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David Jackson  

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  • Google's Trends for Websites - Challenge to Comscore and Alexa? [View article]
    Fred, I think the most interesting part of Google Trends for websites is this comment from its FAQ ( ):

    16. How are you using Google Analytics data?
    The Google Analytics data in Trends for Websites comes from the anonymous opt-in data sharing setting in Google Analytics. This setting enables website owners to share their data in an anonymous form. To find out more about this setting, please read the FAQs related to Google Analytics Data Sharing. Individual site level information from Google Analytics isn't currently used in Trends for Websites. Instead, the Google Analytics data is used in an anonymous and aggregate fashion and combined with other data sources to calibrate macro-level insights into website traffic patterns, site visitation across geographies, and related websites and searches.

    This means that Google has the potential to use actual, hard data, not panels and statistical extrapolations like the other stats providers.
    Jun 22, 2008. 04:40 PM | Likes Like |Link to Comment
  • Connecting the Dots of the Internet Revolution [View article]
    Outstanding article -- very thought provoking.
    Jun 20, 2008. 10:18 AM | Likes Like |Link to Comment
  • How the FT Is Losing the Financial Opinion Wars [View article]
    Outstanding article.
    Jun 7, 2008. 04:12 PM | Likes Like |Link to Comment
  • If Your Users Fail, Your Website Fails [View article]
    Scott -- any suggestions for how we can improve Seeking Alpha?
    Jun 7, 2008. 03:59 PM | Likes Like |Link to Comment
  • If Your Users Fail, Your Website Fails [View article]
    Excellent article.
    Jun 7, 2008. 03:58 PM | Likes Like |Link to Comment
  • ETF Investing Guide: A Core ETF Portfolio [View article]
    mtwoman, first, to clarify -- the ETFs listed here are bond index funds, not actively managed bond funds.

    There are a few reasons why you might want to buy a bond index fund instead of buying individual bonds:
    - owning lots of bonds spreads the risk
    - you only have to buy a single ETF, instead of researching and buying many individual bonds
    - you don't need to worry about buying new bonds when your current bonds mature
    - the spreads on buying and selling individual bonds, particularly illiquid muni bonds, can be wide.

    At the same time, there are disadvantages. You pay a management fee, whereas buying from Treasury Direct is free. And you have more control over maturity dates if you buy bonds directly.

    Hope that helps.
    Jun 1, 2008. 05:19 AM | 1 Like Like |Link to Comment
  • Kevin Rich on Commodity ETFs and ETNs [View article]
    This was an unusually clear explanation of the relative advantages of ETFs and ETNs.

    Great interview -- thank you.
    May 30, 2008. 07:54 AM | 1 Like Like |Link to Comment
  • Options Trader: GDP-Thursday Outlook [View article]
    I'd forgotten how outstanding Phil Davis is. This is just great reading -- and great trading material.
    May 29, 2008. 05:20 PM | Likes Like |Link to Comment
  • Chatting With News Corp's Rupert Murdoch [View article]
    Excellent article. What also comes through is what great interviewers Walt Mossberg and Kara Swisher are.
    May 29, 2008. 05:11 PM | Likes Like |Link to Comment
  • Quant Strategy Broad ETFs [View article]
    Update: We added the new First Trust 130/30 ETN to the list, and in the Further Reading section a link to an article about it by Murray Coleman, that quotes Roger Nusbaum.
    May 29, 2008. 04:01 PM | Likes Like |Link to Comment
  • Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [View article]
    Update: We just added the new Northern Trust Israel ETF to the list, the NETS TA-25 Index Fund (TAV). Heather Bell writes about this ETF:

    "TAV, however, is not the first of its kind. The iShares complex already offers the competing iShares MSCI Israel Capped Investable Market Index Fund (NYSE Arca: EIS), which charges 0.68%. In a departure for the NETS family, TAV is actually more expensive than its corresponding iShares ETF: It charges 0.70%. EIS was only launched in late March, so it hasn't had time to gain much of a foothold - Northern Trust may be looking to compete with it more on the basis of the underlying index than on price."

    Her full article is here:
    May 28, 2008. 03:44 AM | Likes Like |Link to Comment
  • 700 ETFs and Counting: A Bird's-eye View [View article]
    I really enjoyed this article.
    May 26, 2008. 02:52 PM | Likes Like |Link to Comment
  • Complex Simplicity: A Better Portfolio of ETFs [View article]
    Roger, I think you're totally right. There are a lot of portfolios out there containing ETFs that aren't the cheapest or best, because they were first to market.
    May 25, 2008. 02:14 AM | Likes Like |Link to Comment
  • Complex Simplicity: A Better Portfolio of ETFs [View article]
    I just added the link to the NY Times article, which we dropped by accident. (Apologies to Roger and readers.)

    Roger -- great article. I love the idea of suggesting alternative ETFs to those most popularly used. But how valid is selection based mainly on recent past performance?
    May 24, 2008. 06:30 PM | Likes Like |Link to Comment
  • The White Elephant That Could Destroy Your Portfolio, Part I [View article]
    If Graham (and many others) are right that the Fed is seriously understating inflation, that would impact the returns on the TIPS ETFs. For that reason, I've added the two TIPS ETFs' tickers as tags to this article.
    May 24, 2008. 05:46 PM | 1 Like Like |Link to Comment