Industrial Select Sector SPDR (XLI)

All Comments on XLI

  • commenter
    granger
    Oct 11 02:41 AM
    Market Strategy: Sector vs. Style [view article]
    One of the best article I have read. Great info, very insighful tool for understanding price performance. Thank you. Reply
  • commenter
    TopCat
    Oct 09 07:37 PM
    Now is the Time for Inverse Sector ETFs [view article]
    Before I consider trading SKF again, what happened to the holders of SKFs when trading was stopped? Were the shares just held (could not buy or sell), then the price just set when trading resumed (bid/ask)?


    On Mar 06 03:18 PM Malkiel wrote:

    > No, you need a day like today to be able to buy your short positions
    > (which you would do if you are convinced that the overall market,
    > or at least a chosen sector of it, is not trending up or is moving
    > up and down). I like to keep it much simpler though, say by moving
    > back and forth between a general market index ETF (like QLD ultralong
    > for the Nasdaq) and its short equivalent (QID in this case). you
    > buy the short as high as possible into the rally and sell it at the
    > next convenient low, where you then simultaneously buy the long to
    > ride back up. This is where volatility is your friend and flat or
    > straightup trends are deadly. It's also where free trading in a
    > tax-deferred account becomes a nice profit machine...     Reply
  • commenter
    Socialism
    cannot
    compete!
    Oct 07 05:23 PM
    Global Market Roundup: Will the Bailout Work? [view article]
    @Bill James: grammar check, please!

    @Shiv: "take time to work its magic"?? There is no magic to it. And it will not work. That was a scam, a farce...it serves only the banks and to further indenture the people, by handing over yet more control to the government. The real solution? Massive cuts to government and massive TAX CUTS. I'm not talking 5% or even 10%. I'm talking, cut the federal government to the core, and a flat tax never to exceed 10% on *anyone*. That is just...and it's overdue. Sooner or later enough people will wake up and demand it. This economic situation may just be the time that it happens. Hopefully!!     Reply
  • commenter
    The World's
    Worst Stock
    Picker
    Oct 06 01:05 PM
    My Website
    How Do Commodities ETFs Compare to ETNs? [view article]
    The article is very informative. Thanks. Reply
  • commenter
    ETF STER
    Oct 06 12:18 PM
    How Do Commodities ETFs Compare to ETNs? [view article]
    You had my attention until you decided to turn this into an internet advertisement of your newsletter.

    I think that Seeking Alpha should send you a bill.     Reply
  • commenter
    Shiv
    Oct 05 01:09 PM
    My Website
    Global Market Roundup: Will the Bailout Work? [view article]
    The rescue package will take time to work its magic. And while people watch for indicators of success from implementaion of the rescue package, there is a possibility that better opportunities might emerge. This is time when perceived risks are higher than real risks. In the short term, corporations may well find earnings potential fall below long term earnings potential; and this might cause better entry points. However several economic risks are already priced in. This is a market for long term investors (5/6 years). Sector allocation is important, overweight positions need to determined based on which sectors will benefit most during the next cyclical upswing; also to consider is over-weighting the presently undervalued sectors; and finally consider the sectors which outprform based on where we are in the economic cycle today. Investors should also not forget to rebalance portfolios more frequently than in normal times. Finally, do not forget diversification across asset classes. Its a good market for traders too; volatility is high which is good for day traders. Positional traders can also look forward to an up quarter followed by a re-test of lows. This is one of those times when there is opportunity for everyone, regardless of style - short term/long term/trader/bull/bear. The only styles I would say might feel a bit left out is growth; because I think this is a time value will outperform and off course, small caps should lag large caps. Reply
  • commenter
    Bill James
    Oct 05 09:00 AM
    My Website
    Global Market Roundup: Will the Bailout Work? [view article]
    End government control over rights of way, implement Performance Standards for power generation and transportation and in 6 years. seekingalpha.com/artic...

    Building the Physical-Internet will likely working family disposable income can increase by $3,200 per year. www.jpods.com/ar_Burde...     Reply
  • commenter
    User 179191
    Oct 05 08:55 AM
    Global Market Roundup: Will the Bailout Work? [view article]
    Excellent review! The Doom & Gloom scenario seems almost universal - indicating that perhaps the worst has already been discounted. But "hold on" for more volatily until the dust settles and investors begin looking past the devastation to the inevitable economic and market recovery. Reply
  • commenter
    gamma65
    Oct 05 01:18 AM
    My Website
    What To Do in a Rebuilding Year [view article]
    The equity and bond markets have benefited from a long period of low inflation, but ongoing and massive central bank liquidity injections point to a far less benign environment of elevated inflation ahead. Research by our firm, Agcapita Farmland Investment Partnership (Calgary, Canada based agriculture private equity firm – farmlandinvestmentpart...) shows investors must be prepared to rotate into asset classes with different characteristics. During the last commodity bull market & high inflation period in the 1970’s, equities materially underperformed farmland.
    - Western Canadian farmland went from around $100/acre to $550/acre (550% total return and 176% in inflation adjusted terms);
    - Cash held in a money market account barely kept ahead of inflation (6% inflation adjusted return); and the
    - S&P 500 index returned less than 2% per year (a loss of almost 50% in inflation in adjusted terms)

    We believe the world is still in the early stages of this current commodity bull market. When agriculture commodities prices are compared against their previous inflation adjusted highs they are significantly discounted implying scope for further increases:
    - Corn is US$ 5/bushel currently compared to US$16/bushel in 1974,
    - Wheat is US$ 7/bushel currently compared to US$27/bushel in 1974
    - Canadian farmland is C$ 660/acre currently compared to C$1,100/acre in 1981

    Another interesting metric is the long-term average ratio of the Commodities Research Bureau Index versus the S&P 500 which is currently around 1.5 times. Simplistically, this ratio indicates how much S&P 500 stock you can buy with a fixed basket of commodities. Some important points:
    • During the commodity bull market of the 1970s, the ratio was consistently higher than 2 times for over 10 years – it peaked at almost 4 times.
    • The ratio is currently at around 0.5 times - significantly below the 1.5 times long-term average, just slightly above the 0.15 all time low reached in 1999/2000 and still very far below the almost 4 times multiple reached in the last commodity bull market. We still appear to be at an all time low relative valuation between “hard assets" versus "stocks.”
    • If history is a guide, the ratio of hard assets to stocks will have moved much higher before this commodity bull market is over.
    • How? Stocks will continue to fall and/or commodities will continue to climb – most likely a serious combination of both as investors, fearing inflation, rotate out of stocks into commodities – the cycle of “inflation, rotation, hard assets”.
    Agcapita is a Calgary based, agriculture private equity firm that allows investors to cost effectively allocate a portion of their portfolios to hard assets in the form of Canadian farmland via its professionally managed Agcapita Farmland Investment Partnership. Agcapita Farmland Investment Partnership is the third in a family of private equity funds which has grown to almost $100 million in assets under management. Agcapita’s investment team has over 40 years private equity and fund management experience and over $1 billion in total career transactions and previously managed a group of emerging market funds with almost C$500 million in assets for one of the largest banks in Europe.

    Reply
  • commenter
    granger
    Oct 04 04:34 AM
    Bespoke's Sector Snapshots [view article]
    Thank you as always. Love the info,especially the chart frormat and style. A picture is worth a thousand words. Thanks again, good stuff. Reply
  • commenter
    bigmoney
    Oct 03 07:24 PM
    What the Sectors Are Telling Us [view article]
    I think he was referring to (corporate) bond prices falling, which is probably a flight to safety (treasuries), which drives down the price of money for government, at the exact time they pass $700 bailout. Good timing. Reply
  • commenter
    Lazy Al
    Oct 03 01:25 PM
    Getting Uglier and Uglier [view article]
    OK, dc1, I'll add something constructive:

    In the year from Sep 2001 to Oct 2002, IBM went from $120 to $56-- a much steeper decline than during the past year. It pays to keep things in perspective.

    Now YOU can add something useful--or shut up.

    Reply
  • commenter
    dc1
    Oct 03 11:51 AM
    Getting Uglier and Uglier [view article]
    To Lazy Al,

    Add something constructive or SHUT UP!     Reply
  • commenter
    The hand
    Oct 03 04:26 AM
    My Website
    Getting Uglier and Uglier [view article]
    i still like your charts. Reply
  • commenter
    Lazy Al
    Oct 02 10:03 PM
    Getting Uglier and Uglier [view article]
    Your article proves beyond doubt the market has fallen sharply in the past year.
    Duh.
    Look at charts from the bear markets of 1987 and 2002, maybe you'll learn something.

     Reply
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