Jesse99

Jesse99
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  • How To Build A Black Swan Hyperinflation Portfolio  [View article]
    What would happen to individual stocks in this scenario? They seem like they would be less vulnerable than ETFs for long term owners...
    Sep 27, 2012. 11:48 AM | Likes Like |Link to Comment
  • What If The Fed Has It All Wrong?  [View article]
    Provocative idea, but all of this is answerable with multiple regression and analysis a little more complex than chart gazing. If you followed through this would be a great article.

    Also, the sysetem is awash with financial heroin, financial heroines are few and far between.
    Sep 19, 2012. 04:16 PM | Likes Like |Link to Comment
  • Gold And The Miners: The Ultimate Hedge?  [View article]
    Quadruple confirmation across assets correlated at .9 is only a single confirmation.
    Sep 18, 2012. 11:35 AM | Likes Like |Link to Comment
  • Weaker Consumer Confidence Doesn't Impact August Retail Sales  [View article]
    The consumer confidence indices provided conflicting stories this month, with the Conference Boards measure down (a lot) and UM/Reuteurs rising. This divergence has to do with differing emphasis of the two metrics (jobs vs. future financial state), but both consist mainly of questions that ask consumers about *expectations* for the future economy, not the current economy. Academic studies show that consumer confidence predicts future consumption, not concurrent consumption, so we may not be out of the woods yet.
    Sep 4, 2012. 08:59 AM | Likes Like |Link to Comment
  • Individuals and their families have squirreled away $21-32T of financial assets in offshore tax havens, a study conducted for pressure group Tax Justice Network shows. That represents up to $280B in lost global income tax.   [View news story]
    Where would you rather live Wyatt, Sweden or Somalia?
    /thread.
    Aug 31, 2012. 12:47 AM | Likes Like |Link to Comment
  • The Dividend Investors' Guide: Part XVI - Near Monopoly In Railroads  [View article]
    This implies that even if CAT (EMD) crushes GE's locomotive business (which it hasn't despite decades of successful models such as the F and GP series), that this will make a significant difference to CATs bottom line. Unlikely, given that most of their earnings come from abroad/construction equipment. It also implies that it wouldn't be similarly easy for GM to move... seems like more noise than signal.
    Jul 22, 2012. 04:01 PM | Likes Like |Link to Comment
  • Individuals and their families have squirreled away $21-32T of financial assets in offshore tax havens, a study conducted for pressure group Tax Justice Network shows. That represents up to $280B in lost global income tax.   [View news story]
    Wyatt. This is flat wrong. The phrase "no taxation without representation" pretty much captures the colonists views. Taxation was not the problem, the problem was taxation without *actual* representation. Which we now have. Anyone who doesn't take the time to learn American history is a socialist agitator.
    Jul 22, 2012. 03:49 PM | 9 Likes Like |Link to Comment
  • Monday's Earnings War: The Battle For The Soul Of McDonald's  [View article]
    The commodity inflation story seems to involve predicting who will lose less. Its not as if people will stop eating food, and commodity costs should impact prices in restaurants, grocery stores and everywhere else. The winners should be those with the scale to demand the lowest prices, greatest vertical integration and those whose costs are least driven by commodities themselves (e.g. where labor, advertising etc make up a substantial amount of what consumers are already paying)
    Jul 21, 2012. 04:05 PM | 2 Likes Like |Link to Comment
  • Do Dividend Stocks Pose Hidden Risks With The Fiscal Cliff Looming?  [View article]
    I wish people got votes proportional to how much longer we have to hang out on this planet and clean up the mess
    Jul 13, 2012. 03:43 PM | 4 Likes Like |Link to Comment
  • The Only Investing Strategy You'll Ever Need  [View article]
    You must be new here
    Jul 12, 2012. 01:43 PM | Likes Like |Link to Comment
  • The Darkest Coal Moment Before Dawn  [View article]
    I was with you on everything until you said

    "From my experience, the biggest risk to me was not loss of money, but loss of opportunities. Every one had lost money before. The lost money can be made back. But if you lose an excellent investment opportunity, it is very hard to find something else to replace your loss."

    Until now I thought that there were basically two camps of investors. Rational econs who weighted the value of current and future dollars equally, and risk averse investors who place a premium on preservation of capital. Now it seems like there is a third school that wears cowboy hats and shouts "Leeeerrrooooooy Jeeeennnnnkins" all the way into the abyss.

    Nice article though.
    Jul 11, 2012. 11:17 AM | 7 Likes Like |Link to Comment
  • CAPP Coal Prices See An Uptick  [View article]
    guess this worked out well
    Jul 10, 2012. 01:52 AM | Likes Like |Link to Comment
  • The Way To Play Canadian Housing Market Bust  [View article]
    I'm a little curious about the logic of shorting residential REITs that own rental properties in the event of the housing market bursting. Is the thought that this will erode the value of their assets?
    Jul 4, 2012. 01:32 PM | 1 Like Like |Link to Comment
  • Why The S&P Index Will Not Crash Below The March 2009 Lows  [View article]
    Things will be less worse than the most recent near apocalypse because the government can always print money. Now thats what I call optimism
    Jun 26, 2012. 03:59 PM | Likes Like |Link to Comment
  • Is It Time To Short Gold?  [View article]
    Implying this is a partisan issue. Heh.
    Jun 26, 2012. 10:31 AM | Likes Like |Link to Comment
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