Seeking Alpha
View as an RSS Feed

MA Capital Management  

View MA Capital Management's Comments BY TICKER:
Latest  |  Highest rated
  • S&P 500 Correction Is Just Beginning [View article]
    Signs of panic are setting in, especially among the short duration longs. Expect rallies to be sold now for the foreseeable future.
    Oct 9, 2014. 02:59 PM | Likes Like |Link to Comment
  • S&P 500 Correction Is Just Beginning [View article]
    The rise in the US Dollar is likely to dampen exports which in turn will act as a drag on the GDP too. But it will hurt the Asian, export driven economies, a lot more which should cause a flow of assets out of them back into the safety of the US Treasuries.
    Oct 6, 2014. 07:50 PM | 1 Like Like |Link to Comment
  • What You Can Expect After The Next Correction [View article]
    It is a certainty, in our opinion, that we will have a correction. There is no doubt about that. This is an engineered rally, powered by a Fed induced wealth effect creation. The Fed inducement, i.e. QE, is over. Market re-alignment will occur and will most likely bring the S&P 500 down 20% to 25% from its peak.
    Aug 29, 2014. 10:28 AM | Likes Like |Link to Comment
  • What You Can Expect After The Next Correction [View article]
    If the market does nosedive, Congress will be politically motivated to do what it takes and "eventually" will increase deficit spending, but the question is will it be in time to prevent confidence from tanking?
    Aug 25, 2014. 07:33 PM | Likes Like |Link to Comment
  • What You Can Expect After The Next Correction [View article]
    Would be interesting to see if that is a catalyst for a market pullback, "sell the fact" type of event.
    Aug 25, 2014. 07:31 PM | Likes Like |Link to Comment
  • What You Can Expect After The Next Correction [View article]
    Agreed 100%. This is in fact the essence of Soft Currency Economics as espoused by my good friend, Warren Mosler.
    Aug 25, 2014. 07:30 PM | Likes Like |Link to Comment
  • Don't Mess With A Bull - The S&P Rally Will Continue [View article]
    Everyone, Thank You for your comments. Netbluesky, you are correct. Market sentiment is everything because it encompasses all material information that is out there. The only thing that market sentiment does not capture is unexpected shock risk like the unfortunate events of 9/11. Like ant21b suggests, low volatility can suggest bear as well as bull markets. The great thing about vol regimes is that they tend to last long periods of time and coupled with other statistical data make for great market indicators that the average person can use.
    Jun 23, 2014. 03:21 PM | Likes Like |Link to Comment
  • 2014 - Steady As She Goes [View article]
    Good point!
    Jun 20, 2014. 10:20 AM | Likes Like |Link to Comment
  • A Different Way To Diversify For The Coming S&P Correction [View article]
    Barahonas: Thank You for your comment. You are indeed correct. If it was possible, we would not have used any examples of CTA's in my article but the website required us to put a few examples in so we just added a few of the most popular ones in. Thank you very much for your comment.
    May 27, 2014. 09:41 AM | Likes Like |Link to Comment
  • A Different Way To Diversify For The Coming S&P Correction [View article]
    Thank You Tiger Technologies and HeWho for your comments. HeWho, I think you misunderstand this article. We used the BTOP50 because it is the most fair example of the industry. Yes, we could use a single program that beats the BTOP50, but that would be cherry picking and misleading. The point of this article is to show there is an asset class that provides a very nice alternative to traditional diversification. We will not state any program that mimics the BTOP50 or more importantly is highly correlated but beats the BTOP50 Index because that would make it appear like we are supporting that program. We leave it up to the reader to pick a CTA that fits their risk profile.
    There are also many hedge funds out there that do not require USD 500,000 dollar investments. In fact, there are many out there that go as low at USD 50,000 or even lower.
    Thank You again for your comments.
    May 27, 2014. 09:38 AM | Likes Like |Link to Comment
  • Daily Liquidity Hurts Mutual Fund Investors [View article]
    Thank you for your comment Tiger Technologies. I agree, perhaps the unsuspecting investor will never know but the SEC is becoming increasingly aware of this problem. Please read the enclosed link.

    http://bloom.bg/1sa5VOn
    May 9, 2014. 10:35 AM | Likes Like |Link to Comment
  • Daily Liquidity Hurts Mutual Fund Investors [View article]
    Thank You for your response 77052. Unfortunately I do not give product examples in any of my articles. The reasoning for this is so the reader can always be assured that my articles are unbiased and have no other agenda other than to help the reader make better decisions in their personal portfolio. Again, I thank you for your comment and am glad you found this article interesting.
    May 9, 2014. 10:13 AM | Likes Like |Link to Comment
  • Best Assets For Your 2014 Portfolio [View article]
    Best way to reply to your question is through the following statistic:
    From 1/1943-11/2013:
    - It has predicted 60% of the non-volatile months (defined as months where the S&P 500 has been greater than -2%).
    - It has predicted 79% of the volatile months (defined as months where the S&P 500 has been lower than -2%).
    Dec 3, 2013. 02:54 PM | Likes Like |Link to Comment
  • Constructing A Robust Absolute Return Portfolio [View article]
    Thanks for the suggestion. We will look at it!
    Aug 1, 2013. 02:00 PM | Likes Like |Link to Comment
  • The Next Credit Driven Crisis [View article]
    Exit first and add later. But easier said than done, as it is extremely hard to pick the tops and bottoms!
    As for the Fed, it is the most politically motivated agency in our government.
    Jun 26, 2013. 06:26 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
49 Comments
14 Likes