notehound’s Activity

Today

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notehound replied to the Macro Economic Trends and Risks board. 12:27 AM

Re: Derivatives, Money Supply and Equity Bubbles

...Perversely the Feds actions have fostered the largest disinvestment in US industry in the history of the this country. Net corporate reinvestment is negative (reinvested funds - depreciation) a fact that can be seen in all major measures. [more]

Yesterday

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notehound posted to the Macro Economic Trends and Risks board. 10:22 AM

Portuguese bank default no big deal

As with every other sort of risk presented to the current equity and bond markets, I'm sure that a Portuguese bank default is "no big deal."

However, it does present an opportunity to front-run the ECB, which will undoubtedly [more]

Wed Jul 9

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notehound replied to the Macro Economic Trends and Risks board. 11:26 AM

Re: OT: When they want them bad enough...

I humor myself by thinking that, now that I'm retired, this the way I make my living and which allows me to afford the occasional vacation :-)


Jeff,

Have you thought of putting together a "thematic" itinerary, [more]

Tue Jul 8

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notehound replied to the Macro Economic Trends and Risks board. 6:42 PM

Re: Control Panel: Dow 17,000!

... atrial dissection...

Correction:
Aortic Dissection. Aortic Dissection.

LOL. I don't even know my own medical history.*

*For about three months after I got out of the hospital, I didn't even want to hear what [more]

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notehound replied to the Macro Economic Trends and Risks board. 6:17 PM

Re: Control Panel: Dow 17,000!

...I could speculate that many of the "disabled" are people who would work if good-paying jobs were available...

...or if companies were not already inundated with healthy young fresh-out-of-college applicants for the types [more]

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notehound replied to the Macro Economic Trends and Risks board. 5:16 PM

Re: OT: When they want them bad enough...

Time to take some profitable chips off the table (about 10% +/- of portfolio liquidated)

LOL. Same here. (Great minds think alike - or is it warped minds...?)

I sold down some low-dividend positions that had gained in price [more]

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notehound replied to the Macro Economic Trends and Risks board. 9:13 AM

Re: What Does It All Mean?

tjscott0 :
...what happens when interest rates finally rise? I guess that depends on the level of consumer spending. If it increases; we should be ok. But if it is stagnant; methinks large downdraft in stock market.

Am I missing
[more]

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notehound replied to the Macro Economic Trends and Risks board. 9:06 AM

Re: AltaGas to take Douglas LNG stake

Of course stock markets can go up forever and we few believers will own the world.

Famous last words?

;-)

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notehound posted to the Macro Economic Trends and Risks board. 8:06 AM

Maki:93% correlation Fed & Stocks

On Bloomberg TV this morning, Dean Maki, the chief economist at Barclays (a/k/a "the most accurate economic forecaster"), said that during the current bull market in stocks, there is a 93% correlation between the size of the Fed's balance [more]

Sun Jul 6

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notehound replied to the Macro Economic Trends and Risks board. 6:29 PM

Re: Airports facing IPhone/Galaxy chaos

<brahim Al-Asiri, 32, who has survived numerous assassination attempts, is understood to have perfected a device which can be sewn into a human body making it almost impossible to detect by airport security scanners.>

What could they [more]

Thu Jul 3

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notehound replied to the Macro Economic Trends and Risks board. 3:30 PM

Re: The death of the American mall

Leaders in many towns that once fought for malls now grapple with how to inter their remains. Highland Mall in Austin, Texas, is being converted into a community college campus, and Lakeland Mall in Florida now houses a megachurch. Others have [more]

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notehound posted to the Macro Economic Trends and Risks board. 1:28 PM

Bill Gross bets big on low rates...

Gross has bet $200 Million of his own money (or about 10% of his estimated $2 Billion net worth) on continued low rates.

[more]

Wed Jul 2

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notehound replied to the Macro Economic Trends and Risks board. 9:20 PM

Re: When should I cash in???

If your real fear is that "the party's about to be over and it's time to get out" that is a different thing, but it has nothing to do with the yield then or now, or much of anything else. I have actually run for the hills, more than [more]

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notehound replied to the Macro Economic Trends and Risks board. 9:05 AM

Re: When should I cash in???

I have heard that there may be some exceptions to the 401K and IRA 59 1/2 rule for disability.

Yes, there are exceptions. I'm not using the IRA yet, though, since it is a hassle and would invite an unpleasant IRS audit, I'm pretty [more]

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notehound replied to the Macro Economic Trends and Risks board. 8:30 AM

Re: When should I cash in???

It seems to me like if you don't think reinvesting dividends is right at these levels, you should shut that off and collect cash. I had never thought of it that way before, so thanks. I always figured my yield is at the original purchase price, [more]

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notehound replied to the Macro Economic Trends and Risks board. 12:34 AM

Re: When should I cash in???

Dollar value averaging out of the market might make as much sense as dollar cost averaging into it.

That is a pretty interesting idea, JK, and worth further consideration.

I've been thinking that I should analyze each [more]

Tue Jul 1

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notehound posted to the Macro Economic Trends and Risks board. 5:07 PM

When should I cash in???

In my signature stream-of-consciousness manner, I am going to go ahead and pose another dumb question or two - pertaining to what I believe are fully valued or possibly overvalued equities and ETFs.

Most of my income-producing positions have [more]

Sun Jun 29

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notehound posted to the Macro Economic Trends and Risks board. 9:13 AM

A Century Ago Yesterday...

The inevitable course of modern economic, monetary, industrial, political and military history was set in motion...

On Sunday, 28 June 1914, at approximately 10:45 am, Franz Ferdinand and his wife were killed in Sarajevo, the capital of [more]

Thu Jun 19

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notehound replied to the Macro Economic Trends and Risks board. 11:22 PM

Re: SpaceX panics European space industry

unlikely to be a problem unless/until we stop playing with fake money

Bjchip,

You are truly one of the few folks I know who are able to perceive the conceptual, philosophical and practical problems with our current system. [more]

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notehound replied to the Macro Economic Trends and Risks board. 7:08 AM

Re: Capital in the 21st Century

What additional services is government providing to me as an owner of a few shares in this corporation?

Taxes are not necessarily a "quid pro quo." Sometimes they are used for wealth transfer, rather than as payment for [more]

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Big gold star, 5000 posts Top Recommended Fools
Board Posts 8593
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Recs to Posts Ratio (last 30 days) 16.40
Threads Started 2029
Threads Started Percentage 23.61 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Credit Default Swaps...Timebomb (10/11/2008)
Percentage of Posts Rec'd 65.12 %
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