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expatsp

expatsp
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  • A Note On Greece [View article]
    How would resignation work with all the euro-denominated debt that peripheral governments, businesses, and consumers have?

    The creditor countries and the IMF & ECB would have to let that debt be revalued in drachmas or pesos or whatever. Is that politically or even legally possible?
    Jun 27, 2015. 07:32 AM | Likes Like |Link to Comment
  • What Would Happen After A 'Speech Of Hope'? [View article]
    Well, if they leave the euro, and the drachma ends up worth about 50 euro cents as many suggest, then once they rebuild a banking system (since that would collapse with the euro) wages/costs would be quite competitive in many areas, especially if they stay within the common market.

    Greece before the euro was a poor country but people had jobs and they weren't desperate -- they were better off than now by far.
    Jun 10, 2015. 05:03 PM | 2 Likes Like |Link to Comment
  • China's Cunning Plan To Revive Growth [View article]
    This plan might be good for hard commodities, no?
    May 28, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • Destiny Media's Problem Child [View article]
    Thanks, K. I've decided to cut my losses. Fortunately it was a tiny position for me, play money, but I wish I'd listened to you a year ago.
    Apr 15, 2015. 06:52 PM | Likes Like |Link to Comment
  • U.S. Debt At 104% Of GDP Hits Another Record. Stocks, Gold Should Do Well On Slow Rate Hikes [View article]
    Agree with you on all counts, Petrarch! I just think you're in the wrong party -- it's we moderate Democrats who believe as you do. But yes, this has nothing to do with investment, I apologize for the diversion, I just admire your good financial sense so much that I couldn't resist.
    Apr 15, 2015. 06:28 PM | Likes Like |Link to Comment
  • Destiny Media's Problem Child [View article]
    I'm sure you're right, but... why'd it jump last week?
    Apr 15, 2015. 09:46 AM | Likes Like |Link to Comment
  • U.S. Debt At 104% Of GDP Hits Another Record. Stocks, Gold Should Do Well On Slow Rate Hikes [View article]
    You sure you're a Republican, Petrarch? You sound a lot like Obama and the Democrats in Congress: urging a little more debt to spend on infrastructure.
    Apr 15, 2015. 07:45 AM | 1 Like Like |Link to Comment
  • Civeo Corp. Is Attractive As A Speculative Value Play [View article]
    Wow. The banker who came up with the idea for a storage derivative should get some kind of award. I propose a Volcker Award: "For the Demonstration of the Societal Uselessness of Most Financial Innovation"
    Mar 13, 2015. 05:55 AM | 1 Like Like |Link to Comment
  • The Key Tail Risk That The FOMC Missed (And You Should Pay Attention To) [View article]
    Everyone's been expecting the Fed to raise rates for years now. Surely these companies could have found a way to hedge against this tightening. Perhaps many did?
    Feb 19, 2015. 11:00 AM | Likes Like |Link to Comment
  • Squeezing The Cards On Carbo Ceramics [View instapost]
    Great piece, as usual, Tom. Thanks.
    Feb 8, 2015. 01:44 PM | Likes Like |Link to Comment
  • Jeff Miller Positions For 2015: Still Plenty Of Life In The 'Aging Bull' [View article]
    "Countries that have a lot at stake will negotiate to reach a solution. The leaders are not stupid."

    This reminds me of that book by Norman Angell, The Great Illusion, published in 1910, which argued that since modern war was so costly, even for the winners, war was futile and therefore would never happen again.
    Jan 10, 2015. 11:50 AM | 4 Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For A Santa Claus Rally? [View article]
    Thanks as always, Jeff. I'm very much looking forward to your analysis on oil and oil stocks, whenever you're ready to share it with the wider world.
    Dec 7, 2014. 05:11 AM | 1 Like Like |Link to Comment
  • U.S. Shale Oil Is The New Swing-Producer: Output Forecast To 2020 Will Make Saudi Arabia Very Happy [View article]
    Great article, Andrew, and great to see you back on SA.
    Dec 1, 2014. 07:00 PM | 3 Likes Like |Link to Comment
  • Dividend Growth: Seeking Alpha Style Vs. The Professional [View article]
    Thanks, Spangler. So it's pre-December 2002 underperformance maybe doesn't count for its current strategy.

    Anyone know any actively managed dividend-focused funds out there with a longer-term record?
    Nov 25, 2014. 11:48 AM | Likes Like |Link to Comment
  • Dividend Growth: Seeking Alpha Style Vs. The Professional [View article]
    P.S. Looking at VDIGX's chart on M*, since inception in 1992 it has underperformed the S&P pretty significantly:
    http://bit.ly/1yRtIHs

    (On the chart that appears, click "maximum" on the upper right to get from 10 year returns to since inception returns.)

    That doesn't mean it's a bad fund or that it won't outperform in the next 22 years, but it makes me think that perhaps outperfoming the index isn't so easy, if one of the best managers around (Wellington), with a low-cost and sensible strategy, has failed to do it.
    Nov 25, 2014. 08:29 AM | Likes Like |Link to Comment
COMMENTS STATS
223 Comments
243 Likes