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alexkeywest

alexkeywest
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  • MLP Review - Q2 2015 [View article]
    ...but was it at all informative... ?
    Jul 3, 2015. 07:30 PM | 1 Like Like |Link to Comment
  • Next Steps In The Greek Drama [View article]
    IL
    Jun 30, 2015. 05:44 PM | 2 Likes Like |Link to Comment
  • Thanks For The Gift, I Think [View article]
    Cuba replaced Egypt. I was in Egypt a few months after the Russians were dis-invited to be there. When an economy exists on baksheesh, the locals were delighted for a return of the capitalists.
    Jun 22, 2015. 06:36 PM | 1 Like Like |Link to Comment
  • I'm Recommending A Riskier REIT [View article]
    Didn't you originally recommend WSR back in late 2012?
    Jun 22, 2015. 08:08 AM | 1 Like Like |Link to Comment
  • AT&T Vs. Verizon From A Dividend And Free-Cash-Flow Perspective [View article]
    Both T and VZ had a positive total return over the last year, MDIV did not.
    Jun 19, 2015. 03:48 PM | 5 Likes Like |Link to Comment
  • The 3-Month T-Bill Rate: 2025 Forecast Jumps 0.20% To 3.22% As Long Yields Set Yearly Highs [View article]
    They're welcome to do any forecast they want. The social security system can forecast anything they want. Do you really think you can forecast rates 5-10-15-50 years out that are meaningful? If you forecast a range of 0-12% that would probably be accurate..but is it useful?

    Personally, I think terminating people doing a 75 year forecast would save money, as their output is silly at best.

    I'm glad that you have an audience for your prognostications. I'm sure you're a great salesman. I'm just suggesting that forecasting rates way in the future is silly at best
    Jun 10, 2015. 06:22 PM | 1 Like Like |Link to Comment
  • The 3-Month T-Bill Rate: 2025 Forecast Jumps 0.20% To 3.22% As Long Yields Set Yearly Highs [View article]
    It's hardly news to me as I was the chief investment officer of an insurance company and worked with the actuarial team in product design. I don't remember ever worrying about what rates might be 10-20-50 years out as it's a fool's effort.

    I was at the insurance company in the mid 70's. The common wisdom was we would never see single digit long treasuries in our life times...how did that work out?

    As to worrying about my retirement years, I accumulated enough that I'm okay, irrespective of where rates are, unless we go into a mega black swan event..and I'm probably okay then.
    Jun 10, 2015. 05:40 PM | 1 Like Like |Link to Comment
  • The 3-Month T-Bill Rate: 2025 Forecast Jumps 0.20% To 3.22% As Long Yields Set Yearly Highs [View article]
    Forecasting interest rates 10 years out? Wow!
    Jun 10, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • Time To Sell The SPDR Biotech ETF [View article]
    I write weeklies and get taken out about 20% of the time. If that's going to happen I sometimes roll the position depending on a lot of statistics . It's really a way to trade around a biotech position.
    Jun 4, 2015. 02:26 PM | Likes Like |Link to Comment
  • Time To Sell The SPDR Biotech ETF [View article]
    Not so sure about this. I've been long CELG, GILD for a very long time. But I also hold IBB and write calls on it so I generate a decent income on the total position.
    Jun 3, 2015. 06:11 PM | Likes Like |Link to Comment
  • TrueCar: Continuing To Wait And See [View article]
    Any thoughts about the California car dealers association's lawsuit? Probably as significant as your downgrade.
    May 21, 2015. 05:12 PM | Likes Like |Link to Comment
  • The 3-Month T-Bill Rate: 3.17% Average In 2025, But The Devil Is In The Details [View article]
    You do realize financial statistics such as stock prices, bond prices and interest rates are not Gaussian.
    May 19, 2015. 09:08 PM | Likes Like |Link to Comment
  • Cedar Fair Facing Uneven Growth [View article]
    I've owned FUN since 2012 at an avg price of 26.45. It's been a fun ride. As to writing calls, options on this stock are very illiquid and it's difficult to capture a reasonable premium. I'll probably scale back my position over the next few months.
    May 13, 2015. 06:51 PM | Likes Like |Link to Comment
  • How To Invest In The Indian Stock Market - Part 5 [View article]
    Click on the author's name/profile and the on the left side click on "all articles"
    May 13, 2015. 11:41 AM | Likes Like |Link to Comment
  • Big Positive Reversal In Treasuries [View article]
    So, we get an article about a chart where the dots seem to be random and give no indication of anything...thanks....I look forward to your next insightful article.
    May 13, 2015. 01:20 AM | Likes Like |Link to Comment
COMMENTS STATS
306 Comments
644 Likes