sacking's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/251191/comments http://seekingalpha.com/article/171724-friday-outlook-commodities-global-markets?source=feed#comment-748110 748110 Fri, 06 Nov 2009 11:30:40 -0500 http://seekingalpha.com/article/170425-good-picks-can-be-clobbered-by-trading-trends?source=feed#comment-740436 740436 Mon, 02 Nov 2009 11:33:56 -0500 http://seekingalpha.com/article/169924-comparing-brazil-etfs?source=feed#comment-736145 736145 Thu, 29 Oct 2009 17:23:34 -0400 http://seekingalpha.com/article/169276-ignore-brazil-at-your-peril-goldman-sachs?source=feed#comment-733367 733367 Tue, 27 Oct 2009 23:51:33 -0400 http://seekingalpha.com/article/168441-friday-outlook-commodities-global-markets?source=feed#comment-727064 727064 Love your comments and insights. I have been into ILF since last Dec, but added EWZ early this year as it was performing better. Brazil is a great place to invest, and you can choose ILF, EWZ or the new kid on the block BRF.
And Dave, you're right. Many markets are tracking the same. Though my two cents would be to add either JNK or HYG to your bond charts as they are the high-yield variety which could be interesting in relation to the security conscious Treasuries.
Thanks]]> Fri, 23 Oct 2009 11:13:25 -0400 Love your comments and insights. I have been into ILF since last Dec, but added EWZ early this year as it was performing better. Brazil is a great place to invest, and you can choose ILF, EWZ or the new kid on the block BRF.
And Dave, you're right. Many markets are tracking the same. Though my two cents would be to add either JNK or HYG to your bond charts as they are the high-yield variety which could be interesting in relation to the security conscious Treasuries.
Thanks]]> http://seekingalpha.com/article/167537-brazil-chokes-off-foreign-investment?source=feed#comment-722380 722380 Tue, 20 Oct 2009 14:05:26 -0400 http://seekingalpha.com/article/167434-tuesday-outlook-commodities-emerging-markets?source=feed#comment-722305 722305 Positive news in US isn't producing positive results. And Brazil has been up sharply this summer. EWZ and BRF can be real winners with World Cup and Olympics bringing positive impact to their economy.
I guess we'll see what the rest of the week brings.


On Oct 20 12:46 PM manya05 wrote:

> Think about it folks, 2% tax in Brazil on capital coming into the
> country. That means Brazilians just got a tax decrease, the economy
> (consumer side) will grow even faster. When a economy has to impose
> a tax to stop foreign capital from entering the country you know
> that something really good must be going on. I say the market goes
> a bit down and sideways, in 2-3 months is rocketing again. Time to
> go in.]]> Tue, 20 Oct 2009 13:08:06 -0400 Positive news in US isn't producing positive results. And Brazil has been up sharply this summer. EWZ and BRF can be real winners with World Cup and Olympics bringing positive impact to their economy.
I guess we'll see what the rest of the week brings.


On Oct 20 12:46 PM manya05 wrote:

> Think about it folks, 2% tax in Brazil on capital coming into the
> country. That means Brazilians just got a tax decrease, the economy
> (consumer side) will grow even faster. When a economy has to impose
> a tax to stop foreign capital from entering the country you know
> that something really good must be going on. I say the market goes
> a bit down and sideways, in 2-3 months is rocketing again. Time to
> go in.]]> http://seekingalpha.com/article/167434-tuesday-outlook-commodities-emerging-markets?source=feed#comment-722178 722178
www.cnbc.com/id/30032887/]]> Tue, 20 Oct 2009 11:51:04 -0400
www.cnbc.com/id/30032887/]]> http://seekingalpha.com/article/167434-tuesday-outlook-commodities-emerging-markets?source=feed#comment-722103 722103
www.bloomberg.com/apps...

Personally, I love Brazil and have been buying EWZ and BRF on a regular basis. I do hope this is a temporary blip in an otherwise nice Brazilian recovery.

Any insights would be appreciated. ]]> Tue, 20 Oct 2009 11:12:10 -0400
www.bloomberg.com/apps...

Personally, I love Brazil and have been buying EWZ and BRF on a regular basis. I do hope this is a temporary blip in an otherwise nice Brazilian recovery.

Any insights would be appreciated. ]]> http://seekingalpha.com/article/167434-tuesday-outlook-commodities-emerging-markets?source=feed#comment-721579 721579 Tue, 20 Oct 2009 01:51:43 -0400 http://seekingalpha.com/article/166359-wednesday-outlook-commodities-global-markets?source=feed#comment-715147 715147 Always appreciate your charts and insights. Just wondering if you could look again at either HYG or JNK for the high-yield bond etf. Just wondering about your insights in comparing them to the other bond etfs you follow.
Thanks]]> Wed, 14 Oct 2009 13:02:26 -0400 Always appreciate your charts and insights. Just wondering if you could look again at either HYG or JNK for the high-yield bond etf. Just wondering about your insights in comparing them to the other bond etfs you follow.
Thanks]]> http://seekingalpha.com/article/165718-brazil-the-only-market-worth-investing-in?source=feed#comment-713074 713074 Thanks again for your insights. Go Brazil. ]]> Mon, 12 Oct 2009 13:34:22 -0400 Thanks again for your insights. Go Brazil. ]]> http://seekingalpha.com/article/165667-friday-outlook-commodities-global-markets?source=feed#comment-710535 710535 Fri, 09 Oct 2009 12:31:08 -0400 http://seekingalpha.com/article/164578-rio-2016-using-etfs-to-play-brazil-s-olympic-win?source=feed#comment-702421 702421 Sun, 04 Oct 2009 11:06:32 -0400 http://seekingalpha.com/article/164577-brazil-do-olympics-make-it-a-better-investment?source=feed#comment-702414 702414 Sun, 04 Oct 2009 11:00:26 -0400 http://seekingalpha.com/article/162672-tuesday-outlook-commodities-global-markets?source=feed#comment-686244 686244 VNQ continues to act as a nice indicator. And personal experience out in the California real estate market shows that the mid-market (200-500k) is hot in my area. Again, as with the mall, will third quarter figures show things picking up in retail and real estate?
Thanks again. ]]> Tue, 22 Sep 2009 11:20:52 -0400 VNQ continues to act as a nice indicator. And personal experience out in the California real estate market shows that the mid-market (200-500k) is hot in my area. Again, as with the mall, will third quarter figures show things picking up in retail and real estate?
Thanks again. ]]> http://seekingalpha.com/article/161687-wednesday-outlook-commodities-global-markets?source=feed#comment-679286 679286 Retail sales were better than expected, and the market is moving higher. For a longtime I've used VNQ (real estate etf) as an indicator. If it's going up, the market's going up. It broke through 40 early this week. Thanks Dave for all your insights. I check your commentary first thing in the morning. Of course, being on the west coast, many get here before me. ]]> Wed, 16 Sep 2009 12:54:33 -0400 Retail sales were better than expected, and the market is moving higher. For a longtime I've used VNQ (real estate etf) as an indicator. If it's going up, the market's going up. It broke through 40 early this week. Thanks Dave for all your insights. I check your commentary first thing in the morning. Of course, being on the west coast, many get here before me. ]]> http://seekingalpha.com/article/161114-friday-roundup-commodities-emerging-markets?source=feed#comment-674722 674722
I'll tell you, I was at the mall last weekend, and people are buying. Now maybe it's the well-off who aren't feeling the pinch, or back to school and getting the kids what they need, or carry-over from cash for clunkers. But whatever it was, I think 3rd qtr figures are going to be better than expected, and consumer spending is picking up. JMO. ]]> Sun, 13 Sep 2009 15:35:55 -0400
I'll tell you, I was at the mall last weekend, and people are buying. Now maybe it's the well-off who aren't feeling the pinch, or back to school and getting the kids what they need, or carry-over from cash for clunkers. But whatever it was, I think 3rd qtr figures are going to be better than expected, and consumer spending is picking up. JMO. ]]> http://seekingalpha.com/article/160628-construct-a-fixed-income-portfolio-with-5-dividends-using-etfs?source=feed#comment-670640 670640
I'm building a 60/40 bond/equity portfolio with the etfs mentioned above in the bond portion. It's working out pretty nicely at this point.

Thanks again. ]]> Thu, 10 Sep 2009 13:51:45 -0400
I'm building a 60/40 bond/equity portfolio with the etfs mentioned above in the bond portion. It's working out pretty nicely at this point.

Thanks again. ]]> http://seekingalpha.com/article/158771-friday-outlook-commodities-global-markets?source=feed#comment-650920 650920 Fri, 28 Aug 2009 11:25:12 -0400 http://seekingalpha.com/article/155258-wednesday-outlook-commodities-global-markets?source=feed#comment-647398 647398 Wed, 26 Aug 2009 11:40:39 -0400 http://seekingalpha.com/article/155256-wednesday-outlook-commodities-global-markets?source=feed#comment-636845 636845 Wed, 19 Aug 2009 13:47:49 -0400 http://seekingalpha.com/article/151715-tuesday-outlook-commodities-global-markets?source=feed#comment-605047 605047 will be more interesting. What happens if the green shoots don't appear? How hard and fast do we fall? If this "recovery" stumbles, the fall could be worse than last October. Let's hope the powers that be know what they're doing and can keep the ship afloat. ]]> Tue, 28 Jul 2009 11:37:57 -0400 will be more interesting. What happens if the green shoots don't appear? How hard and fast do we fall? If this "recovery" stumbles, the fall could be worse than last October. Let's hope the powers that be know what they're doing and can keep the ship afloat. ]]> http://seekingalpha.com/article/151715-tuesday-outlook-commodities-global-markets?source=feed#comment-605044 605044
I appreciate Dave's comments and insights. Brazil is a great place to invest. I got ILF and EWZ.

The long-term ]]> Tue, 28 Jul 2009 11:35:25 -0400
I appreciate Dave's comments and insights. Brazil is a great place to invest. I got ILF and EWZ.

The long-term ]]> http://seekingalpha.com/article/148192-friday-roundup-commodities-emerging-markets?source=feed#comment-584456 584456 Thanks for your inclusion of HYG in your recent charts. I've been using it along with BND for the bond portion of my ETF portfolio. HYG adds some spice to the safety of BND. It will be interesting to see how HYG performs over the next few months.
I always appreciate your comments. Hope your wife is recoverying well. ]]> Sun, 12 Jul 2009 12:17:30 -0400 Thanks for your inclusion of HYG in your recent charts. I've been using it along with BND for the bond portion of my ETF portfolio. HYG adds some spice to the safety of BND. It will be interesting to see how HYG performs over the next few months.
I always appreciate your comments. Hope your wife is recoverying well. ]]> http://seekingalpha.com/article/146851-commodities-global-markets?source=feed#comment-573161 573161 I'm in HYG and saw the comment they made about allocation, but don't understand the consequences. How does it compare with JNK?
Thanks for your insights. I for one always find them useful, compared to some.]]> Fri, 03 Jul 2009 11:17:44 -0400 I'm in HYG and saw the comment they made about allocation, but don't understand the consequences. How does it compare with JNK?
Thanks for your insights. I for one always find them useful, compared to some.]]> http://seekingalpha.com/article/146355-wednesday-outlook-commodities-global-markets?source=feed#comment-569974 569974 Thanks for posting the HYG chart. I always look forward to your charts and comments. ]]> Wed, 01 Jul 2009 11:12:51 -0400 Thanks for posting the HYG chart. I always look forward to your charts and comments. ]]> http://seekingalpha.com/article/142810-tuesday-outlook-commodities-global-markets?source=feed#comment-568471 568471 Always apprecaite your comments and charts. Since you discussed bonds, could you from time to time present your comments on either JNK or HYG? I've been adding these to my portfolio and would appreciate your insights on their trends.
Have a happy 4th. ]]> Tue, 30 Jun 2009 11:31:06 -0400 Always apprecaite your comments and charts. Since you discussed bonds, could you from time to time present your comments on either JNK or HYG? I've been adding these to my portfolio and would appreciate your insights on their trends.
Have a happy 4th. ]]> http://seekingalpha.com/article/141657-market-update-friday-night-edition-commodities-global-markets?source=feed#comment-534933 534933 Thanks for your comments and analysis.]]> Sat, 06 Jun 2009 12:49:49 -0400 Thanks for your comments and analysis.]]> http://seekingalpha.com/article/140458-why-junk-bond-etfs-are-gaining-popularity?source=feed#comment-525093 525093 Sun, 31 May 2009 11:04:51 -0400