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bigazul

bigazul
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  • Today Looks Like the Day [View article]
    Not to mention that the day ended on weakness. I think there were a bunch of people that were looking for that mid-day bounce that we've seen a couple of times in the past two weeks. Needless to say...

    The one sign that I really noticed today was that everything was down which is one sign of capitulation. I'm not biting yet though.
    May 20 05:08 PM | 4 Likes Like |Link to Comment
  • The World According to Gold [View article]
    The interesting thing about gold is that it is already priced outside of the average person's reach. You pay a large premium for sub-ounce bullion or coin...probably has a bit to do with silver's big run, it's the affordable gold for most.
    May 13 09:01 PM | 4 Likes Like |Link to Comment
  • The World According to Gold [View article]
    Pipe-dream indeed...I could imagine some smaller, more fiscally responsible, resource-rich country going back to a metal-backed currency though. Wouldn't that be fun to watch?
    May 13 08:58 PM | 2 Likes Like |Link to Comment
  • On Portfolio Building, ETFs and Where to Live Now [View article]
    Roger, own a home in Perth and we will be there shortly after my Navy retirement begins in a couple of years.

    If you don't mind, what's your thinking on the size of the gold position? I take it that you see more chaos in the near-term?

    Oh, Trader Joe's is the best. It was my first real job about 20 years ago in La Crescenta, CA.
    May 7 03:02 PM | Likes Like |Link to Comment
  • What Would a New Mining Tax Mean for Australia as an Investment Destination? [View article]
    Excess profits, what?
    May 4 05:00 PM | 2 Likes Like |Link to Comment
  • Three Dividend Aristocrats at Attractive Valuations [View article]
    That's a good link. I try to ignore the old PEG now. It tends to get greatly skewed be estimates that don't get updated in a timely manner.
    Apr 28 05:02 PM | Likes Like |Link to Comment
  • Follow the Leader: Goldman's Top 15 Stock Holdings [View article]
    and?
    Apr 28 11:46 AM | 2 Likes Like |Link to Comment
  • How to Buy Dividend Stocks at Bottom [View article]
    Great article and input. I don't think there's anything here that most of us didn't know (and maybe even practice), but it is always good for me to hear what everyone else is thinking...it's a good re-enforcement. That being said, I've been setting some cash aside (from some re-balancing and profit taking) for opportunities lately.

    My other two cents (no secret here either) is that some of my long-term holding have a fairly predictable dip on the ex-div day...not always, but sometimes it's good for another half percent on my yield for that purchase.
    Apr 22 03:59 PM | 8 Likes Like |Link to Comment
  • Back to the Future: Homebuilders Snapping Up Land [View article]
    Why wouldn't they be buying now? Entitlements and land improvement can take years. This is not a bet that the housing market will be returning anytime soon; it's a bet that it will return someday. If these companies want to be competitive 5 or 10 years from now they absolutely have to acquire the land.

    Besides, once they own the land it's an asset for them...an asset that costs almost nothing to sit on.
    Apr 22 09:09 AM | 2 Likes Like |Link to Comment
  • VXX: The New UNG? [View article]
    Thanks for the lesson, good stuff.
    Apr 21 09:40 PM | Likes Like |Link to Comment
  • Housing and the End of Upward Mobility in the U.S. [View article]
    Monster and vodka, with a tylenol shooter.
    Apr 17 08:47 PM | Likes Like |Link to Comment
  • Are We Turning Japanese? [View article]
    I honestly believe that the Fed is waiting for something, ANYTHING, recognizable to happen to trigger any change in policy. I have a feeling that whatever they eventually get around to doing will be too late again.

    Ben is buying time right now, that is his policy.
    Apr 16 10:43 PM | 3 Likes Like |Link to Comment
  • Housing and the End of Upward Mobility in the U.S. [View article]
    Amputation is more like it. While I share your ideals (you can add new tax code- fair, flat, consumption, or a combo, they're all better than what we've got; reduction in government by about 75%; serious entitlement reform...the list goes on) I'm afraid I don't share your optimism. Or I should say, not in any close time-frame. This mess has not hit bottom yet and it will take as many years/generations to climb out of it as it did to dig into it.
    Apr 16 10:16 PM | 2 Likes Like |Link to Comment
  • Housing and the End of Upward Mobility in the U.S. [View article]
    Interesting point on the mortgage interest deduction. I've taken advantage of it for years, but now it pushes me into the Alternative Minimum Tax schedule, oops. I would gladly give up all the class-oriented tax deductions for a precise and simple tax code...and a responsible government to spend it. It will never happen though.
    Apr 16 09:57 PM | 26 Likes Like |Link to Comment
  • GLD Just Broke Above A Significant Resistance Level [View instapost]
    One day of nasty weather can completely clean the atmosphere. This story can disappear as fast as it arrived. Even so it's not the ground level that's being affected in Europe (for the most part) it's the higher altitudes. Commerce is basically unaffected on the ground...in England at-least.
    Apr 16 03:34 PM | Likes Like |Link to Comment
COMMENTS STATS
963 Comments
1,640 Likes