mahoney's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/292454/comments http://seekingalpha.com/article/145711-financial-blog-watch-don-t-believe-everything-you-read?source=feed#comment-565736 565736
As for the ETF-underlying arbitrage, it seems you are right: as long as the two assets are fungible by virtue of the instruments themselves, then the arbitrage risk is independent of their market valuations.

I don't find the ETF "funding efficiency" theory particularly clear, however. But I'm just learning here. :-)]]> Sun, 28 Jun 2009 11:50:23 -0400
As for the ETF-underlying arbitrage, it seems you are right: as long as the two assets are fungible by virtue of the instruments themselves, then the arbitrage risk is independent of their market valuations.

I don't find the ETF "funding efficiency" theory particularly clear, however. But I'm just learning here. :-)]]> http://seekingalpha.com/article/143962-as-an-investment-gold-s-just-a-brick?source=feed#comment-553293 553293 Fri, 19 Jun 2009 00:00:18 -0400 http://seekingalpha.com/article/143962-as-an-investment-gold-s-just-a-brick?source=feed#comment-553290 553290 Thu, 18 Jun 2009 23:58:32 -0400 http://seekingalpha.com/article/138466-trade-wars-brewing-those-pesky-canadians?source=feed#comment-509780 509780 Tue, 19 May 2009 12:07:26 -0400 http://seekingalpha.com/article/137071-zero-hedge-exclusive-whistleblower-s-fight-with-deutsche-bank-over-definition-of-risk?source=feed#comment-500244 500244
www.slate.com/id/2213942/
www.ritholtz.com/blog/.../


On May 12 07:24 AM doubleguns wrote:

> Our entire financial system needs a good "special prosecutor" but
> unfortunately our politicians are so deeply involved with these very
> same banks through campaign contributions it wont happen.
]]> Tue, 12 May 2009 09:46:47 -0400
www.slate.com/id/2213942/
www.ritholtz.com/blog/.../


On May 12 07:24 AM doubleguns wrote:

> Our entire financial system needs a good "special prosecutor" but
> unfortunately our politicians are so deeply involved with these very
> same banks through campaign contributions it wont happen.
]]> http://seekingalpha.com/article/134333-time-to-forsake-stocks-for-bonds-arnott-and-arends-square-off?source=feed#comment-485024 485024
I'm also taking a hard look at TBT, but my worry is that the Fed is going to keep buying up Treasuries as part of their quantitative easing strategy. Wouldn't that keep the Treasury bond prices high (at the expense of the US dollar)? Does anyone have any thoughts on this?]]> Fri, 01 May 2009 02:16:04 -0400
I'm also taking a hard look at TBT, but my worry is that the Fed is going to keep buying up Treasuries as part of their quantitative easing strategy. Wouldn't that keep the Treasury bond prices high (at the expense of the US dollar)? Does anyone have any thoughts on this?]]> http://seekingalpha.com/article/128479-an-investor-s-guide-to-corporate-bonds?source=feed#comment-445894 445894 Mon, 30 Mar 2009 23:36:48 -0400 http://seekingalpha.com/article/128066-should-investors-forget-about-equities-for-now?source=feed#comment-443076 443076 Fri, 27 Mar 2009 21:49:28 -0400 http://seekingalpha.com/article/128267-big-vs-little-bigger-banks-aren-t-better?source=feed#comment-442996 442996 Fri, 27 Mar 2009 19:46:01 -0400 http://seekingalpha.com/article/128066-should-investors-forget-about-equities-for-now?source=feed#comment-441680 441680 Thu, 26 Mar 2009 20:00:13 -0400 http://seekingalpha.com/article/127347-we-need-to-break-the-banks?source=feed#comment-436797 436797 Mon, 23 Mar 2009 12:38:24 -0400 http://seekingalpha.com/article/127306-quantitative-easing-money-supply-is-actually-decreasing?source=feed#comment-436203 436203 Mon, 23 Mar 2009 06:13:35 -0400 http://seekingalpha.com/article/107554-is-it-time-to-short-bonds?source=feed#comment-314163 314163 Mon, 24 Nov 2008 20:46:08 -0500 http://seekingalpha.com/article/107138-berkshire-hathaway-down-nine-days-in-a-row?source=feed#comment-311189 311189 Thu, 20 Nov 2008 17:41:15 -0500 http://seekingalpha.com/article/105700-gm-in-the-global-dow-what-gives?source=feed#comment-305433 305433
I think that is the way to go. Consider it a New Deal-type project, a long-term investment to help produce a foundation for an industry likely to thrive 10-15 years down the road. The only question is whether GM (and Ford) can last long enough to return to profitability.]]> Thu, 13 Nov 2008 14:56:48 -0500
I think that is the way to go. Consider it a New Deal-type project, a long-term investment to help produce a foundation for an industry likely to thrive 10-15 years down the road. The only question is whether GM (and Ford) can last long enough to return to profitability.]]> http://seekingalpha.com/article/105804-back-at-the-bottom?source=feed#comment-305420 305420 Thu, 13 Nov 2008 14:45:14 -0500