MarketVViz's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/290875/comments http://seekingalpha.com/article/170526-property-values-set-to-fall-43-from-current-depressed-levels?source=feed#comment-746544 746544
I think everyone should read:
A Cautionary Housing Tale from Japan
www.bullnotbull.com/ar...]]> Thu, 05 Nov 2009 12:44:37 -0500
I think everyone should read:
A Cautionary Housing Tale from Japan
www.bullnotbull.com/ar...]]> http://seekingalpha.com/article/154816-class-action-lawsuit-against-proshares-srs-seems-without-merit?source=feed#comment-636413 636413
But ignoring the lawsuit for a minute - I think there is a much more important thing people are overlooking. The fact of the matter is that INVESTORS WANT ETFs identical to those that proshares offer but with a stated goal of LONG TERM TRACKING. Why doesn't some company concentrate on giving investors what they actually want here, instead of focusing on products that virtually NO ONE should ever be trading! Why are they focusing on day traders? Its ridiculous. Who the heck needs to hedge anything FOR ONE DAY? I can't think of anyone, the entire concept is just stupid, the product shouldn't exist. They should be creating products that investors actually want instead of products they can trick investors into buying because they are sort of similar to what they actually want!]]> Wed, 19 Aug 2009 10:38:15 -0400
But ignoring the lawsuit for a minute - I think there is a much more important thing people are overlooking. The fact of the matter is that INVESTORS WANT ETFs identical to those that proshares offer but with a stated goal of LONG TERM TRACKING. Why doesn't some company concentrate on giving investors what they actually want here, instead of focusing on products that virtually NO ONE should ever be trading! Why are they focusing on day traders? Its ridiculous. Who the heck needs to hedge anything FOR ONE DAY? I can't think of anyone, the entire concept is just stupid, the product shouldn't exist. They should be creating products that investors actually want instead of products they can trick investors into buying because they are sort of similar to what they actually want!]]> http://seekingalpha.com/article/145617-how-i-hedged-my-gas-prices?source=feed#comment-571235 571235 Thu, 02 Jul 2009 08:49:48 -0400 http://seekingalpha.com/article/145617-how-i-hedged-my-gas-prices?source=feed#comment-571218 571218
On Jun 29 03:08 PM kohalakid wrote:

> Selling puts against short positions is just about the sexiest thing
> on earth.
>
> I love to watch 'em expire worthless, but sure don't mind when they
> put 'em to me and cover my short at my number.
>
> Guess that means I need to get a life.]]> Thu, 02 Jul 2009 08:45:22 -0400
On Jun 29 03:08 PM kohalakid wrote:

> Selling puts against short positions is just about the sexiest thing
> on earth.
>
> I love to watch 'em expire worthless, but sure don't mind when they
> put 'em to me and cover my short at my number.
>
> Guess that means I need to get a life.]]> http://seekingalpha.com/article/119356-etf-investors-mistakenly-stock-up-on-uso-buy-usl-instead?source=feed#comment-382366 382366 Tue, 10 Feb 2009 11:08:24 -0500 http://seekingalpha.com/article/111613-expert-coal-reserve-estimates-way-too-high?source=feed#comment-334530 334530 Sat, 20 Dec 2008 09:44:10 -0500 http://seekingalpha.com/article/110770-john-hussman-multiples-come-back-to-earth?source=feed#comment-331859 331859 Wed, 17 Dec 2008 09:30:38 -0500 http://seekingalpha.com/article/110770-john-hussman-multiples-come-back-to-earth?source=feed#comment-331851 331851 seekingalpha.com/artic...

(I think commenting is not enabled on that article?) and I don't have Dr. Hussman's email. I was wondering if anyone could shed some light on the issue of mortgage resets. Hussman's article has a graph that shows the bulk of ARM resets has already occured (which is some minor positive for the economy going forward I suppose). But recently Credit Suisse published what I think was intended to be the same sort of graph, only theirs looks totally different! See it here:
www.calculatedriskblog...

Can anyone explain this? The Hussman graph doesn't break out Option ARMS separately - which leaves me wondering - did Hussman miss them completely? Or is the new Credit Suisse graph double counting? Why do those option arm resets only seem to "pop into existince" in the future (i.e. 2009?). I'll have to search for the raw data - this is such a huge difference that it might change my outlook on the economy (not that I'm optimistic as it is).]]> Wed, 17 Dec 2008 09:27:08 -0500 seekingalpha.com/artic...

(I think commenting is not enabled on that article?) and I don't have Dr. Hussman's email. I was wondering if anyone could shed some light on the issue of mortgage resets. Hussman's article has a graph that shows the bulk of ARM resets has already occured (which is some minor positive for the economy going forward I suppose). But recently Credit Suisse published what I think was intended to be the same sort of graph, only theirs looks totally different! See it here:
www.calculatedriskblog...

Can anyone explain this? The Hussman graph doesn't break out Option ARMS separately - which leaves me wondering - did Hussman miss them completely? Or is the new Credit Suisse graph double counting? Why do those option arm resets only seem to "pop into existince" in the future (i.e. 2009?). I'll have to search for the raw data - this is such a huge difference that it might change my outlook on the economy (not that I'm optimistic as it is).]]> http://seekingalpha.com/article/109400-is-it-time-to-buy-gold?source=feed#comment-322624 322624
The inflation/deflation debate can go on and on. Personally I think inflation will win in the end, but the deflationary environment right now is very real and serious. In the grand scheme of things however, its almost meaningless.
]]> Sat, 06 Dec 2008 20:25:32 -0500
The inflation/deflation debate can go on and on. Personally I think inflation will win in the end, but the deflationary environment right now is very real and serious. In the grand scheme of things however, its almost meaningless.
]]> http://seekingalpha.com/article/109401-review-of-100-years-of-corporate-bond-returns-revisited?source=feed#comment-321889 321889 Fri, 05 Dec 2008 13:36:36 -0500 http://seekingalpha.com/article/105024-don-t-let-bulk-shippers-sink-your-portfolio-for-now?source=feed#comment-301803 301803
I'm not saying I can see the future, but it would not surprise me to see many stocks of various industries go UP as news gets worse, which in fact has been happening since the Oct 10 DOW low. Then again, maybe we fall into the abyss and the whole world goes to hell in a hand-basket. Who knows? But I think I know which bet is going to make more money. I also know that as global population continues to climb (which has never been in doubt) longer term we are going to need MORE not LESS shipping services.

"If you want to buy low and sell high, first you have to buy low!" --Steven Jon Kaplan

"NOW IS THE TIME TO BUY LOW, ESPECIALLY COMMODITY SHARES (November 9, 2008): It is ironic that the investing public talks about buying low and selling high--but everyone instead likes to buy at multi-decade peaks and is afraid to buy at multi-decade lows. No wonder the vast majority of investors lose money in the stock market even with the strong long-term upward bias for global equities. Meanwhile, corporate insiders were heavy sellers a year ago, and have been equally aggressive buyers in recent weeks. It's hardly surprising that the rich get richer and the poor get poorer.

"The following statement is cynical but true: the financial markets exist to transfer money from the middle classes to the upper classes. Wealthy people train themselves to buy when the media and the public are most gloomy, and to sell when the prevailing sentiment is either euphoric (as in early 2000) or irrationally complacent (as in late 2007)."]]> Mon, 10 Nov 2008 09:43:55 -0500
I'm not saying I can see the future, but it would not surprise me to see many stocks of various industries go UP as news gets worse, which in fact has been happening since the Oct 10 DOW low. Then again, maybe we fall into the abyss and the whole world goes to hell in a hand-basket. Who knows? But I think I know which bet is going to make more money. I also know that as global population continues to climb (which has never been in doubt) longer term we are going to need MORE not LESS shipping services.

"If you want to buy low and sell high, first you have to buy low!" --Steven Jon Kaplan

"NOW IS THE TIME TO BUY LOW, ESPECIALLY COMMODITY SHARES (November 9, 2008): It is ironic that the investing public talks about buying low and selling high--but everyone instead likes to buy at multi-decade peaks and is afraid to buy at multi-decade lows. No wonder the vast majority of investors lose money in the stock market even with the strong long-term upward bias for global equities. Meanwhile, corporate insiders were heavy sellers a year ago, and have been equally aggressive buyers in recent weeks. It's hardly surprising that the rich get richer and the poor get poorer.

"The following statement is cynical but true: the financial markets exist to transfer money from the middle classes to the upper classes. Wealthy people train themselves to buy when the media and the public are most gloomy, and to sell when the prevailing sentiment is either euphoric (as in early 2000) or irrationally complacent (as in late 2007)."]]>