Roowns

The Top 10 ETF Model Portfolio

Well. If you had like 10 mil. dollars and all you want is to keep your wealth and have low exposure to risk I guess you could easily use a mix of those.
But since it's not really anyone case in here, I'll have to pass. Thank you.

Now can you tell me how to reach 10 mil. dollars so I can use this article ?

Friday Outlook: Commodities, Global Markets

With the market being 50% down from peak, I think it's safe to say the 40 in volatility it's the new 20 as you were implying.
The volatility indicator should be somehow weighted with market level for a better view.

Let's face it. After the disaster of news that we were targeted in recent months, the few good economic indicators from last weeks made some difference in the market.
We all know this is not enough for a bottom and those who hurry to enter now are more risk takers.
From my point of view, this it was the way to go, I am not shocked. But I think it's a small chance that the streak of good news will continue.

Keep the good work David.

Don't Abandon Commodities Just Yet

Are you going to wait for 30-40 years till supply gets short having no idea about the demand in this period ? I don't plan to do it.
And what's this " Don't abandon commodities". You say you owned commodities in this free fall ? What a disaster....
Commodities have the same chance to rebound as stocks do and will probably occur same time with stocks.
If oil rebound will stabilize close to the bottom as stocks did.
I can't say the same thing about gold.

Is It Time to Buy? What History Shows

For those who waited till now I simply don't see why not doing it forward since nothing is clear.
It's true that we had a rally but after a free fall market. It's sure that news were not good, still market got up, but take in account that 2 month ago news were a disaster, with many institutions failing and plans of billions running.
Yes, now companies make lower predictions and fire people, but this has not such an impact as bailouts in financial sector.

Is It Time to Buy Gold?

Good article. For now I think the printing dollars isn't keeping up with the consumer shortage, that's why all prices are going down, not up, so gold is not a safe heaven.
But people should still watch the market carefully and see when the falling prices will be enough to increase consumer, not necessary in USA, but all over the world.
For about 6 month producers will have a huge material cost included into their fabrication products, because of the heights reached by commodities in the summer, but when this will end prices to final products will start to drop fast and help consumer a lot. Then will see commodities start rising again, especially gold. That's my view.
The way commodities increased and dropped this year was like a fireworks and monetary policy might be too severe for what is to come.

Friday Outlook: Commodities, Emerging Markets

I didn't missed one chart in last 6 month. You are doing a great job.

Friday Outlook: Commodities, Emerging Markets

Read carefully, it was terrible breadth all day and saved in the last half hour of trading... Professional traders know the true. Some kind of artificial correction.

Thursday Outlook: Commodities, Emerging Markets

gabe, when u see the rebound, 6 month, 1 year, 2 years ?
People here think on a much shorter scale. In 6 month you could lose tones of money.
The commodities sell off and the skyrocking of treasury says it all for now. I'm not sure what will happen next cuz there's nothing else to go down except stocks.

Is the Bull Run in Commodities Over?

My opinion is that currently it's a downtrend in oil with small uptrends on the way like the one we had in the past 2 weeks or so.
I expected oil to drop a lot more faster, but today with -7% or so it confirmed my theory.
Still I don't see stock market to perform after this is over. It's more like a confirmation of global recessionary impact.

A Herd of Multi-Billion-Dollar Lemmings

You miss one point here. Those relations are driven by investors moves and fundamentals of the global economy. If one sells commodities then needs to invest those money in something, like stocks, putting pressure to the price of that asset.
No institution you mention above have most of it's portfolio on cash, so yeah. If it's SELLing something must be BUYing something.
There's no such linear thinking. This doesn't mean that after they move to stocks and those become somehow overbought because of the crowed followers they won't run with the profit and move to something else again.
I don't understand why you have to judge some institutions that all this time made real money from commodities while you were watching your stocks dropping. You should learn and not judge, and take advantage of all those moves.
Market is far from being perfect and responding perfectly to change in economy.
And I think it might be too early for what you imply. Once started, the commodity drop might be significant since the advance in price was huge and people will take profit at very lower levels.
I expect at least 2 weeks of oil drop, and gold might follow.