iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • commenter
    Apr 09 09:22 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Great analysis David. I think you can be confident of one thing. That the current sideways movement will break either up or down. Maybe depending on exactly how exhausted those bears are. Reply
  • commenter
    Apr 09 06:04 PM
    Indexing Our Global Market Portfolio [view article]
    This is excellent analysis. It refutes what David Swenson of Yale says when he stated recently that the retail investor shouldn't and couldn't do what he does.

    Although not precisely the same obviously as the active team that MR. Swneson leads to manage Yales billions, this apporach represents a way forward.

    In fact, you present a way, as others have done, for a retail investor to passively allocate assets globally, and rationally. Thanks for the article.
    Reply
  • commenter
    Apr 09 03:12 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    It was an Arkansas farmer but I'm restricted regarding jokes with a political slant. Reply
  • commenter
    Apr 09 11:57 AM
    Indexing Our Global Market Portfolio [view article]
    Which fund are you using to reference the Citigroup High Yield Index? Is there a ticker? Reply
  • commenter
    Apr 09 11:36 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Brilliant as usual, although I do wish you'd finish what you were saying about the farmer's daughter... Reply
  • commenter
    Apr 09 11:00 AM
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    thanks for making my life as an etf guy easier. your focus is generally on the money!!!!!! Reply
  • commenter
    Apr 09 09:25 AM
    Indexing Our Global Market Portfolio [view article]
    So precisely what weightings (percentages) would I use for each asset class if I want to use this model portfolio? Thanks. Reply
  • commenter
    Apr 08 07:04 PM
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    Thanks. Reply
  • commenter
    Apr 08 04:54 PM
    My Website
    Market Bottom Already? I Don't Think So [view article]
    exellent analysis. we will see lower lows than jan und march. Reply
  • commenter
    Apr 08 11:09 AM
    My Website
    Market Bottom Already? I Don't Think So [view article]
    The problem with exports and a week dollar is that it works in the short term. Those that export, also consume, so after a while they will have to rise their prices just to stay even. So I would not count on them to provide more jobs in the near future. Also you could see some extra taxes in the future in order to compensate for the ones lost because of housing.
    Rising population is not going to increase spending, but it may even reduce it. It is pretty hard to spend at Starbucks when you have an extra mouth to feed.
    The market is very volatile right now, so it is very hard to peak a good stock, because there aren't many of them so everybody is trying a flight to safety.
    BTW, don't bet on technology, very few will do well, and by few I mean one or two.
    Reply
  • commenter
    Apr 08 10:36 AM
    My Website
    Market Bottom Already? I Don't Think So [view article]
    For those of you who are optimistic take a look at what author James Howard Kunstler has to say about the hight price of energy. jameshowardkunstler.ty.../ Reply
  • commenter
    Apr 08 10:30 AM
    My Website
    Market Bottom Already? I Don't Think So [view article]
    The bottom was in January. The action in March was a lower-volume retest. Reply
  • commenter
    Apr 08 10:08 AM
    Market Bottom Already? I Don't Think So [view article]
    Consumers power the market. If the dollar stays low or continues to decline, export sales will ramp up and prevent great job losses. Although high prices for commodity necessities plus housing value losses are crimping consumer spending, and will continue to do so for some time, a 6-12 month timetable for production adjustments to reduce those prices does not seem to me unreasonable. With our population growth, aggregate spending will resume its rise even if per capita spending does not. Combine exports with flat to slightly improved consumer spending within the year, and you get a resumption of sales and profits. Reply
  • commenter
    Apr 08 09:59 AM
    My Website
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    I agree, it is always an enjoyment to read articles from David. Good humor.
    But my guess is bulls havent won finally. Lets wait for the earnings period to be over.
    Reply
  • commenter
    Apr 08 09:46 AM
    Market Bottom Already? I Don't Think So [view article]
    this fed and government are working overtime to help the american consumer. there's an election coming up, for added incentive. yes, earnings will be miserable and writedowns might keep coming, but we're reaching levels that should draw private equity and foreign investors into the buyout arena. Reply