Seeking Alpha


Send Message
View as an RSS Feed
View RM13's Comments BY TICKER:
Latest  |  Highest rated
  • 2 hours a day the norm for Netflix users [View news story]
    This is so great for the country and the economy, maybe that explains low labor participation rate. After all, why not get yourself social security disability, internet, and netflix accout, and you are set!!
    Apr 18, 2015. 12:49 AM | 2 Likes Like |Link to Comment
  • When Quant Portfolios Underperform [View article]
    Yes, it will turn out that investors, just like random events, follow distribution curves. Most interestingly, those curves will be stretched by real data/economic outcomes- making those distribution curves non traditional. On top of it all, placement of investors within that curve will be shifting from day to day.

    So it's tough to 'beat the market' all the time - especially when you have costs of trading attached and someone else doesn't. Buy and hold at right time points of market wins out!!!
    Apr 9, 2015. 10:17 AM | Likes Like |Link to Comment
  • Update For Closed End Fund Portfolio As Of 4/8/15 [View instapost]
    Great job, Southern Gent!!! Your blogs are fantastic, keep it up, have followed sine 2008.
    Apr 9, 2015. 12:17 AM | Likes Like |Link to Comment
  • American Realty Capital: New CEO Sets Dividend Time Table [View article]
    If current CEO is so worried about company's investability and bond ratings, why not reinstate dividend at low levels - just to get some dividend paying ETFs/mutual funds on board? Just corporate speak for not wanting to pay dividends, pay down debt.
    Apr 8, 2015. 11:29 AM | 1 Like Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Economic growth rates of China (7% or so now) do not relate to growth rate of oil usage in China - the second is much higher annual increases than 7%.
    Apr 2, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • 50% Recession Possibility Calls For A 'Higher-Than-Usual' Allocation To Non-Stock ETFs [View article]
    Gary, based on your recession variables, can you tell us what the likelihood of recession predicted by them was for years 2009, 2010, 2011, 2012, 2013, 2014?

    Just curious how these variables performed retrospectively?
    Mar 30, 2015. 11:29 PM | 2 Likes Like |Link to Comment
  • What A Deal With Iran Really Means For Oil [View article]
    I wouldn't reveal the details of the deal - some might find that what's in it unsatisfactory. It's best to say 'deal has been reached' and never actually reveal the details, just take the credit for it.
    Mar 30, 2015. 11:18 PM | Likes Like |Link to Comment
  • U.S. sets fracking rules for drilling on federal lands [View news story]
    This write up seems reasonable in the requirements - will see whether the final document is reasonable:).
    Mar 30, 2015. 12:07 AM | Likes Like |Link to Comment
  • Breitburn Energy Partners Announces $1 Billion Strategic Investment by EIG Global Energy Partners [View article]
    Agree, this is a positive, this should result in upward move in share prices.
    Mar 30, 2015. 12:05 AM | Likes Like |Link to Comment
  • Term Preferred Stocks Provide A Conservative Income Stream [View article]
    Agree that unlike GAINP, OXLC preferreds haven't acted like 'sleep well at night' preferreds.
    Mar 24, 2015. 07:35 PM | Likes Like |Link to Comment
  • The Great Social Security Marriage Benefit You've Never Heard Of [View instapost]
    Great little article and story. Climb on.
    Mar 24, 2015. 12:27 AM | Likes Like |Link to Comment
  • U.S. Oil Export Ban: Are There Reasons Not To Repeal? [View article]
    Agree that getting rid of export ban is a good thing.

    Europe and democratic allies would use US oil instead of shady countries, since it was equivalent or cheaper. This would lessen dependence on Russia, Iran, and Venezuela - ching, ching - regime change. Ultimately, with Keystone and other Canada-US pipelines rolled out, US really doesn't need the ban - Canada has enough oil to supply US for a long time.
    Mar 23, 2015. 11:25 PM | 1 Like Like |Link to Comment
  • Return Of The Gold Standard [View article]
    I'm not a gold bug, but there is another reason for physical gold and silver to flourish. Since US electronic fiscal fingers now extend almost anywhere in the globe, US has stranglehold on data of wealth ownership across the globe. If US ever wants to pay down its debt, all it has to do is dip into piggy bank of IRAs, CDs, financial instruments owned by its citizens - small dip like 10-20% would go a long way towards paying down the debt. Physical gold and silver holdings are not easily fiscally traceable - there should be a premium attached to that. In fact, Greexit may highlight that advantage soon enough.
    Mar 22, 2015. 09:59 AM | 2 Likes Like |Link to Comment
  • Russian Bear And Russian Bull: Sanctions Outlook - Part I [View article]
    Russia has gotten itself into this mess, unless it changes its foreign policy, nothing will change, since US controls international banking system. On the other hand, Ukraine should be using this time to modernize/reform, but is not - therefore it will serve as a flare up spot in the future. All it means that the war may move closer to Europe in the future, with failed states such as Ukraine and Bielorussia.
    Mar 10, 2015. 09:45 PM | Likes Like |Link to Comment
  • Friday's Sell-Off: Assessing The Damage And Opportunities [View article]
    Anything more than 30% decline in stock market shakes foundations of the system, and therefore IMO, is not healthy. I don't view 2008 correction as a healthy event, do you?
    Mar 8, 2015. 01:39 PM | 1 Like Like |Link to Comment