Seaferer20

Friday Roundup: Commodities, Emerging Markets

As you point out so very well David, markets go up, markets go down. Wall Street is but a part of the humongous global political/economic global transformation now in progress. IMHO we've only just begun. Long-term goals and objectives still rule my investments.
Meanwhile, you (emphasized) enjoy magnificent New Hampshire and don't fret about the small stuff.

3 ETFs to Consider for a Market Correction

Gary,
I can't quite agree with your suggestion that IGN is an ETF to consider for a market correction. It closed Friday (8/7) at $24.89, its 50-day MA is $23.85 and its 200-day MA is $19.24, $5.65 or, even more importantly, a whopping 29% below its current NAV. A market correction could lead to a relatively large loss for this ETF. Its alpha is a slight 10, low for a technology fund, but I'd wait for the correction to happen before pushing cash to work.

ETFs for 20% Inflation

Agree, good article. Additionally I suggest copper and other base metals.

Surviving ETF Liquidation

Tom,

Catch the well-deserved writeup Bob Clark did of you in the latest Investment Advisor Practice Edge [www.investmentadvisor....] and keep up the great job you're doing!

Best,
Tom Grzymala

Thursday Outlook: Commodities, Global Markets

your insightful comments and downright honesty make your wrfiting a must read Dave. thanks.

Don't Confuse a Bear Market with Stupidity

Please take this crude comment off. it's not appropriate IMHO

15 Key Types of Bond ETFs: 2008 Review

I ask the same question as It Figures, i.e. what are bond weekly percentage performance figures? What does this represent re the overall quarterly/annual total return performance of a given ETF?

Thanks

Will McCain's Vice Presidential Selection Help the Markets?

What BS. As someone said, just someone boosting his ego and seing his name in print.

Bill Miller on This Tough Market

Over the past 20 years America has gorped its way to an in extremis position. Hank Paulson and Ben Bernanke are frantically trying to bail out the swamped boat. The government is in debt up to its eyeballs, corporations are being bailed out by foreign sovereign funds, and consumers have hocked their houses (which are now plunging to their actual market values).

The financial services industry thus far has acknowledged $300 billion in losses but the bottom has yet to be found. How does $1 trillion grab you? This mess will not begin (underlined) to fix itself until the real value of the American economy has been determined. In the process FNM and FRE should be placed into receivership, their management scoundrels fired and both GSEs dissected into manageable entities.

As for buy and hold, those of us in our sixties will find it challenging to await 2030 or whenever. IMHO cash, TIPS and very short duration foreign bond funds (PIMCO has one) are the safest places to be for at least the next several years.

El-Erian's Recommended Allocation vs. Harvard, Yale

Rudi posted his comment as I was writing mine. It's interesting to note that there doesn't appear to be any domestic stocks in Rudi's although he closes with the caveat that "there are even more asset classes, that should be added to the portfolio". But then what and how much would be subtracted from the above?

El-Erian's Recommended Allocation vs. Harvard, Yale

I agree with Desi - correlating ETFs with Mr. El Erian's asset allocation model translates his institutional thesis into individual investor tools.

Wednesday Outlook: Commodities, Emerging Markets

Reviewing David's weekly notations on the moving average graphs certainly helps me keep all four wheels on the road, i.e., a sanity check! Very simply - thanks.

3 Reasons for a Rebound in Nuclear Energy ETFs

I too think that making a modest play on nuclear energy at this time may very well pay big rewards downstream. Nuclear energy appears to be a better play than lots of the more infantile alternative energy start-ups. IMHO this is a long-term play; don't expect to see your bucks erupt overnight!

Oil & Gas Equipment & Services ETF

With 20 years experience as a registered investment advisor, I am a propenent of the MAD investment philosophy, multi-asset diversification. Roger Gibson's book Asset Allocation will tell you all about it.
Having said that I strongly agree with the Fitzman that energy and its related sub-sectors should be overweighted in one's portfolio for at least the next five years. The broken US political process just kicks the can down the road and lacks any semblance of a sane energy policy.
Meanwhile, XES is a great, low-cost way to invest in numerous oil-service stocks. Buy and hold!!

The PowerShares Version of Global Asset Allocation

It's interesting to note that each of these asset allocation ETFs has a greater percentage in foreign funds than in domestic. What's the message here - other than perhaps a higher expense ratio? It will also be interesting to compare the PowerShares portfolios' performances to similar global asset allocation mutual funds.