David Fry

Thursday Outlook: Commodities, Global Markets

You're all very kind and we thank you. I just landed in Quito and just don't have time to write today but I'll be back on Monday.

Francie was pretty shocked I posted this but our dear readers need to know why I can't post sometimes.

That photo of her was taken 3 years ago and her beauty is timeless. We've been married for 32 + years. You must think I robbed the cradle literally.

As to the smart ass who wondered what a pretty lady like this was doing with a beast like me........that's been said before and the last guy that said it....well, you don't wanna know.

Friday Outlook: Commodities, Global Markets

F. Bradeen.........we cover 65 or so ETFs on our main menu. But in most portfolios we do as you suggest.

Some folks have targeted and unique issues they're interested in. So, if they want to cobble together their own portfolios from the main menu, that's up to them.

Friday Outlook: Commodities, Global Markets

I just plum forgot GLD..........

Tuesday Outlook: Commodities, Global Markets

7xy........

Sure, but I write a newsletter for an audience interested in all the ETFs.

From a large menu, we cobble together a few portfolios using fewer ETFs including VTI.

Tuesday Outlook: Commodities, Emerging Markets

Thanks for your kind comments everyone.

I've posted before the intent of our charts is to provide what is viewed, in our opinion, as a range of possibilities from an intermediate [weeks] perspective. It's not a prediction and we're not in that business.

We also are repetitive in markets covered because, in our view, these are the markets that matter and/or have the maximum impact currently.

David Fry's Market Outlook for Friday

DJ........CEFs are just being avoided in favor of ETFs. Makes sense wouldn't you agree? We use CEFs when there is no ETF alternative. We did that IFN and then TRF for example. When an ETF was issued the premiums disappeared. We're involved with TKF but also understand an ETF is in registration. When it's issued, we'll switch most likely.

Frank.... China's economy grew at 11.9% in last period so it doesn't take much rocket science to make that judgment. Add to that India et al and you've got some healthy demand for raw materials. As to CAT, that doesn't figure in directly to "materials". Construction is slower in the States and, despite the weak dollar, the yen is also weak so maybe Asian buying for equipment is from Japan. Am I misunderstanding your question?