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mikenh

mikenh
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  • Choosing The 'Best' Technology ETF [View article]
    RYT makes further sense because it's not an investment in Apple. Market weighted indexes seem like a slow-motion version of the Nifty Fifty to me.
    Apr 14, 2015. 06:28 AM | 1 Like Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    The change in commodity prices, oil included, was triggered by a change in financing attitudes of some buyers. Changing Fed policy added uncertainty to a sure bet. Same thing happened on a smaller scale when Bernancke hinted that bond buying might stop someday.
    Dec 4, 2014. 08:26 AM | 3 Likes Like |Link to Comment
  • Is It Time To Shift Into European Equities? [View article]
    The Euro in local currency terms will always equal 1: the Euro is the local currency. The Euro is not cheap, it's just less expensive. It was introduced at $1.17 - cheap for me will be $1.01.
    Nov 22, 2014. 08:00 AM | Likes Like |Link to Comment
  • What If The Fed Isn't The Wizard Behind The Economic Curtain? [View article]
    If. Then?
    Nov 5, 2014. 03:28 AM | Likes Like |Link to Comment
  • Is It Time To Buy PIMCO CEFs? [View article]
    You speak the truth, but the market rewards more than one truth. Many buyers of CEF's zig when they should zag, and they are predictable. I've been in and out of PML a dozen times successfully in the last five years. The best returns were in January and June, when Gross very predictably mentioned Pimco's Muni funds on Baron's Roundtable - funds which he owns in large measure. With PML at 4% discount, I will wait the 4-6 weeks for it to sell at a premium yet again.
    Oct 6, 2014. 06:21 PM | Likes Like |Link to Comment
  • Is It Time To Buy PIMCO CEFs? [View article]
    Also hit were Pimco's Mumi funds, such as PML. It is now at a discount though it usually has been at a premium in the past. That seems to me like a low risk way to make a few points on the gross Gross reaction.
    Oct 6, 2014. 07:53 AM | 1 Like Like |Link to Comment
  • My No. 1 Way To Reduce Interest-Rate Risk [View article]
    Closed end funds like EFT and FRA are sometimes oversold, but they can be useful tools.
    Jul 10, 2014. 07:04 PM | Likes Like |Link to Comment
  • Another High Income Covered Call CEF Portfolio [View article]
    Thanks for this article. Covered call CEFs have some good advantages, and it's refreshing to see an analytic approach. However, they lack a broad range of institutional participation which becomes evident in downturns as they are dumped by individual investors. Despite being income generators whose calls become more secure in a downturn, they are seen as a stock portfolio to be sold. Buyers of CEFs need to understand this lest they react when the emotional volatility challenges the mathematical volatility.
    Jun 21, 2014. 07:26 AM | 4 Likes Like |Link to Comment
  • When The S&P 500 Breaks A Record, Reduce Your ETF Portfolio Risk [View article]
    Thanks for another good article. You stand out for writing with a practical aspect and not relying on fortune cookie type truisms.
    Jun 20, 2014. 07:05 AM | 1 Like Like |Link to Comment
  • Less Bullish Now On The Long Bond [View instapost]
    Previously yes, now not so much, soon probably no, but it could change.

    So my take-away is that reading your post was a waste of my time.
    May 23, 2014. 08:34 AM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Thanks, that's really interesting.

    Personally, I find numerous SA articles too long and needlessly wonky. Yet, one might think the pay structure would encourage shorter articles in order to increase the viewer count. Thoughts?
    Apr 10, 2014. 08:00 AM | 17 Likes Like |Link to Comment
  • The Lessons Of 1914 [View instapost]
    Thanks for this article. While everything about WWI is oversimplified, any lesson based on actual events is better than conjecture. We visited NE France a few years ago seeking to imagine the events better, but roughly there's nothing left except Verdun. The most memorable point for me was the bitterness in the voice of the Reims Cathedral tour guide - the thoroughly European tour guide - when he describe the German attacks
    Apr 7, 2014. 07:26 PM | 1 Like Like |Link to Comment
  • Missed Lesson Of Great Depression And Financial Crisis Blinds Economists To Bubble And Coming Recession [View article]
    MattZN2, You should have taken etiquette course along with the statistics.
    Mar 25, 2014. 07:44 AM | 12 Likes Like |Link to Comment
  • Goldman Sachs Returns To The Closed-End Fund Arena After An 80-Year Hiatus [View article]
    Are you close to buying yet?
    Feb 5, 2014. 07:01 PM | Likes Like |Link to Comment
  • Where Are The Facebook Bodies Buried? [View article]
    The curve tracks a fad, and that relates to infectious disease. However, Facebook has a utilitarian function as well, which will fatten the curve and give it a tail. Twitter has no utility I can find and will be archived as the social media Ponzi scheme.
    Jan 27, 2014. 08:16 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
224 Comments
334 Likes