User 141585

Thursday Outlook: No Inflation? Who Knew?!

David Fry:
Enjoy your posts but wonder about the value of tracking the QQQQ based on David Jackson's analysis of it excerpted below:

"the NASDAQ 100 is a slightly unusual index that makes its popularity baffling. It’s dominated by large capitalization technology stocks, but it’s not a pure technology index. In fact, it excludes some of the largest US technology stocks, such as IBM and HPQ, which are traded on the New York Stock Exchange. As a result, if you want to make a concentrated sector investment in technology stocks you’re better off buying the Technology Sector ETF, ticker (XLK).

Moreover, many NASDAQ 100 stocks also appear in the S&P 500, so if you hold both QQQQ and IVV (or SPY) you have significant overlap in your portfolio.

And finally, a more conceptual point: there seem to be many suitable criteria for inclusion in a stock index (such as market cap, industry sector, or growth/value), but which exchange the stock is traded on doesn’t seem to me to be one of them. QQQQ, which tracks 100 stocks traded on the NASDAQ exchange, is thus a weird beast."
(seekingalpha.com/artic...)

Thursday Outlook: Range-Bound Trading

Blaine- Not Reagan. Bush.
Low volume on most charts.
Chucky no longer relevant. Soylent Green anyone ?

Tuesday Outlook: New World Order?

I enjoy reading your comments as I listen to the prognostications of cable t.v. money managers.

If the Chinese govt allows its citizens to buy U.S. stocks, does that mean they'll also be able to short U.S. stocks ?