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mikenh

mikenh
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  • My Weekly Market Forecast: Currency Pairs Edition [View article]
    The gap up on Oct. 5 - to break out of the top of the channel - was particularly heavy handed. It serves the purpose to demostrate who runs the show.
    Oct 11 05:19 PM | 3 Likes Like |Link to Comment
  • A Different Direction for the Foreclosure Mess? [View article]
    Usually it's spelled shyster, but your spelling is closer to the German origin, which is the verb to defecate, and that brings us back to banks.

    I hold JLS a CEF which holds lots of MBS and it has not tanked. To me, this means that the stronger hands are not worried or that I am already holding the bag (of defecation).

    In 2008 these foreclosure stories would have already produced a large downdraft as investors worried about which bank held what or did what. Now we are implicitly confident that the Fed will buy the tainted goods or cause them to be bought.

    Is one allowed to not believe in the Fed?
    Oct 11 09:16 AM | 3 Likes Like |Link to Comment
  • Delving Into Current Discounting of QE Expectations and Its Market Implications [View article]
    Thanks for sharing your thinking. It is refreshing.
    Oct 10 10:18 AM | Likes Like |Link to Comment
  • U.S., EU Banking Crisis: The Other 'Race to the Bottom' [View article]
    The choice seems to be Wall of Worry or Well-Reasoned Fear.
    Oct 10 10:11 AM | Likes Like |Link to Comment
  • A Smorgasbord of Muni Bond ETFs [View article]
    Yes, but. Very informative regarding ETFs, but there are more good options. Many closed-end muni funds are leveraged and offer better returns with less volatility (according to me) than HYD. CEFs have their problems, but can be very useful to the informed investor. One might look at BFK, NAD, NMZ and others.
    Oct 7 04:58 PM | 2 Likes Like |Link to Comment
  • Market Outlook: It's Not, NOT a Growth Story [View article]
    It's unfortunate that your sophisticated thinking ended up as an anti-Obama bumper sticker. Even the wing nut Henry Ford realized that a healthy middle class was in his best interest. I watch my employees fret and worry about heathcare and I think shifting some of the power to the health service consumer is a good thing. In any analysis, blaming Obama's health insurance improvements for this economy is really lazy thinking.
    Oct 7 08:28 AM | 8 Likes Like |Link to Comment
  • Markets Might Be Anticipating an Improvement in Consumer Confidence [View article]
    Typo alert: After the 1994 midterm, the market advanced over 34% in 1985.
    Oct 6 08:18 AM | Likes Like |Link to Comment
  • Equities Update: Finish in Red Barely Nicks 7%-12% September Gains [View article]
    Thanks for not repeating that it's the best September in 71 years. That was September, 1939; a particularly dreadful comparison.
    Sep 30 05:26 PM | Likes Like |Link to Comment
  • Survivor Index: Real Men Don’t Buy Gold [View article]
    Don't forget Johnson & Johnson for the KY Jelly.
    Sep 17 04:53 PM | 2 Likes Like |Link to Comment
  • Ten Reasons This Rally Is Ultimately Toast [View article]
    In late 2008, Bloomberg carried an article about how the various stock techniques had worked during the post-Lehman meltdown. The conclusion was that they all had failed. Technical analysis obviously works to some degree over some time periods and some market conditions. If you apply it to all time periods and all market conditions, you'll die a horrible death.
    Sep 16 09:31 AM | 9 Likes Like |Link to Comment
  • How Will New PIMCO Management Affect MTS Fund? [View article]
    Thanks. Due to your March article, I bought this 2 weeks before this piece.
    Sep 14 08:47 AM | Likes Like |Link to Comment
  • Dave's Top 10 Reasons the Word Isn't Coming to an End [View article]
    I follow you because I thought you had good judgment. I guess you're just another suit who think he's self-made..
    Sep 13 06:48 PM | 2 Likes Like |Link to Comment
  • About That 'Double Dip' [View article]
    Hmmmm. I see the S+P predicting the Baltic. Thus the beauty of technical analysis.
    Aug 18 07:12 PM | 2 Likes Like |Link to Comment
  • Seven Reasons We Will See a Repeat of the 2008 Crash [View article]
    These are observations not reasons.
    Aug 17 08:07 AM | Likes Like |Link to Comment
  • CPI Has Nothing to Do With Deflation Risk [View article]
    Very well expressed. Demographic changes are at the core of many of the financial headlines, but they lack the drama needed to create a news story.
    Aug 15 08:03 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
204 Comments
286 Likes