Aquater

ETF Market Trends: GDP Upside Surprise Ironically Gives Worry to Sustainable Recovery

Excellent analysis and a wealth of data to digest for investment purposes. Data is systematically organized and presented in comparable way. Synoptic coverage is highly remarkable, to say the least. Nary an aspect of investment world is left untreated.
The next question: Can this data be available on historical basis so one can see how an investment instrument has moved, and from which position, to where it is currently?
Any way, the author needs to be commended and congratulated on achieving a thorough, comprehensive and highly useful analytical presentation of current investment data.

Sentiment Overview: How Are Investors Responding to the Correction?

Excellent analysis as usual from this author. However, I kept looking for the charts of the last few sentiment indicators mentioned.
Indeed, the market is finally seeing reality and has come down from the clouds. I'm afraid the "correction" won't be over until the market is back on the earth, of course with the usual zigzags. We'll see.

Transportation ETFs: Has the Sector Hit a Bottom?

The author talks about "transportation ETF's" but as far as I know there is only one: IYT. Author also shows only IYT. Please let me know what other trasnportation ETF's are there. Thank you.

ETF Ideas for a Continuing Recovery

The article bases its bullish case on not much more than hope, in the final analysis. Selective criteria can be countered by bearish ones. Overbought markets usually correct rather than defy gravity. Of course there are exceptions like 2003, as pointed out. Is it rational to bet on exceptions rather than more frequent occurrences?

Five Reasons to Be Bullish

Reasons supporting bear markets are usually more intelligent than those supporting bull markets. Bullish reasons are more based on emotions than reason. Bears point out reality while bulls revel in hope. These five best reasons to be bullish indeed show that this is the case; they were easily torn down by bears. Let's see how the bearish reasons fare. They could be expected to be tougher to pull down.

Treasury Bonds: Here Comes the Bull Market Flattener

The article is written with sharp thinking and penetrating insight. The argument for inflation is trite, obvious and overdone. In that view, this analysis is refreshing. In the least, it provides a foil for the established rut of thinking about long term bonds and the movement of interest rates over the long run.

Commodity and Leveraged ETF Regulation: Will It Hurt the Industry?

Seems regulators are just being paternalistic at the cost of people's freedom to trade. Let individuals decide, after being properly briefed, whether they do or do not want to use leveraged ETF's, long or inverse. And the briefing should also be unbiased, just giving pure facts and not opinions.

Where the Market Goes from Here

Good analysis with many sharp overvations. But trying to figure out long-term prospects does not seem viable in these markets. We are better off with intermediate term opportunities rather than risking short term or speculating on long term outcomes.

Market Outlook: Trendless Consolidation Will Give Way to Major Move

Good analysis that, however, depends a great deal just on the play between 50dEma and 200dEMA. The magic of this interplay was asserted frequently but not explained in any detail. It was assumed and applied indiscriminately across the board in all kinds of markets without a serious look at alternative indicators like slow stochastics, RSI, MACD and so on. The fundamental analysis was restricted to UK debt downgrade and no serious examination of the green shoots was presented. Analysis of the long position on gold was, however, more convincing but did not make a long-term case for GLD or GDX. The bullish bias on equities along with a neutral short-term stance is indeed an interesting position to argue and for that the article merits serious consideration and a challenging perspective to the bearish scenario.

Mixing Investing and Trading Mindsets Can Be Hazardous to Your Wealth

You may not want to hold both short term and long term together in a single transaction unless both are in sync. But you can surely use part of your portfolio for short term trading and part for long term investing. Just go for opportunities as and when they emerge. Those who do not want to trade can keep all their eggs in the long term basket. Though, even for a trader, to be hundred per cent committed to short term is hazardous and he should keep a portion always in longer term strategy. Alternatively, one can go for the intermediate term.

If You Have Short-Term Gains, Take Your Profits

The author is right. Commentator saying 2003 rally never looked back did not care to look at the base that was built from October 2002. It is silly of him to just look at what happened after March, 2003. The author's point is that a true bull starts after a good base is built. That we have no such base built since March of this year is as clear a fact as there can be.

Martin Weiss: A Depression Is Unavoidable

I have read Martin Weiss and been a subscriber to his newsletters. No more. He has a way with words and is of course learned unlike many opinionated commentators above.

But Weiss is fixated on his approach, never changes or learns and never admits any mistakes that easily confront a near perma-bear. Perma-bulls are no better.

The more prudent way is to take opportunities in the intermediate term and be long as well as short as time dictates, anticipating upcoming trends and getting out in time with nimbleness. Buy-and-hold fools as well as perma-bears are a recipe for underperformance.

Be a prudent opportunist and don't let your politics taint you market posture and performance. Errors in judgment always happen. Market humiliates the majority consistently.

There are more than one ways to make money in market. Find yours but for your own sake, get out of the so-called "disciplined" way to lock yourself into an erroneous strategy. Change strategies as necessary. The goal is not to prove yourself but to win financial freedom, whatever strategies it takes over time.

Good luck, in any case.

Sell in May and Go Away?

Of course "sell in May" does not work out all the time. What does? But it has a documented record that more than 95% of money managers would envy. The record stretches even globally, which I was surprised to find. Financial institutions and their lapdogs will always badmouth the sell-in-May dictum because it goes contrary to their vested interests.
In May, though, everything has to be pointing upward and even grandmas and taxi drivers are bullish. Buy back in late October when there is blood in the street.
Those who say things are improving and hence this time sell-in-May will not work are amusing and know little about history. They always say that by May and that is exactly the point. You are supposed to sell at the top when even grandmas and taxi drivers are giving tips, wearing a rosy outlook.

Where Are Markets Now? Technical, Fundamental and Valuation Reference Points

A great article, with a wide coverage and in-depth analysis. I am adding you to my watch list. It seems the rally is getting exhausted and may turn albeit slowly.

John Hussman: The Danger of Inaction

A good alarming narrative with an appropriate timing factor to it. Hope the legislators take heed. And investors too.