J. Fredrickson's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/144619/comments http://seekingalpha.com/article/114936-the-erroneous-credence-of-the-efficient-market?source=feed#comment-356757 356757 Thu, 15 Jan 2009 13:13:07 -0500 http://seekingalpha.com/article/99126-the-latest-luck-of-bill-gross?source=feed#comment-277691 277691 Thu, 09 Oct 2008 10:19:03 -0400 http://seekingalpha.com/article/99126-the-latest-luck-of-bill-gross?source=feed#comment-277688 277688 Thu, 09 Oct 2008 10:17:15 -0400 http://seekingalpha.com/article/95713-history-suggests-the-financial-bottom-may-be-near?source=feed#comment-255811 255811
My name is also Jay Fredrickson]]> Tue, 16 Sep 2008 10:12:57 -0400
My name is also Jay Fredrickson]]> http://seekingalpha.com/article/93922-potash-corp-update-time-to-buy?source=feed#comment-245835 245835 Thu, 04 Sep 2008 19:54:19 -0400 http://seekingalpha.com/article/91106-friday-outlook-commodities-global-markets?source=feed#comment-231963 231963 Sat, 16 Aug 2008 14:05:36 -0400 http://seekingalpha.com/article/86423-wednesday-outlook-commodities-emerging-markets?source=feed#comment-212393 212393 Wed, 23 Jul 2008 11:22:12 -0400 http://seekingalpha.com/article/82773-thursday-outlook-commodities-emerging-markets?source=feed#comment-193316 193316
www.investopedia.com/t...]]> Thu, 26 Jun 2008 10:57:54 -0400
www.investopedia.com/t...]]> http://seekingalpha.com/article/78680-complex-simplicity-a-better-portfolio-of-etfs?source=feed#comment-173026 173026
Most schools (mine included) teach us that diversification is the answer to doing well in the market and that the markets are efficient. I have read the research/books on the topic as well as experienced quite a few years trading and think that it cannot be further from the truth. The reason behind the decision to teach diversification in our institutions has to do with being able to get theories published and needing certain aspects of the research to be constant. Enter efficient market, duh, duh, duh, problem solved, thanks Malkiel, high five (slap!).

But I feel that this strategy leads to mediocre returns. Of course the allocation will very based on many factors, but I feel that it is important for managers and individuals to understand what is happening or going to happen and set-up a strategy to take advantage of the opportunities out there. These do not really provide that incentive. I think that these types of portfolios are lazy, bloated and often times full of "evergreen income" for those lucky managers that get the naive client. ]]> Fri, 23 May 2008 21:49:44 -0400
Most schools (mine included) teach us that diversification is the answer to doing well in the market and that the markets are efficient. I have read the research/books on the topic as well as experienced quite a few years trading and think that it cannot be further from the truth. The reason behind the decision to teach diversification in our institutions has to do with being able to get theories published and needing certain aspects of the research to be constant. Enter efficient market, duh, duh, duh, problem solved, thanks Malkiel, high five (slap!).

But I feel that this strategy leads to mediocre returns. Of course the allocation will very based on many factors, but I feel that it is important for managers and individuals to understand what is happening or going to happen and set-up a strategy to take advantage of the opportunities out there. These do not really provide that incentive. I think that these types of portfolios are lazy, bloated and often times full of "evergreen income" for those lucky managers that get the naive client. ]]> http://seekingalpha.com/article/78236-wednesday-outlook-commodities-emerging-markets?source=feed#comment-171256 171256 Wed, 21 May 2008 16:11:13 -0400 http://seekingalpha.com/article/78089-inflation-protection-ideas?source=feed#comment-170656 170656 Tue, 20 May 2008 14:50:32 -0400 http://seekingalpha.com/article/70398-volatility-spike-parts-iii-and-iv?source=feed#comment-134038 134038
I respect the guy, but I'm not really on the same page when it comes to THIS buying opportunity.]]> Mon, 31 Mar 2008 10:46:25 -0400
I respect the guy, but I'm not really on the same page when it comes to THIS buying opportunity.]]> http://seekingalpha.com/article/68554-providing-aid-to-the-disabled?source=feed#comment-126436 126436
And to Barney Frank, that is just what we need, the U.S. government as a landlord...I'm sure the bureaucracy surrounding that won't be a problem.. I know that we need to save all our poor buddies in the financial industry..Thanks Barney I know my kids will appreciate that, and their kids, and probably their kids as we continue to print money and watch it float into the abyss. ]]> Fri, 14 Mar 2008 09:52:30 -0400
And to Barney Frank, that is just what we need, the U.S. government as a landlord...I'm sure the bureaucracy surrounding that won't be a problem.. I know that we need to save all our poor buddies in the financial industry..Thanks Barney I know my kids will appreciate that, and their kids, and probably their kids as we continue to print money and watch it float into the abyss. ]]> http://seekingalpha.com/article/68473-cfos-recession-has-already-started?source=feed#comment-126243 126243 Thu, 13 Mar 2008 20:58:21 -0400 http://seekingalpha.com/article/67437-dissecting-mbia-s-letter-to-owners?source=feed#comment-123356 123356 Fri, 07 Mar 2008 02:31:14 -0500 http://seekingalpha.com/article/66878-options-trader-monday-outlook?source=feed#comment-121748 121748 Mon, 03 Mar 2008 20:38:04 -0500