David Barsan_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/66603/comments http://seekingalpha.com/article/151550-geithner-s-china-strategy-a-viewer-s-guide?source=feed#comment-604024 604024
Check out the play "Both Your Houses"...it is remarkably relevant even today. Funny (and depressing) how things just stay the same....


On Jul 27 12:37 PM whidbey wrote:

> Yow! the Chinese let us over consume and adopt lousy fiscal policy,
> and they hired Alan Greenspan too. (He is probably an agent of the
> Bank of China).
>
> We will survive only if we become masters of our own behavior and
> strop all this crap about the other traders being at fault. We know
> how to fix this problem, we just don't have the guts to do it, too
> costly politically. Remember the US Congress is your worst enemy,
> bar none. And the Chinese know that and have known it for a long
> time.
>
> You Americans are basically acting like children after eating too
> much candy. You got a belly ache and you need some nasty medicine....soon.]]> Mon, 27 Jul 2009 15:24:24 -0400
Check out the play "Both Your Houses"...it is remarkably relevant even today. Funny (and depressing) how things just stay the same....


On Jul 27 12:37 PM whidbey wrote:

> Yow! the Chinese let us over consume and adopt lousy fiscal policy,
> and they hired Alan Greenspan too. (He is probably an agent of the
> Bank of China).
>
> We will survive only if we become masters of our own behavior and
> strop all this crap about the other traders being at fault. We know
> how to fix this problem, we just don't have the guts to do it, too
> costly politically. Remember the US Congress is your worst enemy,
> bar none. And the Chinese know that and have known it for a long
> time.
>
> You Americans are basically acting like children after eating too
> much candy. You got a belly ache and you need some nasty medicine....soon.]]> http://seekingalpha.com/article/92768-how-nike-dropped-the-ball-on-nadal?source=feed#comment-239540 239540 Tue, 26 Aug 2008 15:59:33 -0400 http://seekingalpha.com/article/92164-feasting-on-bj-s-restaurants-stock?source=feed#comment-236359 236359
As for BJRI, I too enjoy their restaurants, and will now be researching the stock...thanks for the article.]]> Fri, 22 Aug 2008 09:31:57 -0400
As for BJRI, I too enjoy their restaurants, and will now be researching the stock...thanks for the article.]]> http://seekingalpha.com/article/87258-ten-reasons-why-i-m-waiting-to-buy-potashcorp?source=feed#comment-216510 216510
The stock price may well come down, but I just keep seeing that same argument used about 'if commodity prices come down then POT will be worse off'....that doesn't have any impact except as a self-fulfilling prophecy because people actually believe it. ]]> Mon, 28 Jul 2008 11:16:13 -0400
The stock price may well come down, but I just keep seeing that same argument used about 'if commodity prices come down then POT will be worse off'....that doesn't have any impact except as a self-fulfilling prophecy because people actually believe it. ]]> http://seekingalpha.com/article/86118-asset-class-correlations?source=feed#comment-211344 211344 Tue, 22 Jul 2008 08:25:12 -0400 http://seekingalpha.com/article/85683-conocophillips-why-the-sell-off?source=feed#comment-208553 208553 Fri, 18 Jul 2008 09:56:45 -0400 http://seekingalpha.com/article/75673-is-a-new-trading-range-in-store?source=feed#comment-162169 162169 Mon, 05 May 2008 14:07:27 -0400 http://seekingalpha.com/article/72488-assessing-the-odds-of-another-rate-cut?source=feed#comment-151592 151592 Wed, 16 Apr 2008 10:09:31 -0400 http://seekingalpha.com/article/71560-wall-street-breakfast-must-know-news?source=feed#comment-146997 146997 Tue, 08 Apr 2008 11:44:31 -0400 http://seekingalpha.com/article/66752-some-muni-bonds-appear-screaming-buys-here?source=feed#comment-121619 121619
If the price is down simply because it's questionable the insurance wouldn't cover in the event of a default, but the reason behind the bond issuance was valid/needed/funded it seems we have some very good deals out there.]]> Mon, 03 Mar 2008 14:20:22 -0500
If the price is down simply because it's questionable the insurance wouldn't cover in the event of a default, but the reason behind the bond issuance was valid/needed/funded it seems we have some very good deals out there.]]> http://seekingalpha.com/article/65502-do-low-multiples-indicate-the-market-is-undervalued?source=feed#comment-117643 117643 Thu, 21 Feb 2008 12:19:46 -0500 http://seekingalpha.com/article/65377-consumer-prices-fed-out-of-its-comfort-zone?source=feed#comment-117449 117449 Wed, 20 Feb 2008 15:22:32 -0500 http://seekingalpha.com/article/56745-the-week-ahead-the-fed-will-not-cut?source=feed#comment-104867 104867 Tue, 11 Dec 2007 08:28:16 -0500 http://seekingalpha.com/article/55699-should-wall-street-turn-over-bonuses-to-subprime-victims?source=feed#comment-103605 103605 ]]> Fri, 30 Nov 2007 16:49:53 -0500 ]]> http://seekingalpha.com/article/51742-no-reason-for-national-oilwell-varco-s-stagnant-stock?source=feed#comment-100192 100192
My main point was still the positioning of the backlog, and that they are setting themselves up to benefit from the areas where there is strong growth right now, not just wading through a slow N. American market and biding their time. ]]> Mon, 29 Oct 2007 13:18:08 -0400
My main point was still the positioning of the backlog, and that they are setting themselves up to benefit from the areas where there is strong growth right now, not just wading through a slow N. American market and biding their time. ]]> http://seekingalpha.com/article/46476-subprime-crisis-demonstrates-need-for-hedge-fund-regulation?source=feed#comment-95316 95316 Thu, 06 Sep 2007 11:57:48 -0400 http://seekingalpha.com/article/43893-fed-rates-bernanke-nails-it?source=feed#comment-93168 93168
I couldn't agree more! Inflation should be fought, and I'm glad "Big Ben" sees it that way too. Thanks for posting this...exactly what I think, but I would've rambled on far too long if I tried to write it out!]]> Wed, 08 Aug 2007 13:56:06 -0400
I couldn't agree more! Inflation should be fought, and I'm glad "Big Ben" sees it that way too. Thanks for posting this...exactly what I think, but I would've rambled on far too long if I tried to write it out!]]> http://seekingalpha.com/article/39061-a-notable-stock-buyback-study?source=feed#comment-89289 89289 Thu, 21 Jun 2007 11:09:59 -0400 http://seekingalpha.com/article/36573-tsakos-undervalued-shipping-giant?source=feed#comment-87469 87469 Fri, 01 Jun 2007 09:50:40 -0400 http://seekingalpha.com/article/36255-steel-etf-can-solidify-your-portfolio?source=feed#comment-86821 86821
This is arguably true, but you do not address the fact that, according to Van Eck's website, the top 4 holdings in this ETF are Rio Tinto, CVRD, Mittal and POSCO, constituting 45% of the portfolio. Is that enough diversification if you say one stock is too little?]]> Wed, 23 May 2007 08:34:25 -0400
This is arguably true, but you do not address the fact that, according to Van Eck's website, the top 4 holdings in this ETF are Rio Tinto, CVRD, Mittal and POSCO, constituting 45% of the portfolio. Is that enough diversification if you say one stock is too little?]]> http://seekingalpha.com/article/32045-portfolio-rebalancing-the-ins-and-outs?source=feed#comment-84064 84064 Wed, 11 Apr 2007 16:10:00 -0400 http://seekingalpha.com/article/31970-new-rules-for-global-investing-in-2007?source=feed#comment-84040 84040
You spoke about the fact that Tokyo wouldn't increase rates because of the increased debt payments they would make. If everyone is borrowing yen right now because of the low interest rates, and the BoJ raised rates, they would obviously collect more from those who are borrowing. Would this not offset the increase in payments they make on their national debt, or is the thought that by raising their rates, it would slow down the yen-carry trade too much??

Hope my question was clear enough because I'd love your feedback. thanks again for the interesting article.]]> Wed, 11 Apr 2007 12:15:44 -0400
You spoke about the fact that Tokyo wouldn't increase rates because of the increased debt payments they would make. If everyone is borrowing yen right now because of the low interest rates, and the BoJ raised rates, they would obviously collect more from those who are borrowing. Would this not offset the increase in payments they make on their national debt, or is the thought that by raising their rates, it would slow down the yen-carry trade too much??

Hope my question was clear enough because I'd love your feedback. thanks again for the interesting article.]]> http://seekingalpha.com/article/31909-are-etfs-dangerous-yes-if-you-don-t-understand-them?source=feed#comment-84037 84037 Wed, 11 Apr 2007 11:57:40 -0400 http://seekingalpha.com/article/30471-nine-etfs-i-d-like-to-see?source=feed#comment-83017 83017
Wtree Europe Small Dividend - DFE
Wtree Japan Small Dividend - DFJ
Wtree International Small Dividend - DLS
Wtree International Mid Dividend - DIM

I'd like to add that I read the description of that Rydex Managed Futures fund, and it looks very interesting...and ETF version would be welcome.]]> Fri, 23 Mar 2007 15:28:19 -0400
Wtree Europe Small Dividend - DFE
Wtree Japan Small Dividend - DFJ
Wtree International Small Dividend - DLS
Wtree International Mid Dividend - DIM

I'd like to add that I read the description of that Rydex Managed Futures fund, and it looks very interesting...and ETF version would be welcome.]]>