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willydo

willydo
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  • U.S. flat, but Europe slides along with bond yields; gold bounces [View news story]
    ...." 10-year Treasury yields - with the prospect of rate hikes next year made even more definite by today's jobs number - are sharply LOWER, down nine basis points".
    The price of the 20-yr is also up so maybe the jobs number isn't seen as being all that good (?) or maybe a flight to safety with Russian tanks entering Ukraine. Also odd is that the other headlines today covered Yellen and Dudley speeches preparing Markets for a rate hike next year. There must be some doubters!

    Nov 7, 2014. 01:02 PM | Likes Like |Link to Comment
  • San Francisco Fed Head Hints At A New Round Of QE [View article]

    IMO, there is a lot of misinformation and hyperbole in this article that I think most readers on SA will recognize as such.

    ".......John Williams believes that what might be needed to cure our woes, is more of what caused our woes in the first place - more QE."
    QE was not the cause of our woes, it was a response to the debt crisis that nearly collapsed the economy. Inflation is certainly not one of our current "woes".

    "The average price of breakfast is up 24% since the start of QE3, with coffee leading the charge at a whopping 72% increase, by last estimates."
    News Flash: Higher food prices do not represent overall inflation trends in the US. In fact the present concern for much of the world is deflation.

    "The next crash is coming. This is QE to infinity, and it is here to stay. Your only protection is gold and silver."
    OMG!....run for the hills! I remember when gold and silver prices started falling in 2011, the principals of PSLV were selling their holdings hand over fist which hurt the shareholders according to this article:
    http://seekingalpha.co...

    Willydo
    Oct 20, 2014. 09:20 AM | 1 Like Like |Link to Comment
  • The Recent Financial Disturbance Began In Europe [View article]
    John,

    Thanks for the informative article. I think your summary nailed it exactly.
    Oct 17, 2014. 09:57 AM | Likes Like |Link to Comment
  • Russia: The Next Big Problem Economy [View article]

    Thanks for the informative article. Of course the problem with internal strife in autocratic countries like Russia is that they often strike out at other countries and start wars to re-focus their citizens' attention.
    Oct 15, 2014. 10:40 AM | 2 Likes Like |Link to Comment
  • Best Multi-Asset ETFs [View article]
    Matt,
    Great article.....summarizing just what environment in terms of rising rates, rising dollar etc. will affect different multi-asset funds helps a lot. This is probably the first time I have seen them compared to one another in this way. I happen to own 4 of the funds mentioned.
    Oct 7, 2014. 12:10 AM | 2 Likes Like |Link to Comment
  • Bill Gross PIMCO Exit Creates Unprecedented Value In CEFs [View article]

    Daniel Ivascyn (who has been named as Bill Gross' replacement) is one of the team managers of PCI. I'm not concerned at all and have owned the fund for about a year.

    Thanks for your review
    Sep 26, 2014. 05:12 PM | 2 Likes Like |Link to Comment
  • Is The Economy About To Enter A Growth Spurt? [View article]

    Good reading....Thanks. Some indicators here and explanations that I had not seen before.

    Willydo
    Mar 30, 2014. 09:25 AM | 2 Likes Like |Link to Comment
  • The Upcoming Pension Crisis [View article]
    I wonder how much of the pension plan shortfall is due to ZIRP. It seems that pension plans (as well as individuals) must rely on a significant portion of their income to come from fixed rate instruments. Even the modest expectation of a 4-5% return from that part of their allocation has been blown out of the water. Pension fund investment returns seem to be much lower than expected.
    Probably one of the unintended consequences of bailing out the banks on the backs of savers will be a key part of the pension crisis.
    Mar 3, 2014. 10:29 AM | 3 Likes Like |Link to Comment
  • ECB Set To Bring Out The Bazookas This Year - What This Will Mean To Your Investments [View article]

    Great article; thanks. It's nice to see an analysis of something that has not already happened and why we may be setting up for an opportunity.

    Willydo
    Feb 27, 2014. 08:26 PM | 1 Like Like |Link to Comment
  • Emerging Markets - Emerging Crisis Or Media Hysteria? [View article]
    Outstanding summary and specific suggestions to monitor the situation.

    Thanks,

    Willydo
    Jan 30, 2014. 08:36 AM | 1 Like Like |Link to Comment
  • Market's Bill Of Health: Weakness Likely To Spill Over Into This Week, Though Short-Term Bottom Near [View article]
    As always, great summary based on data as well as a willingness to make clear recommendations.

    Thanks,

    Willdo
    Jan 26, 2014. 09:10 AM | 3 Likes Like |Link to Comment
  • Is Your Portfolio Positioned For The 2014 Stock Market Pull-Back Game? [View article]
    Thanks for the article..... I have invested in PFN in the past but it really took a hit when the market went down last time. It was at $19.95 in mid 2007 and went to 3.85 in early 2009. Yikes! I wonder what would be different this time?

    Willydo
    Jan 20, 2014. 08:40 AM | Likes Like |Link to Comment
  • 2014 ETF Income Investing Ideas: Part 3 - Alternative Strategies [View article]
    David,

    I noticed in one of your related articles that you mention PFF just crossed its 200 day MA. In the charts I look at, the 200 day is still quite a bit higher (high $38 range) than the charts shown here. For instance: http://yhoo.it/1aijeY3 (even if SMA or EMA)
    ...Just wondering why the difference
    Thanks, Willydo
    Jan 9, 2014. 08:13 AM | Likes Like |Link to Comment
  • A Time For Driving In The Middle Lane [View article]
    Good, well balanced info....Thanks
    Sep 5, 2013. 08:43 AM | 2 Likes Like |Link to Comment
  • The Sad State Of Consumer Income [View article]

    Who is buying all the cars and causing the factories to run three shifts until very recently.
    Is that the top 1-3 % or are consumers going deeper in debt?
    Aug 31, 2013. 01:32 PM | Likes Like |Link to Comment
COMMENTS STATS
225 Comments
296 Likes