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.

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.

Tracking Sentiment in the Movement of Sectors and Asset Classes

Sooooooo?! What's the point? OK, there is the shift that can be seen clearly. What does it mean for the future? If you have no clue, what does it mean to point it out? As you say, it helps you gain a perspective? But you couldn't articulate the perspective. You say the volatility is both upways and downways. Of course markets fluctuate. That is news?! Above all, you need to express your own insight as to where do we go from here. But you are washing your hands off any such insight.

Alternatives and Absolute Return with ETFs

Too messy a portfolio. Seems it is made just to impress a novice by including some currently fashionable sectors and including a complex array of etf's whose overall coherence is not explained or may not be explainable. As a challenging alternative, look at a simpler but highly effective vehicle like PRPFX (Permanent Portfolio). It already as a great record. The proposed hodge podge concoction, on the other hand, will certainly fail unless changed uncannily by correctly anticipating fast changing future events. Any thinking intellect can do better.