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  • The End Game Comes To Many In The Oil Patch  [View article]
    Hamp,

    His SolarCity may be collateral damage?
    Feb 10, 2016. 09:38 AM | 1 Like Like |Link to Comment
  • World Government 10-Year Bond Comparison  [View article]
    Sum,

    11.6% shown in Illinois per their last SEC filing.
    http://1.usa.gov/1Q7crk7

    Below 10% is within my tolerance, currently.
    Feb 10, 2016. 09:12 AM | 1 Like Like |Link to Comment
  • World Government 10-Year Bond Comparison  [View article]
    Sum,

    GBAB holds too much exposure to Illinois Bond issuance. Illinois and Puerto Rico are the two Bond Issuers to minimize/avoid IMO. Be careful with Bond Managers accepting too much exposure to fiscal irresponsibility practiced by Illinois and Puerto Rico.
    Feb 10, 2016. 08:18 AM | Likes Like |Link to Comment
  • How To Ballast A Portfolio With Bonds  [View article]
    Russ,

    The MUNI CEF/ETF space has many trips waiting to be sprung.
    Two of those traps are:
    1) Illinois Bond Issuance supports their increasing fiscal irresponsibility evidenced by widening Unfunded Liabilities in that State. Be weary of any CEF/ETF with an allocation too heavily to Illinois. Puerto Rican bond exposure a sell.
    2) Leverage increases carrying expense as interest rates rise. It may be better to own the individual bonds outright if the CEF/ETF Bond Managers are slow to reduce their expensive overhead.

    Yes, MUNI CEF/ETF holdings up 2 to 5 percent while the S&P tanked.
    Feb 10, 2016. 08:04 AM | Likes Like |Link to Comment
  • OPEC's Lunacy  [View article]
    Kappa,

    I'm greener with age! However, my families cattle emit a bit of methane to the atmosphere. Please forgive the effluent release with an "oops, excuse me".
    Feb 9, 2016. 06:49 PM | Likes Like |Link to Comment
  • 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]
    Adam,

    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 | 1 Like 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]
    DoctoRx,

    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]
    Z,

    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
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