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expatsp

expatsp
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  • No Longer Posting At Seeking Alpha [View instapost]
    Don't feel stupid -- perhaps contributors like you ready to walk were a reason why the editors decided to take action. If you decide they actions are serious, come back! Remember Keynes: "When my information changes, I alter my conclusions. What do you do, sir?"
    Mar 28 07:07 AM | 2 Likes Like |Link to Comment
  • No Longer Posting At Seeking Alpha [View instapost]
    Tom,

    I too am sad to see you leave. You've helped me become a better invester and you come across as a man of wit and integrity. If you set up your own blog or post somewhere else, please let me know.

    Personally I ignore the vast majority of SA, including the home page, and go straight to "my feed" where I follow a handful of people, yourself included. But I understand you not wanting to link your good name to a sleazy site and I wish you only the very best.

    Dan
    Mar 27 09:37 AM | 3 Likes Like |Link to Comment
  • Putting On A Small Hedge [View instapost]
    I've no idea what's going to happen to the markets, my like is for your hiking trip -- good for you to get away from the computer monitor. Hope you enjoy your vacation.
    Mar 15 06:20 PM | Likes Like |Link to Comment
  • New Closing High For S&P 500: What Does It Mean? [View article]
    The options seem, reassuringly, to reflect common sense. If both of the above happen this would be a quite average year, historically speaking.
    Feb 28 06:54 AM | Likes Like |Link to Comment
  • Destiny Media's Problem Child [View article]
    Thoughtful and helpful comment, port4545. Thanks for it.
    Feb 20 10:15 PM | Likes Like |Link to Comment
  • Sell-Off At Destiny Provides Big Opportunity [View article]
    SU,
    I take it you've seen the new article on SA urging investors to short DSNY:
    http://seekingalpha.co...
    Are you going to respond, or have you already said what you have to say?
    Cheers
    Feb 19 01:48 PM | Likes Like |Link to Comment
  • A Note To John Hussman [View instapost]
    +1 as usual.
    Feb 7 08:06 AM | Likes Like |Link to Comment
  • Our 2014 Double: Destiny Media [View article]
    Thanks for your quick response, SU!
    Jan 16 03:39 PM | Likes Like |Link to Comment
  • Our 2014 Double: Destiny Media [View article]
    SU:
    Is the recent fall in stock price a buying opportunity or is the company running into problems?
    Jan 16 02:31 PM | Likes Like |Link to Comment
  • Jeff Miller Positions For 2014: Another Solid Year For Stocks Ahead [View article]
    NLY is a surprise. If you have the time (and you might not, you are already so generous with your time by writing your weekly posts) I suspect an analysis of NLY would attract a lot of interest on SA.
    Jan 7 07:51 AM | 3 Likes Like |Link to Comment
  • Corporate Profits Say Market Fairly Valued [View instapost]
    I have trouble feeling pity. They're earning management fees on many billions (Grantham) or several billions (Hussman.) At least Grantham's clients have been making money. Hussman's clients I cannot understand.
    Dec 23 10:19 AM | Likes Like |Link to Comment
  • Corporate Profits Say Market Fairly Valued [View instapost]
    Tom, thanks as always for a thoughtful article.

    My sense is that there are a lot of managers out there, professional and retail, hoping for a 10% correction so they can buy in.

    Dec 23 06:31 AM | Likes Like |Link to Comment
  • Vale: Tax Settlement, Capital Discipline And $4 Billion Dividend Offer Upside [View article]
    What kind of yield or payment per share would that $4.0 billion dividend word out to?
    Dec 5 07:39 AM | Likes Like |Link to Comment
  • Why I'm A Reluctant Bull [View article]
    Another great article, Tom. Thanks.
    Dec 3 03:41 PM | 1 Like Like |Link to Comment
  • President still at odds with House Republicans as Senate negotiates [View news story]
    Australia healthcare expenditure: 9.0% of gdp
    United States healthcare expenditure: 17.9%
    http://bit.ly/TnuNUj

    Australia life expectancy: 82 years
    U.S. life expectancy: 79
    http://bit.ly/GXFVVc

    So the Australians spend half as much money and live 3 years longer. Maybe their system ain't so bad.
    Oct 13 09:11 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
182 Comments
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