Comments for Obvious Insights http://blog.towerbank.net Obvious Insights with Graig Stettner of Tower Private Advisors. Sun, 25 Jul 2010 19:49:19 +0000 http://wordpress.org/?v=2.9.1 hourly 1 Comment on FDIC Insurance Coverage Update by Lloyd Ehmcke http://blog.towerbank.net/miscellaneous/fdic-insurance-coverage-update/comment-page-1/#comment-1734 Lloyd Ehmcke Sun, 25 Jul 2010 19:49:19 +0000 http://blog.towerbank.net/?p=2098#comment-1734 Just wanted to put your mind at ease, I didn't have any money in any of those banks that failed. Ha. Just wanted to put your mind at ease, I didn’t have any money in any of those banks that failed. Ha.

]]> Comment on FDIC Insurance Coverage Update by Weekly Recap & Outlook – 07.23.10 « Obvious Insights http://blog.towerbank.net/miscellaneous/fdic-insurance-coverage-update/comment-page-1/#comment-1714 Weekly Recap & Outlook – 07.23.10 « Obvious Insights Fri, 23 Jul 2010 19:49:44 +0000 http://blog.towerbank.net/?p=2098#comment-1714 [...] « FDIC Insurance Coverage Update [...] [...] « FDIC Insurance Coverage Update [...]

]]> Comment on Weekly Recap & Outlook – 07.16.10 by Graig Stettner http://blog.towerbank.net/weekly-recap/weekly-recap-outlook-07-16-10/comment-page-1/#comment-1667 Graig Stettner Mon, 19 Jul 2010 12:50:56 +0000 http://blog.towerbank.net/?p=2064#comment-1667 Although the problems with munis should be pretty isolated--rather than across the entire asset class--now would probably be a pretty good time to get comfortable with what those funds hold. I assume they're closed-end funds since you mention leverage. Consquently, you can find their holdings on the internet at, among other places, www.cefconnect.com. When you jump to a fund there's a "Portfolio Characteristics" tab where you can see top holdings and characteristics of the fund. Pay especial attention to the Credit Quality graph. If you want to see more you can jump to the SEC Filings and look at the detailed holdings. One fund I looked at had 26.3% in New York and 15.9% in California bonds, so you might be able to spot some potential trouble spots and shift to safer funds. Although the problems with munis should be pretty isolated–rather than across the entire asset class–now would probably be a pretty good time to get comfortable with what those funds hold. I assume they’re closed-end funds since you mention leverage. Consquently, you can find their holdings on the internet at, among other places, http://www.cefconnect.com. When you jump to a fund there’s a “Portfolio Characteristics” tab where you can see top holdings and characteristics of the fund. Pay especial attention to the Credit Quality graph. If you want to see more you can jump to the SEC Filings and look at the detailed holdings. One fund I looked at had 26.3% in New York and 15.9% in California bonds, so you might be able to spot some potential trouble spots and shift to safer funds.

]]> Comment on Weekly Recap & Outlook – 07.16.10 by Larry Dent http://blog.towerbank.net/weekly-recap/weekly-recap-outlook-07-16-10/comment-page-1/#comment-1653 Larry Dent Sat, 17 Jul 2010 11:21:47 +0000 http://blog.towerbank.net/?p=2064#comment-1653 I am holding muni funds. They are scattered among Nuven, Blackrock, Pimco and several others. All are leveraged around 40% or so. Any comments on the likely hood of muni's starting to default? I am holding muni funds. They are scattered among Nuven, Blackrock, Pimco and several others. All are leveraged around 40% or so.

Any comments on the likely hood of muni’s starting to default?

]]> Comment on Yet Another Magazine Cover Story by Weekly Recap & Outlook – 07.16.10 « Obvious Insights http://blog.towerbank.net/cover-stories/yet-another-magazine-cover-story/comment-page-1/#comment-1643 Weekly Recap & Outlook – 07.16.10 « Obvious Insights Fri, 16 Jul 2010 19:27:12 +0000 http://blog.towerbank.net/?p=2057#comment-1643 [...] « Yet Another Magazine Cover Story [...] [...] « Yet Another Magazine Cover Story [...]

]]> Comment on Gold . . . too late? by Weekly Recap & Outlook – 07.09.10 « Obvious Insights http://blog.towerbank.net/thinking/gold-too-late/comment-page-1/#comment-1610 Weekly Recap & Outlook – 07.09.10 « Obvious Insights Fri, 09 Jul 2010 21:05:40 +0000 http://blog.towerbank.net/?p=2037#comment-1610 [...] « Gold . . . too late? [...] [...] « Gold . . . too late? [...]

]]> Comment on The Magazine Cover Phenomenon Strikes Again by Graig Stettner http://blog.towerbank.net/stocks/the-magazine-cover-phenomenon-strikes-again/comment-page-1/#comment-1564 Graig Stettner Mon, 28 Jun 2010 14:30:25 +0000 http://blog.towerbank.net/?p=2005#comment-1564 Probably not for a while. We're pretty confident in the market--its direction, at least--over the next 7-10 years though: sideways at best. Probably not for a while. We’re pretty confident in the market–its direction, at least–over the next 7-10 years though: sideways at best.

]]> Comment on The Magazine Cover Phenomenon Strikes Again by Lloyd Ehmcke http://blog.towerbank.net/stocks/the-magazine-cover-phenomenon-strikes-again/comment-page-1/#comment-1550 Lloyd Ehmcke Sat, 26 Jun 2010 23:51:02 +0000 http://blog.towerbank.net/?p=2005#comment-1550 When are you planning to get "confident" in this market? Ha. When are you planning to get “confident” in this market? Ha.

]]> Comment on Because I’m lazy . . . by Weekly Recap & Outlook – 06.25.10 « Obvious Insights http://blog.towerbank.net/thinking/because-im-lazy/comment-page-1/#comment-1527 Weekly Recap & Outlook – 06.25.10 « Obvious Insights Fri, 25 Jun 2010 21:13:10 +0000 http://blog.towerbank.net/?p=2013#comment-1527 [...] « Because I’m lazy . . . [...] [...] « Because I’m lazy . . . [...]

]]> Comment on Wanna visualize the BP oil spill? by Weekly Recap & Outlook – 05.21.10 « Obvious Insights http://blog.towerbank.net/miscellaneous/wanna-visualize-the-bp-oil-spill/comment-page-1/#comment-1428 Weekly Recap & Outlook – 05.21.10 « Obvious Insights Fri, 11 Jun 2010 20:34:10 +0000 http://blog.towerbank.net/?p=1985#comment-1428 [...] « Wanna visualize the BP oil spill? [...] [...] « Wanna visualize the BP oil spill? [...]

]]>