bc818's Comments bc818's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/303549/comments GMAC's Deal with Sheila Bair http://seekingalpha.com/article/169711-gmac-s-deal-with-sheila-bair?source=feed#comment-735913 735913 Thu, 29 Oct 2009 14:44:04 -0400 Dollar Forced to Abdicate Its Throne http://seekingalpha.com/article/168710-dollar-forced-to-abdicate-its-throne?source=feed#comment-731077 731077
If the renmenbi peg is removed, the bottom dollar drops out, but the chinese populace may feel so much wealthier that they actually begin to consume. Or, the populace continues to hoard and global velocity of money becomes a fraction of what it was.

On Oct 26 10:30 AM R0bert wrote:

> there is really one key word left out. CHINA
>
> Dollar has a bottom as long as the renmenbi is pegged. RMB floats
> and than the bottom drops out.]]>
Mon, 26 Oct 2009 14:24:41 -0400
If the renmenbi peg is removed, the bottom dollar drops out, but the chinese populace may feel so much wealthier that they actually begin to consume. Or, the populace continues to hoard and global velocity of money becomes a fraction of what it was.

On Oct 26 10:30 AM R0bert wrote:

> there is really one key word left out. CHINA
>
> Dollar has a bottom as long as the renmenbi is pegged. RMB floats
> and than the bottom drops out.]]>
Bond Expert: Friday Wrap http://seekingalpha.com/article/161107-bond-expert-friday-wrap?source=feed#comment-672699 672699 Fri, 11 Sep 2009 16:38:29 -0400 Four European Oil Company ADRs with Dividends Greater than 5% http://seekingalpha.com/article/142453-four-european-oil-company-adrs-with-dividends-greater-than-5?source=feed#comment-540710 540710 Wed, 10 Jun 2009 12:27:29 -0400 The Mark-to-Market Bank Trade This Week http://seekingalpha.com/article/124908-the-mark-to-market-bank-trade-this-week?source=feed#comment-419120 419120 Mon, 09 Mar 2009 10:55:51 -0400 Will the EU Fiddle While Eastern Europe Burns? http://seekingalpha.com/article/124394-will-the-eu-fiddle-while-eastern-europe-burns?source=feed#comment-414921 414921 Thu, 05 Mar 2009 16:55:05 -0500 Can Homeowners Arbitrage the Mortgage Subsidy? http://seekingalpha.com/article/122896-can-homeowners-arbitrage-the-mortgage-subsidy?source=feed#comment-404744 404744
However, in your analysis you neglect the tax consequences. The mortgage interest is tax deductible and he doesnt have to pay tax on the muni, so there's signifcant tax savings there--although probably still not enough to make this practical.]]>
Thu, 26 Feb 2009 13:18:27 -0500
However, in your analysis you neglect the tax consequences. The mortgage interest is tax deductible and he doesnt have to pay tax on the muni, so there's signifcant tax savings there--although probably still not enough to make this practical.]]>
Small Caps Stand to Gain when Hedge Funds Jump Back In http://seekingalpha.com/article/122379-small-caps-stand-to-gain-when-hedge-funds-jump-back-in?source=feed#comment-401892 401892 Tue, 24 Feb 2009 15:28:49 -0500 USO: Death by a Thousand Contangos http://seekingalpha.com/article/122222-uso-death-by-a-thousand-contangos?source=feed#comment-401587 401587
If you want just the refiners and processors its OIH.





On Feb 24 10:59 AM tomatden wrote:

> Thanks for the info Milan. Is there another ETF or equity you would
> suggest for someone wanting to go long on crude?]]>
Tue, 24 Feb 2009 12:13:39 -0500
If you want just the refiners and processors its OIH.





On Feb 24 10:59 AM tomatden wrote:

> Thanks for the info Milan. Is there another ETF or equity you would
> suggest for someone wanting to go long on crude?]]>
12 Reasons I'm Still Buying Oil http://seekingalpha.com/article/121937-12-reasons-i-m-still-buying-oil?source=feed#comment-399506 399506 Mon, 23 Feb 2009 02:13:00 -0500 Junk Bonds Today: Realistic Levels? http://seekingalpha.com/article/121338-junk-bonds-today-realistic-levels?source=feed#comment-394544 394544 Thu, 19 Feb 2009 02:52:32 -0500 A Lesson from TIPS http://seekingalpha.com/article/120476-a-lesson-from-tips?source=feed#comment-387180 387180 Fri, 13 Feb 2009 11:08:03 -0500 Kick Consumers While They're Down: Oil and Gasoline Diverge http://seekingalpha.com/article/120304-kick-consumers-while-they-re-down-oil-and-gasoline-diverge?source=feed#comment-386355 386355 Thu, 12 Feb 2009 17:44:45 -0500 Cramer's Lightning Round - Smack, Smack, Smack Black and Decker (1/30/09) http://seekingalpha.com/article/117867-cramer-s-lightning-round-smack-smack-smack-black-and-decker-1-30-09?source=feed#comment-381493 381493
As for Black and Decker's dividend is a sure gonner. It's credit rating is flirting with being downgraded to BBB (one step away from junk). You know they're in trouble when the CEO says this quarter was "abysmal" and "our (bad) hedges virtually guarantee a loss for the next 3 quarters"...

fun times over at BDK.

]]>
Mon, 09 Feb 2009 15:57:28 -0500
As for Black and Decker's dividend is a sure gonner. It's credit rating is flirting with being downgraded to BBB (one step away from junk). You know they're in trouble when the CEO says this quarter was "abysmal" and "our (bad) hedges virtually guarantee a loss for the next 3 quarters"...

fun times over at BDK.

]]>
Will PIMCO Be Needing a Bailout Soon? http://seekingalpha.com/article/119414-will-pimco-be-needing-a-bailout-soon?source=feed#comment-381438 381438
Is it better to buy TBT or just buy a long (slightly in the money) put option on TLT?]]>
Mon, 09 Feb 2009 15:20:01 -0500
Is it better to buy TBT or just buy a long (slightly in the money) put option on TLT?]]>
Amazon's Kindle Sales - Analysts Offer Competing Views http://seekingalpha.com/article/118530-amazon-s-kindle-sales-analysts-offer-competing-views?source=feed#comment-376004 376004 Wed, 04 Feb 2009 16:11:34 -0500 Economy Watch: What if Stocks Were Priced in Gold? http://seekingalpha.com/article/117806-economy-watch-what-if-stocks-were-priced-in-gold?source=feed#comment-372712 372712 Sun, 01 Feb 2009 16:41:01 -0500 Bracing for 2009 Earnings - Barron's http://seekingalpha.com/article/115234-bracing-for-2009-earnings-barron-s?source=feed#comment-359224 359224 ]]> Sun, 18 Jan 2009 15:50:29 -0500 ]]> How the Treasury Bubble Will Burst and Why http://seekingalpha.com/article/115284-how-the-treasury-bubble-will-burst-and-why?source=feed#comment-359213 359213 Sun, 18 Jan 2009 15:33:41 -0500 A Long-Term Inflation Play: Short Treasuries, Long TIPS http://seekingalpha.com/article/113645-a-long-term-inflation-play-short-treasuries-long-tips?source=feed#comment-348535 348535 Wed, 07 Jan 2009 10:32:59 -0500 A Long-Term Inflation Play: Short Treasuries, Long TIPS http://seekingalpha.com/article/113645-a-long-term-inflation-play-short-treasuries-long-tips?source=feed#comment-348532 348532 TJT) just get the standard short. ]]> Wed, 07 Jan 2009 10:31:28 -0500 TJT) just get the standard short. ]]> While Microsoft's (MSFT) yield has never been higher, Barron's Tiernan Ray notes, its forward P/E of roughly 10x is the lowest it's been in 20 years. Investors are worried about weak PC sales, but with a 2.6% yield, $21B in cash, and a massive committment to share buybacks, MSFT seems a stable utility stock of the digitial age. http://seekingalpha.com/news/market_currents/post/13753?source=feed#comment-334095 334095 Fri, 19 Dec 2008 13:07:53 -0500 Direxion Ups the Ante with 3X International, U.S. Tech ETFs http://seekingalpha.com/article/111432-direxion-ups-the-ante-with-3x-international-u-s-tech-etfs?source=feed#comment-333651 333651 Fri, 19 Dec 2008 02:59:18 -0500 30-Year Fixed Mortgage Rates Down to 5.28% http://seekingalpha.com/article/111464-30-year-fixed-mortgage-rates-down-to-5-28?source=feed#comment-333384 333384 Thu, 18 Dec 2008 16:06:47 -0500 Hedge Fund Tracking: Touradji Capital (Paul Touradji), Q3 2008 http://seekingalpha.com/article/111418-hedge-fund-tracking-touradji-capital-paul-touradji-q3-2008?source=feed#comment-332992 332992 Thu, 18 Dec 2008 10:05:28 -0500 MacWorld, Jobs ... The Apple Saga Continues http://seekingalpha.com/article/111254-macworld-jobs-the-apple-saga-continues?source=feed#comment-332195 332195 Wed, 17 Dec 2008 12:55:58 -0500 Direxion's Andy O'Rourke Talks Triple Leverage http://seekingalpha.com/article/110966-direxion-s-andy-o-rourke-talks-triple-leverage?source=feed#comment-331099 331099 Tue, 16 Dec 2008 12:29:17 -0500 Contango and Cheap Brent Oil http://seekingalpha.com/article/110457-contango-and-cheap-brent-oil?source=feed#comment-327285 327285 Fri, 12 Dec 2008 10:13:48 -0500 $25 Oil Could Happen Before a Return to $100 http://seekingalpha.com/article/109393-25-oil-could-happen-before-a-return-to-100?source=feed#comment-321640 321640 Fri, 05 Dec 2008 10:24:23 -0500 Fannie, Freddie and the 4.5% Mortgage Myth http://seekingalpha.com/article/109395-fannie-freddie-and-the-4-5-mortgage-myth?source=feed#comment-321633 321633
(2) 4.5% is sustainable if the Fed Funds rate is 1% or lower. Welcome to Japan and ZIRP because its going to stay here for awhile.

(3) Very true, but eventually they're going to have to allow people to refinance. All of those door busting ARMs banks sold with the idea of raising rates later might just have to become fixed at the lower rate.

Keep investing in penny stocks FNM and FRE. They're akin to paying more taxes and the Govt is not above taking charitable donations.
]]>
Fri, 05 Dec 2008 10:19:38 -0500
(2) 4.5% is sustainable if the Fed Funds rate is 1% or lower. Welcome to Japan and ZIRP because its going to stay here for awhile.

(3) Very true, but eventually they're going to have to allow people to refinance. All of those door busting ARMs banks sold with the idea of raising rates later might just have to become fixed at the lower rate.

Keep investing in penny stocks FNM and FRE. They're akin to paying more taxes and the Govt is not above taking charitable donations.
]]>