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expatsp

expatsp
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  • Shiller's CAPE Data Suggest S&P 3,500 In 5 Years [View article]
    Antiqueron,
    This other poster, "petrarch," who I've been following to great profit for years, gave this advice to someone else in your position, which is pretty much common sense, and all the better for it:
    http://seekingalpha.co...
    Jul 6 10:26 AM | 2 Likes Like |Link to Comment
  • Shiller's CAPE Data Suggest S&P 3,500 In 5 Years [View article]
    Stimulating thoughts, Tom. Nice to see you posting you again.
    Jul 6 07:20 AM | 4 Likes Like |Link to Comment
  • Some Problems We Can See, Some Problems We Cannot [View article]
    Listen to Petrarch. It's common sense and it's right.
    Jul 4 03:17 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Is The Fed Behind The Curve? [View article]
    Another brilliant piece, Jeff, especially the last part on inflation and the Fed. When I read it, it seems obvious, like common sense, but I'd never managed to put it together so clearly for myself before. Thanks again.
    Jun 22 08:38 AM | 9 Likes Like |Link to Comment
  • Six Indicators To Confirm The Bear Market [View article]
    I think bbro was making a joke, though given how many touts there are on SA, he probably should have been clearer about his irony.

    I've been following bbro on SA for months, maybe years, and he's never solicited any business. My impression is that he's a private investor who participates in SA purely for intellectual stimulation -- and I've found him a valuable source of astute observations and old-fashioned common sense.
    Jun 14 06:57 AM | 1 Like Like |Link to Comment
  • Vale Hit Hardest By Global Iron Ore Glut [View article]
    Thanks as always Tack for your careful and thoughtful comments.
    Jun 10 11:58 AM | Likes Like |Link to Comment
  • Vale Hit Hardest By Global Iron Ore Glut [View article]
    Tack,
    How sure are you that this dividend will continue at current levels? Like most Brazilian companies, Vale pays out a % of profit as dividend, so it varies year to year. Last year's payment was less than half that of 2011, which in turn was more than five times the size of the 2010 payout, etc, according to Morningstar.
    http://bit.ly/1l4ueIW
    Jun 10 11:37 AM | Likes Like |Link to Comment
  • John Hussman: We Learn From History That We Do Not Learn From History [View article]
    Thanks for the link bbro, really interesting. The projected avg 10 year annual nominal return he comes up with 5-6%, or real returns of 3-4%, seems to fit with a number of other valuation measures I've seen.
    Jun 9 03:33 PM | Likes Like |Link to Comment
  • The View From Bear Mountain II [View instapost]
    Yes, Tom, thanks for sharing and good to see you on this site, or elsewhere if you so choose.
    Jun 2 10:17 PM | 1 Like Like |Link to Comment
  • Destiny Media's Problem Child [View article]
    What is your current positioning? Are you still short?
    May 31 11:50 AM | Likes Like |Link to Comment
  • Volatility Breakout? [View article]
    Thanks! I now have some research to do...
    May 18 12:45 PM | Likes Like |Link to Comment
  • Volatility Breakout? [View article]
    What are some CEFs you like?
    May 18 07:42 AM | Likes Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    P.S. On an unrelated note, I'd be curious if you had any new thoughts on DSNY, which has been tanking...
    May 9 05:53 PM | Likes Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    SU,

    Isn't it possible that global energy needs will rise enough that, even with more and more solar coming on line, there will still be a growing need for fossil fuels which will keep petroleum prices rising and the oil majors profitable?

    Admittedly, the wrench in that scenario is a serious global effort to reduce fossil fuel consumption to fight the greenhouse effect, but that -- a globally coordinated effort among governments that would harm giant, politically powerful companies and raise electricity & gas prices for voters in order to save the earth -- seems, to my genuine regret, even less likely than a global conspiracy among scientists.

    I think it more likely that your home country will start exporting its technology for survival below sea level. I'd be interested in investment ideas in that sector.
    May 9 05:52 PM | 1 Like Like |Link to Comment
  • Bubble Watch: Imagine What Would Happen If Optimism Reigned [View article]
    Indeed I haven't read your articles for a whille -- I stand corrected and apologize for my ignorance, and continue to respect you for having changed your mind in late 2012.
    May 9 01:36 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
199 Comments
225 Likes