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  • Little working in financials, but REITs outperform [View news story]
    This is not a worry about rate increase, this is reaction to anticipated price decreases in REITs when fed starts raising rates. By now it's overdone, but then again REITs were overpriced before. In fact, if outlook for fed raises improves - slowing economy - I suspect REITs will stage a nice come back.
    Sep 1, 2015. 05:57 PM | Likes Like |Link to Comment
  • Pacific Coast Oil Trust - Yes, There Will Be A Dividend [View article]
    Shhh, don't let the cat out of the bag. In dreamland this goes below $1 and I get more, more, more. The only issue is life reserves of all non indebted trusts - any articles on that? On the other hand, PBT has issues due to costs of higher production costs due to enhanced oil recovery techniques - at least they did.
    Sep 1, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Stocks Will Go Higher [View article]
    The strategy I outlined would limit your losses to half - if you don't think you can time the market. Of course, I think that you can - and there are a lot of smart people who can help you do just that -

    Big guys will help you perpetuate the myth that you can't time the market because they can't withdraw billions of dollars in timely manner, but that's just not true for more nimble players.
    Sep 1, 2015. 09:30 AM | Likes Like |Link to Comment
  • Stocks back in retreat mode [View news story]
    No, I don't think so.
    Sep 1, 2015. 09:15 AM | 1 Like Like |Link to Comment
  • Crude Oil Was Killing The Equity Market [View article]
    I think bottom in oil is yet to be made. We need a fundamental change in outlook - production or demand - and that just hasn't happened. Typically, retail sells their 'losers' towards the end of November and December - that's when IMO the oil will base.
    Aug 31, 2015. 04:06 PM | 1 Like Like |Link to Comment
  • How The Upcoming Fed Interest Rate Hike Will Move Stock Prices - What You Need To Know [View article]
    I seriously doubt Chinese economy is growing at 7%. There is another problem with that growth - since no cleansing has occurred in years - and has not occurred due to mandate for social stability - China is left with lots of zombie industries that provide employment but no real economic output. Once the economic fire comes, it will be Yellowstone fire that will be incredibly difficult to extinguish.
    Aug 31, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Stocks Will Go Higher [View article]
    It's even easier than that. I placed half of my IRAs in cash in July. Since 40% correction is about once on 25 years - maybe a bit more common since Fed's propping - I'll making plans of placing quarter of cash for every 10% drop. That way a 40% drop only becomes a 22% correction. You can even be more aggressive and start with 100% cash and 40% drop becomes about an 11% drop. There is nothing safer than cash - unfortunate big guys don't make money by telling you to hold cash$.
    Aug 31, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • Stocks Will Go Higher [View article]
    So you are saying market mentality has changed? Okay, that's good to know.
    Aug 31, 2015. 10:21 AM | Likes Like |Link to Comment
  • Is The Current Underperformance Of Value Stocks Worrisome? [View article]
    This is great article - basically states that when you lose breadth of the market, market tops happen. That's what we are seeing now. Buyers beware.
    Aug 28, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • July New Home Sales +5.4% [View news story]
    Obama administration, with 'disparate impact' Supreme Court ruling, will place HUD housing in the most desirable neighborhoods in the US. That ruling alone, if not fought on every level, will do more to damage American cities than any supreme court ruling in the past. 'Disparate impact' has to be fought by every sensible person in the US.
    Aug 25, 2015. 02:40 PM | 3 Likes Like |Link to Comment
  • Let's Be Honest, This Could Get Really Bad: Be Careful Out There [View article]
    Common on, look up flash crash I and see how it evolved, this is got the same thing written all over it. Including same reversal, then downward roll. This is too easy.
    Aug 24, 2015. 12:20 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: The Start Of Something Big? [View article]
    Yes, but market rallied to the moon when earnings didn't really go up. Since you can't correlate earnings and economy to the stock market, level of correction or rallies is dependent on flow of money and market makers, violla!
    Aug 24, 2015. 02:22 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: The Start Of Something Big? [View article]
    Moon may be onto something here. With all the money sloshing around no one is allowed to fail - hence likely worsening the commodity cycle. After all how long has silver been below cost of production? If bottom falls out of that, flow of capital from outside into U.S. steps, can you see what does to equity market that relies on incoming capital to sustain it? And election year should be poor for stock market as well.
    Aug 23, 2015. 10:06 PM | 2 Likes Like |Link to Comment
  • Disney: The Fear Is Overblown [View article]
    Disney was as easy short as they came recently. Most money in that has been made - if it continue to flop due to decreasing TV revenue, so be it
    Aug 23, 2015. 09:35 PM | 1 Like Like |Link to Comment
  • VQTS: A Large Cap Investment That Protects Itself [View article]
    Update. SPY down 5% in 2 days. I think VQT/PHDG volatility hedge will get activated and regardless this ETN will rally. VQTS is more granular and I presume has more down move before activation of protection. VQT/PHDG still had too much drag, one could have bought Friday afternoon and just kept on adding more.
    Aug 23, 2015. 01:48 PM | Likes Like |Link to Comment