Tao Man

Should You Invest for a 2nd Half Surge Across the Asset Classes?

Another View - Gary gets out of all these recommendations that don't turn out well for both himself and his clients. I guess that creates a lot of trading and removes the need to have strong convictions?

Fixed Income ETFs: When You Need Lower Risk

I'm in PCY at a purchase price of 25.72 and as of today down 2.98%. So far I'd be better off in a money market fund. I like your arguments though - keep up with ideas on how to navigate this difficult environment. PFF may be attractive now that it is lower than when you recommended it.

A Low Cost, Fully Diversified All ETF Portfolio

ACEBOY, nice call on the ultrashorts so far...

"where is the ultra short of US financials, " -
iShares Dow Jones US Financial was 86.71 on Feb 11, now 87.36

"where is the ultra short on US technology, " -
iShares Dow Jones US Technology was 52.95 on Feb 11, now 60.09

"and where is the ultra short on China!"
iShares FTSE/Xinhua China 25 Index was 140.55 on Feb 11, now 158.1

You sure have been wrong on your criticism of diversification in favor of shorting these investments based on an Alabama expression. Perhaps the expression is useful in financial markets but good luck on the timing. Going leveraged against the market can be suicide if you get that wrong.