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  • Why Would Anyone Buy A Negative Interest Bearing Bond?  [View article]
    good link covering DB and the other EUR banks
    http://seekingalpha.co...
    Feb 13, 2016. 11:50 AM | Likes Like |Link to Comment
  • Why Would Anyone Buy A Negative Interest Bearing Bond?  [View article]
    With the performace of EUR banks, we can see where over leverage can lead to heavy instability. Add to that squeezed margins (from neg rates) for all banks and it's a negative feedback loop.

    Waaay too much (continued) massive intervention to try and smooth out business cycles....keeping dead wood in the system. Let the system purge.
    Feb 13, 2016. 11:48 AM | Likes Like |Link to Comment
  • Why Would Anyone Buy A Negative Interest Bearing Bond?  [View article]
    Digital $
    Feb 13, 2016. 11:33 AM | Likes Like |Link to Comment
  • (98)-Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #98  [View instapost]
    Yep, I don't care to pour over data much as well.
    Feb 12, 2016. 11:04 PM | Likes Like |Link to Comment
  • Why Would Anyone Buy A Negative Interest Bearing Bond?  [View article]
    Intail NIRP would be on excess reserves to start. Banks have to do something with the $ - that's a problem with soft corp credit demand and household debt that's improved slightly, but still higher than balls on a giraffe.
    Feb 12, 2016. 10:59 PM | 1 Like Like |Link to Comment
  • Why Would Anyone Buy A Negative Interest Bearing Bond?  [View article]
    I've read where @ NIRP, CB's will want to eliminate cash. They can control digital $
    Feb 12, 2016. 10:54 PM | 4 Likes Like |Link to Comment
  • Why Would Anyone Buy A Negative Interest Bearing Bond?  [View article]
    The risk outweighs the bet. Weird to think about bonds at negative rates and as such a flimsy tool to trade paper. Can corporate's go negative? Deeper negative rates means the the company is performing worse?

    So to invest in a company by buying their bond(s), I have to hope rates go deeper. Rsk on me - sounds like a world of HY. OR the better the company's performance, the deepr neg. they can command...kind of a reverse zero coupon muni....?
    Feb 12, 2016. 09:34 PM | Likes Like |Link to Comment
  • Quick Chat 288  [View instapost]
    http://bit.ly/1QcIfug
    more in depth
    Feb 12, 2016. 06:22 PM | 3 Likes Like |Link to Comment
  • Quick Chat 288  [View instapost]
    Joel gets into the full discussion of methane, etc - but a good clip about grass fed.
    The main problem is ~95% of cattle production goes to finishing feed lots - where they'll be fattened on grain (thanks Farm Bill) - marbling and weight. Thousands of animals farting/burping up a storm.

    Ruminants aren't designed to eat grain - so the "CAFO" concentrated animal feed operations are foreign to what the ruminant animals are designed to do. The grain also negatively effects the CLA in the tissue.

    When the prairies had 70 million buffalo roaming on grass a few hundred years ago, pretty sure there wasn't a methane problem...
    If done naturally (grass fed), we'd sequester carbon and re-build the soils...

    http://bit.ly/1QcxIsM
    Feb 12, 2016. 06:18 PM | 4 Likes Like |Link to Comment
  • Quick Chat 288  [View instapost]
    I'll re-watch Savory....other 'grass farmers' Joel Salitin, Greg Judy and others. - thanks

    http://bit.ly/1QclTme

    http://bit.ly/1QclTmg
    Feb 12, 2016. 04:36 PM | 3 Likes Like |Link to Comment
  • (98)-Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #98  [View instapost]
    last winter(s) worse than this winter from my perspective
    Feb 12, 2016. 04:32 PM | 1 Like Like |Link to Comment
  • (98)-Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #98  [View instapost]
    hope i'm on the right trail of links
    http://1.usa.gov/1QcwV1c

    found the chart for NSA
    http://1.usa.gov/1QcwWCk;releaseScheduleId=

    It does look like a familiar pattern of Jan sales dropping
    8-10B from Dec month prior...happens to be 12B lower this year. rough average, Jan generally loses $9B from the month prior for the last few years.

    Still significant - this year $3B more of a drop than the couple of years prior...when $800M is the announced 'good gain' for the month where in reality it's $3B drop more than usual.
    Feb 12, 2016. 04:31 PM | 1 Like Like |Link to Comment
  • (98)-Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #98  [View instapost]
    I will try LMH - a re visit to the link and I couldn't get in....

    The key metric (of contention) of not seasonally adjusted
    2015 Dec 514,928
    2016 Jan 402,209
    Dec vs Jan minus $112,719 B
    Feb 12, 2016. 04:14 PM | 1 Like Like |Link to Comment
  • Quick Chat 288  [View instapost]
    Great line of thinking Mark.
    My thought has been more in reference to massive regulations (costs) that we impose upon our domestic producers - and we don't apply those reg's to imported goods...hence the continual off-shoring of our production. Cheaper imports OK, but eventually the bottom 80% will be hollowed out.
    Feb 12, 2016. 03:30 PM | 4 Likes Like |Link to Comment
  • Quick Chat 288  [View instapost]
    well said HTL
    Many of civilizations have disappeared when they lost fertile topsoil. In our breadbasket, we're losing something like a ton per acre of topsoil a year....and the GOM has a dead zone the size of the state of MA every summer from the run-off.
    Let's add more chems to the soil by golly (sarc)
    Feb 12, 2016. 03:18 PM | 4 Likes Like |Link to Comment
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