Disqus - Latest Comments for barryschaeffer

Re: Suggested Issues

barryschaeffer — Sat, 30 Jul 2011 12:11:04 -0000

Eric,

Yes, I did send him an email. I will try to find it.

Barry

Re: Suggested Issues

barryschaeffer — Fri, 29 Jul 2011 19:03:13 -0000

Eric,

I put in a proposal to Kevin McKeown to do basic planning that would enable us to stock the components to use Cranberry Lake and Whistle Lake as emergency water supplies more effectively in the event of an earthquake. No one contacted me then to evaluate the utility of my proposal. Specifically, I believe we could provide running water to a large portion of the town's residents quickly and cheaply after a major earthquake, if we plan ahead now.

Barry Schaeffer

Re: This is why a global slowdown will hit by summer

barryschaeffer — Thu, 19 May 2011 17:59:22 -0000

Edward,

You ended this commentary with the following.
- Do BBB corporates qualify as high quality by your standard?
- Aren't high dividends at risk in this environment?

Barry Schaeffer

In my view, all of this will come to bear in a negative way this summer on risk assets: commodities, equities, and high yield bonds. Treasuries are the mystery. Economic weakness should support them but the debt ceiling debate is an overhang that makes Treasuries unattractive. High quality, high dividend, lower risk equities and high grade corporates outperform in such an environment.Read more: http://www.creditwritedowns...

Re: New Year’s Wishes From Credit Writedowns

barryschaeffer — Mon, 03 Jan 2011 16:34:10 -0000

Edward,

All the content is some of the best available. You went to a new blogging engine a few months back, which has made accessing your page slower and more cumbersome.

Thanks for all the hard work.

Barry Schaeffer