Aquater's Comments Aquater's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/43721/comments Dave Fry: Thoughts on Leveraged ETFs http://seekingalpha.com/article/172749-dave-fry-thoughts-on-leveraged-etfs?source=feed#comment-757400 757400 Much of so-called regulation on the leveraged ETF's seems made to satisfy various vested or entrenched interests of financial institutions. Just in plain language lay out what are the potential problems in trading them and then get out of the traders' way. In a nation which allows casinos and even state-sponsored lotteries and other gambling avenues it is scandalous that insulting paternalism never stops in the financial arena.
Instead of facilitating good education on personal finance and investing, financial institutions try to give advice that refuses to work because it is really designed to serve the needs of the institution itself rather than the consumer. Much of regulation is of this nature which smacks of culpable paternalism.]]>
Thu, 12 Nov 2009 13:00:23 -0500 Much of so-called regulation on the leveraged ETF's seems made to satisfy various vested or entrenched interests of financial institutions. Just in plain language lay out what are the potential problems in trading them and then get out of the traders' way. In a nation which allows casinos and even state-sponsored lotteries and other gambling avenues it is scandalous that insulting paternalism never stops in the financial arena.
Instead of facilitating good education on personal finance and investing, financial institutions try to give advice that refuses to work because it is really designed to serve the needs of the institution itself rather than the consumer. Much of regulation is of this nature which smacks of culpable paternalism.]]>
ETF Market Trends: GDP Upside Surprise Ironically Gives Worry to Sustainable Recovery http://seekingalpha.com/article/170319-etf-market-trends-gdp-upside-surprise-ironically-gives-worry-to-sustainable-recovery?source=feed#comment-739259 739259 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.]]>
Sun, 01 Nov 2009 11:51:33 -0500 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? http://seekingalpha.com/article/170408-sentiment-overview-how-are-investors-responding-to-the-correction?source=feed#comment-739145 739145 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.]]> Sun, 01 Nov 2009 10:19:27 -0500 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? http://seekingalpha.com/article/169094-transportation-etfs-has-the-sector-hit-a-bottom?source=feed#comment-734108 734108 Wed, 28 Oct 2009 12:26:08 -0400 ETF Ideas for a Continuing Recovery http://seekingalpha.com/article/164052-etf-ideas-for-a-continuing-recovery?source=feed#comment-697114 697114 Wed, 30 Sep 2009 13:58:26 -0400 Five Reasons to Be Bullish http://seekingalpha.com/article/163928-five-reasons-to-be-bullish?source=feed#comment-697066 697066 Wed, 30 Sep 2009 13:37:26 -0400 Treasury Bonds: Here Comes the Bull Market Flattener http://seekingalpha.com/article/163893-treasury-bonds-here-comes-the-bull-market-flattener?source=feed#comment-696969 696969 Wed, 30 Sep 2009 12:22:18 -0400 Commodity and Leveraged ETF Regulation: Will It Hurt the Industry? http://seekingalpha.com/article/158884-commodity-and-leveraged-etf-regulation-will-it-hurt-the-industry?source=feed#comment-652353 652353 Sat, 29 Aug 2009 11:10:42 -0400 Where the Market Goes from Here http://seekingalpha.com/article/139561-where-the-market-goes-from-here?source=feed#comment-518253 518253 Tue, 26 May 2009 14:12:15 -0400 Market Outlook: Trendless Consolidation Will Give Way to Major Move http://seekingalpha.com/article/139520-market-outlook-trendless-consolidation-will-give-way-to-major-move?source=feed#comment-518150 518150 Tue, 26 May 2009 13:25:46 -0400 Mixing Investing and Trading Mindsets Can Be Hazardous to Your Wealth http://seekingalpha.com/article/138457-mixing-investing-and-trading-mindsets-can-be-hazardous-to-your-wealth?source=feed#comment-509839 509839 Tue, 19 May 2009 12:37:23 -0400 If You Have Short-Term Gains, Take Your Profits http://seekingalpha.com/article/137906-if-you-have-short-term-gains-take-your-profits?source=feed#comment-506794 506794 Sat, 16 May 2009 23:54:46 -0400 Martin Weiss: A Depression Is Unavoidable http://seekingalpha.com/article/135881-martin-weiss-a-depression-is-unavoidable?source=feed#comment-493255 493255
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.]]>
Thu, 07 May 2009 01:55:36 -0400
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? http://seekingalpha.com/article/135370-sell-in-may-and-go-away?source=feed#comment-490703 490703 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.]]>
Tue, 05 May 2009 14:57:09 -0400 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 http://seekingalpha.com/article/132918-where-are-markets-now-technical-fundamental-and-valuation-reference-points?source=feed#comment-475628 475628 Fri, 24 Apr 2009 10:12:04 -0400 John Hussman: The Danger of Inaction http://seekingalpha.com/article/128512-john-hussman-the-danger-of-inaction?source=feed#comment-445240 445240 Mon, 30 Mar 2009 11:47:36 -0400 In This Spoon-Fed Rally, Never Underestimate the Herd http://seekingalpha.com/article/128049-in-this-spoon-fed-rally-never-underestimate-the-herd?source=feed#comment-443196 443196 Sat, 28 Mar 2009 01:37:36 -0400 The Next 100 Years: A Forecast for the 21st Century by George Friedman http://seekingalpha.com/article/120878-the-next-100-years-a-forecast-for-the-21st-century-by-george-friedman?source=feed#comment-391824 391824 Tue, 17 Feb 2009 09:23:29 -0500 Lessons the Market Taught Us in 2008 http://seekingalpha.com/article/112915-lessons-the-market-taught-us-in-2008?source=feed#comment-343850 343850 Thu, 01 Jan 2009 22:44:08 -0500 Good Time to Play Utilities and Pipelines http://seekingalpha.com/article/93001-good-time-to-play-utilities-and-pipelines?source=feed#comment-240803 240803 Thu, 28 Aug 2008 09:58:49 -0400 Defining a Set of Core Asset Classes http://seekingalpha.com/article/90746-defining-a-set-of-core-asset-classes?source=feed#comment-231267 231267 Fri, 15 Aug 2008 12:18:55 -0400 Defining a Set of Core Asset Classes http://seekingalpha.com/article/90746-defining-a-set-of-core-asset-classes?source=feed#comment-230438 230438 1. On the one hand you say timing cannot be done and so one must stay invested in multiple widely uncorrelated asset classes. On the other hand, you want to look forward and marginalize history as backward look. Trying to have it both ways?
2. Also, no clue is provided as to how exactly you look forward. What tools are used to look forward and how are they better than other timing tools? Just saying QPP is not enough. You may be holding QPP as a proprietary device, but you would gain credibility if you share at least some philosophy behind it.
3. Thinking about reader comments, the name-calling match between retail and elite was entertaining heat but did not provide much light. The guru stuff was highly speculative. Both timers and non-timers have to resort to past record to justify themselves. It is indeed hard to really discount history. Snap discrediting of it as nothing but looking backward is a bit dogmatic. Its usefulness may be limited but it surely is debatable how to assess it.
4. It is not consistent to talk about cash as wasting asset because of inflation. To be consistent all assets and not just cash should be systematically weighed against inflation. Any way, cash is better than losing your capital. Including it as one of so many others is not a sin at all. It is also important to take advantage of emerging opportunities. It would be simpler and easier to do it if you have cash.
5. You hint at percentage allotment to the asset classes. Would like to know more about the concepts behind this.
All in all, your article is highly beneficial, thoughtful and noteworthy.

]]>
Thu, 14 Aug 2008 13:52:59 -0400 1. On the one hand you say timing cannot be done and so one must stay invested in multiple widely uncorrelated asset classes. On the other hand, you want to look forward and marginalize history as backward look. Trying to have it both ways?
2. Also, no clue is provided as to how exactly you look forward. What tools are used to look forward and how are they better than other timing tools? Just saying QPP is not enough. You may be holding QPP as a proprietary device, but you would gain credibility if you share at least some philosophy behind it.
3. Thinking about reader comments, the name-calling match between retail and elite was entertaining heat but did not provide much light. The guru stuff was highly speculative. Both timers and non-timers have to resort to past record to justify themselves. It is indeed hard to really discount history. Snap discrediting of it as nothing but looking backward is a bit dogmatic. Its usefulness may be limited but it surely is debatable how to assess it.
4. It is not consistent to talk about cash as wasting asset because of inflation. To be consistent all assets and not just cash should be systematically weighed against inflation. Any way, cash is better than losing your capital. Including it as one of so many others is not a sin at all. It is also important to take advantage of emerging opportunities. It would be simpler and easier to do it if you have cash.
5. You hint at percentage allotment to the asset classes. Would like to know more about the concepts behind this.
All in all, your article is highly beneficial, thoughtful and noteworthy.

]]>
More on Fidelity and ETFs http://seekingalpha.com/article/90018-more-on-fidelity-and-etfs?source=feed#comment-226801 226801 Sat, 09 Aug 2008 13:33:06 -0400 Bill Gross: The Housing/GSE Bill Is Best Way Out of Credit Crisis http://seekingalpha.com/article/86768-bill-gross-the-housing-gse-bill-is-best-way-out-of-credit-crisis?source=feed#comment-214937 214937 Sat, 26 Jul 2008 03:50:58 -0400 Tracking Sentiment in the Movement of Sectors and Asset Classes http://seekingalpha.com/article/86852-tracking-sentiment-in-the-movement-of-sectors-and-asset-classes?source=feed#comment-214934 214934 Sat, 26 Jul 2008 03:29:17 -0400 Financial ETFs: June/July Gloom Lifts, But for How Long? http://seekingalpha.com/article/85672-financial-etfs-june-july-gloom-lifts-but-for-how-long?source=feed#comment-209436 209436 Sat, 19 Jul 2008 13:23:47 -0400 Alternatives and Absolute Return with ETFs http://seekingalpha.com/article/84375-alternatives-and-absolute-return-with-etfs?source=feed#comment-202669 202669 Thu, 10 Jul 2008 22:18:53 -0400 Treasury Yields: A Real-Time Market Sentiment Gauge http://seekingalpha.com/article/77593-treasury-yields-a-real-time-market-sentiment-gauge?source=feed#comment-169525 169525 Sun, 18 May 2008 01:27:56 -0400 New Vanguard Treasury ETF Not For Average Investors http://seekingalpha.com/article/57085-new-vanguard-treasury-etf-not-for-average-investors?source=feed#comment-156661 156661 ETF for some time. This seems to fill the bill but of course they shroud it with "warnings". Mysteries also surround trading zero coupon strips. The fund can be very useful in asset allocation for individual investors. There are so many instruments that would be far more volatile but because brokers make lot of money selling them they do not shroud them with patronizing attitudes. Thanks, again, for the info. Now I can go to the proper place to find full info on the ETF.]]> Fri, 25 Apr 2008 12:56:22 -0400 ETF for some time. This seems to fill the bill but of course they shroud it with "warnings". Mysteries also surround trading zero coupon strips. The fund can be very useful in asset allocation for individual investors. There are so many instruments that would be far more volatile but because brokers make lot of money selling them they do not shroud them with patronizing attitudes. Thanks, again, for the info. Now I can go to the proper place to find full info on the ETF.]]> MSCI Frontier Markets Index Leaves Emerging Markets In the Dust http://seekingalpha.com/article/71018-msci-frontier-markets-index-leaves-emerging-markets-in-the-dust?source=feed#comment-136201 136201 Thu, 03 Apr 2008 17:30:06 -0400