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  • GE: A Hedge Fund In Disguise [View article]
    Jack Welch from Wikipedia

    John Francis "Jack" Welch, Jr. (born (1935-11-19)November 19, 1935) is an American chemical engineer, business executive, and author. He was Chairman and CEO of General Electric between 1981 and 2001. During his tenure at GE, the company's value rose 4000%

    I'll let Simont do the bio on Immelt ;)


    Josh Thanks for article/heads up.
    I wasn't aware of vast amounts amounts of their income relying on financial products. Appreciate your info!
    Dec 31 07:23 AM | 2 Likes Like |Link to Comment
  • Pres. Obama says he'll ask Harry Reid to put a "basic package" on the floor for an "up-or-down vote," should Congress fail to reach a deal. Congressional leaders suggest an afternoon meeting with Obama went well, but Wall Street isn't convinced the fiscal cliff will be avoided. Equity futures have added to their losses following the close. [View news story]
    Not surprising the mention of only Medicare and SSN by some here as they totally omit any mention the all time highs of food stamps-and those collecting disabilty benefits and no mention of Medicaid--welfare-public housing etc.

    IMO.. I don't consider Medicare or SSN an entitlement (other than people that paid in are 'entitled" to benefits) its the mega freeloaders like O's Aunt and Uncle as an example.. who contribute squat but think we owe them.

    The problem is some have turned this country from land of opportunity into land of the free ride.

    The game plan was/is simple: Lax immigration laws + expanding welfare=one party rule.

    IMO...Only way out is increased states rights or the productive take their assets elsewhere...which many are already doing.
    Dec 29 07:56 AM | 2 Likes Like |Link to Comment
  • Technical Tuesday: Setting Up For What? [View article]

    #1... he's STILL trying to compare capital gain rates to income tax rates..

    #2...if you lose 50% of your've got to gain 100% on what's left to get back to even.

    I was taught these basic rules at the.. Jethro Boudine School of Economics :)
    Nov 27 10:47 AM | 2 Likes Like |Link to Comment
  • Netflix Is Bluffing And That Will Be Its Downfall [View article]
    You think all those high rollers would have more content--lower prices..but they don't.

    I can use any of services above but opt for Netflix for combo of content..price..ease of commercials and customer service.

    ...and back to did they (or any small co) ever rise to where they are against the giants? By building a better mousetrap!
    Nov 25 07:57 AM | 2 Likes Like |Link to Comment
  • Outlook For 2013 And Beyond: Exploring The Endgame For Financial Markets [View article]
    Thank you Eric...I always enjoy your articles/input.
    Many are particularily relevent to those of us nearing retirement.
    Nov 18 07:53 AM | 2 Likes Like |Link to Comment
  • Annaly (NLY -1.3%) is downgraded to Underperform (Sell) at Macquarie. No details are yet available, but here's a preview: Exposure to the flattish yield curve and prepayment risk. [View news story]
    I've owned the stock for years ...doom and gloom predictions.. nothing new
    2-22-2012 Zacks came out with strong sell on it..price was 15.48
    ... now after additional 1.10 in dividends.. price at 17.50
    Sep 13 11:37 AM | 2 Likes Like |Link to Comment
  • August Nonfarm Payrolls: +96K vs. consensus +125K, prior +141K (revised from 163K). Unemployment rate 8.1% vs. consensus 8.3%, 8.3% previous. [View news story]
    Speaking of # of likes....
    Terry..once again totally misreads todays #'s as positive per the 8.1 and has most likes (11) on topic?

    ...are there really that many blondes that frequent finacial blogs?
    Sep 7 10:11 AM | 2 Likes Like |Link to Comment
  • 3 High-Yielders I'm Considering A Position In Over The Next Week [View article]
    Prefer PSEC over ARR myself---
    Recent Dividended history..
    PSEC increasing dividends..ARR decreasing
    PSEC payout ratio less than 75% ARR over 300%
    Jun 25 06:35 AM | 2 Likes Like |Link to Comment
  • Fall Back Friday: Greece Not Yet Fixed [View article]
    "Everyone understands that Warren Buffet paying less of a rate than his secretary, who makes much less money than he does, is unfair. That’s the vertical relationship."

    --Biggest question I have is how does a person who evidently can't distinguish difference between rates on income and capital gains--has 55,000 followers?
    Feb 11 09:03 AM | 2 Likes Like |Link to Comment
  • The Swensen 6 Portfolio: How To Reduce Risk And Trounce The Market [View article]
    Seven years might not be a lot, but key point is it includes 2007 and 2008.
    I'm used to seeing 99.9% of "prophets" using a starting point of their return of 2009...which of course had no where to go but up. Notice how many, including some notable authors who use 2009 as starting point on graphs, charts and stats.
    All that use this as reference point are merely aberrations.
    Aug 19 06:39 PM | 1 Like Like |Link to Comment
  • Could U.S.-Russia Conflict Hurt Exxon Mobil? [View article]
    Retired Colonel
    I like your Bio..I value your input on these types of affairs!
    May 6 02:52 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: What Is The Risk/Reward For Stocks? [View article]
    I would say the risk/reward would be entirely dependent on ones proximity of where they stand on meeting their retirement goals. If they need 20% return for next 10 years to get to where they need to be....they have little choice but to take on risk.

    Jeff you are one of my favorite authors and I always appreciate and look forward to your input.

    Another fav of mine is D4L and especially his fair value for stocks equation which includes Graham # and 3 other criteria's. Trying to find a quality stock which is remotely close to this fair value price equation is quite difficult....indicating to me that "just maybe" this market is a bit over priced.

    Maybe it is a fault but I hate buying a stock when it's at all time high...and have often wonder how those who profess to be fully invested then advocate buying on dips...come up with the funds to buy... if not by selling one of their stocks that just dipped?
    Mar 9 09:42 AM | 1 Like Like |Link to Comment
  • How Long To The Next Recession? IM's Weekly Update [View article]
    "We are living in the greatest period in history...."

    That would depend on if your someone who lived within their means and saved and now gets 0 return for their efforts.

    ...or one of those collecting the record amount of food stamps-welfare-public housing etc.

    For decades we lived by the 80-20 rule (80% paying income taxes supporting the 20% that did not) ....within next 10 years, those paying income taxes will be a minority.

    IMO. I don't think going from Land of Opportunity to a Welfare Nation could remotely be greatest time in history...but of course that would depend on which side of the redistribution of wealth one was on!
    Feb 22 07:44 AM | 1 Like Like |Link to Comment
  • FOMC minutes: A few see chance of rate hikes "relatively soon" [View news story]
    "No, that does not go far enough. Let's just make housing, food, gas, cell phones, and internet free"

    I believe they already do that for those who don't/won't work.

    ....with those that worked and saved and getting zilch on savings for doing so...footing the bill.

    I believe it's referred to as.. "Redistribution of Wealth"
    Feb 20 06:56 AM | 1 Like Like |Link to Comment
  • Departures at Annaly manager [View news story]
    You have record # of insider buying followed by mass resignations.
    Feb 14 11:45 AM | 1 Like Like |Link to Comment