pickaroonwyo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/92514/comments http://seekingalpha.com/article/148614-the-end-of-asset-allocation?source=feed#comment-587069 587069
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. ]]> Tue, 14 Jul 2009 08:10:52 -0400
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. ]]> http://seekingalpha.com/article/130516-what-will-fill-our-economic-desert?source=feed#comment-460595 460595
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.


]]> Sun, 12 Apr 2009 12:50:13 -0400
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.


]]> http://seekingalpha.com/article/130122-price-and-return-bonds-vs-stocks?source=feed#comment-456043 456043

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...]]> Wed, 08 Apr 2009 09:36:45 -0400

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...]]> http://seekingalpha.com/article/129489-faber-and-schiff-inflation-inevitable-so-here-s-what-to-do?source=feed#comment-452293 452293
FWIW, BGT is a good inflation play, there are many others too. ]]> Sun, 05 Apr 2009 10:20:10 -0400
FWIW, BGT is a good inflation play, there are many others too. ]]> http://seekingalpha.com/article/128263-bond-expert-friday-wrap-crowded-trade?source=feed#comment-443327 443327 Sat, 28 Mar 2009 09:50:36 -0400 http://seekingalpha.com/article/127742-consider-wisdom-tree-brazilian-real-fund-for-commodity-exposure?source=feed#comment-439434 439434 Wed, 25 Mar 2009 09:48:20 -0400 http://seekingalpha.com/article/116095-sirius-xm-s-latest-pricing-move-helps-the-bottom-line?source=feed#comment-368962 368962
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. ]]> Wed, 28 Jan 2009 14:29:38 -0500
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. ]]> http://seekingalpha.com/article/116070-u-s-mint-actions-discourage-gold-ownership?source=feed#comment-368480 368480 Wed, 28 Jan 2009 09:44:14 -0500 http://seekingalpha.com/article/116095-sirius-xm-s-latest-pricing-move-helps-the-bottom-line?source=feed#comment-368461 368461
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. ]]> Wed, 28 Jan 2009 09:25:05 -0500
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. ]]> http://seekingalpha.com/article/116314-preferreds-get-crushed-again?source=feed#comment-365802 365802 Sun, 25 Jan 2009 15:11:28 -0500 http://seekingalpha.com/article/116314-preferreds-get-crushed-again?source=feed#comment-365784 365784
An interesting alternative is Calomos closed end convertible funds.

Check etfconnect.com]]> Sun, 25 Jan 2009 14:54:01 -0500
An interesting alternative is Calomos closed end convertible funds.

Check etfconnect.com]]> http://seekingalpha.com/article/115335-clorox-ex-dividend-opportunity?source=feed#comment-360275 360275 Mon, 19 Jan 2009 18:00:50 -0500 http://seekingalpha.com/article/110509-a-new-use-for-solar-energy-highway-right-of-way?source=feed#comment-329274 329274 Sun, 14 Dec 2008 15:34:44 -0500 http://seekingalpha.com/article/100241-cibc-analyst-current-market-sell-off-rare-opportunity-to-create-value?source=feed#comment-284367 284367 Fri, 17 Oct 2008 08:52:49 -0400 http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-280375 280375 etfconnect.com]]> Sun, 12 Oct 2008 08:42:25 -0400 etfconnect.com]]> http://seekingalpha.com/article/93463-chesapeake-energy-called-the-market-s-bluff?source=feed#comment-243704 243704 Tue, 02 Sep 2008 07:30:05 -0400 http://seekingalpha.com/article/91320-fannie-freddie-shareholders-will-be-left-holding-the-bag-barron-s?source=feed#comment-233052 233052 Mon, 18 Aug 2008 10:06:09 -0400 http://seekingalpha.com/article/90922-wall-street-breakfast-must-know-news?source=feed#comment-230388 230388 Thu, 14 Aug 2008 13:16:37 -0400 http://seekingalpha.com/article/84730-pennsylvania-s-marcellus-shale-welcome-to-america-s-next-great-energy-boom?source=feed#comment-204965 204965 ]]> Mon, 14 Jul 2008 07:57:23 -0400 ]]> http://seekingalpha.com/article/84730-pennsylvania-s-marcellus-shale-welcome-to-america-s-next-great-energy-boom?source=feed#comment-204488 204488 Sun, 13 Jul 2008 14:35:06 -0400 http://seekingalpha.com/article/84730-pennsylvania-s-marcellus-shale-welcome-to-america-s-next-great-energy-boom?source=feed#comment-204408 204408 Sun, 13 Jul 2008 13:17:50 -0400 http://seekingalpha.com/article/84730-pennsylvania-s-marcellus-shale-welcome-to-america-s-next-great-energy-boom?source=feed#comment-204399 204399
]]> Sun, 13 Jul 2008 13:11:35 -0400
]]> http://seekingalpha.com/article/84730-pennsylvania-s-marcellus-shale-welcome-to-america-s-next-great-energy-boom?source=feed#comment-204326 204326
BTW, Bakken shale has been in the news. In what state and what company from Enid OK is a huge benefactor?]]> Sun, 13 Jul 2008 12:18:46 -0400
BTW, Bakken shale has been in the news. In what state and what company from Enid OK is a huge benefactor?]]> http://seekingalpha.com/article/84730-pennsylvania-s-marcellus-shale-welcome-to-america-s-next-great-energy-boom?source=feed#comment-204210 204210
There's a Pennsylvania company which has gas transmission infrastructure already in place. It's an excellent Marcellus pure play....except they don't do horizontal drilling. Can anyone name that company? Why is horizontal drilling important? ]]> Sun, 13 Jul 2008 10:19:08 -0400
There's a Pennsylvania company which has gas transmission infrastructure already in place. It's an excellent Marcellus pure play....except they don't do horizontal drilling. Can anyone name that company? Why is horizontal drilling important? ]]> http://seekingalpha.com/article/83351-wall-street-breakfast-must-know-news?source=feed#comment-196578 196578 Tue, 01 Jul 2008 11:21:57 -0400 http://seekingalpha.com/article/77224-wall-street-breakfast-must-know-news?source=feed#comment-167915 167915
Curious how so many miss the point: The US economy has been juiced with financial leverage and the party is ending. ]]> Thu, 15 May 2008 08:14:04 -0400
Curious how so many miss the point: The US economy has been juiced with financial leverage and the party is ending. ]]> http://seekingalpha.com/article/75639-wall-street-breakfast-must-know-news?source=feed#comment-162054 162054 Mon, 05 May 2008 11:26:07 -0400 http://seekingalpha.com/article/71137-the-troubles-in-financials-are-not-over-yet?source=feed#comment-137059 137059 Sat, 05 Apr 2008 19:19:36 -0400 http://seekingalpha.com/article/69612-financial-stocks-future-earnings-estimates-is-this-a-joke?source=feed#comment-130540 130540 Mon, 24 Mar 2008 08:56:19 -0400 http://seekingalpha.com/article/69337-current-financial-crisis-going-into-extra-innings?source=feed#comment-129211 129211
Citibank, Merrill, UBS and Lehman released from the majors as M.Funds juggle 1Q salary cap reports. ]]> Thu, 20 Mar 2008 08:41:18 -0400
Citibank, Merrill, UBS and Lehman released from the majors as M.Funds juggle 1Q salary cap reports. ]]>