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dreadlordnaf

dreadlordnaf
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  • "Loving (the) mREIT (MORT -2%) pullback," says Tom Akin, who - in addition to being CEO of Dynex Capital (DX) - runs an income-focused hedge fund. A longtime bull on Newcastle Investment (NCT -0.5%), Akin says if it drops below $5 post the New Residential spinoff, it's the one to buy. In when-issued trading, NCT is at $5.10 (NRZ's at $6.67). [View news story]
    "Real estate is always a good investment." - Everyone and their mom, 2006
    May 4, 2013. 11:26 PM | Likes Like |Link to Comment
  • The Coming Bond Market Collapse: 3 Ways To Escape The Damage [View article]
    The author is correct on his fundamentals but makes the mistake of trying to predict timing which is very difficult.

    I notice a lot of commenters are rather arrogant about this though, acting like bad things can never happen.

    If recall, the DOW was projected to go to 30,000 in less than a decade back in 1998, until it crashed a year later.

    Real estate was good solid investment that you can never wrong with back in 2006 according to everyone, right up until a year later when it wasn’t.

    Cyprus was a good place to put your money in 2012 due to the friendly banking policies, right up until the moment they froze accounts and announced the haircut this year.

    So for anyone that thinks these debt issues are years off, I am sure the people in stocks in 1998 and real estate in 2006 also thought their crash was years off…
    May 2, 2013. 12:11 PM | Likes Like |Link to Comment
  • Eric Sprott's Gold Analysis Deconstructed: What The Gold Bulls Still Don't Get [View article]
    The author is quoting CBO??? HAHAHAHAHAHAHAHAHAH

    Back in 2001, the CBO projected a $5.6 trillion budget surplus, and $3.1 trillion on-budget surpluses for the next 10 years.

    Seriously dude? Hey Mike Williams I have some pristine rain forest/beach land to sell you in Arizona. Send me a message we can work out a price. You'll have to send your funds through my intermediary in Nigeria though. Don't worry he is legit though.
    May 2, 2013. 10:13 AM | 8 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    These comments are awesome. I love watching Apple fanboys go at each other. Im going to grab some popcorn then continue to hit refresh and watch the drama unfold...
    May 1, 2013. 03:17 PM | 2 Likes Like |Link to Comment
  • James Altucher: Why The Stock Market Is A Sucker's Game Right Now (And What Stocks I Own) [View article]
    Decent article, though I notice you do spend most of it explaining why the stock market is , in your words, " a sucker's game" then you finalize it by telling people after that the stocks you are invested. Seems a bit counter intuitive.

    I was actually hoping you would have some non-stock market investment tips besides the traditional things which most people know about already such as putting it in the bank, buying bonds, gold etc. Would be interesting if you have any investment advice outside those and stocks.
    Apr 30, 2013. 12:52 PM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy - Why We Have Added More North Atlantic Drilling [View article]
    What are your thoughts on their debt load? It is quite high and absent any mention from your article...
    Apr 29, 2013. 03:44 PM | 1 Like Like |Link to Comment
  • What You Are Told About Inflation Protection Is Wrong [View article]
    You write a whole article telling people why they shouldn't believe things just because others say so, then you recommend the most over-recommended item there is with regards to inflation, that does a horrible job of actually tracking inflation: TIPS. Seriously? In the recent budget negotiations they have announced that they will once again change how the CPI is calculated, “chain weighting it,” lessening the already weak link that the CPI has to real consumer price inflation. So in a way you are right, TIPS does track the CPI, but the CPI does not track actual rising consumer prices anymore.

    The CPI is no longer a price index, it is a “cost of living” index and the government freely admits this. This means it accounts for substitution. So if the price of steak goes up, but people switch to eating spam instead, then the CPI accounts for that movement by minimizing the impact on the calculation that the steak price has, as if somehow eating quality steak is the same thing as spam. This is why the CPI is no longer a real price index. By this logic if certain needed health procedure goes way up in price and everyone is too broke to afford it so just pops aspirin instead to get by, well then because they have “substituted” this procedure for aspirin and aspirin hasn’t gone up in price as much, then by the magic of the CPI there has hardly been any inflation!

    As an experiment I looked at my pay stub from 2008. Between now and then my healthcare premiums went up 93%! At the same time my deductible went up 33% and my co-pay per visit went up 50%! The CPI is bullsh*t dude… And TIPS does NOT protect you against real inflation.
    Apr 29, 2013. 02:35 PM | 7 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    Are you factoring in Windows 8? The biggest mistake to come out of Microsoft ever and one of the prime reasons PC sales are tanking now?

    It doesn't matter how good the hardware is if people hate using their computer which is what windows 8 causes. I absolutely loathe my secondary PC which came with windows 8. I will not be upgrading my main until as long as possible simply to avoid this plague. I know people doing similar things, upgrading components instead of buying a new system like they normally would.
    Apr 28, 2013. 02:14 PM | Likes Like |Link to Comment
  • Total SA: A High-Yielding Oil And Gas Stock Strengthening Its Presence In Qatar [View article]
    Besides some of your math being way off as was already pointed out by some commenters I am surprised you didn't mention the political risk for TOT, and I am not talking about projects it has in far flung countries. France is determined to tax anyone with high income into the ground with its 75% tax rates to support its failing welfare state. How long you think before they start looking at their few profitable multinationals as a piggy bank? Expect corporate taxes to go up in the future...
    Apr 23, 2013. 04:52 PM | 1 Like Like |Link to Comment
  • Shale Oil Is A Big Game Changer For Dow-To-Gold Ratio [View article]
    The author is really stretching, trying to fit "his story" around the recent events which happened. While doing so he utterly fails at explaining why he actually thinks more shale oil coming online is mutually exclusive with inflation. We have had huge increases in oil production in the last 100 years, yet the dollar has lost around 98% its value since then. So obviously the two things can coincide. This is a poorly written article.
    Apr 18, 2013. 11:48 PM | 4 Likes Like |Link to Comment
  • Gold: A Bright Shining Lie? [View article]
    No evidence on manipulation huh? You mean to say there is no evidence you "find worthy."

    Just like there was no evidence on Madoff's ponzi scheme except for some whistle blowers no one listened to.

    Just like there was no lieing and deception from Goldman Sachs on the financial worthiness of subprime, even when they were telling their "muppet" customers to buy right when they were selling.

    Just like there was no evidence of the LIBOR manipulation, again except for some astute "crackpots" everyone wrote off, right until it was revealed they were right all along.

    So,,, obviously John the author here self-decreeing that all evidence not judged by him to be worthy,, obviously means there isn't any. Everyone should just go back about their business, dig their heads in the sand and invest in whatever the financial experts tell you, like a good boy.
    Apr 18, 2013. 11:18 PM | 7 Likes Like |Link to Comment
  • A slide in commodity prices turns into a rout: GLD -3.2%, SLV -4.2%, USO -3%, Copper (JJC) -2.2%. At $1,506/oz., gold is threatening a $1,400 handle for the first time in nearly 2 years. After an early bounce, stocks move to session lows, the S&P 500 -0.7%. The long bond gains three-quarters of a full point, its yield down to a 2013 low of 2.93%. Update at 11:05: Now off 4.3%, gold slips below $1,500. [View news story]
    Thats not necessarily a bad thing. It will buoy the price back up and frankly the sector could use some consolidation if a few go under.
    Apr 12, 2013. 12:17 PM | 1 Like Like |Link to Comment
  • A slide in commodity prices turns into a rout: GLD -3.2%, SLV -4.2%, USO -3%, Copper (JJC) -2.2%. At $1,506/oz., gold is threatening a $1,400 handle for the first time in nearly 2 years. After an early bounce, stocks move to session lows, the S&P 500 -0.7%. The long bond gains three-quarters of a full point, its yield down to a 2013 low of 2.93%. Update at 11:05: Now off 4.3%, gold slips below $1,500. [View news story]
    Yeah austerity sucks! Who are those anti-austerity advocates to tell people like Macro that he shouldn't be able to enslave the next three generations of unborn children to financial indentured servitude in order to pay for current consumption now. How dare they! Down with austerity! Up with passing the buck to our kids!
    Apr 12, 2013. 12:16 PM | 9 Likes Like |Link to Comment
  • Stars Continue To Align Against Gold, Goldman Sachs Targets $1,270 Per Ounce In 2014 [View article]
    You're quoting Goldman Sachs? The company that refers to their clients as "muppets" and were telling them to buy subprime right when they were trying to offload and get rid of it all cause they knew it was crap?
    Apr 12, 2013. 09:51 AM | 1 Like Like |Link to Comment
  • The Singapore Story: No Longer A Sure Thing For Investors? [View article]
    I think karwei88 was harking on your writing style, not the stance you took. Me saying " I think this is bad/good" based on my own experience is one thing. Writing a whole article saying "I heard that others think this is bad/good, etc" smacks of lazy writing and analysis, regardless of your actual stance on things.
    Apr 9, 2013. 03:41 PM | 1 Like Like |Link to Comment
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481 Comments
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