nlipner's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/38953/comments http://seekingalpha.com/article/152909-cash-for-clunkers-may-cost-up-to-45-354-per-vehicle?source=feed#comment-613173 613173 Mon, 03 Aug 2009 13:52:58 -0400 http://seekingalpha.com/article/152473-identifying-the-next-bubble?source=feed#comment-609988 609988 2- Gold/Silver (Inflation play)
3- Base commodities (expansion play)
4- Solar/Wind (Gaia Play)
5- Oil/Nat Gas (classic underinvestment cycle)
6- Banks (if the assets move to the fed and the liabilities reach a 3% or better spread)
7- Long Bonds (Yield steepener reaches the masses)
8- BRIC
9- EEM
10- Consumer Tech
11- Healthcare services
12- Medical Tech *(my odds-on favorite, advances even more dramatic than the tech bubble are afoot)]]> Fri, 31 Jul 2009 13:53:21 -0400 2- Gold/Silver (Inflation play)
3- Base commodities (expansion play)
4- Solar/Wind (Gaia Play)
5- Oil/Nat Gas (classic underinvestment cycle)
6- Banks (if the assets move to the fed and the liabilities reach a 3% or better spread)
7- Long Bonds (Yield steepener reaches the masses)
8- BRIC
9- EEM
10- Consumer Tech
11- Healthcare services
12- Medical Tech *(my odds-on favorite, advances even more dramatic than the tech bubble are afoot)]]> http://seekingalpha.com/article/76462-where-s-the-bursting-commodities-bubble?source=feed#comment-164771 164771 Fri, 09 May 2008 10:03:59 -0400 http://seekingalpha.com/article/29162-is-inverse-etf-activity-a-contrarian-indicator?source=feed#comment-91478 91478 Wed, 18 Jul 2007 12:37:04 -0400 http://seekingalpha.com/article/39496-truck-driver-wisdom-suggests-housing-stocks-are-bottoming?source=feed#comment-89815 89815
Survey after survey shows the average homeowner oblivious to the real declines and believes every bottom call. You sir, have chosen to be a contrarian to your own imaginary everyman and ended up smack in the middle of the pack.

I have an anecdotal story about your everyman: last week while getting my haircut I was told of a clever friend of the hairdresser who is taking advantage of the slump to buy more investment property because of the great paper gains on property bought last year. I didn't have the heart to spout CDO leverage statistics or mention what truely marked the ends of all the other good bubbles of the last 30 years.

Personally I have been ultra-short homebuilders, reits, lenders, etc. for a while now with no regrets.]]> Wed, 27 Jun 2007 14:51:15 -0400
Survey after survey shows the average homeowner oblivious to the real declines and believes every bottom call. You sir, have chosen to be a contrarian to your own imaginary everyman and ended up smack in the middle of the pack.

I have an anecdotal story about your everyman: last week while getting my haircut I was told of a clever friend of the hairdresser who is taking advantage of the slump to buy more investment property because of the great paper gains on property bought last year. I didn't have the heart to spout CDO leverage statistics or mention what truely marked the ends of all the other good bubbles of the last 30 years.

Personally I have been ultra-short homebuilders, reits, lenders, etc. for a while now with no regrets.]]> http://seekingalpha.com/article/38437-fed-funds-rate-has-to-climb-to-6-then-fall?source=feed#comment-88705 88705
• When Fed Funds fall, so do bond yields. That is because people want to lock into the higher rates provided by bonds, so they buy high yielding bonds, driving down their prices. So up go the yields.

More demand for the bonds should increase their price and reduce the yield, not the opposite as you stated. Correct ?]]> Fri, 15 Jun 2007 12:17:35 -0400
• When Fed Funds fall, so do bond yields. That is because people want to lock into the higher rates provided by bonds, so they buy high yielding bonds, driving down their prices. So up go the yields.

More demand for the bonds should increase their price and reduce the yield, not the opposite as you stated. Correct ?]]>