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.

Thursday Outlook: Commodities, Global Markets

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

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.