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  • New CFTC Rules May Be a Boon to Commodity-Related Stocks and ETFs [View article]
    Just read the authors linked post at Inefficient Frontiers on The Emperor Losing His Clothes and agree 100%. It's an excellent and succinct description of the problems of Commodities-as-an-Asse...

    inefficientfrontiers.w.../
    Aug 25 14:25 pm |Rating: +1 0 |Link to Comment
  • New CFTC Rules May Be a Boon to Commodity-Related Stocks and ETFs [View article]
    "The most likely long-term outcome of any robust CFTC position limits will be a reevaluation of the entire commodity-as-asset-class story at both the retail and institutional levels."

    This would be a, most definitely, favorable outcome. The only losers would be the dealers that are pitching assets allocations of as high as 20% for commodities, a non-earning asset that only realizes any value in its ultimate consumption.
    Aug 25 14:13 pm |Rating: +2 0 |Link to Comment
  • Is the U.S. Dollar Headed for a Mighty Crash? Part II [View article]
    "China, which has over $1 trillion in dollar-denominated bonds."

    Oh, those clever Chinese. First they bought dollars at their peak, now they're buying gold at its peak.
    May 22 11:48 am |Rating: +2 -1 |Link to Comment
  • Is the U.S. Dollar Headed for a Mighty Crash? Part I [View article]
    "If bond or currency traders detect that big investors in US government bonds, such as China, Japan, OPEC, Russia, and Brazil, have ceased to buy US Treasury debt, or worse yet, are becoming net sellers, it could spark a sharp slide in US Treasury notes, sending yields sharply higher, and ignite a free-fall in the US dollar."

    And who would be the biggest losers in such an event? The same sovereign wealth funds that have stockpiled Treasuries. I don't think they are that eager to shoot themselves in the foot.
    May 22 11:33 am |Rating: +3 -1 |Link to Comment
  • Is It Time to Buy? What History Shows [View article]
    Elly

    P/B is the ratio of the stock Price per share to the company's Book value per share. How can you agree if you don't know what it is? In this case accounting changes (mark to market) and inflation would suggest that you would have to adjust the past statistics to arrive at comparable numbers.


    On Dec 12 11:29 AM ellyr wrote:

    > I agree with your point in general. What is the B under the Price?
    >
    > Sorry new to investments.
    >
    > thanks
    >
    > Elly
    Dec 12 16:59 pm |Rating: +2 0 |Link to Comment
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