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rkress

rkress
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  • Emerging Market Fund Flows - Countries, Crowds And Clues [View article]
    Was there a good reason to leave out the 'B' in discussing the BRIC economies? Where is Brazil?
    Apr 13, 2015. 09:25 AM | Likes Like |Link to Comment
  • Equity outflows may be sign of a toppy market [View news story]
    BOND BUBBLE?
    Mar 5, 2015. 09:53 AM | Likes Like |Link to Comment
  • A New Secular Bull Market? [View article]
    "The risks to the bull thesis are, in my opinion, not in Japan but in the rest of the world."

    It is the "rest of the world" that will propel the secular bull market. As other countries come "on line", the virtuous cycle will continue to grow markets and the US has the most to gain.
    Feb 23, 2015. 09:06 AM | Likes Like |Link to Comment
  • Retirement Strategy: Is It Time To Dump Everything? [View article]
    Excellent article. A rational presentation that balances the irrational fear index.
    Jul 28, 2014. 08:49 AM | 6 Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    DVL -
    Your 'problem' is you are looking at facts and actual economic data to back your case. It is much easier to just fall back on assumptions and dogma take the gloom and doom position. You need more adjectives and "So talk about unjustified complacency" or "It goes without saying" phrases. Declarative sentences are a must! And above all else NEVER, ever admit when you are wrong. (the end is always near, it just hasn't occurred YET). Thanks for making the 'rosey scenario' look less goofy and rational.
    Jul 23, 2014. 09:06 AM | 23 Likes Like |Link to Comment
  • The Year-End REIT Clearance Sale Of 2013 [View article]
    Morgan - Thanks for your continued analysis and insights into this REIT sector. But I see you did not include HCN in your analysis. It has lost nearly 18% in the past 6 months and is a leader in seniors housing and healthcare real estate. Why no opinion on this REIT?
    Dec 23, 2013. 01:15 PM | 1 Like Like |Link to Comment
  • The Most Misleading Words In Investing: You Can't Go Broke Taking A Profit [View article]
    True, this valuable adage could be come a cliche, so I understand your point. However, the point of the first article was NOT to sell ALL of the position, only half to keep that portion of your portfolio in balance. Sure, if it is a stock you like and intend to accumulate, it would be silly to sell mindlessly 'just to book a profit', but don't get so enamored with the gain as to loose sight of your goal. Remember, buy and hold can be even more of a lazy 'mindless strategy'. Keep up the articles, very well written and thought out. Thanks.
    May 18, 2013. 10:08 AM | 2 Likes Like |Link to Comment
  • The Crazy Thing About The 2008-2009 Stock Market Crash [View article]
    Tim -
    Not sure what your meaning is. Is your point that the government money would have been better spent getting men to Mars rather than keeping the banking industry afloat?
    Had we gone into a real depression with runs on the bank, our situation might have gone from difficult, but manageable, to 'over the abyss'. Bernanke was (is) brilliant in his response and measured in his resolve to not let us slip back into deflation with all the 'balance the budget' premature retoric. The Depression was pulled back up during the recovery (prior to the war) by over-zelous debt reduction which stymied the economy. We needed a war to get the US and world out of the depression spiral. Let's not make the same mistake again this time.
    The 'bank bailout' only garnered much needed time to get excessive fear out of the market and the financial system back to work (though, admittedly, too timidly).
    Apr 27, 2013. 10:58 PM | 2 Likes Like |Link to Comment
  • It's Almost May, So Go Away [View article]
    A little trading around positions can be a good thing, but with 'everyone' counting on the 'Sell In May' theory, the big correction may not happen. Perhaps this correction will be different and simply become a rotation in leadership. You may find it very difficult to get back in. Vincent1966 and PompanoFrog may have it right. All gold, best of luck....you'll need it.
    Apr 27, 2013. 10:33 AM | Likes Like |Link to Comment
  • Natural Gas And Commercial Transportation: States Act While Feds Mull [View article]
    Great series, thank you.
    I do not see anything said (except Cramer) on the 'politically neutral' idea of the Feds having the Postal System fleet convert to natural gas. Seems like a no brainer (except for getting approved funding). It seems all the positives and negatives fit perfectly, without any subsidies, and would help increase the use domestically.
    Apr 21, 2013. 11:40 AM | 1 Like Like |Link to Comment
  • The Fiscal Cliff: QE Slayer [View article]
    Your logic seems uncomfortably correct. Not a pretty picture. The electorate voting in persons who understand the problems and are practical enough to make the hard compromises, seems wildly unlikely.

    But isn't this really the only answer? Unless Canada is willing to take over the USA in a benign dictatorship.
    Sep 24, 2012. 11:52 AM | 2 Likes Like |Link to Comment
  • Fundamentals Do Not Support The Stock Market Rally [View article]
    rpbalan,
    Thanks for the overview. This is my first Parnel article and I suspected he was a 'permabear'. I appreciate the warning. It always sounds erudite to call for the top and warn of certain pending calamity, usually with no consequence (unless, as you note, managing other's money). People don't seem to remember how many times these 'bears' are wrong when things do go right. Much harder to call a bottom. I do take issue with your comment: "and you should take whatever he has to say in the same light as Monday morning armchair quarterback jocks after a big NFL game". Not that we should take these opinions as forward thinking, just that Monday morning quarterbacks are always right, AFTER the game! thanks again.
    Aug 9, 2012. 06:18 PM | 1 Like Like |Link to Comment
  • Natural Gas Bottom Has Yet To Be Reached [View article]
    With electricity production increasingly going to NG and NG truck engine production only starting, supply is only going to at best keep even over the long run, even in this slowing economy. Exporting will only increase pricing pressure. All of this may increase relatively slowly, but if the economy starts to improve, even a little, look out. Slow and steady will win the race! Be careful shorting this commodity.
    Jul 22, 2012. 10:44 AM | Likes Like |Link to Comment
  • Wind Power: A Case Study [View article]
    jackson0030 raises a good point. Charging electric cars could help provide a market during the high productivity period for wind in Texas. The main problem is storing any 'excess' energy produced sustainably. There is a lot of work going on to solve this issue. Also, note that for solar production, when sun is a its peak (afternoon) demand is the highest. Nat Gas can fill in the gaps.
    Jul 22, 2012. 10:42 AM | Likes Like |Link to Comment
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