Seeking Alpha


Send Message
View as an RSS Feed
View telkontar's Comments BY TICKER:
Latest comments  |  Highest rated
  • This Is Not A Fragile Recovery [View article]
    Employment, the stock market, the economy, and the well-being of the populace are related, but not identical. General conclusions at this time are more faith-based than data based (though there is data available to support any conclusion). I believe the economy and the markets are subject to risks of implosion and see no obvious winner among investment options. I read no strong case for any investment in this article.
    Jan 16, 2014. 01:22 PM | 1 Like Like |Link to Comment
  • Heterogeneous Mix Of Current Thought On The Price Of Gold [View article]
    "Trust has been compromised." Congress is not addressing the national debt, but only whether to increase the debt ceiling. There is a limit; we may be far from that limit, but without a course correction, we will hit it.
    Oct 23, 2013. 12:07 AM | 1 Like Like |Link to Comment
  • Prospects Of Stagflation And A Few Tips For Surviving The Next Wealth Redistribution [View article]
    Choosing a winner in new Tech is a gamble -- but rewards can be sweet. Amazon was not a clear-cut winner in the beginning, for example. One single winner in nano-tech? Hard choice today. "Picks & shovels" was OK during the web boom, but choosing the winner requires spreading one's bets.
    Aug 26, 2013. 01:52 PM | Likes Like |Link to Comment
  • Why You Should Put Your Money In The Vanguard Dividend Appreciation ETF [View article]
    VDIGX does have sector risk to consider. VIG seems more neutral.
    Apr 17, 2013. 08:24 PM | Likes Like |Link to Comment
  • The Bursting Gold 'Fear Bubble' Vs. The 'Confidence Bubble' In Policy Makers, Economists, And Markets [View article]
    Even when velocity is near zero, the potential energy of all that printed money makes hard assets attractive to some of us, at least as insurance. A few thousand years of history and a few billion Asians give gold some value.
    Apr 17, 2013. 08:20 PM | 2 Likes Like |Link to Comment
  • Buy Stocks, Sell Everything Else [View article]
    Blame the title -- a timeframe of "decades" is not universally applicable. Current valuations are high, which would be fine if profit margins were not mean-reverting.
    Apr 17, 2013. 08:07 PM | Likes Like |Link to Comment
  • Labor Force Participation Rate Since 1987: Some Eerie Demographic Trends [View article]
    Persons with the skills of a 3rd-world laborer will get the compensaiton of a 3rd-world laborer.
    Apr 13, 2013. 12:57 AM | Likes Like |Link to Comment
  • The 10 Most Important Questions - And Predictions - For 2013 (Part 1) [View article]
    It's called "catch up." Apple had/has first mover advantage, but its products are expensive and innovation (minor though it may be) is being done elsewhere. Cash flow will coast at Appl for a while. it's a good business, but it will not last forever.
    Dec 19, 2012. 01:35 PM | 1 Like Like |Link to Comment
  • Paul Krugman Will Not Like These Figures [View article]
    A single chart will not explain the national economy. The ramifications of the policy alternatives are never discussed well. There are consequences to every policy move.
    Dec 3, 2012. 01:42 PM | Likes Like |Link to Comment
  • Seeking Alpha's Election Overview [View article]
    The election will reduce (slightly) uncertainty. There is a lot of uncertainty no matter how the elections turn out. Deficits, spending, taxation, international events, competition, investor & consumer mindset -- all will remain unresolved. "May you live in interesting times..."
    Nov 6, 2012. 02:15 PM | 2 Likes Like |Link to Comment
  • Friday: QE Fever Turns To QE Forever! [View article]
    To some degree, yes, but it has always been a situation of picking our poison. After some point, additional interference from Washington in the economy is almost automatically destructive of overall net wealth.
    Sep 14, 2012. 03:17 PM | Likes Like |Link to Comment
  • Why Gold Won't Reach $2,000 This Year [View article]
    I am not worried about the $2000 figure. The author's arguments are more-or-less correct about what will restrain gold prices. The comment above about foreign buying, I think, will outweigh the author's arguments, but we will have to see. I have expected a tendency for higher inflation for some time, but have been wrong based on CPI-U (though my bills keep going up). Too much smoke and mirrors to see with much clarity right now. Gold remains an overweight for me.
    Sep 14, 2012. 03:03 PM | 1 Like Like |Link to Comment
  • Bill Gross's Remarkable Comments About Gold [View article]
    And Asians love gold. Perceived value versus paper currencies is likely to hold gold's value up. As inflation concerns drive up interest rates, gold will likely stay up for a while. Gold is excellent insurance; it may also be a wise investment now.
    Sep 13, 2012. 02:52 PM | 1 Like Like |Link to Comment
  • Thursday's Fed Folly - Time For Bernanke To Put Up Or Shut Up [View article]
    Inflation -- but occurring at what point in time?
    Some would say gold is the king of hard assets, since 2 billion+ Indians and Chinese love gold. Some would choose oil, since it is a globally needed commodity with inherent scarcity and high risks in the middle east. Some say canned food and bullets. Perhaps money machine stocks paying dividends. With 2 months until an election in the US, it is hard to choose a surefire investment thesis that can last more than a day.
    Sep 13, 2012. 02:41 PM | Likes Like |Link to Comment
  • Thursday's Fed Folly - Time For Bernanke To Put Up Or Shut Up [View article]
    While the global economy certainly has capacity to produce the world's needs, distributing those needs is still a commodity ruled by scarcity. Economics is supposed to solve the problems of scarcity. Capitalism is the best way to approach it, but still falls short and will until humanity is truly in touch with "the better angels of our nature" referred to by Lincoln..
    Printing money is a race to the bottom, but keeps some assets floating in the meantime.
    Sep 13, 2012. 02:34 PM | 3 Likes Like |Link to Comment