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  • Bond ETF Data You'll Want To Bookmark  [View article]
    The author wrote a very positive article about HYLD a few years back:
    Oct 9, 2014. 12:25 PM | Likes Like |Link to Comment
  • Bulls Give Thanks To A Single Word  [View article]
    I'm not sure I would classify 2013 as having "meaningful deflationary pressure" (but I suppose it depends on how you define the term).

    As an average middle class American, it feels to me like the moderation in prices has been a good thing. Isn't there historical cases in which stabilizing, or even slightly falling prices are actually healthy for the economy?

    It also seems to me, that stocks are more and more being treated as a currency. Technology makes them highly liquid, and they're used as a store of value. Nearly every working class American is advised to dollar cost average into equity indexes every month. I think this may be a reason why stocks have done so well.

    Just some thoughts.
    Nov 26, 2013. 11:45 AM | Likes Like |Link to Comment
  • Arch Coal, Inc. Reports Fourth Quarter and Full Year 2012 Results 
    Feb 5, 2013. 10:40 AM | Likes Like
  • A Global Dividend ETF With An 8% Yield  [View article]
    The dividend changes month-to-month because SDIV pays out the income as they get it. A lot of stocks pay their dividends at the same time (relatively speaking), so sometimes pay outs will come in clusters.

    People who like SDIV might also be interested in UTG.
    Dec 12, 2012. 10:53 AM | Likes Like |Link to Comment
  • End Of Year Surge Still Possible?  [View article]
    As always, thanks for the article.

    You should write a book.
    Dec 10, 2012. 11:43 AM | Likes Like |Link to Comment
  • The True Cost Of Austerity  [View article]
    Greece would have been better off doing an all out default and going back to the Drachma.

    Iceland seems to be doing pretty well these days.
    Dec 4, 2012. 10:24 AM | 5 Likes Like |Link to Comment
  • Paul Krugman's Call For Re-Thinking The Debt And Deficit Crisis  [View article]
    Unfortunately, he's very relevant. He's probably one of the most widely read economist in the world.

    I wish Friedman was still alive.
    Nov 27, 2012. 10:24 AM | 3 Likes Like |Link to Comment
  • The Fiscal Cliff Is The Best Fiscal Medicine  [View article]
    Maybe Starship Troopers being our future is a good thing, being attacked by aliens should stimulate the economy!

    In all seriousness though, as a society we have to accept the fact that recessions/depressions are a natural part of the economic cycle. They exist for a reason, and they serve a purpose.

    Contrary to popular belief, it's the mal-investment that's the problem, the recession is the solution. Sometimes medicine tastes bad, but you have to take it.
    Nov 27, 2012. 10:18 AM | Likes Like |Link to Comment
  • The Fiscal Cliff Is The Best Fiscal Medicine  [View article]
    The United States has massive structural economic issues. If "only" running a 500-600 billion dollar deficit puts you into a recession, you know you've got a serious problem.

    A restructuring that America needs can only be resolved through a depression.
    Nov 26, 2012. 10:42 AM | Likes Like |Link to Comment
  • Japan Is Turning Into The United States  [View article]
    If sales were down because of vandalism issues, than American and EU automotive exports to China would all be down by a similar amount.
    Nov 25, 2012. 11:09 PM | Likes Like |Link to Comment
  • Japan Is Turning Into The United States  [View article]
    Japanese women prefer men that invest in JGBs.
    Nov 25, 2012. 10:31 PM | 2 Likes Like |Link to Comment
  • Japan Is Turning Into The United States  [View article]
    The recent dispute over the Senkaku Islands has led to anti-Japanese sentiment amongst Chinese consumers, and they are now shunning Japanese goods.

    Exports to China had been one of Japan's only economic bright spots over the last decade, and now that's gone. Check out this chart:

    Also, Japanese citizens and pension funds are already purchasing less JGB's. As the population continues to age they'll be less buyers. Chart:

    The Ministry Of Finance has gone on a campaign to encourage more investment in JGB's. If this doesn't scream bubble, then I don't know what does:
    Nov 25, 2012. 09:54 PM | 3 Likes Like |Link to Comment
  • Android Is Dead, Part 1: Why  [View article]
    Windows for desktop computers has always had more security issues than Apple's desktop OS, but the vast majority of personal and corporate users always stayed with Windows.

    The same will probably be true of Android. Android is to mobile devices what Windows is to desktop computers.

    Android is cheaper, more customizable, and comes with vastly more hardware options than iOS. It will eventually have more apps available as well IMO.
    Nov 14, 2012. 05:11 PM | 2 Likes Like |Link to Comment
  • Gold, Iowa Farmland, And The Dow - What The Past 60 Years Can Tell Us About The Future  [View article]
    According to Napier, the 5th great bottom is coming soon, and it will be triggered by another massive deflationary scare similar to what we saw in 2008...but bigger.

    His primary valuation metric is CAPE (cyclically adjusted PE). He believes that when CAPE falls below 10, it's a historically good buying opportunity. Right now the S&P500 is at 21, so it still has a ways to fall.

    The median CAPE of the S&P500 dating back to 1880 is around 15.
    Nov 14, 2012. 12:44 AM | Likes Like |Link to Comment
  • For Coal, The Worst Is Behind  [View article]
    "1) Obama issues executive order implementing carbon tax, or banning coal, or somesuch."

    You can't be serious. The president is going to ban 42% of the nations' power source? Yeah right.
    Nov 13, 2012. 08:12 PM | 10 Likes Like |Link to Comment