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  • Precious metals and miners slammed by interest rate fears  [View news story]
    To think I almost bought GDX at $39 because I thought it was a screaming bargain!

    Thank God idiots and drunks are under his care ;)
    Mar 6, 2015. 02:56 PM | 4 Likes Like |Link to Comment
  • GoPro -4.3% after another bear appears on CNBC; Ambarella -4%  [View news story]
    Last time I looked at this it was in the $90's - Holy Crap!

    This has to be oversold, don't you think?
    Mar 5, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • John Hussman: Plan To Exit Stocks Within The Next 8 Years? Exit Now  [View article]
    His "unhedged" performance since 2000 blows away the S&P so as a stock picker he clearly knows what he is doing. Too bad you can't get his unhedged fund!

    http://bit.ly/1zFUbfK
    Mar 3, 2015. 04:34 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Economic News Alter Fed Policy?  [View article]
    This was fascinating if you haven't seen it already especially when you starting thinking about Negative Interest Rate Policies (this truly is a time like no other):

    "Here's a chart of interest rates since 3000 BC"
    Myles Udland
    Feb. 24, 2015, 8:32 AM
    http://read.bi/1C9rPLs

    and 10 Year UST since inception:
    http://read.bi/1C9rPLu
    Mar 1, 2015. 11:54 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Economic News Alter Fed Policy?  [View article]
    Jeff,

    Is all spending in the PCE component equivalent in terms of its contribution to GDP growth?

    Apparently the largest growth occurred in Healthcare spending by consumers so I just scratch my head and wonder that is the same as buying a car, clothes, houses, etc. Does it have the same multiplier effects?

    I know I don't get the same level of satisfaction from this kind of spending ;)

    Thanks!
    Mar 1, 2015. 11:51 AM | Likes Like |Link to Comment
  • When Can The Fed Abandon Its Zero Bound Interest Rate Policy  [View article]
    Dig,

    I am not sure what to conclude other than that ZIRP/NIRP of this extent & length has never happened in recorded financial history going back 3000 years!

    That seems like a "Wow" thing to me but how it plays out, I don't know.

    I want to say very badly but I can't be certain.
    Feb 28, 2015. 05:37 PM | Likes Like |Link to Comment
  • When Can The Fed Abandon Its Zero Bound Interest Rate Policy  [View article]
    This was fascinating if you haven't seen it already especially when you starting thinking about Negative Interest Rate Policies (this truly is a time like no other):

    "Here's a chart of interest rates since 3000 BC"
    Myles Udland
    Feb. 24, 2015, 8:32 AM
    Read more: http://read.bi/1C9rPLs

    and this one on the UST 10 year since inception:
    http://read.bi/1C9rPLu
    Feb 28, 2015. 01:22 PM | Likes Like |Link to Comment
  • Providers react to FCC with talk of litigation, 1930s trappings  [View news story]
    "TinyBrain"

    I am trying to understand if your comment was intended as sarcasm or straight support.

    Given your name, "TinyBrain", a straight interpretation would be appropriate and representative.

    On the other hand, irony/sarcasm combined with that handle would be evil genius!
    Feb 26, 2015. 11:47 PM | 3 Likes Like |Link to Comment
  • Most Keystone XL crude would stay in the U.S., report says  [View news story]
    Vetoing an infrastructure jobs bill that would be of tremendous benefit to the US National/Energy Security and our biggest trading partner could only happy in a movie where the US has been taken over by Cuba.

    ;)
    Feb 23, 2015. 08:52 PM | 1 Like Like |Link to Comment
  • Do These 9 Stocks Represent Your Portfolio?  [View article]
    Ploutos,

    Thanks for spelling out how this all works. Interesting that a stock split of a Dow component would essentially proportionally diminish the weighting of that stock in the index which is counter-intuitive given that a stock split usually coincides with a well performing stock. So in theory you would be under-weighting a good performer in the index post a stock split - seems just a little too thoughtless for my tastes.

    Please correct me if I am wrong in this assumption.
    Feb 21, 2015. 11:54 AM | 3 Likes Like |Link to Comment
  • Dividend Aristocrats + Equal Weighting Has Beat Market For 14 Of 15 Years  [View article]
    Ploutos,

    Thank you for the awesome article. Is there a unique risk factor associated with using ETF's as opposed to owning the assets directly?

    I raise this issue because I am always seeing articles which declaim that "synthetic" ETF's are riskier than owning the assets directly. In the case of RSP and NOBL are there any risks associated with these ETF's over and above market risk?

    I hope my question is clear enough.

    Thank you!
    Feb 8, 2015. 12:51 PM | Likes Like |Link to Comment
  • Dividend Aristocrats + Equal Weighting Has Beat Market For 14 Of 15 Years  [View article]
    Ploutos,

    Thank you for the awesome article. Is there a unique risk factor associated with using ETF's as opposed to owning the assets directly?

    I raise this issue because I am always seeing articles which declaim that "synthetic" ETF's are riskier than owning the assets directly. In the case of RSP and NOBL are there any risks associated with these ETF's over and above market risk?

    I hope my question is clear enough.

    Thanks!
    Feb 8, 2015. 12:50 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Time For 'Risk On'?  [View article]
    The FactSet link on Q4 earnings (so far) that Jeff provided lays it out well.

    http://bit.ly/1DsqQCY
    Feb 8, 2015. 12:27 PM | Likes Like |Link to Comment
  • Canadian GDP unexpectedly slips in November  [View news story]
    Holy crap! That CDN valuation hasn't been seen since the financial crisis.

    Getting tempting to buy into the TSX with USD that's a 25% discount.
    Jan 30, 2015. 12:49 PM | Likes Like |Link to Comment
  • Tesla: A Reset Of Expectations  [View article]
    From NY Times:
    http://nyti.ms/1zGDkss

    The Secret Casualties of Iraq’s Abandoned Chemical Weapons
    By C. J. CHIVERS
    "Five years after President George W. Bush sent troops into Iraq, these soldiers had entered an expansive but largely secret chapter of America’s long and bitter involvement in Iraq.

    From 2004 to 2011, American and American-trained Iraqi troops repeatedly encountered, and on at least six occasions were wounded by, chemical weapons remaining from years earlier in Saddam Hussein’s rule.

    In all, American troops secretly reported finding roughly 5,000 chemical warheads, shells or aviation bombs, according to interviews with dozens of participants, Iraqi and American officials, and heavily redacted intelligence documents obtained under the Freedom of Information Act."

    Do Reports of WMD Found in Iraq Vindicate George W. Bush?
    WMD were found in Iraq but does it matter?
    http://bit.ly/1zGDkst
    The New York Times published an article this week that has re-ignited a 12-year-old debate: Was then-President George W. Bush right about Iraq? The report examined U.S. service personnel's encounters with abandoned chemical weapons in Iraq – and some conservatives were quick to pounce on the story as evidence that claims by Bush in the lead-up to the war that Iraq possessed weapons of mass destruction were true and that the United States' 2003 invasion was justified.

    The article by Times reporter C.J. Chivers focused on U.S. soldiers who suffered from exposure to the sulfur mustard and other nerve gases which emitted from the bombs. According to the story, about "5,000 chemical warheads, shells or aviation bombs" were found scattered across Iraqi soil. The U.S. government buried the cases from both the public and the troops. As a result, injured soldiers did not receive proper medical treatment.
    Jan 24, 2015. 12:18 PM | 3 Likes Like |Link to Comment
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