Marol

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  • Wednesday Outlook: Commodities, Emerging Markets
    Mr. Fry: "As go financials so too goes most dividend models which chase ā€œdā€ higher dividends and trouble." I don't understand what you mean, and it stands important -- could you say more?

    (I also don't understand why -- on earth, no less -- you feel we "must" drill for more oil -- but that's another matter altogether.)

    I might add that I too enjoy your graphs even if I usually don't understand them -- I find the comments useful and fun.
    Jun 19 00:52 am |Rating: 0 0 |Link to Comment |View article
  • White Noise Around Strong Current Negative Trends
    Okay, back to serious. I notice one omission in the article that I think should be commented on. It ain't just Europe (etc.) where food costs, etc. are out of hand. Here in the USA, where we pretend our inflation is relatively low, we do it by redefining inflation as "core" inflation -- that is, w/o food and energy. But those are rising very fast here, too -- especially so if you're poor. The rise in food costs if you're already trying to keep them down to a minimum is very fast indeed (as it was in the 70s recession, Food prices are going up very fast indeed if your staples are cheese, eggs, rice and beans, and so forth (Chicken too, I would assume -- if not yet then soon.) Want grim? It was during the 70s, if I remember rightly, that Delaware legislated that canned cat food has to be inspected with the same standards as human food, because so many people (especially seniors) were eating it.

    As for energy prices -- if you already wear three layers and keep your home at 45 degrees in winter to keep energy costs down (and yes, many do, particularly older folks on fixed incomes) there isn't much way to cut back there, either. Serious insulation, etc., involves a payback period of years. Great economy, but only if you've the capital to invest -- hard to find, if you've a quickly rising mortgage.

    Finally, the writer mentions that real wages are "basically at a standstill" in Europe. Here, real wages have been declining significantly for some time.

    Okay, I'm done for now, because I'm suddenly feeling a need for some good escapist fiction.

    PS Mr. Razor, I do commend you for taking the trouble to check out those archives.
    May 01 02:33 am |Rating: 0 0 |Link to Comment |View article
  • White Noise Around Strong Current Negative Trends
    Now, now, just stash your pennies; they'll soon be "retired" and you can then melt them even in the USA.

    There is more than one form of wisdom -- even economic, even for investing! -- than specific stock buys. Different strokes for different folks; we don't need to put each other down. Spend your reading and writing-comment time on articles more useful for your personal needs and goals.

    I personally think there's more going on than investment, or than in economics, or even in short-term survival. Our long-term survival is now in question. And seeing this clearly -- including the various currents and eddys as they fit into the big flow -- is not only essential to galvanize enough of us, but might even generate some useful ideas . . . Such analyses are badly needed as part of the mix.

    Ouch, now I'm getting preachy . . . but I'm awfully scared, and have been so for a very long time. I'm afraid I've got lots of company, and in science (one of the major elements in this viewpoint) it's generally accepted that a theory's plausibility gains greatly if it has been used to predict the emerging data.

    I'll throw in a tidbit (or factoid, or whatever) here: "sanguine" is one of a very small number of English words which has definitions that mean the opposite of each other.

    May 01 02:09 am |Rating: 0 0 |Link to Comment |View article
  • Top 50 ETFs by Revenue Per Fund
    1. I also don't understand what's been gotten at here.

    2. But I do find lists are often useful. As one example, lists of best performers.
    Apr 14 12:08 pm |Rating: 0 0 |Link to Comment |View article

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