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  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    Go back and look at the borrowing records of BOTH parties. Out of control, regardless of stripe.
    Jul 20 02:58 PM | 2 Likes Like |Link to Comment
  • Memorial Production Partners: 11% Yield Among Highest In Its Space [View article]
    A lot of positive news regarding MEMP lately. Merrill Lynch advised me to buy in January of this year and reiterated each time it's dipped this year. Great article - thanks.
    Dec 12 03:21 PM | 1 Like Like |Link to Comment
  • Bull Of The Day: BitAuto Holdings [View article]
    Kevin- If I'm not mistaken, didn't Zacks give Bitauto a #5 SELL ranking about 3 months ago? What has changed since August?
    Nov 25 03:42 PM | Likes Like |Link to Comment
  • An mREIT Play With No Risk? Hedging Two Harbors Investment Corp. [View article]
    So make a red sail and catch some air, big thinker.
    Oct 12 10:52 AM | 2 Likes Like |Link to Comment
  • An mREIT Play With No Risk? Hedging Two Harbors Investment Corp. [View article]
    As a TWO investor - thanks. Great article. "Diversification" was the old risk control strategy. Today, diversification simply means watering down returns. With a relatively light amount of research and account monitoring, anyone can play boldly in volatile sectors because inverse EFTs do, in fact, allow hedging with minimal "effort." What's really great is that during times of pronounced market strength you can easily "click off" your hedges and cruise. I've not considered hedging my mREITs. Until now. This was a good read, thanks.

    I'm currently sitting on some outsized gains in a few china stocks and it's easier to hold them for more favorable long term tax treatment if I have some inverse china market etfs on "stand by." Sounds silly, but I think the ETF market is indeed making hedge strategies a very elementary proposition.
    Oct 11 07:35 PM | Likes Like |Link to Comment
  • How To Beat 99.9% Of Professional Investors [View article]
    Just for fun, pull up a chart of the DJIA from 1920 until now. Look at the 1995 - 2013 part of it. That is one picture of insanity. Zoom, Crash, Repeat. And yet people argue that this wildly undulating wholly leveraged nonsense is a reliable pattern, headed for higher ground, "long term" ... Really?
    Jun 27 06:08 PM | Likes Like |Link to Comment
  • Shares of Seaspan (SSW -5.3%) founder after the company is slapped with an Underperform rating from Wells Fargo after sitting at Market Perform. [View news story]
    Hmmmmm. Wonder who was looking for a more attractive entry price?
    Jun 27 10:55 AM | Likes Like |Link to Comment
  • Equity CEFs: Searching For The Right Balance Of Income And Appreciation Funds, Part II [View article]
    Hi Doug- Great article as always, however in disclosure you mention "short SPY" December? Historically a very bad bet - is that a typo or a hedging the fiscal cliff hysteria or....?
    Dec 8 11:40 AM | Likes Like |Link to Comment
  • Halloween Effect Is Worth 7% In 2 Months For 13 Years [View article]
    Thank you very much, YPA. Couldn't be more timely info. High yield CEFs are whip-sawing all over the place this season.
    Nov 18 11:33 AM | Likes Like |Link to Comment
  • Halloween Effect Is Worth 7% In 2 Months For 13 Years [View article]
    Very fun read - and frankly, anyone with common sense and one eye on the road would've sat out the 08 EOY seasonal period, so strike that number from the averages and the strategy looks even better!

    I've debated doing just this sort of thing in some accounts simply due to the risk mitigation in this era of flash crashes and fiscal cliffs. It becomes tiring to juggle options and other hedge strategies all day just to cover one's nut from catastrophe. Who wouldn't rather fish 10 months out of the year, free from worry over the melt downs, tsunamis and earthquakes on Wall Street?
    Nov 8 09:05 AM | Likes Like |Link to Comment
  • John Embry On Gold, Silver, Currencies And Commodities [View article]
    Just an aside: How embarrassing for us upright-walking hominoids should extra intelligent life visit our wee damp blue orb and observe how its premier inhabitants still regard a shiny, mined ore product as a valid store of economic value. So like chimps in the jungle, fighting over crumpled tin foil. Surely there is a higher method for value assignment that we can agree on and adopt besides basic, primal bling worship, or the numbers assigned within the betting parlor where my 401k resides? And I'm LONG Gold, btw...
    Jul 1 12:07 PM | Likes Like |Link to Comment
  • Equity CEFs: Which Fund Would You Rather Own? [View article]
    Doug - would you mind commenting on the role these funds must be playing (by now) in the portfolios of professional pension and other fund managers. I've always looked for institutional buying interest to "confirm" my own investment ideas, and more and more I am looking almost exclusively at the CEFs like you often write about. Thanks - great insights as always.
    Apr 13 10:42 AM | Likes Like |Link to Comment
  • The Bottom Continues To Fall Out Of Natural Gas [View article]
    The taxi cabs in Las Vegas run on Nat Gas, and many large companies are converting to Nat Gas for vehicles, like Fed Ex. Give it time. 15 years ago almost no none carried a cell phone and the internet was a curiosity. Things will change in a hurry.
    Jan 18 03:25 PM | 1 Like Like |Link to Comment
  • The New Face Of Retirement? It's A Dog's Life [View article]
    Personal Responsibility?
    You mean advising teachers, nurses and truck drivers to play roulette with their future security in a rigged, quant and hedge fund manipulated mess of an over-leveraged market that periodically flash crashes and makes a complete mockery of the word "investment?"
    Sorry. Prefer "government job." I know I would sleep easier knowing the chinese are comfortable lending big dollars to my grandchildren so I can play golf and enjoy the occasional cruise. To heck with personal responsibility... that's for private sector losers!
    Dec 23 03:48 PM | Likes Like |Link to Comment
  • The New Face Of Retirement? It's A Dog's Life [View article]
    Two words:

    Government Job.
    Dec 20 10:50 PM | 1 Like Like |Link to Comment