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David Sebastian

David Sebastian
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  • Skeptical Sentiment In A Sideways Market: Bullish Or Bearish For Stocks? [View article]
    Chris, in general I like your work and thoughtful process, but "valuations" are a lot different now than in 2003! I guess the question every investor has to ask right now is: "am I a fundamental investor or a price speculator."
    Jun 22, 2015. 03:47 PM | 1 Like Like |Link to Comment
  • SF Fed's Williams awaits higher inflation before rate hike [View news story]
    Thank You Anon for your accuracy. Difficult to find in today's world
    Jun 19, 2015. 01:39 PM | Likes Like |Link to Comment
  • Now Is The Time To Double The Strategic Petroleum Reserve [View article]
    Quick Question: How is this going to help "little ole me"?
    Jun 9, 2015. 03:02 PM | 2 Likes Like |Link to Comment
  • International Business Machines declares $1.30 dividend [View news story]
    Total BS! Leveraging Up to pay out dividends that they don't have. Sounds like a wonderful plan.
    Apr 28, 2015. 12:09 PM | 2 Likes Like |Link to Comment
  • Bill Gross: Games People Play [View article]
    What can I say! Bravo Bill. I like it.
    Jan 29, 2015. 09:09 AM | 32 Likes Like |Link to Comment
  • The New Battle Cry: Inflation Or Bust [View article]
    "Never say never" quote was taken out of context. You should actually go and listen of how it was stated.
    Oct 31, 2014. 04:03 PM | Likes Like |Link to Comment
  • The No. 1 Force Driving The Markets Today: Fear [View article]
    I am sorry, but how can it be that price never matters. And that global monetary policy is irrelevant. Markets like trees don't grow to the sky!
    Oct 24, 2014. 04:02 PM | Likes Like |Link to Comment
  • Apple event kicked off, iPhone 6 introduced [View news story]
    who cares! What does the "new gadget cost"?
    Sep 9, 2014. 01:56 PM | Likes Like |Link to Comment
  • Sell-side weighs in on Starbucks [View news story]
    Bottom line, and I know it is trite, but I am not going to pay $2.25 for a grande coffee. ($2.25 x 20 x 12 = - $540 per year) It's not that I can't afford it, l'll just do without. And I was frequenting one of their top stores in Summit, NJ. I still drink Starbucks coffee, but I make it at home.
    Jul 25, 2014. 12:19 PM | Likes Like |Link to Comment
  • Market Timing Report: Risk Soars As Bond Spreads Collapse [View article]
    70% of 1950 equals 1365. Ouch! When will folks learn that investment returns are not linear?
    Jun 16, 2014. 01:22 PM | Likes Like |Link to Comment
  • Trulia rises following positive traffic data; Zillow also up [View news story]
    I am sorry, tell me again how they make money?
    Jun 13, 2014. 11:42 AM | Likes Like |Link to Comment
  • Junk bonds make another run at sub-5% [View news story]
    This is not a "High Yield" Market. It is a "Low Yield" Market. "Investors" if we can call them that, are not being compensated for their risk taking. This along with Senior Loans are the most "bubblish" markets today! When the markets correct, and they will, crappy companies with negative cash flows can default just as easy with 5% bonds as with 10%.
    Jun 10, 2014. 02:13 PM | 1 Like Like |Link to Comment
  • Is Q1 GDP Data Misleading Us? [View article]
    Let's be serious for a moment. Get the Fed, Bank of Japan, and ECB out of the "Miracle Grow Business" and we'll see where the "real economy is." Market's like the real world are not "linear" they have functioned well in the past with "normal cyclicality." When are the grownups going to show-up and acknowledge that monetary policy has gotten drastically of course!
    May 29, 2014. 03:01 PM | 4 Likes Like |Link to Comment
  • Tracking David Tepper's Appaloosa Management Portfolio - Q1 2014 Update [View article]
    "Increased 13.55%" Is that the investment return for the period or simply the increase in the size of the fund as monies were added?
    May 22, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • The Paradigm Shift Has Begun - This Isn't Going To Be Pretty [View article]
    Sell off in the Bond Market Yes! But which bond market? High Yield Debt or in today's case Low Yield Debt. What troubles me is that no one cares about orderly markets when they are going up, but what about when they go down? Has anyone given any thought to who is going to step in and support the marginal distribution of this expensive paper. There are only a couple of major investment banks left. This period reminds me of a Long-Term Capital / Asian Market Debt collapse. It can get ugly extremely fast! Especially with leverage. And when it starts it will take down commodities and the US & Global equity markets.
    Jun 11, 2013. 12:07 PM | 1 Like Like |Link to Comment