couldashoulda

Tactical Asset Allocation, Part I

perhaps a simpler approach is the Point and Figure methodology which is probably the oldest in investment methodology.
It helps you determine three things;
1. what is the risk level of the total market.
2. what sectors are performing best relative to all others
3. What is the risk level of individual stocks within each of the best sectors.

The foundation of the method is relative strength. I find it very helpful, once learned. just a suggestion. Many books/sites availble to teach it.

Attractively Valued International Dividend Stocks

DS
Thanks for the fine analysis. One worry --- Some of these have a high(er) Div yield because the stock has dropped significantly over the past x months. Is there anywhere someone might have insight on this potential problem other than doing the homework you identify.
I'm lazy. Thanks again

Consumer Discretionary Sector is Going Down

For future ref. wanted to understand your thinking. XLY broke thru 10 ,50 and 100 day averages recently. P&F technical chart shows considerable recovery . a print of 32 to 33 would be quite bullish. I dont understand your logic.

Risk Management in Trending Markets

Excellent article. Much to think aboout. However I dont see the reason for the trend line you draw for the DOW beginning in 1982. Seems arbitrary. If you drew the line starting in 2002, the "trend" would have been broken significantly already. Arbitrary straight trend lines dont appear to help manage a portfolio for the near term. Nevertheless, much to think about in terms of todays market and tendencies to revert to means. Thank you for your hard work

Calling It Quits on Gold, Platinum - It's Time to Go Financials!

Dan. I have uyg at 26 or so on 3/17 and under 36 today - not a triple. What did I miss? are you still in it?

Bear Stearns Launches First Ever Active ETF

fvl is an index fund (90%) the others are closed end funds. none are active etfs. ??

3 Reasons To Be Bullish on Solar Stocks - Cowen

Supershort - thanx for your comments. This sector has had its day probably for some time. It is on the shelf with ethanol, clean energy etc. Most have dropped 50% or more this year and any technical chart shows them still to be buried. imho

ETFs For the Bear Market

Mr.G. perhaps you covered this question in an earlier article. Why did you select these particular 4 ETF's?
Good article. Thank you

Commodity ETFs Overbought; Gold Least So

"short term pullback" is not necessary to adjust "overbought" as defined by the author. If the stock simply slows the speed of acceleration (continues to increase at a slower level), it will eventually not be overbought statistically.

God Told Me The Market Will Crash Soon - Pat Robertson

I wonder if the people who prayed were the same ones whose evil nature was responsible for 911? Consistency is the bane of small minds!

JP Morgan and BNP Paribas' Commodity Indexes Battle Contango

Can't find symbols. Crown Castle ??

Ben Stein, Global ETFs and The Dollar

If you happened to be someone who retired in the late 90's early 00's and put your retirement into the market and then watched it go to hell, you would (as I do) think Ben is nuts. One must have a way to manage risk and be largely our of the market when a bus is comming. The trick is to develp a methodology which may not get you in at the bottom and out at the top, but will dampen the vibes and allow one to sleep.