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mikenh

mikenh
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  • 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 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 07:26 AM | 3 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 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 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 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
COMMENTS STATS
218 Comments
326 Likes