Comments for The Aleph Blog http://alephblog.com Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 20 Nov 2009 07:21:58 -0500 http://wordpress.org/?v=2.8.4 hourly 1 Comment on November 2009 Redacted FOMC Statement by Robert http://alephblog.com/2009/11/04/november-2009-redacted-fomc-statement/comment-page-1/#comment-23742 Robert Fri, 20 Nov 2009 07:21:58 +0000 http://alephblog.com/?p=2129#comment-23742 I must say I haven't seen this sort of breakdown of Fed FOMC statements anywhere else on the Web! Great work indeed. I stumbled across your blog on Blogcatalog and have added it to my favorites. I also posted this post on to digg for you. You should really digg all your own posts if you have time so when guys like me come and try to digg it you can get raise the digg score. Check out my stuff if you get a chance at http://www.diamondslice.com. I'd like to add you to my blogroll titled "have another slice" in my right sidebar and hope you'll add me to your blogroll as well. Best of luck, -Robert I must say I haven’t seen this sort of breakdown of Fed FOMC statements anywhere else on the Web! Great work indeed.

I stumbled across your blog on Blogcatalog and have added it to my favorites. I also posted this post on to digg for you. You should really digg all your own posts if you have time so when guys like me come and try to digg it you can get raise the digg score.

Check out my stuff if you get a chance at http://www.diamondslice.com. I’d like to add you to my blogroll titled “have another slice” in my right sidebar and hope you’ll add me to your blogroll as well.

Best of luck,

-Robert

]]> Comment on Fallowhaven, Part 1 by JoEllen Weiss http://alephblog.com/2009/11/01/fallowhaven-part-1/comment-page-1/#comment-23736 JoEllen Weiss Wed, 18 Nov 2009 18:07:39 +0000 http://alephblog.com/?p=2120#comment-23736 I, too, look forward to the next installment. I sense a artful allegory. I, too, look forward to the next installment. I sense a artful allegory.

]]> Comment on Deeds, not Words on the US Dollar by Craig http://alephblog.com/2009/11/12/deeds-not-words-on-the-us-dollar/comment-page-1/#comment-23731 Craig Tue, 17 Nov 2009 20:32:34 +0000 http://alephblog.com/?p=2150#comment-23731 Medicare is a huge problem; Social Security just isn't. The "trust fund," such as it is, will never be paid back out, and that means growth in benefits will have to be cut back. That's not pleasant, and some heads are certainly going to roll, but it's hardly the end of the world as we know it. Relatively minor adjustments to any number of factors will keep it solvent and paying out at least today's level of real benefits as far as the eye can see. Medicare is a huge problem; Social Security just isn’t. The “trust fund,” such as it is, will never be paid back out, and that means growth in benefits will have to be cut back. That’s not pleasant, and some heads are certainly going to roll, but it’s hardly the end of the world as we know it. Relatively minor adjustments to any number of factors will keep it solvent and paying out at least today’s level of real benefits as far as the eye can see.

]]> Comment on Toward a New Theory of the Cost of Equity Capital, Part 2 by David Merkel http://alephblog.com/2009/10/20/toward-a-new-theory-of-the-cost-of-equity-capital-part-2/comment-page-1/#comment-23730 David Merkel Mon, 16 Nov 2009 17:46:14 +0000 http://alephblog.com/?p=2092#comment-23730 Sajal, that is a good point. Sajal, that is a good point.

]]> Comment on Toward a New Theory of the Cost of Equity Capital, Part 2 by Sajal http://alephblog.com/2009/10/20/toward-a-new-theory-of-the-cost-of-equity-capital-part-2/comment-page-1/#comment-23729 Sajal Mon, 16 Nov 2009 10:03:40 +0000 http://alephblog.com/?p=2092#comment-23729 David, Sajal from Fundamental Insights. Pension assets are also a source of leverage and should be included while calculating the cost of equity capital. Thanks, David, Sajal from Fundamental Insights. Pension assets are also a source of leverage and should be included while calculating the cost of equity capital. Thanks,

]]> Comment on The Forever Fund by Investing 101 http://alephblog.com/2009/11/13/the-forever-fund/comment-page-1/#comment-23728 Investing 101 Mon, 16 Nov 2009 08:10:08 +0000 http://alephblog.com/?p=2152#comment-23728 This is a great article on this recent acquisition that really made headlines. I'm a big WB admirer and I've been reading up everything I can about him. I think that his job gets harder and harder as he gets more and more money to invest. I'm convinced that the deal has a sound foundation. My only problem with it is that its price might have been a little high. Then again another part of me is telling me that this is the greatest investor of our time that we're talking about here. He probably sees something that eludes most of us, lol This is a great article on this recent acquisition that really made headlines. I’m a big WB admirer and I’ve been reading up everything I can about him. I think that his job gets harder and harder as he gets more and more money to invest. I’m convinced that the deal has a sound foundation. My only problem with it is that its price might have been a little high.

Then again another part of me is telling me that this is the greatest investor of our time that we’re talking about here. He probably sees something that eludes most of us, lol

]]> Comment on The Forever Fund by matt http://alephblog.com/2009/11/13/the-forever-fund/comment-page-1/#comment-23727 matt Sun, 15 Nov 2009 23:25:06 +0000 http://alephblog.com/?p=2152#comment-23727 Any chance of you doing portfolio updates going forward? I'd be curious to see if you still like investment grade fixed incomes, given the rally. Any chance of you doing portfolio updates going forward? I’d be curious to see if you still like investment grade fixed incomes, given the rally.

]]> Comment on Deeds, not Words on the US Dollar by DaveinHackensack http://alephblog.com/2009/11/12/deeds-not-words-on-the-us-dollar/comment-page-1/#comment-23726 DaveinHackensack Sun, 15 Nov 2009 19:04:01 +0000 http://alephblog.com/?p=2150#comment-23726 One way to save money on Medicare would be to phase in a higher eligibility for it, as was done with Social Security. Let non-indigent older Americans spend a couple more years on private health insurance. As for encouraging the Chinese and others with large dollar holdings to spend that money on U.S. goods and services, I suspect they'd rather buy U.S. assets. Remember when they tried to buy that American oil company though? One way to save money on Medicare would be to phase in a higher eligibility for it, as was done with Social Security. Let non-indigent older Americans spend a couple more years on private health insurance.

As for encouraging the Chinese and others with large dollar holdings to spend that money on U.S. goods and services, I suspect they’d rather buy U.S. assets. Remember when they tried to buy that American oil company though?

]]> Comment on The Forever Fund by Jeff http://alephblog.com/2009/11/13/the-forever-fund/comment-page-1/#comment-23725 Jeff Sun, 15 Nov 2009 17:46:20 +0000 http://alephblog.com/?p=2152#comment-23725 David -- Thanks for a thoughtful, interesting, and humorous analysis. There are certainly many these days who are willing to say WB is wrong. Maybe they should be looking at the other railroads. I have had several on my watch list, but don't own any at the moment. David — Thanks for a thoughtful, interesting, and humorous analysis. There are certainly many these days who are willing to say WB is wrong. Maybe they should be looking at the other railroads. I have had several on my watch list, but don’t own any at the moment.

]]> Comment on Deeds, not Words on the US Dollar by RichL http://alephblog.com/2009/11/12/deeds-not-words-on-the-us-dollar/comment-page-1/#comment-23720 RichL Sun, 15 Nov 2009 14:08:18 +0000 http://alephblog.com/?p=2150#comment-23720 Perhaps the precondition of having a strong dollar is to first have it become cheaper. If the USD/EUR cross was 1.80 and the Yuan was priced in the market rather than in Beijing, then with truly abundant natural gas reserves, fully developed infrastructure, and competitively priced labor, the US would have a strong economy and dollar. The elements are already there; it's just a matter of price and policy. Perhaps the precondition of having a strong dollar is to first have it become cheaper. If the USD/EUR cross was 1.80 and the Yuan was priced in the market rather than in Beijing, then with truly abundant natural gas reserves, fully developed infrastructure, and competitively priced labor, the US would have a strong economy and dollar. The elements are already there; it’s just a matter of price and policy.

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