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David Jackson

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  • ETF Investing Guide: How to Make Money By Rebalancing [View article]
    For another view of rebalancing, see:
    seekingalpha.com/artic...
    Feb 9 12:58 PM | Likes Like |Link to Comment
  • Rebalancing Can Be Hazardous to Your Portfolio [View article]
    Phil, this is fascinating -- thank you. My question is this:

    If we assume that
    (1) asset classes trend together in the long term, and
    (2) in the short term they deviate from their long term trajectories,

    then rebalancing should increase the return of your portfolio, not just reduce the risk/volatility.

    This is the argument I outlined here:
    seekingalpha.com/artic...

    My question is: why do you think you are not seeing that in the monte carlo studies for less-frequent rebalancing strategies?
    Feb 9 12:52 PM | Likes Like |Link to Comment
  • TheStreet.com Redesign [View article]
    Mark,

    Thank you for your feedback! We're about to upgrade our search dramatically. The quality of search should be much, much better, and you'll also be able to filter searches, for example to view search results only in transcripts.

    We've had an internal discussion about personalization. Would you like to be able to set the Seeking Alpha home page so it automatically shows headlines from your favorite authors?
    Feb 5 07:53 AM | Likes Like |Link to Comment
  • TheStreet.com Redesign [View article]
    I love the fact that we published Barry's criticism of Seeking Alpha. Do other readers agree with him that our home page is overwhelming, and what suggestions do you have for how we can improve it?

    -- David Jackson, Seeking Alpha founder
    Feb 3 04:42 PM | Likes Like |Link to Comment
  • Under The Radar News - Thursday [View article]
    The FT article on laptop vendors is uncannily similar to this:
    Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?
    seekingalpha.com/artic...

    which Seeking Alpha readers got 20 days earlier.
    :-)
    Jan 31 05:54 PM | Likes Like |Link to Comment
  • Google: Social Networking Inventory Not Monetizing as Well as Expected [View article]
    Excellent comment Lisa -- we'll add NWS to the tickers this story is tagged with.
    Jan 31 05:32 PM | Likes Like |Link to Comment
  • Yahoo! Slams comScore [View article]
    Andrew, it's good to have your input to the discussion. Thank you for participating in Seeking Alpha.
    Jan 31 12:13 PM | Likes Like |Link to Comment
  • Yahoo! Slams comScore [View article]
    Very interesting and helpful -- thank you!

    One follow-up question: do you see any possibility that Google Analytics, which is powerful and free, could offer an option to publishers to make a limited amount of data public, thereby offering a more accurate and consistent yardstick for mid-sized and smaller websites?
    Jan 31 01:52 AM | Likes Like |Link to Comment
  • Yahoo! Slams comScore [View article]
    Balanced View, I think you're right: the headline does suggest harsher criticism than Sue Decker's tone suggested, as opposed to Larry Dignan's comments. Thank you for calling this out.

    At the same time, if major players like Yahoo and ZDNet/CNET say that comScore's numbers no longer accurately reflect their businesses, that's got to be worth taking note of.

    Question for you: how much of a threat to comScore are companies like Compete and Quantcast that make a large amount of data publicly available for free?
    Jan 30 12:14 PM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby, Great info. Thank you.

    Punkin611, Please tell us more about the stock. What do you like about it? What's the upside, and what are the downside risks?
    Jan 16 03:41 PM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby -- really interesting; thank you! What's the key transportation problem: moving the raw material (in this case sugar or corn), or moving the ethanol?

    Also, any idea whether there are differences in plant building costs for corn versus sugar based ethanol production?
    Jan 16 08:05 AM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby and Geral, thanks for clarifying that Cosan isn't a corn-based ethanol producer.

    Questions for you: In your view, how do the economics of sugar based ethanol compare to corn-based ethanol? Don't you think that both will drive up the price of the underlying commodity? And given that the transport problems are the same, how much do you think the difference between corn and sugar matters?
    Jan 14 03:03 PM | Likes Like |Link to Comment
  • Buying Stocks: The Importance of Timing [View article]
    Dick, it's great to have you joining the discussion on Seeking Alpha. Welcome, and thank you!
    Jan 14 02:34 AM | Likes Like |Link to Comment
  • AOL Money & Finance Surpasses Yahoo Finance, MSN Money For Top Portal Spot [View article]
    Here's a couple of examples of our stuff on the new AOL Finance beta (under "Headlines", check the "All" tab and the "Blogs" tab):

    Contributors' articles:
    beta.finance.aol.com/q...

    and
    Transcript:
    beta.finance.aol.com/q...
    Jan 13 05:05 AM | Likes Like |Link to Comment
  • AOL Money & Finance Surpasses Yahoo Finance, MSN Money For Top Portal Spot [View article]
    It's great to see Seeking Alpha headlines in the AOL Finance beta -- it means that our contributors' articles will now be available to AOL readers.

    Also, it means they'll have access to our conference call transcripts, a critical resource for investors. We haven't announced this yet, but we're expanding our transcript coverage to about 2,500 companies this quarter. Think of that as 3x the S&P 500.
    Jan 13 04:54 AM | Likes Like |Link to Comment
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