mangy cat

27 Comments

    • Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs [view article]
      but this is hindsight
      and investment is foresight       Aug 15 08:21 PM
    • Struggling ETFs [view article]
      also etns may be easier to create by issuer than etfs
      if a demand appears
      the issue is whether ubs feels it pays to have resources devoted to a 5 mln indexed certificate of deposit (uag)

      plus timing, nets may take some time to take off       Aug 05 09:24 AM
    • Struggling ETFs [view article]
      in second table
      isn't turnover more relevant than volume?
      ok brk is rather a mouthfull
      but on this scale een seems twice as illiquid as ifeu, although ranked otherwise       Aug 05 09:20 AM
    • Portfolio is a Dog? Diversify Into Cows and Pigs [view article]
      moo is no cow, it's an agribusiness etf with very little livestock in it

      you skipped ubc, another livestock etn, if one can trust ubs to last the course
      but is it any worse than lehman?       Aug 01 08:38 PM
    • NationCapShares: An ETF Idea for Developed, Emerging and Frontier Markets [view article]
      do you patent all these pipe dreams? Jul 22 09:04 AM
    • ETF Industry Data Summary: 1H'08 [view article]
      quick onceover suggests investors are getting more savvy
      in both diversification, including leveraged funds, bonds, etc
      and intolerance to excessive costs (vanguard flies vs bgi, ssga, holdrs; or at fund level: e.g. vwo vs eem)

      p.s. freudian slip?
      "total ETF asses"?
      (paragraph 2)       Jul 22 09:01 AM
    • Are We Facing a New Wave of Sovereign Bond Defaults? [view article]
      adding to dedalo
      and also as a holder of indexed argies of almost all durations -well almost all from pr11 at barely 1.1 yrs duration to parp at 15 yrs, and even cuap indirectly at my afjp account-
      look at the extreme convexity of the yield curve

      what the market seems to say is:
      pick up 14 % ytm now on most traded 2.5/5 duration segment (pre9, nf18) and break even with "official" 9/10% cpi now, to recoup with hefty gains later when indec returns to normal

      otherwise instead of ytm on longer bonds dropping to 10%
      "realist" default expectations would push the yield curve parabolical

      where i do agree with rogoff quoted is on:
      "governments do not usually cheat holders of only one type of debt"
      as proven by like treatment for globals and (domestic) bontes in 2002
      the paradox is the approx 10% pricing gap between otherwise identical domestic and foreign usd bonds (para/pary; dica/dicy; tvpa/tvpy)
      but that may be reflecting fear of exchange rate controls (differential payback) rather than of default       Jun 24 09:00 PM
    • ELEMENTS Launches New Cyclical Commodity ETN [view article]
      oin hsbc timing
      no thanks       Jun 12 08:50 PM
    • Grains Weather Outlook [view article]
      mike
      it ain't a farm labourer's strike in argentina
      it's a lock out (or lock in to be precise, because behind the gates there is activity, but they don't ship to market)       Jun 11 08:38 PM
    • Strong Demand for OceanFreight's Vessels [view article]
      dividend yield : 12.6% is more than profit rate 10.4% (::p/e 9.66)
      in a start up?? smells ponzi       May 31 12:13 PM
    • The Risks of an Argentine Financial Crisis [view article]
      merryll staged a comeback call on the
      boner x (2017) today after they called a stop-loss on same bond a month ago

      argentina's main problem -apart from rampant inflation, at least for the youngsters bred in the phony stability of harvard's blue-eyed wanker cavallo's convertibility- is its success, as the gdp warrants weigh on the financing plan       May 20 09:54 PM
    • 2008 Country Returns [view article]
      is this in the respective domestic currency?
      or is it converted to a common usd standard?       May 18 02:26 PM
    • You Need Junior Miners in Your Portfolio. Period. [view article]
      rock plugs mining!! May 11 07:36 PM
    • Short-Term Outlook To Help Agri Sector [view article]
      not a mention of the market impact of the farmers' lock-out (or should that be lock-in) in argentina May 11 02:53 PM
    • The Only Thing Wrong with ETNs [view article]
      "b.s. on agricultural commodity etns"
      how fitting!       May 08 09:03 PM
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