Javaharv

How Short Term Supply Constraints Will Impact Booming HEV Markets

What about advance diesel technologies? And diesel emission technology? They claim 50 mpg. It would seem to me to be the answer to reducing emissions.
Who does JCI get their lead acid batteries form? AXPW? We wish!

Two Sectors to Watch for a Return to the Glory Days

People you lived through the depression have since been very skeptical of equities. I think the boomers who are at retirement are very risk adverse. But those who think they have time may want to "chase the pot". Bubbles are like a ponzie they are impossible to resist, because "everyone is making money so why not cash in, until of course when the end comes.

My Best Reader Comment Ever!!

I follow john's comment and his lead acid bias. I am always looking and come across lithium-sulphur batteries and wonder what your view of this technology?

Grid-based Energy Storage: Birth of a Giant

John, I have follow much of what you have written. Our thinking tends to be in sync. The question I have is how does the vast supplies of natural gas fit into your thinking regarding alternative energies?

Time for an Infrastructure Allocation in Your Portfolio?

Everyone is an expert on the economy. What is missed is that government spending falls generally into two categories - expense and investment. Like all good investors making an investment produces returns. The government can invest and expect a return. As much as we may or may not need weapons or all sorts they do not produce a return. Infrastructure, education and to some extent health care produces returns. And no matter how the government invests money in can help the economy. It distributes the wealth and after the last 15 years of the wealthy gaining and the lower income population did not gain. How can one justify the outrageous income disparity in this country. The economy is ready to get a bit more fair. The labor movement built this economy and the great middle class. The time has come for the pendulum to swing back some.

Obama's High Speed Rail Strategy: What Will Happen When the Steel Meets the Track?

I have been a proponent of HSR for a long time. I have commuted to NYC from CT and the ride would be a lot more pleasant if only the tracks did not shake and bump the hell out of you. I think that the tracks and rights of way are the real challenge. As far as equipment is concerned doesn't GE make the best train engines? I would suggest that the steel suppliers will be big winners in the infrastructure build out. Steel and concrete are essential for almost all infrastructure.

Moving Cash from Fertilizer to Powershares DB Agriculture Fund

I agree with you, as usual, about the economy. Where is the efficient market theory? As we know there is an argument for both sides of any market or there would not be a market, e.g. muni auction market.

How can this economic situation seem so clear to the likes of us, and have the market hold up so well - SO FAR! (speaking of Kool-Aid)

As a life long bull, I have never been so bearish, mostly because I can usually see the light at the end of the tunnel, but this time the ramifications of the credit problems and the inflation threat create a tunnel without a light, at this point.

Fluor Flourishes on International Exposure

Mark look at ABB compared to FLR - They track each other, but tend to.

By the way, this market is shaping up to provide some very good values after the dust clears. I am one of those long time bulls that had a gut feeling that we had not seen the bottom yet. Then feeling not so great seeing the market regain a chunk of the last sell off after going into cash with a large percentage of my portfolio, which I never had done before.

So we will have a great buying opportunity soon, so are you collecting any great looking companies that are being thrown out with the bath water???

Best ETF and CEF Absolute Lagged Correlation To the S&P 500

Mike, I am really sorry, but could you give a brief explanation of "lagged correlation", I am not quite certain what you are demonstrating although I think it could be an interesting observation.

Clear Proof Against Leveraged ETFs

There is nothing like a simple argument to make ones case. So how do you rationalize, "the greater the risk (risk=volatility) the greater the retrun"?

Did Specialty ETFs Provide a Cushion From the Fall?

Most all professional are looking for a way to beat the market without suffering too much volatility. For most risk adverse clients holding bonds reduces beta and returns. For the more aggressive investors who does not mind a higher beta and just want to gain a significant edge on the market are looking for the ETF that will out perform the "market". For an example, isn't the RSP a slightly better core holding than the SPY?

One idea for a negatively correlated ETF is one composed of companies that are in the "deep value" category. It would lag the market and in a market turn should out perform significantly.

What are your thoughts?

Did Specialty ETFs Provide a Cushion From the Fall?

When you succeed in creating that index/ETF put me on your email list.


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Six Argentina-Based Investment Opportunities

Argentina is third most popular in S.America next to Columbia. Argentia is the 8th largest in size, not population. The eighth most populous country in the world is Bangladesh. Argentina is not even in the top twenty in population.

Why is land size a factor in investing?

ETF Screening: Trend Lines and Track Records

Tom, your trading strategy sound like a very workable model. I have been an advocate of providing income from growth for many years. The average financial advisor is more concerned with reducing risk and the concept of providing income form growth is one I have had since I was first licensed back in '82. Thank you, I appreciate all that you contribute and whaI learn from you.

Harvey

Actively Managed ETFs: Breakthrough or Likely Flop?

What would be the difference between an actively managed ETF and a CE? Aren't CE oft times referred to as ETFs, at least by "ETFConnect.com"?