IWM Forum Topics
- All Comments on IWM
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- ETF Fund Flows (Week Ending 5/2/08) [view article]
- Tuesday Outlook: Unremarkable Volume, Breadth [view article]
- Wednesday Outlook: The Bad News Is the Good News [view article]
- What Is Diversification Worth? [view article]
- Core Building Blocks: Large, Mid & Small Cap US ETFs [view article]
- Friday Outlook: The Dollar 'Returns' [view article]
- Thursday Outlook: 'As Advertised' [view article]
- Tuesday Outlook: Y2K Head Fake Redux? [view article]
- Friday Outlook: Financials' Time to Shine? [view article]
- Tuesday Outlook: Déjà vu All Over Again [view article]
- Don't Wait for the Official End of the Recession [view article]
- Top 50 ETFs by Revenue Per Fund [view article]
Recent IWM Articles
- EPS Beat Rates Tick Slightly Lower
- ETF Fund Flows (Week Ending 5/2/08)
- Wednesday Outlook: The Bad News Is the Good News
- Tuesday Outlook: Unremarkable Volume, Breadth
- Summer Preview: Expecting More Volatility
- Friday Outlook: The Dollar 'Returns'
- Thursday Outlook: 'As Advertised'
- Tuesday Outlook: Y2K Head Fake Redux?
- Friday Outlook: Financials' Time to Shine?
- Recent Key ETF Performance
- Full List of Articles »
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ETF Fund Flows (Week Ending 5/2/08) [view article]
Excellent presentation. It would be even better were it more timely. A minor suggestion: present data in million $ -- this makes reading easier. Thanks for your service. omooc ReplyTuesday Outlook: Unremarkable Volume, Breadth [view article]
A quick question...What happenned to my DBA Powershares? Trading halted? Can't find any info.
Regards,
Dave
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Wednesday Outlook: The Bad News Is the Good News [view article]
karchad, let's see...........3 year "total return" on DVY 2.2% and 1 year at [15.92%].......how'd you do 10% a year? I'm all ears!Reply
Wednesday Outlook: The Bad News Is the Good News [view article]
I've been in DVY since 11/2003, and have an annualized yield still of just over 10%. Like any other investment, if you buy at the top, you suffer. If you buy decently, you can weather the bad times (and in fact buy more at low points). So his comment on DVY is a bit off. ReplyWednesday Outlook: The Bad News Is the Good News [view article]
David is overly bearish. Of course things are not looking good, but one must see the potentials in the US market. Personally I am just buying C$ and metals because, will, I am a little fearful the government (read Congress) robbing us again (10 to the 5th time). This can only happen when a corrupt government panders to an even more corrupt electorate. As the bard said, "We met the energy and he is us." ReplyWednesday Outlook: The Bad News Is the Good News [view article]
David, historically you cannot mix TA with fundamental analysis. Use one or the other. Trying to justify TA with fundamentals is [and always has been] a futile exercise. ReplyWednesday Outlook: The Bad News Is the Good News [view article]
throw into the mix that retail sales in europe were reported this morning to have dropped to 1995 levels, and it starts to get interesting for all the de-coupling foreign-earnings bullsre Fannie Mae (FNM), i think this is enough nonsense; if they are gonna have public monies to use and as backstop, they need to be reigned in re risk, period
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Wednesday Outlook: The Bad News Is the Good News [view article]
As always, thanks David for the charts. I find them really useful. I also appreciate your remarks.ps. I am so sick of these dollar bulls saying that the dollar has finally bottomed. Everytime the dollar ticks down I have to hear that we have finally hit a bottom and it is all up from here. LOL! Next stop for euro/dollar 1.65. You have to hadn it to Trichet about holding the line on interest rates and trying to stop inflation. Reply
Wednesday Outlook: The Bad News Is the Good News [view article]
Ker That's what I'm thinking. Nobody has it on their radar. If they stand pat or even raise rates, dollar will tank, market will tank and bonds will tank. Our FED is in a box and europe might make them defend the dollar. They're tired of dealing with our worldwide inflation campaign. ReplyWednesday Outlook: The Bad News Is the Good News [view article]
hook - David is sarcastic most of the time - havent seen anything positive (except the negative) for quite some time ReplyWednesday Outlook: The Bad News Is the Good News [view article]
the only thing all these etf charts have in common is the lack of volume on the upmove. care to explain how that's bullish? ReplyWednesday Outlook: The Bad News Is the Good News [view article]
Love it!Would the top to be with tomorrows ECB interest rate decision ? Reply
Tuesday Outlook: Unremarkable Volume, Breadth [view article]
Is that a head and shoulders top I see in GLD? ReplyTuesday Outlook: Unremarkable Volume, Breadth [view article]
Head and Shoulders top in India? No way. Only a very short-term analysis would ever jump to that conclusion based on the totally random gyrations of a closed end fund chart. Take a look at the more naturally trading ETF charts please. IFN trades in a very strange way based on supply and demand dynamics that have nothing to do with the underlying value of the companies in the fund. ReplyConsidine
What Is Diversification Worth? [view article]
To Montag:Ahh--but perhaps you have missed my point. I consider Warren Buffett's portfolio to be well diversified. I analyzed top Berkshire holdings using Monte Carlo and the model showed that Berkshire is well diversified. When Buffett talks about diversification he is talking about the 'buying everything' school of diversification. Smater diversification is quite different:
seekingalpha.com/article/17192-monte-car...
You can be well-diversified and concentrated--this is not a contradiction in terms. Diversification does not, by any real definition, mean buying some of everything. Diversification means having a portfolio in which the parts exhibit low enough correlation that you can extract more return for a given level of risk than you can with the individual parts. This does not require hundreds of holdings.
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