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  • This Picture Is Worth 1,000 Words [View article]
    just shows margin debt is relatively constant to the value of its collateral..
    May 25 03:36 PM | 9 Likes Like |Link to Comment
  • Commodities Have (Almost) No Place In Your Portfolio [View article]
    The net value of commodities goes up with ingenuity, not down.

    Ie. The cost of water has not gone down in a very long time.
    Apr 15 05:16 PM | Likes Like |Link to Comment
  • Vanguard Launches Second Assault on iShares [View article]
    correction from above.

    vti has 1/2 the expense ratio. vti includes micro-caps. i believe the russell 3000 does not. hence, the median market cap for vti is lower.

    russell 3000 claims cover 98% of the market while MSCI claim 99.5% coverage.
    Sep 26 09:09 PM | Likes Like |Link to Comment
  • Vanguard Launches Second Assault on iShares [View article]
    vti is russell 5000 and has 1/2 the expense ratio.
    Sep 26 08:58 PM | Likes Like |Link to Comment
  • Wendy’s, Chili’s Still Getting Smacked Down by McDonald's [View article]
    It is not just revenue though. McDonalds management style is global minded. They've taken the flexibility that they needed abroad, and implemented it domestically. Same can be said about other consumer staples such as Ford and P&G.

    Ie. People that have successfully managed oversees, also manage well domestically.
    Aug 14 01:33 AM | 1 Like Like |Link to Comment
  • The Fed Gives Up on Tightening [View article]
    People are still buying houses, cars, and re-model their house.

    I doubt any of that would be occurring without the low rates. We would of had a real crash. Instead we had a pretty gentle landing.
    Aug 11 12:26 AM | 1 Like Like |Link to Comment
  • Recovery Is Not Where We Thought It Would Be [View article]
    They don't "need" to drop if more people live in each house/dwelling.

    There are many pressures at play for people to live together. Aging boomers, marginally employed youth, big screen tv's, internet, higher electricity/gas prices, etc.

    The rest of the world is already there. We are the outlier. I have yet to see anything defy global parity in the last 30 years.
    Aug 9 05:42 PM | Likes Like |Link to Comment
  • Bond Bubble vs. Tech Stock Bubble [View article]
    Good comments John,

    Another thing to factor is that during the 1st period, we had a negative savings rate, while in the 2nd period we've had a positive savings rate. From an asset allocation perspective the flow to bonds was probably very negative in the 1st period (if you include the debt people were taking on) , while much more positive in the 2nd period.
    Aug 9 04:50 PM | Likes Like |Link to Comment
  • Vanguard's Commission-Free ETFs Are Gaining Market Share [View article]
    initial balance has to be $3k. I let mine regularly go below 1k.
    May 12 09:31 PM | Likes Like |Link to Comment
  • Vanguard's Commission-Free ETFs Are Gaining Market Share [View article]
    It was welcome news, but didn't do much to benefit me. Most of my tax differed brokerage/IRA account is reserved for international bonds and commodities. Both of which, vanguard does not offer.

    For most of my taxable accounts, ETFs are no go. Losing too much flexibility in tax shifting.

    This new vanguard pricing will definitely attract people that are ready to roll over their 401k into massive IRA brokerage accounts.
    May 6 12:08 PM | Likes Like |Link to Comment
  • Government Deficit Reduction: Welcome to the Ireland Model [View article]
    Definitely coming to America. High long term yields are going to force cutbacks.
    Mar 27 10:22 PM | 1 Like Like |Link to Comment
  • The Low Cost of Credit [View article]
    The rising yield of the sovereign nations is just a a beta test, to see how the UK and US will react in a similar environment.
    Mar 10 09:20 PM | Likes Like |Link to Comment
  • Global value of REITs is expected to build on its 2009 rebound, Ernst & Young says, pointing to coming IPOs in the $500M-$1B range - they're "working on several around the country" - and possibly more M&A activity. (ETFs: RWX, IFGL)  [View news story]
    reits have been extremely interesting the last quarter or so. the daily activity is amazing when you compare them to any other related sector.

    definitely a mega buyer out there accumulating on every single possible dip. China, UAE, Japan, who knows..

    I'm guessing china.
    Mar 10 09:17 PM | Likes Like |Link to Comment
  • Individual Bonds vs. Bond ETFs: Two Completely Different Animals [View article]
    i agree. this thread goes to show how insanely misinformed the average reader/writer on seeking alpha is.
    Feb 15 05:02 PM | Likes Like |Link to Comment
  • Individual Bonds vs. Bond ETFs: Two Completely Different Animals [View article]
    It depends how you look at it. If you subtract out their mortgage and loans, the average investor is probably negative on bonds.

    Obviously it makes little sense for an individual to own bonds if they have debt. I'm sure plenty of CFA do give the advice though.
    Feb 13 11:22 PM | Likes Like |Link to Comment
COMMENTS STATS
23 Comments
12 Likes