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  • ETF Analysis: Bottom-Up vs. Forward Looking [View article]
    JonD, I think the big picture idea that I am trying to convey is that trying to apply bottom up stock picking methods to ETFs is not very useful.

    Further as far as timing, I believe I am very consistent in saying that I am increasing or decreasing and I preach on and on about never being zero weight in something as big as emerging markets. Her implication is to have zero in emerging markets right now (this is simply what I think I'm reading).

    It might be my inability to explain this well but I'm <em>telling you</em> that her article is very different and I think of no value.
    Jul 10 08:51 am |Rating: 0 0
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