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RM13

RM13
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  • This Dividend ETF Just Got A Steroid Injection [View article]
    The problem with VIG is that it's dividend yield has decreased through the last several years, and outside of capital gains, this is not dividend growth investing as done by DRIPing indivdual companies.
    Mar 28 07:04 PM | 2 Likes Like |Link to Comment
  • Hedge Fund ETFs: Alternative Alpha Vs. Guru Index [View article]
    I was not aware of past performance of ALFA going back to 2008. Where can I obtain such data?
    Mar 25 09:35 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Yellen Takes The Stage [View article]
    And likely push to approve Keystone - for 'sociopolitical' reasons now. Recent developments have to be extremely positive for Canadian oil and pipelines.
    Mar 16 12:31 PM | 1 Like Like |Link to Comment
  • U.S. to relinquish control of Web-domain manager [View news story]
    Well, US doesn't control it or own it - it just happens to be a large user with ability to tap the networks. For a second don't think that China or other countries are not doing the same thing. The only uproar about this is that US has always promoted itself as a open society with few boundaries - which clearly doesn't extend to intelligence business. So this move is clearly a good move - since lots of US companies are feeling crunch from foreign governments not happy with US intelligence oversight.
    Mar 16 12:11 PM | Likes Like |Link to Comment
  • The Nuclear Option: Russia's Threat To Dump Treasuries [View article]
    I think you are wrong about making US leaders look like fools - US is actually looking pretty good coming out of 'Great Recession'. Regardless of how you feel about Obama - and I am not a fan of his - this is about United States of America, not a singular individual. The US dollar is the global currency, our equity markets are flagship markets of the world. There is decreasing trust in BRIC markets and other emerging economies to make shareholder friendly and currency appropriate decisions. China is struggling internally and externally with its transition out of export driven model. North American energy independence is proving an unbelievable sail wind for US economy and its policies - to the point that US will be exporting energy to the European Union.

    Finally, one has to recognize how weak Russia really is. At the end of Cold War, it had significant power in central Europe through its Bosnian protege - now taken down by Yugoslav civil war. Russia even recently projected power in Middle East through Egypt, Libya, and Iraq - all of those dictatorial regimes are now gone. Even Ukraine always looked up to its stepbrother to the East - but now even with bribes is no longer interested. Russia has decreasing population and increasing social strains, limited technological innovation. Even if Russia occupies Crimea, it's a symbolic gesture that does nothing to increase its power, only signifies its impotence.
    Mar 15 12:19 AM | 1 Like Like |Link to Comment
  • The Nuclear Option: Russia's Threat To Dump Treasuries [View article]
    Yup, Russia, sell US Treasury bonds, bring it on. Not only would that not do anything to US economy or the dollar, it would undermine Russian currency, and serve as a unification point for Americans. I would love for our politicians to have a boogey man such as Putin as a target to rebuild economy, military, etc.

    In the end this conflict will be settled because economically neither Europe or Russia can exist without each other. And regardless of its size and nuclear weapons, Russia is a cockroach in terms of its economic makeup and technologic innovation. Thank God for fracking - amen to US and Canadian energy independence freeing the world from Russia and Middle East.
    Mar 14 09:53 AM | 13 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: A Good Time To Buy? [View article]
    Okay, there is another way to own MLPs. Just own the non-K1 filing MLP entities - LNCO for LINE, KMR for KMP. None of the issues, you just get shares back.

    And you are exceedingly rare to exceed UBTI limit if owning less than 30K worth of MLPs in IRA, even in form of K1 filing structures.
    Mar 12 01:34 PM | Likes Like |Link to Comment
  • Alternative Equity ETFs - Do They Deliver Value? [View article]
    Brian,

    Great. I owned VQT and switched to PHDG when it became liquid enough. Deutsche Bank has VQT value calculated at least 10 years back - needless to say impressive Sharpe, comment?
    Mar 10 12:11 PM | 1 Like Like |Link to Comment
  • Week Ahead: Ignore This Warning At Your Own Peril [View article]
    Well, New Mexico is at least 50% Mexicans and central Americans. If they voted to secede and join Mexico, US would just let it fly. Democracy, right?

    Ukraine has a long history of oppression and large national pride with little economic gains in last decade - its a powder keg waiting to happen. This is not Georgia or little regional conflict - it's economic and informational highway between Russia and Western Europe. Civil war will hit European energy prices quite hard.
    Mar 10 09:49 AM | 6 Likes Like |Link to Comment
  • Alternative Equity ETFs - Do They Deliver Value? [View article]
    If you are going to look at VQT, why not look at his twin brother in non ETN wrap - PHDG?
    Mar 6 09:28 AM | Likes Like |Link to Comment
  • Futures off 1% on Russian aggression [View news story]
    Two wrongs don't make a right. US and Obama may not be all that, but they are not interested in annexing British Columbia or parts of Mexico to extend their perceived sphere of influence.

    Putin may not care what the West thinks, but this just drains more money out of Russian capital markets, drives a wedge between EU and Russia, inspires Europe to look elsewhere for energy. Crimea may not matter much in terms of population, but you don't think 500 million Europeans didn't take notice?
    Mar 3 01:49 AM | 2 Likes Like |Link to Comment
  • Russia escalates tensions over Ukraine [View news story]
    This Ukranian adventure has huge implications, much more so than Georgia 2008.

    Numero uno, if you didn't know it until now, Russia is a bully.

    Numero dos, undercapitalized Russian market will likely get even cheaper. Hope for Russia joining Europe in its free market - as flawed as it is - is fading. This is not good for Russia long term.

    Numero tres, Germany and company will be looking for energy sources elsewhere even harder. More solar panels on roofs in Germany as well. No more talk of shutting down nuc plants.
    Mar 2 02:22 PM | Likes Like |Link to Comment
  • Russia escalates tensions over Ukraine [View news story]
    Ukraine may be at the gates of EU, but this has huge implications for Russia and Europe.

    Numero uno, if you didn't know it until now, Russia is a bully.

    Numero dos, undercapitalized Russian market will likely get even cheaper. Hope for Russia joining Europe in its free market - as flawed as it is - is fading. This is not good for Russia long term.

    Numero tres, Germany and company will be looking for energy sources elsewhere even harder. More solar panels on roofs in Germany as well. No more talk of shutting down nuc plants.
    Mar 2 02:18 PM | 1 Like Like |Link to Comment
  • Russia escalates tensions over Ukraine [View news story]
    So what percentage of Soviet deaths during WWII were due to Stalin, poor planning, famine, winter and idiotism?
    Mar 2 02:12 PM | 3 Likes Like |Link to Comment
  • Russia escalates tensions over Ukraine [View news story]
    You had me until 'nothing could stop the Russian army offensive that began in December 1941....' Right, the month were German army was knocking on the gates of Moscow. You must have been reading the wrong history books - or you are paid to post wrong information - which one is it?
    Mar 2 02:11 PM | 1 Like Like |Link to Comment
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