pass the "Smell" Test? http://seekingalpha.com/article/81627-defining-etf-risk-does-it-pass-the-smell-test?source=feed#comment-542878 542878 I also asking me if:
Are the ETNs and ETFs really sure?
Can you lose money if the issuer fails?
Is the same if the issurer is a big bank (let's say Barclays) or any of the less known companies?
Is there any case of failure?
Thanks. ]]>
Thu, 11 Jun 2009 17:05:55 -0400 I also asking me if:
Are the ETNs and ETFs really sure?
Can you lose money if the issuer fails?
Is the same if the issurer is a big bank (let's say Barclays) or any of the less known companies?
Is there any case of failure?
Thanks. ]]>
May Flowers Bring June ETF Launches http://seekingalpha.com/article/142646-may-flowers-bring-june-etf-launches?source=feed#comment-542849 542849 Are the ETNs and ETFs really sure?
Can you lose money if the issuer fails?
Is the same if the issurer is a big bank (let's say Barclays) or any of the companies you name in the article?
Is there any case of failure?
Thanks.]]>
Thu, 11 Jun 2009 16:48:55 -0400 Are the ETNs and ETFs really sure?
Can you lose money if the issuer fails?
Is the same if the issurer is a big bank (let's say Barclays) or any of the companies you name in the article?
Is there any case of failure?
Thanks.]]>
Does RSX Still Have Room to Run? http://seekingalpha.com/article/142711-does-rsx-still-have-room-to-run?source=feed#comment-542841 542841 Thanks.]]> Thu, 11 Jun 2009 16:44:41 -0400 Thanks.]]> Market Vectors Indonesia ETF: Profitable, But Not for the Faint of Heart http://seekingalpha.com/article/142675-market-vectors-indonesia-etf-profitable-but-not-for-the-faint-of-heart?source=feed#comment-542803 542803 Thanks.]]> Thu, 11 Jun 2009 16:08:03 -0400 Thanks.]]> The Market in ETFs http://seekingalpha.com/article/142764-the-market-in-etfs?source=feed#comment-542799 542799 Thanks.]]> Thu, 11 Jun 2009 16:05:57 -0400 Thanks.]]> ETNs: Can They Make a Comeback? http://seekingalpha.com/article/142757-etns-can-they-make-a-comeback?source=feed#comment-542789 542789 Thanks.]]> Thu, 11 Jun 2009 16:00:38 -0400 Thanks.]]> Divergence Between Natural Gas and Oil Prices at Extremes http://seekingalpha.com/article/141478-divergence-between-natural-gas-and-oil-prices-at-extremes?source=feed#comment-535670 535670 Lowest UNG's price since this ETF begins: 12.69 (April 30, 2009).

Last closing price: 14.58
You get UNG at a net of 11.98 if in January price is under 16 (it is lower than the present historical price).

If your shres are called you will have a profit of $ 4.02 or a 33.5% over your investment (no commissions included).

I would greatly appreciate hearing opinions on this speculation.]]>
Sun, 07 Jun 2009 10:55:18 -0400 Lowest UNG's price since this ETF begins: 12.69 (April 30, 2009).

Last closing price: 14.58
You get UNG at a net of 11.98 if in January price is under 16 (it is lower than the present historical price).

If your shres are called you will have a profit of $ 4.02 or a 33.5% over your investment (no commissions included).

I would greatly appreciate hearing opinions on this speculation.]]>
Book Review: Great Depression Ahead http://seekingalpha.com/article/136396-book-review-great-depression-ahead?source=feed#comment-495672 495672 The commentary centrally discusses whether non- public consumption (individuals and companies) will decrease or not.
It seems reasonable to assume that lower-income wage (with fewer people working with lower wages) and a heavy loss to the amount of personal assets will result in lower private consumption and consequently lower production and business investment. This means the same as saying lower non-public consumption.
Therefore the degree of recession or depression depends on the amount of public spending and the efficiency of such spending to stimulate consumption.
Since it is impossible to predict the actions of the Government and its effectiveness (other than the intention to inject big money into the economy) is impossible to be right on the intensity and duration of the current recession.
My personal feeling is that the recession will be deep and long because the injection of money is targeted mostly to Wall Street.
]]>
Fri, 08 May 2009 12:12:53 -0400 The commentary centrally discusses whether non- public consumption (individuals and companies) will decrease or not.
It seems reasonable to assume that lower-income wage (with fewer people working with lower wages) and a heavy loss to the amount of personal assets will result in lower private consumption and consequently lower production and business investment. This means the same as saying lower non-public consumption.
Therefore the degree of recession or depression depends on the amount of public spending and the efficiency of such spending to stimulate consumption.
Since it is impossible to predict the actions of the Government and its effectiveness (other than the intention to inject big money into the economy) is impossible to be right on the intensity and duration of the current recession.
My personal feeling is that the recession will be deep and long because the injection of money is targeted mostly to Wall Street.
]]>
Are Uncle Sam's Creditors Heading Towards the Exits? http://seekingalpha.com/article/115910-are-uncle-sam-s-creditors-heading-towards-the-exits?source=feed#comment-364050 364050 Thank you for your clarification. I have followed some of your comments and find it excellent.]]> Fri, 23 Jan 2009 10:15:08 -0500 Thank you for your clarification. I have followed some of your comments and find it excellent.]]> Are Uncle Sam's Creditors Heading Towards the Exits? http://seekingalpha.com/article/115910-are-uncle-sam-s-creditors-heading-towards-the-exits?source=feed#comment-363157 363157
I agree with: “…treasuries can hold their value in exactly one scenario: a deflationary depression in which the dollar also stays valuable vs. other currencies” and with “I think unprecedented money supply expansion will kill deflation.” (I feel the same) .

But I can’t understand why “…TBT and PST will pay off.” If “deflationary depression in which the dollar also stays valuable vs. other currencies”.

Please can you make it clear to me. Thank you!

]]>
Thu, 22 Jan 2009 12:48:40 -0500
I agree with: “…treasuries can hold their value in exactly one scenario: a deflationary depression in which the dollar also stays valuable vs. other currencies” and with “I think unprecedented money supply expansion will kill deflation.” (I feel the same) .

But I can’t understand why “…TBT and PST will pay off.” If “deflationary depression in which the dollar also stays valuable vs. other currencies”.

Please can you make it clear to me. Thank you!

]]>
Thoughts on Mohamed El-Erian's 'When Markets Collide' http://seekingalpha.com/article/93213-thoughts-on-mohamed-el-erian-s-when-markets-collide?source=feed#comment-242317 242317 Sorry, I could not find this “very different view of the world” in any part of your your article. I understand that are a lot of different opinions or views about change in our times, but I’m afraid there is not a new paradigm (or a generally accepted new truth).
If there is a new paradigm in the way of investing (or related to investing techniques) please explain it.
I agree with Mr. Whidbey when he says “Modeling is easy to do, but in my experience it is hard follow to a portfolio result”.
And also that if there are: “2100 funds and only 17 showing positive results”, this means something.
In general I find the article very long and diffuse.
]]>
Sat, 30 Aug 2008 19:07:46 -0400 Sorry, I could not find this “very different view of the world” in any part of your your article. I understand that are a lot of different opinions or views about change in our times, but I’m afraid there is not a new paradigm (or a generally accepted new truth).
If there is a new paradigm in the way of investing (or related to investing techniques) please explain it.
I agree with Mr. Whidbey when he says “Modeling is easy to do, but in my experience it is hard follow to a portfolio result”.
And also that if there are: “2100 funds and only 17 showing positive results”, this means something.
In general I find the article very long and diffuse.
]]>
Is This the Death of Gold & Silver Stocks? http://seekingalpha.com/article/92850-is-this-the-death-of-gold-silver-stocks?source=feed#comment-241621 241621 Fri, 29 Aug 2008 10:52:58 -0400 Is This the Death of Gold & Silver Stocks? http://seekingalpha.com/article/92850-is-this-the-death-of-gold-silver-stocks?source=feed#comment-240274 240274 Wed, 27 Aug 2008 14:20:48 -0400 Is This the Death of Gold & Silver Stocks? http://seekingalpha.com/article/92850-is-this-the-death-of-gold-silver-stocks?source=feed#comment-240166 240166 Wed, 27 Aug 2008 12:23:51 -0400 Dow 30 Trading Ranges http://seekingalpha.com/article/89838-dow-30-trading-ranges?source=feed#comment-226554 226554 Fri, 08 Aug 2008 20:26:59 -0400 Barrick Gold's Move Into Oil: Precursor to Commodities Consolidation? http://seekingalpha.com/article/89753-barrick-gold-s-move-into-oil-precursor-to-commodities-consolidation?source=feed#comment-226541 226541 ABX) C$354-million bid for Cadence Energy Ltd. (CDSFF.PK) has a "minimal" financial impact on the gold giant, according to Blackmont Capital analyst Richard Gray. He wrote that the total value of the offer represents just 0.8% of Barrick's market cap, and that Cadence's estimated cash flow for 2009 would augment Barrick's by just 2%.

However, he still sees the logic in Barrick's takeover proposal.

In a note to clients, he wrote:

The significance of the world's largest gold company acquiring an oil/gas producer underscores the impact of the rising energy prices for miners and is a manoeuvre that we believe will become more common.

Mr. Gray maintained a "buy" rating on Barrick and a target of C$54.00 a share."

From: seekingalpha.com/artic...

At 345 M they will pay near $19.50 per barrel. Is this a fair price?]]>
Fri, 08 Aug 2008 19:54:41 -0400 ABX) C$354-million bid for Cadence Energy Ltd. (CDSFF.PK) has a "minimal" financial impact on the gold giant, according to Blackmont Capital analyst Richard Gray. He wrote that the total value of the offer represents just 0.8% of Barrick's market cap, and that Cadence's estimated cash flow for 2009 would augment Barrick's by just 2%.

However, he still sees the logic in Barrick's takeover proposal.

In a note to clients, he wrote:

The significance of the world's largest gold company acquiring an oil/gas producer underscores the impact of the rising energy prices for miners and is a manoeuvre that we believe will become more common.

Mr. Gray maintained a "buy" rating on Barrick and a target of C$54.00 a share."

From: seekingalpha.com/artic...

At 345 M they will pay near $19.50 per barrel. Is this a fair price?]]>
Barrick's Bid for Cadence Energy a Sign of Things to Come http://seekingalpha.com/article/85177-barrick-s-bid-for-cadence-energy-a-sign-of-things-to-come?source=feed#comment-226537 226537 Fri, 08 Aug 2008 19:42:40 -0400 Barrick Gold's Move Into Oil: Precursor to Commodities Consolidation? http://seekingalpha.com/article/89753-barrick-gold-s-move-into-oil-precursor-to-commodities-consolidation?source=feed#comment-226536 226536 Fri, 08 Aug 2008 19:36:34 -0400