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Ducaticorse

Ducaticorse
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  • Wall Street Breakfast: Must-Know News [View article]
    I agree with you. Republicans' reluctance to consider important social issues is mind boggling and now we are stuck with authoritarian democrats for eons.
    Oct 28 09:55 AM | 6 Likes Like |Link to Comment
  • The Stock Market Bubble's Achilles' Heel [View article]
    Further, it's possible to have a sector crash on stocks with parabolic evaluations whilst the rest of the market continues to do fine. Remember the gene stocks in about 1995 or 1996; they were all the rage until Bill wrote kind of a bill. They crashed but the rest of the market kept going up.
    Oct 27 09:52 AM | Likes Like |Link to Comment
  • The Stock Market Bubble's Achilles' Heel [View article]
    Past two crashes happened when monetary policy started to tighten. This has a strong influence on margin accounts; not only the rate increases but so does the lender's spread (if the base rate increases by 0.5%, the banks will increase your margin rate by 0.75%, greedy bastards). So as long as the monetary policy remains lax, it should be OK. As to parabolic rises, yes you find them in the stocks with a good story but those that don't provide the "story du jour" are down the drain; XRX, SYMC, IBM, AGU, just to mention a few I'm following.
    There will not be a crash until the FED declares that we are all good, sustainable, low inflation prosperity is ahead for ever, etc. You certainly remember the "great moderation" tune and should not forget it.
    Oct 27 09:46 AM | 2 Likes Like |Link to Comment
  • The Basic Fallacy In Momentum Stock Analysis [View article]
    The key with this type of stocks is position sizing. To try to rationalize the price is effectively an exercise in futility. But not to participate is difficult.
    Oct 26 01:02 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Ah immigration reform. Way to go to save America's economy. Maybe not.
    Is there a dramatic lack of manpower in the country? No, when one looks at the participation rate.
    Will 11 million people, suddenly rising towards the sun, increase economic activity so much that GDP growth is will jump by 1.5%? I doubt so, they are already here.
    But taxes, lovely taxes, are going to increase, settling once and for all our budgetary, social security and state pension problems. One can dream. This demographic is likely going to get subsidies and other perks as they already do in CA.
    Our politicians talk economy but think votes.
    Oct 25 08:46 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    But if results even moderately disappoint it's straight down to the basement; AMD, XRX. It's very volatile out there.
    Oct 25 08:29 AM | 3 Likes Like |Link to Comment
  • The Tragedy Of AMD [View article]
    I'd wait personally. Technical damage is huge and you've all these negative reviews by analysts. If the market corrects these stocks are taking the worst hits. If the market rises, they will not do as well as say FB. I was stopped out of AMD on Friday.
    Oct 21 10:31 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    W(t)F sucks in my opinion. I ban my wife to buy there. I go to ethnic, mostly Russian stores. That dates from the day I bought raspberries for $ 2 a box at the Russian stores and W(t)F sold the exact same for $ 7 and just put an "organic" label on the box. I think their "organic" label is as overrated as Philipp Morris advertising that their cigs are good for your health in the 50's. Furthermore, at least in CA, Sprouts supermarkets are popping up and they look good, are a tad cheaper and most of all they are not W(t)F. Finally take two table spoons a day of brewer's yeast. It's an excellent source of proteins, fiber and amino acids. Then take one table spoon a day of Chia. It's an excellent source of Omega 3, fiber and anti oxidant. Then you're good to go.
    Oct 21 10:19 AM | 3 Likes Like |Link to Comment
  • The Ugly Truth About BDC Earnings Projections [View article]
    I wanted to go to the beach but now I have to read this article. Thanks.
    Oct 19 10:50 AM | Likes Like |Link to Comment
  • EVs, Solar Panels And Free Lunch Sophistries [View article]
    Mr Petersen your demonstration doesn't take into account progress. It's static, based on today's level of technology. During a time, horses were faster and better than cars. Scientific rulers were faster and better than computers. Will EVs enjoy the same technical progress? I have no idea. But assessing an investment in technology based on what's available today is not the right way.
    Oct 18 12:53 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Wait until they finally come after your Medicare and SS and you'll see if you don't pay for it.
    Besides, the IMF has launched a new ID; a 10% tax on savings above $ 250K to write off government debts. It's just an idea in a report for the moment but it's going to be to good to pass. After, you didn't make it, they did. Give back.
    Oct 16 09:57 AM | Likes Like |Link to Comment
  • Just Waiting For The Shaking To Stop [View article]
    I agree with you on the inflation and I believe that pent up deflation is real. However, printing money will not bring people jobs (except various butler positions in service of those who have access to the money printed). Victorian England is our future.
    Oct 15 03:43 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    In this house you're born like a dog without a bone…. (The Doors).
    Oct 15 08:57 AM | 1 Like Like |Link to Comment
  • The mREITs Face Even Greater Headwinds - Avoid Them [View article]
    Before of after ACA? For yield hungry investors there is a good deal; Puerto Rico 20 year bond yields over 10% (just kidding).
    Oct 14 09:40 AM | Likes Like |Link to Comment
  • The mREITs Face Even Greater Headwinds - Avoid Them [View article]
    If the premium to book value was an harbinger of bad things to come, the discount could be….. For the rest, diversify because all of these high yield investments, BDCs, Junk bonds, mReits are crap in waiting. But if you go the "normal" route, it takes $ 2 millions to catch $ 50,000 a year and with almost the same risk. It's not because JNJ went up almost 50% this year that it will do so forever. Finally, show me a bloke able to save $ 2 millions who will enjoy life with $ 50K?
    Oct 14 09:29 AM | Likes Like |Link to Comment
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