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The 10 Most Recent Messages By WendyBG

Take me back to where I was.
  • Date: 8/13/18 6:30 PM
  • Number: 542255
  • Recommendations: 2
<My IRA now has has a large cash component (27% as opposed to 4% last October) but that cash is in a Vanguard settlement fund earning about 1.8% which sounds safer than equities but even that is not FDIC insured.>

(Continued...)
  • Date: 8/13/18 11:54 AM
  • Number: 542221
  • Recommendations: 2
  • Date: 8/13/18 11:46 AM
  • Number: 542220
  • Recommendations: 5
<If you look at the debt held by large corporations and the interconnectedness of that debt and it would be easy, likely even, for the whole thing to come unraveled.>

I agree. That's why I posted the article about corporate debt
(Continued...)
  • Date: 8/13/18 11:44 AM
  • Number: 542219
  • Recommendations: 3
<The United States never punished Iran directly for taking hostages of American diplomatic personnel in 1980. However, we helped Iraq kill off perhaps a million Iranians, which seems like good retribution. >

The U.S. was stupid to
(Continued...)
  • Date: 8/12/18 8:37 PM
  • Number: 542172
  • Recommendations: 7
What do you think about the the following longer term disruptive issues?

1. Iran and Turkey sanctions
Small economies. Not enough to make a dent in the global macro-economy -- unless loans to Turkey pull down major banks in Germany,
(Continued...)
  • Date: 8/12/18 8:33 PM
  • Number: 542171
  • Recommendations: 6
<When a break comes, being aware and moving quickly will be important.>

Do you think you will be the first to become aware of a "break" and "move quickly"?

By the time you hear about it you will be crushed
(Continued...)
  • Date: 8/12/18 2:15 PM
  • Number: 542153
  • Recommendations: 15
I have been away for a couple of weeks visiting some friends and family. Little has changed in the interim.

The trends are stable. The temper of the market is mild greed, mild risk-on.

Various potential disruptors are cooking but
(Continued...)
  • Date: 8/11/18 8:02 PM
  • Number: 903410
  • Recommendations: 3
<We arrogantly believe we’re the smartest animals on the planet but I wonder sometimes if ocean mammals wouldn’t rule the world with opposable thumbs.... >

The oceans cover 75% of the earth's surface. Humans don't rule that
(Continued...)
  • Date: 7/15/18 1:45 PM
  • Number: 540427
  • Recommendations: 15
The SPX has reached a new high, continuing the stable long-term trend of growth despite a months-long dip.

The USD continues to rise. The commodity index continues to fall. Copper is falling faster relative to gold, a possible indication of
(Continued...)
  • Date: 7/6/18 3:55 PM
  • Number: 539835
  • Recommendations: 6
<Where does the trillions come from to buy Treasuries? Who are the big buyers? >

The Treasury Department publishes a constantly-updated list of buyers. They include U.S. individuals (you can buy Treasuries on auction days at (Continued...)
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Take me back to where I was.
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