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mikenh

mikenh
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  • 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 08:00 AM | 16 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 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 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 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 08:16 AM | 4 Likes Like |Link to Comment
  • CEF Strategies: The Sad State Of Municipal Bond CEFs [View article]
    Even Pimco's PML has gone to discount. Bill Gross has often 'recommended' a Pimco Muni fund in the Barron's Roundtable in late January, resulting in a good-sized bump.
    Dec 17 07:57 AM | Likes Like |Link to Comment
  • How To Destroy Germany's Economic Gains [View article]
    Yes, jobs may go to other countries. That actually is my point, it is simplistic to think that in a complex economic system that there is an automatic knee jerk relationship between a small move in hourly wages and job loss.
    Nov 13 03:15 PM | Likes Like |Link to Comment
  • How To Destroy Germany's Economic Gains [View article]
    "All the workers whose productivity is valued below the minimum wage in the market will no longer be employable and will therefore lose their jobs."

    That is just one narrow possibility. Employers may reduce profits or raise prices or seek new more profitable enterprises. German productivity may rise as workers are rotated into more efficient use of their labor.
    Nov 13 10:16 AM | Likes Like |Link to Comment
  • This 10% Yielding CEF Is Undervalued And Trending Higher [View article]
    Article published after the ex-div date, yet it says 'Investors soon will be eligible to receive a dividend..'

    Details matter!
    Sep 19 08:30 AM | 3 Likes Like |Link to Comment
  • How To Invest In The World's No. 1 Oil Producer [View article]
    Glad to see you're back, Mr. Shulman, I like your point of view. Will you be posting an article when you no longer like any of these companies?
    Jul 30 04:45 PM | Likes Like |Link to Comment
  • CEF Strategies: Is It Time To Buy Municipal Bond CEFs? [View article]
    As to when to jump in, I suggest watching the volume. I've found that when the volume drops off after the first dead cat bounce, it should be safe to buy. Except for that occasion when things really are different, then you call it an investment.
    Jun 3 03:42 PM | 2 Likes Like |Link to Comment
  • Bonds And The 'Convexity' Trade [View article]
    You have a real gift for explaining the obtuse acutely (said Euclid). Keep up the good work.
    May 30 01:59 PM | 2 Likes Like |Link to Comment
  • Why Are mREITs So Prone To Quick Crashes? [View article]
    Thanks. I've been looking for that explanation for several years. It happens periodically in numerous CEFs.
    May 30 02:46 AM | Likes Like |Link to Comment
  • Euro Area Economy - Still Going Down The Drain [View article]
    While I agree there's too much government in Europe, it's just too easy to make that a lightning rod. Euro countries are less diverse than the US, and this invites comparing apples with oranges. When populations agree than basic health care should be on the government side of the ledger, the government will look larger than ours to that degree. The French population, for example, supports roads that are much better on average than in the US, and they are willing to pay, so the government looks larger than ours by that much.

    Separately, I think you'll find that Italy is currently the 4th largest economy in Europe. It was 3rd for a short while, but the darned demographics wouldn't cooperate.
    May 16 04:19 PM | 1 Like Like |Link to Comment
  • Alan Abelson Died: Lives On Through A Generation He Defined [View article]
    I thought Abelson was brilliant and I thought Abelson was a jerk. That's how he taught us to think for ourselves, so I salute him as you did. As Mr. Trevor says, 'it would be a boring world if we were all the same.'
    May 13 04:10 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
214 Comments
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