Send Message
View as an RSS Feed
  • Gary Shilling: All-Out Price War Could Take Oil To $10 To $20 A Barrel  [View article]
    The Upstream Producers are getting deeper into damage control. No bottom yet. Timer's trying to pick bottom buying XOM.

    Midstream is equally tough to hold positions. Less likely to seek Bankruptcy in this space? Distributions will likely be cut substantially. More bad news arrives as wellhead production declines and the toll roads fight for fewer cars.

    Downstream just catching the same flu the Upstream caught a year ago. Best thing I can say here/now, Consider Liquidating the Downstream before share prices look like the Upstream and Midstream.

    More carnage predicted if you hold on here.
    Feb 9, 2016. 08:09 AM | Likes Like |Link to Comment
  • Should The Retired Dividend Growth Investor Really Be Building Cash?  [View article]

    For retiree income, you made no mention of the levered muni bond CEFs/ETFs? Please consider a comment on this space.

    Respectfully submitted.
    Feb 9, 2016. 02:04 AM | Likes Like |Link to Comment
  • Inflationary Tsunami Early Warning  [View article]
    Mr. Wilson,

    Would another indicator of impending inflation show itself in rising cupon rates in new municipal bond issuance?
    Feb 9, 2016. 01:51 AM | Likes Like |Link to Comment
  • Which Stocks And Market Sectors Offer Shelter From The Storm If It Keeps Raining?  [View article]

    Are the Leveraged Muni Bond CEFs and ETFs of interest to you as they once were? Thus far, theses Levered Munis are at least holding to rising in share price.

    You previously expounded in 2011 "Right now, the only investment opportunities I see that are both relatively attractive vis-a-vis the alternatives and offer a likelihood of growing nominal capital are investment grade municipal bonds. This could include some of the leveraged muni bond funds that yield over 6% tax-free as well as properly selected individual issues. The latter are generally buy and hold investments, though the larger muni issues have decent liquidity."
    Feb 9, 2016. 01:42 AM | Likes Like |Link to Comment
  • The Bond Market Is Waiting For A Further Correction In Equity Prices  [View article]
    The Muni CEF and ETF markets are rising, thus far, as the S&P tanks. This is opposite in the 2008 correction when the Munis tanked too.

    Gold and Munis are the hiding places, CASH as well.
    Feb 8, 2016. 08:54 AM | Likes Like |Link to Comment
  • Puerto Rico's 'Fuzzy Math'  [View article]
    Long tail,

    Not seeing PR in any magnitude in EIM.
    Feb 8, 2016. 08:50 AM | Likes Like |Link to Comment
  • Muni Bonds Have Performed Well In Volatile Times  [View article]
    Are y'all concerned about the Muni Bond CEF Exposure to Puerto Rico and Illinois?
    Feb 8, 2016. 07:41 AM | Likes Like |Link to Comment
  • The Next Bankruptcy To Hit Your Portfolio  [View article]
    Mr. Johnson,

    You bring forth some VERY important alerts about the Worsening Events with Illinois Muni Bond Issuance.

    Where are Moody's, S&P and other Bond Ratings Watch Dogs on such alerts? I want a dog that tells me where the game is, not where it was.

    Are there any State Specific Muni Bond Funds you feel are worthiness of consideration?
    Feb 8, 2016. 07:30 AM | 2 Likes Like |Link to Comment
  • Where Does Linn Energy Go From Here?  [View article]

    Will you agree all Linn can do is sell any saleable product at the prevailing prices?

    Liquidating assets in this environment may mean giving predominantly uneconomic Fields away. Private Equity may be thinking twice about paying much of anything for such deeply distressed assets.

    Bankruptcy does appear to be the end game here.
    Feb 5, 2016. 06:18 PM | Likes Like |Link to Comment
  • Muni Bonds Have Performed Well In Volatile Times  [View article]
    The Muni Bond CEFs are predominantly green with gains since December.
    Feb 4, 2016. 12:09 PM | Likes Like |Link to Comment
  • The Death Of Retail  [View article]
    I wish Amazon would sell Shotgun, pistol & rifle ammo!

    I wish Walmart's Murphy Gas Stations would accept American Express Credit Cards
    Feb 4, 2016. 08:43 AM | 1 Like Like |Link to Comment
  • Quick Chat 287   [View instapost]

    BUI fundamentals don't appear attractive per current CEF Connect data. Looks like a Short Term Trade for Alpha, right?
    Feb 3, 2016. 05:47 AM | 4 Likes Like |Link to Comment
  • January Asset Allocation Survey: Cash Allocations Rise To A 2.5-Year High  [View article]
    The Muni Bond CEF Funds are rising in share price this year.
    Feb 2, 2016. 10:26 PM | Likes Like |Link to Comment
  • Dreyfus Municipal Bond Infrastructure Fund declares $0.0625 dividend  [View news story]
    Besides CASH, the Muni CEFs are a hiding place.

    The negative interest rate flu and an impending collapse of our domestic energy complex has the 10Y bond rates plummeting. Makes those TAX FREE Muni CEF yields VERY attractive.

    Looks like the Federal Legislature is contemplating Bailing Out Puerto Rico socialism. If so, Illinois and Kentucky are safer.
    Feb 2, 2016. 06:33 PM | Likes Like |Link to Comment
  • Oil Prices Bottoming? What Changes In The Futures Curve Say  [View article]
    I am now seeing the Upstream Flu reaching through the Midstream into the Downstream. The Refiners are OverProducers of Fuel and looking for storage. Is a Collapse of our Domestic Energy Complex near?
    Feb 2, 2016. 06:30 PM | 2 Likes Like |Link to Comment