gdp's Comments

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : Amazing Apple (AAPL) Fact of the Day -

Tue, 18 Oct 2011 22:01:50 +0000

The world is willing to pay for connectivity. Nice to see you passed that 48 hour virus.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : [Video] Profile of Michael Burry

Thu, 21 Jul 2011 19:28:15 +0000

There were quite a few, but pretty sure he wasn't one of them.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : [Video] Profile of Michael Burry

Thu, 21 Jul 2011 17:59:36 +0000

Gold and farm land. Interesting get well card he sent to his ex clients. I can see why he has gone back into his shell, stress and client pressure must be an unbearable distraction. By the way, expect me to call you every day when you get up and running. LOL.

Paul Kedrosky: Infectious Greed : The New Fear of Intimacy

Sat, 2 Jul 2011 23:47:33 +0000

A strong personality will show through even with all the social network orgy porgy. Teenagers are the study group to focus on. They may be hindered from the slow pace of face to face interaction. What about someone who only reads but rarely if ever make a comment? The social media is a cauldron to our young. Add fire to a wide mouth and it will yield an unknown potion. Eventually some studies will be done so some inferences can be made.

Paul Kedrosky: Infectious Greed : Niall Ferguson on Real Estate: Buy Castles

Sun, 19 Jun 2011 23:44:10 +0000

There's also a premium to be paid to prevent decay and maintenance through higher labour costs. I agree with Niall though, living in an English Tudor is so romantic. Don't deny a successful man some simple pleasures.

Paul Kedrosky: Infectious Greed : Nabokov is QotD

Sun, 19 Jun 2011 22:24:40 +0000

Having done my wiki question of the day homework, he was quite an amazing man. He wrote about mistaken death because this is how his father died in Berlin. Just like Nabokov, I did not like my two years in Berlin much, the weather was as dreary as what Hitler left behind. His critics disparaged his over attention to language and detail. I thought the movie Lolita was cutting edge for its time and subject.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : Twitter

Fri, 17 Jun 2011 19:59:35 +0000

Egads. I'm too old for that. Actually home gamers can glean from StockTwits.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : Futures Jump Apparently Due to Merkel Compromise

Fri, 17 Jun 2011 11:23:09 +0000

European paymaster Germany called earlier this month for Greece's private creditors to swap their bonds for new ones with maturities that are seven years longer, but has encountered fierce resistance to those plans from France, the European Central Bank and European Commission. Berlin's partners are pushing for a softer option in which holders of Greek bonds would be asked to buy new Greek debt as their existing holdings mature. Berlin is now trying to buy time for a compromise, sources say, and suggested on Thursday that a final deal may not be sealed before September.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : New Triple A Rating System for Mutual Funds Rolling Out of Morningstar

Sun, 12 Jun 2011 21:59:05 +0000

Very early in his career, he worked for Mutual Shares in the 70's, and I was fortunate enough to have had some of their Mutual Qualified fund. http://screencast.com/t/1ZpUGOYEEkD5 http://screencast.com/t/aRh8Xlawwz

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : New Triple A Rating System for Mutual Funds Rolling Out of Morningstar

Sun, 12 Jun 2011 19:42:53 +0000

Being a new fund will work in your favour. http://screencast.com/t/HD7QVJvZoJ I have never acted upon the Morningstar system, my picking of managers is first priority (Heebner/Michael Price w/Seth Klarman) and over the past two decades it has served me well, although rebalancing at end of year is a difficult timing skill. Another way to think of the star system is as a Polaroid photograph, but as we all know, funds are moving pictures. SSRN in another post does lend merit to avoiding the 1 and 2 stars at all times.

Paul Kedrosky: Infectious Greed : The Case for Asking Your Employer for References

Fri, 3 Jun 2011 00:10:11 +0000

A couple decades ago when I was exploring a new insurance gig, I made the rather bold request of asking if I could speak to some of the sales representatives to find out how much they enjoyed working there. My interviewee told me not to, because they had bad attitudes, and I did not accept the job that they offered me.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : FPA\'s Robert Rodriquez: We\'ll Have Another Crisis

Sun, 29 May 2011 20:11:48 +0000

I read this one on another blog and concurred with his gold thoughts. Hope you're getting some Midwest sun (I see a storm just passed you) this holiday while cruising financial sites. Enjoying outdoors in CT where it's humid, cloudy w/occasional sun. I'm honing in on Greek news. Does it make any sense for Cyprus to be sold/leased to Turkey? I think it's possibly being discussed.

Paul Kedrosky: Infectious Greed : The Rapture: Sign of the Econo-Beast

Sat, 21 May 2011 11:18:57 +0000

Actually, airlines have showed some decent 20 day relative strength: http://screencast.com/t/VA5nGDVcK

Paul Kedrosky: Infectious Greed : I Don't Get It

Sun, 15 May 2011 00:09:54 +0000

As this came right out of Taibbi's latest in Rolling Stone, maybe this was an allusion to Lloyd Blankfein's attempt at lawyer logic by invoking befuddled responses on the stand under questioning by Levin.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : WSJ: Despite Raj Being Convicted, Some Still See the System as Stacked

Fri, 13 May 2011 00:14:56 +0000

The new way to claim no prior knowledge (both internally and externally) will be to make Hal the intermediary scapegoat to create a buffering from mis, mal and nonfeasance. Bove and Taibbi coupled to drive GS and a faltering money center group lower today. http://nymag.com/daily/intel/2011/05/matt_taibi_w...

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : Volume in Silver ETF (SLV) Surpassed that of SPDR S&P 500 (SPY) Earlier this Week

Thu, 28 Apr 2011 12:42:41 +0000

Why not? ZIRP gives everyone permission to short dollar and stay long PM's until they finally announce a rate hike.

Paul Kedrosky: Infectious Greed : Shotgun in Dubai

Sat, 16 Apr 2011 01:10:52 +0000

My cats style in a similar vein when I take them to the vet, but the windows are rolled up.

Fund My Mutual Fund - Stock Market, Economic, Equity Analysis - Via A Model Mutual Fund : Feedback on Mutual Fund

Thu, 14 Apr 2011 18:57:09 +0000

Coincides with IPO "ZIP" today. In other words, "talk amongst yourselves".

Stock Gumshoe : "A few of this small company’s lucrative patents could turn into kingmakers." (Patrick Cox's Quant

Sun, 10 Apr 2011 14:52:44 +0000

Read up on Ray Kurzweil and you can see the promise in this area of technology.

The Disciplined Investor : Sunday Fun: George Soros Responds to Glenn Beck's Attacks

Sun, 20 Feb 2011 16:30:58 +0000

Nice to know someone else has read 1984. Smart people rarely opt to answer a leading question that heads down a one way street. Christine O'Donnell partially credited Soros for her failed Delaware campaign. So it goes. They are there to project their aims and philosophy and taking sides on either the right and left are a convenient distraction that keeps the populace dumbed down in a struggle that goes much deeper than ideology. The term Puppet Master most closely alludes to the 1951 novel by Heinlein that took place in early 21st century. As it dealt with aftermath of nuclear war, the Military industrial Complex is the real puppet master all of the world's stage actors react and move to. Media consolidation/fragmentation in recent years has caused the powerful to merely shorten or lengthen the strings of the marionettes as needed.