Haley

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    • Fri Oct 31st 19:35 PM | Rating: 0 0
      Commented on:
      ETF Spreads Widen Substantially from a Year Ago
      In these volatile times, I find it hard to believe most traders are placing market orders. When the daily volatility is very low, there is minimal risk in placing a market order, and little to gain by placing limit orders far from the bid or ask. Today, however, orders get filled during the day well away from the bid or ask of the time of placing the order. Getting an instant acknowledgement is a sign you didn't try hard enough to get a good fill. I would guess almost anyone willing to trade in these times is willing to wait a few minutes or hours for the fill at the prices they find more acceptable.

      Matt
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    • Fri Aug 8th 08:45 AM | Rating: 0 0
      Commented on:
      A Simple Momentum System for Beating the Market
      Clearly Graham and Ken Fisher have been some of the most successful investors and both somehow managed to find time to write books while Fisher also has many peer reviewed papers published.

      The buy and hold arguement holds because eventually most stocks rise, and if you wait long enough your selections will as well. Combining sector rotation with long term objectives has been a hallmark of success for many long term holders thought of as buy and hold, the rotation is just slower for some people (Buffett) than others (Fisher). And some are much faster (Town).

      It is not possible to copy Buffett's returns without copying his methodology, and that includes being an active manager, whether a a board member at Washington Post and Coke, or through selecting and retaining the management of the wholy owned companies.

      Naturally all analysis is post, as are all back-testing analysis. You obviously can't analyze what hasn't happened, so that arguement seem disingenuous.

      The risk is chasing old returns, so balancing over trading with getting in after the momentum has changed requires more thought. A less risky model may be to take benchmark risk against a market cap based world index like MSCI World by varying up or down the allocation of the sectors.

      One thing missing is industry rotation in the article. Those that rotated out of retail, homebuilders, discretionary and autos last summer are and will likely continue to do well.

      Matt
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    • Mon Apr 7th 00:38 AM | Rating: 0 0
      Commented on:
      Top 50 ETFs by Revenue Per Fund
      I thought it was interesting. Showed pricing power exists in the way iShares is segmenting. Also showed direct competition by segment worked to bring prices down, even when the options availability and market cap would indicate the much larger player should have pricing power.

      Off to see if iShares is public.

      Matt
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    • Mon Apr 7th 00:36 AM | Rating: 0 0
      Commented on:
      Top 50 ETFs by Revenue Per Fund
      Well,

      I have to say I found it very interesting. To see some direct competitors (IVV and SPY) have very small ERs. And compare that to those that should have ERs lower (EEM) and see none of the big funds companies has a reasonable alternative. Explains the slippage on some funds. I don't really care about the total dollars, but the ERs comparison is very interesting. It also shows iShares has done a great job of pricing their market. Off to see if they are public.

      Matt
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    • Sun Mar 16th 10:01 AM | Rating: 0 0
      Commented on:
      Is $3.25 Gas Helping Harley Davidson?
      They are still having rising inventories, and the LIFO inventory method masks teh huge increase in inventory value decreases as stated deep in the notes section of the 10K.
      They make a discretionary product, and consumers' sentment is very low. This has been a horrible stock for 9 months and will continue to be bad until sentiment rises. I will continue to play it to the downside until sentiment rises. Likely at least another 6 months.
      View article »
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