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User 447425

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  • The Swensen 6 Portfolio: How To Reduce Risk And Trounce The Market [View article]
    I do not know the difference but the tracking on this web site shows the drawdown for the last 5 years was 10% (however, history to date on the plan had a 39% draw down). There are other plans that have higher sharp ratios and lower draw downs.
    Aug 19 09:35 PM | Likes Like |Link to Comment
  • Gramercy Property Trust: A 7.125% Yield For Income Investors [View article]
    I had the A's that were called away for Sept/2014. I purchased the B's last week at 24.85
    Aug 19 12:55 PM | Likes Like |Link to Comment
  • Double Top For Apple? [View article]
    Was your roommate vacuuming his bedroom during your recording....?
    Aug 18 10:55 PM | 1 Like Like |Link to Comment
  • Why Xinyuan Is Not A Fraud [View article]
    "It's very easy for investors to conduct due diligence through public records and site visits." Really - Due diligence involves site visits when the investment would make up less than 2 percent of my portfolio? Maybe if it was 20 percent. That's a little extreme. Forget the NY properties (I am on the West Coast), how do I inspect or know the cost of China properties?
    Aug 18 10:27 PM | Likes Like |Link to Comment
  • Hedged Japan ETFs May Radiate On Efforts To Further Weaken The Yen [View article]
    Without significant economic growth, the only way the Soverign Debt's can be paid back is under the umbrella of inflation (pay back debt in cheaper dollars than those borrowed).
    Aug 18 08:23 PM | Likes Like |Link to Comment
  • Why The U.S. Economy Is Not Doomed To A Japan-Style Deflation Or Stagnation [View article]
    Thanks for the article. However, the 10 year yield chart for Treasurers sure looks like it is at the top of a declining channel and the "easiest" direction is down another leg...Could Manufacturing production be at an inflection point down.....In my view, these charts are too early to know the outcome for either direction next.
    Aug 17 02:34 PM | Likes Like |Link to Comment
  • Death Cross For S&P 500 And Russell 2000 Taking Place [View article]
    TA is all based on emotions (fear and greed); fear and greed has been and will always be a part of investing. Fundamental analysis is also critical and a part of success. If you trade simply on TA you have to have great discipline and rules based investing but if you are a long term investor, you need fundamental analysis also. One of the sources of using both for investing based on combining these, is Investors Business Daily and the books written by the founder, William O'Neill.
    Aug 17 02:05 PM | 1 Like Like |Link to Comment
  • Independence Realty Trust's 7.4% Yield Is Worth A Look Here [View article]
    User UTA,

    Thanks for the response and added comments. Good luck with the due diligence on this one. For now, I am staying away.
    Aug 17 12:46 PM | Likes Like |Link to Comment
  • Why Xinyuan Is Not A Fraud [View article]
    How to measure "solid growth?" 2013 saw a decrease in revenue and increase in expenses YoY and the quarter just reported shows the same trend....
    Aug 15 02:50 PM | Likes Like |Link to Comment
  • Xinyuan Real Estate: Trading At 36% Of Book Value [View article]
    OUCH!!! Any Storm surrounding earnings.....
    Aug 15 02:41 PM | Likes Like |Link to Comment
  • Death Cross For S&P 500 And Russell 2000 Taking Place [View article]
    Yes, the last death cross was Sept 2011 in the SPY and there has not been one since... There is no death cross yet in either the SPY or IWM...Premature.
    Aug 14 06:49 PM | 1 Like Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    I am glad you live in a condo with a good financial position. However, I was pointing out to others that might consider a condo - there are many more items of due diligence before you purchase.
    Aug 14 02:06 PM | 1 Like Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    Not all by-laws of condos are the same. Some insure "inside the bare walls" and some don't...There is no always is. Also, some Condo associations either knowingly or unknowingly self insure some cats (for example - Quake and Flood). Again, not all carry the needed or adequate coverage just because it is available. Moreover, you can get hit for a special assessment if there is structural damage that needs to be repaired or other significant upgrades. The point is, it is not as simply as "buyandhold" implied above.
    Aug 14 02:01 PM | 1 Like Like |Link to Comment
  • Death Cross For S&P 500 And Russell 2000 Taking Place [View article]
    Doc, I tend to agree with you. I was in the camp 2009-2010 that rates had to rise due to inflation,etc from QE but the velocity of money only decreased, which mitigated the increase in the money supply. What is going to be the catalyst, and when, for rates to rise? I think we all know it will happen....but when? I see NO reason for rates to rise in 2014 - the German Bund 10 note just went under 1 percent for the first time and all Developed country GDPs are decreasing....Not a receipe for increased rates anytime soon IMO.
    Aug 14 12:23 PM | 2 Likes Like |Link to Comment
  • Where Are The Digital Shorts Now? [View article]
    Donk doesn't like the facts. He is more interested in holding to a position
    Aug 12 10:22 PM | Likes Like |Link to Comment