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  • MORL Projected To Pay September Monthly Dividend Of $0.0762, For 21.9% Yield [View article]
    I am grateful for anything more than 5 cents in September.
    Aug 19 06:46 PM | Likes Like |Link to Comment
  • TheĀ Italian Runaway Train [View article]
    Nonsense. Italy is a net payer to the EU (opposite of Greece). Nothing like having unfounded prejudice against "lazy Mediterraneans" Mr HKSCHE. But with enough austerity Italy will soon be poor enough to receive money from the EU for sure. Just continue wrecking their economy and you will reach your goal, Mr. Lazy-Thinker.
    Aug 19 03:07 PM | Likes Like |Link to Comment
  • CEFL September Dividend Projected To Bring Yield To 18.2% [View article]
    Thanks for the effort. I sure like the divi projection ;-) A LOT.
    Aug 18 07:33 PM | Likes Like |Link to Comment
  • TheĀ Italian Runaway Train [View article]
    Unless nominal GDP is > interest on l/t government bonds the debt/GDP ratio will necessarily go up. No measure of austerity will prevent this, in fact as we have seen the countries in the EU applying the most austerity encountered the biggest drops in nominal GDP and their government indebtedness exploded. Spain comes to mind. To stimulate nominal GDP you can work on increasing inflation (reality in Europe is deflation though) and/or increasing GDP (increase spending, but the reality is governments, companies and consumers retrench spending). This ain't working for sure as a matter of simple arithmetic. The last time around when Europe found itself in this quagmire after 1930 it took the toppling of democratic regimes to increase the spending and these regime changes came at huge side-effects. I still hope that today's democratic regimes will respect the math and come up with a solution themselves rather than sticking to the wrong policies until the peoples revolt again.
    Aug 18 05:25 PM | Likes Like |Link to Comment
  • The Bond Markets Vs. Peter Schiff [View article]
    The only thing crashing is gold and silver.
    Aug 18 12:41 PM | Likes Like |Link to Comment
  • The Bond Markets Vs. Peter Schiff [View article]
    There is definitively a big philosophical shift in corporate management. Since generation X took over many power positions caution is the dogma. Budgets have been slashed across the board and cash hoarded. As a % of profits investments are super-low. This trend actually originated from the early 80s and has persisted since, but now gen X leaders take it to a new level.
    Aug 17 10:42 PM | 1 Like Like |Link to Comment
  • Gundlach: 10-year yield could go to 2.2% [View news story]
    S/t we are quite overbought and a pull-back can be expected in treasuries. However I do not see rates rise meaningfully any time soon.
    Aug 15 05:04 PM | 1 Like Like |Link to Comment
  • The Bond Trap [View article]
    Since the article was published, the bond market did the exact opposite of what Mr. predicted. How can that be "based on reason and facts"? It is the exact opposite. So are we now going to build a Schifftown in the same manner as Jonestown at the time? There seems to be the same amount of reason (=none at all) operating here.
    Aug 15 03:31 PM | Likes Like |Link to Comment
  • The Bond Markets Vs. Peter Schiff [View article]
    I would say it's a clear win for the bond market and a clear defeat for Mr. Schiff's prediction of a bond market rout. See below "Bond Trap" article. I commented right away that his opinion was a very good contrarian signal and boy did it work out. This show again there is no accountability for outlandish pundits.
    Aug 15 02:17 PM | 2 Likes Like |Link to Comment
  • A Warning To Potential KMP Purchasers Who Use CPAs [View instapost]
    Thanks Mr Factoids. Another aspect of how KMP holders are screwed by the reorg.
    Aug 15 12:04 PM | Likes Like |Link to Comment
  • MORL August Dividend Precisely My Prediction - mREITs Will Benefit From Attitude Shifts [View article]
    10 years Bunds briefly below 1% and settling at 1.01%. Treasury yields look very high to me here still. I would not bet on meaningfully higher rates any time soon.
    Aug 14 02:27 PM | Likes Like |Link to Comment
  • 10-year Treasury yield on track for another low [View news story]
    Yup. Deflation at work for ya.
    Aug 14 01:15 PM | Likes Like |Link to Comment
  • Energy Transfer Rocks On... Reloads The Cannons [View article]
    Yeah, had this been a KMx article we would have dozens of comments by now. I prefer to buy the non-hyped stuff too.
    Aug 12 05:30 PM | 1 Like Like |Link to Comment
  • An Underappreciated Turnaround At Paul Mueller [View article]
    A keeper for sure. Thanks!
    Aug 12 04:57 PM | Likes Like |Link to Comment
  • U.S. budget deficit narrows in July [View news story]
    We should employ much more fiscal stimulus to get average Joe a boost.
    Aug 12 04:23 PM | 2 Likes Like |Link to Comment