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  • The End of Asset Allocation [View article]
    As the liquidity from overleveraging chased ALL assets, these assets became much more correlated because ALL assets became inflated and frothy.

    A global marketplace has brought greater market efficiency, hence it is harder to find undervalued assets. This also increases correlation.

    Still, with financial center traders living from nanosecond to nanosecond, behaving like lemmings in search of cliff, the average trader has the advantages of perspective, rationality and common sense....

    This perspective can be employed to anticipate structural markets. It can also short financial insanity.

    Common sense also allows the prudent investor to hold cash and wait for value during capitulations.

    So while excess liquidity and overleverage increase correlation, their cyclicality provides an additional dimension to asset allocation. In this case, "buy low and sell high" still holds some truth.
    Jul 14 08:10 am |Rating: +6 0 |Link to Comment
  • What Will Fill Our Economic Desert? [View article]
    Good morning! Great content. Pleasant counterpoint to the financial blog world which is desert too!

    I like your comment that we need to "redirect our PRODUCTIVE economic base...." This is certainly true. Once the banks are recapitalized with taxpayer dollars, how will the US economy create and add value? This is a huge issue.


    Apr 12 12:50 pm |Rating: +1 0 |Link to Comment
  • Price and Return: Bonds vs. Stocks [View article]



    On Apr 08 09:07 AM pacman1947 wrote:

    >..... What would be interesting is to
    > plot the inflation-adjusted values of the DJIA, S&P500, and NASDAQ
    > over these periods to see if there has been any substantive gain
    > whatsoever in real present value in these indices for the past 25
    > years.
    >
    > I doubt it.
    >

    Great question....here's something from simpleinvesting.com
    www.simplestockinvesti...
    Apr 08 09:36 am |Rating: +2 -1 |Link to Comment
  • Faber and Schiff: Inflation Inevitable (So Here's What to Do) [View article]
    A couple quotes and a TBT recommendation. Sorry guy, that's not much content.

    FWIW, BGT is a good inflation play, there are many others too.
    Apr 05 10:20 am |Rating: +5 -4 |Link to Comment
  • Bond Expert Friday Wrap: Crowded Trade [View article]
    Seems anybody can write a financial blog these days. Seeking Alpha is polluted with mediocrity. Thanks for your fine analyses which certainly differentiates you from the crowd.
    Mar 28 09:50 am |Rating: 0 0 |Link to Comment
  • Consider Wisdom Tree Brazilian Real Fund for Commodity Exposure [View article]
    I own BZF, but it seems a little sketchy. It pays offshore CD rates, not 11%. It pays a dividend only once a year, seemingly designed for a dividend rotation strategy.
    Mar 25 09:48 am |Rating: +4 0 |Link to Comment
  • Sirius XM's Latest Pricing Move Helps the Bottom Line [View article]
    Thanks for your replies....

    I comment as a consumer. Do i value XM/Sirius? I think broadcast quality has fallen since the merger. I don't think XM/Sirius is a good value, even at $4/month. Sorry.

    Pandora is just a comparison. I can get personalized content which I would never hear on sattelite. XM/Sirius may have had its day in the sun.
    Jan 28 14:29 pm |Rating: 0 0 |Link to Comment
  • U.S. Mint Actions Discourage Gold Ownership [View article]
    The US Mint had trouble getting enough "rounds" to meet demand. That's what happened.
    Jan 28 09:44 am |Rating: 0 0 |Link to Comment
  • Sirius XM's Latest Pricing Move Helps the Bottom Line [View article]
    I was a XM subriscriber since 2006. I would get a teaser rate, wait until it almost expired, call to cancel and then get a $6/month deal. Since the merger, XM music quality has really dumbed down. I called to cancel again and they offered the standard $77/year deal. I turned it down too.

    They recently called offering 5 months for $19.95 which I accepted. The music quality on the merged menu has really taken a dump. I'll probably stay with it for five more months, but not afterward. I see many friends and a businesses are now tuned to Pandora.com. No comparison in quality, variety and artistry.

    XM/Sirrius is bland, but Pandora rocks! It's a no brainer.
    Jan 28 09:25 am |Rating: 0 -1 |Link to Comment
  • Preferreds Get Crushed Again [View article]
    Oops.....that Calamos....
    Jan 25 15:11 pm |Rating: 0 0 |Link to Comment
  • Preferreds Get Crushed Again [View article]
    Bill Gross is front running the Fed and Tarp.

    An interesting alternative is Calomos closed end convertible funds.

    Check etfconnect.com
    Jan 25 14:54 pm |Rating: +1 0 |Link to Comment
  • Clorox: Ex-Dividend Opportunity? [View article]
    Look at CLX fundamentals. High debt to equity, low cash to equity, negative book value. Makes sense to buy puts on ex-dividend eve.
    Jan 19 18:00 pm |Rating: 0 0 |Link to Comment
  • A New Use for Solar Energy - Highway Right of Way [View article]
    Oregon, Germany and Switzerland already have ROW photovoltaics operating.
    Dec 14 15:34 pm |Rating: +1 0 |Link to Comment
  • CIBC Analyst: Current Market Sell-Off Rare Opportunity to Create Value [View article]
    Nexen has JV with OPTI-Canada. Any news on OPTI?
    Oct 17 08:52 am |Rating: 0 0 |Link to Comment
  • Irrational Stupidity [View article]
    Interesting article. I like to follow closed end funds. There are really some tremendous values, especially bond funds. I like PIM, GIM and FAX. Learn more at etfconnect.com
    Oct 12 08:42 am |Rating: 0 0 |Link to Comment
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