BenGrahamMan’s Activity

Fri Aug 29

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 7:14 PM

Re: Poll: Tax Considerations

My guess is that many of your clients have this issue as well if their ordinary income exceeds the AMT exemption, so their LT gains rate is really 22% Federal, not 15%, so the gap between Short term and long term drops to only [more]

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 4:33 PM

Tweed Inc. - A Canadian Licensed Weed grower

This is an example of some investment notes I continually put together. These notes relate to Tweed Inc. (TWMJF)or (TWD in Canada). I am not suggesting or implying that anyone should buy, sell or hold Tweed. I am merely supplying some investment [more]

Wed Aug 27

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 2:37 PM

Re: Poll: Tax Considerations

factoid, but my guess is vast majority of people have their investment wealth centered in tax-deferred vehicles where taxes are irrelevant of course

Not that it matters but 40% of our AUM are in taxable accounts.

I was [more]

Fri Aug 15

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 7:25 PM

Re: Yield Curve tightening

HR - Thanks very much. You saved me mucho greater embarrassment that I already had.

I think the curve is some what unchanged, and maybe even widened when looking at 10 year vs. 3 month.

[more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 6:03 PM

Re: Yield Curve tightening

The yield curve is indeed tightening, but the 30 year was not 4.1% on July 24, 2014. It was 3.37%. So using your method of dividing one yield into the other, the ratio is actually unchanged at 74% since then. But it's worth noting that: (1) Almost [more]

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 5:01 PM

Yield Curve tightening

Constructive criticism or discussion appreciated.

I am slightly concerned with a tightening yield curve. The 30 year US treasury rate is 3.14% and 10 year is 2.35%. On July 24, 2014 the 30 year was 4.1% and 10 year was 2.50%. The 10 [more]

Wed Aug 13

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:03 PM

My notes to Kentucky Fried Pensions

I just finished the book, ‘Kentucky Fried Pensions: Expanded Worse than Detroit Edition!’ written by Chris Tobe. It was an interesting book, and indicated lots of issues in the Kentucky system. The book was much longer than I thought [more]

Fri Aug 1

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 5:05 PM

Re: Poll: Who wants to be the first

BGM-

Emerson said that a foolish consistency is the hobgoblin of little minds, alas I suffer from asymptomatic hobgoblin syndrome since I am both inconsistent and small minded.

My initial reaction to OGZPY is eerily similar to
[more]

Thu Jul 31

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 5:23 PM

Re: Poll: Who wants to be the first

to call a 10% drop in the S+P?

As always markets will fluctuate. Solid ROE's, reasonable valuation, reasonable growth rates, etc. etc. Much less bargains now, but you never know.

Really haven't been buying much lately, and [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75032
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 1
Best Pick CFC.DL (+23.30)
Worst Pick CFC.DL (+23.30)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to BenGrahamMan’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2352
Recs Received 8386
People who have rec'd these posts 1670
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1235
Threads Started Percentage 52.51 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.60 %
Show BenGrahamMan’s 10 Latest Posts