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willydo

willydo
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  • 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 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 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 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 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 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 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 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 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 01:32 PM | Likes Like |Link to Comment
  • Blaming Obamacare For Decline In Average Work Week Hours [View article]
    Thanks for taking the time to look at this issue objectively and provide some charts showing that job creation has been tepid well before Obamacare was an influence.
    This is such a hot switch with everybody, I hesitate to say much more other than people might want to look at the positive side of this healthcare and realize the benefit that millions of people might now see.
    I know, I know; you all want people to have access to health care just "not like this". How about a straight 15% income tax increase like the other G10 countries use to cover their people?I have been receiving treatment for cancer and am now in remission. Thankfully, I work for an employer who has good health insurance. I think many people will sing a different tune when they are diagnosed with a life threatening illness. Treatment for many of these illnesses can easily bankrupt a person, even those who have set aside a rainy day fund.Willydo
    Aug 25 12:01 PM | 2 Likes Like |Link to Comment
  • Heads Up, Clouds Forming The Market [View article]
    George,
    Thanks for the article; very persuading and logical. I also have watched the OEX for percent of stocks above their 200 day ma.

    Although the time increment is different on the chart I looked at today, it still shows the number of stocks above the 200 MA to be in the 83% range compared to the 78% shown above. Do you see a reason why this number would be different? http://bit.ly/duZ1er
    Thank you
    Aug 20 04:08 PM | 1 Like Like |Link to Comment
  • More pain at the pump is coming for U.S. consumers, as AAA says average gasoline prices could pop another $0.10-$0.15/gallon after Friday's 3.2-cent surge, the biggest one-day rise in five months. The recent spike in gasoline futures prices is linked to reports this week of production hitches at several U.S. refineries. Though inventories are high, they've been dropping steadily. UGA, the gasoline ETF, +15% this month. [View news story]
    This is perfect timing for all those that just bought SUV's and F150's. Tahoe was one of the most popular as reported in the latest surge of new vehicle purchases. Most people in my area use F150's and similar trucks for personal, daily transportation.
    Jul 13 08:54 AM | 2 Likes Like |Link to Comment
  • It's About The Calendar [View article]
    Tim,

    I think you articulated exactly what I and probably others were starting to feel (that the Fed just wants to get out of QE). I don't know how they think they can have it both ways. For instance, I saw another article from Jon H. in the WSJ stating that investors are missing the "dovish" part. I would prefer it if the "powers that be" just stop trying to micromanage the economy and the stock market. That is what got us into this mess!

    For me, your statement "Because, as a group, policymakers are no longer comfortable with asset purchases and want to draw the program to a close as soon as possible. And that means downplaying soft data and hanging policy on whatever good data comes in the door" captures the topic perfectly.
    Thanks,
    Willydo
    Jun 21 03:24 PM | Likes Like |Link to Comment
  • Is The Recent Sell-Off In Closed-End Funds A Buying Opportunity? [View article]
    Brendan,

    Since most of the CEF's use leverage to enhance the return, how would somewhat higher trending rates tend to affect their ability to create leverage? At some point, the lower prices will reflect what each individual thinks of as a "good value" but they may be basing that assessment on the current return (i.e. 7.0%). What will affect the current return going forward?
    Thanks,
    Willydo
    Jun 18 01:56 PM | Likes Like |Link to Comment
  • Treasury TIPS Break Out: Is This The Move? [View article]
    John,

    Thanks for the insightful article. There should be a way to track international money flows into US bonds....is there a way to quantify or correlate this flow in or out of Treasuries? This might also imply that Europe is "healing" a bit faster than most realize if its citizens are repatriating their money.

    Also, why does the Fed want to keep Money Market rates so low? Savers?

    Willydo
    Jun 12 08:06 PM | Likes Like |Link to Comment
COMMENTS STATS
219 Comments
289 Likes