mangy cat

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42 Comments

    • Fri Aug 15th 20:21 PM
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      Rating: 0 0
      Commented on:
      Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs
      but this is hindsight
      and investment is foresight
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    • Tue Aug 5th 09:24 AM
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      Rating: 0 0
      Commented on:
      Struggling ETFs
      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
      View article »
    • Tue Aug 5th 09:20 AM
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      Rating: 0 0
      Commented on:
      Struggling ETFs
      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
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    • Fri Aug 1st 20:38 PM
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      Rating: 0 0
      Commented on:
      Portfolio is a Dog? Diversify Into Cows and Pigs
      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?
      View article »
    • Tue Jul 22nd 09:04 AM
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      Commented on:
      NationCapShares: An ETF Idea for Developed, Emerging and Frontier Markets
      do you patent all these pipe dreams?
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    • Tue Jul 22nd 09:01 AM
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      Rating: 0 0
      Commented on:
      ETF Industry Data Summary: 1H'08
      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)
      View article »
    • Tue Jun 24th 21:00 PM
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      Rating: 0 0
      Commented on:
      Are We Facing a New Wave of Sovereign Bond Defaults?
      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
      View article »
    • Thu Jun 12th 20:50 PM
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      Rating: 0 0
      Commented on:
      ELEMENTS Launches New Cyclical Commodity ETN
      oin hsbc timing
      no thanks
      View article »
    • Wed Jun 11th 20:38 PM
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      Rating: 0 0
      Commented on:
      Grains Weather Outlook
      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)
      View article »
    • Sat May 31st 12:13 PM
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      Rating: 0 0
      Commented on:
      Strong Demand for OceanFreight's Vessels
      dividend yield : 12.6% is more than profit rate 10.4% (::p/e 9.66)
      in a start up?? smells ponzi
      View article »
    • Tue May 20th 21:54 PM
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      Rating: 0 0
      Commented on:
      The Risks of an Argentine Financial Crisis
      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
      View article »
    • Sun May 18th 14:26 PM
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      Rating: 0 0
      Commented on:
      2008 Country Returns
      is this in the respective domestic currency?
      or is it converted to a common usd standard?
      View article »
    • Sun May 11th 19:36 PM
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      Rating: 0 0
      Commented on:
      You Need Junior Miners in Your Portfolio. Period.
      rock plugs mining!!
      View article »
    • Sun May 11th 14:53 PM
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      Rating: 0 0
      Commented on:
      Short-Term Outlook To Help Agri Sector
      not a mention of the market impact of the farmers' lock-out (or should that be lock-in) in argentina
      View article »
    • Thu May 8th 21:03 PM
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      Rating: 0 0
      Commented on:
      The Only Thing Wrong with ETNs
      "b.s. on agricultural commodity etns"
      how fitting!
      View article »