PDL27

Wednesday Outlook: Commodities, Emerging Markets

Very small comment, Dave... It was Willie Sutton, not John Dillinger, who made that remark about "that's where the money is". But I agree with your sentiment. Thanks for your chart analysis.

Tuesday Outlook: Commodities, Emerging Markets

Interesting comment on Myron Scholes freezing the assets of his hedge fund... being a Nobel Laurette (sp?), I can now see why Paul Krugman was recently given this honor.

Thanks for the informative charts and commentary.

Friday Outlook: Commodities, Emerging Markets

David, thanks for your commentary as usual. I hope you won't take the bait and try to respond to bosun.j -- there are elements to that screed that beg for a response but it hardly seems worth it since bosun.j seems completely immersed in ideas and opinions whose validity is not only questionable but has been proven wrong throughout history.

Anyway, for one who still believes that "Wall Street" still serves an important function in our capitalistic society and that there is nothing wrong in trying to generate decent returns from our investments and seed capital which was generated by our own labor over many years, some of which were producing widgets at a reasonable profit and not merely for the benefit of society, we appreciate your analysis of the ETFs in your universe. Unfortunately, they paint a rather dismal picture at the moment and I'm afraid that's a pretty good assessment of both the current and near-term economic situation for our beloved country and the world as a whole. Maybe Mr/Ms bosun.j should consider what your trivial graphs "tell" about the challenges facing this country and its evolving leadership.

Thanks for your work.

The Next Bubble

Jason, you seem to bemoan the exponential growth of hedge funds and the resulting "momentum investing" that they pursue -- and then you suggest the turn is coming and people can benefit from buying LEAPS. I also note that you are LONG the UUP and SHORT USO -- those are classic momentum plays for the moment. Am I missing something?

Friday Outlook: Commodities, Emerging Markets

"Putin is lootin'" ... that's a classic! May I borrow that? And you're right: they really are Soviets in their mindset and objectives... and in their souls.

Nice job, David, as always. Other than oil and a few healthcare sectors, I don't see anything close to being positive. Good time to stay on the sidelines. JMHO.