Heisenberg

Loading...
Symbols:
Authors:
comments9
  • Positive ratings 0
  • Negative ratings 0
  • Net rating 0
Filter comments by:
Highest rated Latest comments
Or filter by symbol:

Latest Comments
9 Comments

    • Mon Aug 11th 20:17 PM
      |
      Rating: 0 0
      Commented on:
      Of Russia and Black Swans
      Roger, Did you take your Meds. ?
      View article »
    • Mon Jun 23rd 21:42 PM
      |
      Rating: 0 0
      Commented on:
      Packaging Inflation-Linked Bonds
      Do rising interest rates, in a rising inflationary environment, have the same negative effect on linkers bond prices, as they do on regular bond prices ??
      Thanks
      View article »
    • Mon Jun 9th 11:39 AM
      |
      Rating: 0 0
      Commented on:
      Constructing a Portfolio from the Top Down
      I use themes to construct portfolios. In it's defence all I can say is "It works for me". And I use the ones Roger cited. One additional might be "Curriences"... The relationship between the dollar and other currencies is fundamentally changing and will evolve over time. DBV works here, Half of RYMFX works, as does WIP and others. Waiting for a multi currency MMF.
      View article »
    • Tue Jun 3rd 10:26 AM
      |
      Rating: 0 0
      Commented on:
      Correlating Infrastructure
      In looking for a way to capture that portion of Infrastructure that is going to build all these airports, highways and toll roads, powerplants and schools, the closest I have found is the 48% of PKN that is Industrials, and you do get the Nucular kicker. Anyone else have a better idea?
      Thanks
      View article »
    • Mon Jun 2nd 17:09 PM
      |
      Rating: 0 0
      Commented on:
      The Rising Risk of Emerging Markets
      You typed ALL of that to get too ".....market weigh if not a below market weight allocation..." Do you get paid by the word or by number of times your name is in print ?
      View article »
    • Sat May 31st 12:00 PM
      |
      Rating: 0 0
      Commented on:
      Is There Profit In Tree Hugging?
      Perhaps even more, or most, disturbing is the fact that one can probably get legitimate sex tips from a monk, or priest, or a .....
      View article »
    • Thu May 29th 15:04 PM
      |
      Rating: 0 0
      Commented on:
      Buying Into the Global Infrastructure Build
      I'm looking for an ETF that captures the Infrastructure theme via the global construction and engeneering firms that are going to build all these roads, power plants, airports...etc. The closest I have found is half of PKN. Anybody got a better way ?
      Thanks
      View article »
    • Tue Apr 8th 14:37 PM
      |
      Rating: 0 0
      Commented on:
      Gold: The Last Cheap Asset Class
      If, as you say, gold is a great inflationary hedge, then why isn't it at $2000 oz. ?
      View article »
    • Tue Feb 12th 09:27 AM
      |
      Rating: 0 0
      Commented on:
      Commodity ETF Overview
      Thanks for all the detail.
      The only other one I know of is RYMBX.
      I think the traching error in PCRDX is due to the Pimco boys adjusting the biil/bond holdings to be in line with their interest rate forcasts.
      View article »