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Gary Jakacky

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  • Harvard's Endowment: Wise Or Foolish? [View article]
    Way to go HAH-vahd!
    Feb 14 11:59 AM | Likes Like |Link to Comment
  • Health care sector at rare premium to consumer staples [View news story]
    Old news by now, but not surprising. Health care has been a bull market leader, outperforming the S&P500 by a massive amount on a risk adjusted basis:

    http://seekingalpha.co...
    Feb 14 11:52 AM | 1 Like Like |Link to Comment
  • The REAL Similarities Between 1929 And 2014: Not A Spurious Chart Correlation [View article]
    Causality is a far more subtle concept, more the province of philosophers and analysts. Correlation is just brute statistical output, which is why it is so abised and has been the weapon of choice for demagogues for millennia.
    Feb 13 05:38 PM | Likes Like |Link to Comment
  • The REAL Similarities Between 1929 And 2014: Not A Spurious Chart Correlation [View article]
    I think Sirius Black (of Harry Potter fame, if you don't know the details) would agree with you.
    Feb 12 07:39 PM | Likes Like |Link to Comment
  • The REAL Similarities Between 1929 And 2014: Not A Spurious Chart Correlation [View article]
    Correct. Your article already did that, which is why I made only the comment about logarithmic-ism. (?) I stand by my comment in another letter though...if the market were to sell off sharply in the next few months, they would take full credit for their "insight." They would have been better off to just point out the possible developing head-and-shoulders, and leave it at that.
    Feb 12 07:38 PM | Likes Like |Link to Comment
  • Stages Of A Bull Market Part V: Follow The Leaders [View article]
    Well I haven't had the nerve to p.o. the Obamanoids at SA and elsewhere, but the fact is the XLV started to rise as oon as the CBO scored Obamacare as a disaster for the economy AND our dear leader decided to exempt businesses AGAIN from compliance. As any public school teacher will tell you these days, failure is success.
    Feb 12 04:13 PM | Likes Like |Link to Comment
  • The REAL Similarities Between 1929 And 2014: Not A Spurious Chart Correlation [View article]
    What you will find, MLA99, is that if the market crashed, then the writer would take FULL CREDIT for having "forecasted" the market collapse. If the market did nothing or went higher, they would laugh it off, wait until a whole new gullible of mainstream media followers were cultivated by MSNBC and their ilk, and run it by them again.

    You can always smell a rat by what happens when a scam artist does when confronted. Consider the biggest scam of all right now, Climate Change. It used to be called global warming; but when that was discredited, all you have to do is morph into a new name with the same ideology and the media lapdogs will do the work for you. And before Global Warming it was the new ice age. Ad infinitum.
    Feb 12 02:08 PM | 5 Likes Like |Link to Comment
  • The REAL Similarities Between 1929 And 2014: Not A Spurious Chart Correlation [View article]
    Thanks...coffee, sugar, chocolate, eggs, bacon, beer, ad infinitum...the list of products and industries destroyed by the "correlators" must add up to hundreds of billions.
    Feb 12 01:54 PM | 2 Likes Like |Link to Comment
  • About That 'Scary' 1929 Graph [View article]
    The similarity between the two eras that bears watching is, back in the 1920s our FED, which to be fair was very young and inexperienced at the time, kept interest rates artificially low as the economy and the market boiled higher and higher. Why?

    To prevent sucking capital out of Europe. Sound familiar?
    Feb 12 10:37 AM | Likes Like |Link to Comment
  • Stages Of A Bull Market Part V: Follow The Leaders [View article]
    No problem. If you really want to see a Seeking Alpha ace who I swear by, market analysis and otherwise, put Calafia Beach Pundit on your followers list.
    Feb 12 10:34 AM | Likes Like |Link to Comment
  • About That 'Scary' 1929 Graph [View article]
    Excellent article. 1929 parallel is useless curve fitting and purely chart/technical analysis, which SA is supposed to eschew.
    Feb 11 11:06 PM | 2 Likes Like |Link to Comment
  • Keynesianism Gone Wild [View article]
    Every thing this country would become without the 2nd amendment and the Republicans in congress.
    Feb 11 04:41 PM | 1 Like Like |Link to Comment
  • Equal Vs. Cap Weighted ETFs: Dividend And Risk Consequences [View article]
    (1) Good point. I should have stuck to the word "blue chip" for the larger stocks and left it at that.

    (2) The article is not about trying to forecast the market; it is about what happens to equal vs cap weighted portfolios in advancing markets (Which is the case 2 years out of 3).

    (3) NO, most charts are not corrected for dividends. I could have used total return charts I suppose, Ycharts have them; but I hate Ycharts, so I stuck with price returns and added the dividends in. Since it is over just a six month period time value of money was not really an issue.

    (4) try and exoand on this, it is hard to understand in just a short paragraph. I think it deserves an article of its own. :)
    Feb 11 04:14 PM | Likes Like |Link to Comment
  • Equal Vs. Cap Weighted ETFs: Dividend And Risk Consequences [View article]
    Correct. By definition SPY has a beta of 1.0 and sensitivity of other ETFs to SPY would be obtained by regression; the beta (Slope) coefficient is the beta of finance.
    Feb 11 11:54 AM | Likes Like |Link to Comment
  • Equal Vs. Cap Weighted ETFs: Dividend And Risk Consequences [View article]
    Correct. I know a lot of SA users use Ycharts or whatever, but to me Bigcharts is the best one going.
    Feb 10 06:38 PM | Likes Like |Link to Comment
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