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  • The Japanese bull market is too big of a deal to try and get cute, says Jeff Gundlach (video), advising not to try and time a market up 66% in 6 months. If QE is your reason for owning U.S. stocks, he says, why not pile into Japan (EWJ) where the asset purchase program is far larger? Maybe as leveraged as anything to the Japanese bull market is American ETF provider WisdomTree (WETF +3.5%), more than doubling this year as its hedged Japan equity fund (DXJ) reels in billions in assets. [View news story]
    I agree, Viper, but maybe he's saying don't mess around looking for buying opportunities, just get in and stay in...
    May 15, 2013. 04:51 PM | Likes Like |Link to Comment
  • Why Alternative Energy Will Never Achieve Widespread Use In Our Lifetime [View article]
    Who gets 21% of their energy from wind?
    Aug 13, 2012. 11:45 AM | Likes Like |Link to Comment
  • An Investing Framework for the 2nd Half of 2011 [View article]
    I'm afraid the GLD correction may not be as deep as we would like; I bet there's a lot of people out there waiting to jump on a decent correction and will come in early so as to not miss out and thereby cut the correction short...
    Apr 30, 2011. 06:20 PM | 1 Like Like |Link to Comment
  • Richard Russell: A Gold Tsunami Is Coming [View article]
    Retirefund, are you arguing for or against what Russell said?
    Apr 30, 2011. 11:42 AM | 4 Likes Like |Link to Comment
  • Instead of How Much to Invest in Emerging Markets, How Much in Each Country? [View article]
    Excellent article, Roger. In response to the above comment, I assume you're speaking of relative volatility in dollar terms. If your country X's stocks are outperforming the US, the exchange rate is probably moving in your favor, too.
    I'm glad to hear someone in the money management business admit the US may not always be the best place for your money...
    Jun 27, 2010. 11:23 AM | 1 Like Like |Link to Comment
  • Potential Trouble Brewing: Dollar Breaks Out While Gold, Yen Hold Steady [View article]
    "long AUD/USD, long FXA" - aren't those that the same thing?
    Jan 31, 2010. 05:11 PM | Likes Like |Link to Comment
  • Bond ETFs: Beware of a Bubble [View article]
    What is a PTB?
    Jan 30, 2010. 12:45 PM | 2 Likes Like |Link to Comment
  • Equities Get a Kick in the Pants [View article]
    "From the biggest picture sense we know the S&P 500 will make a new high again. Obviously we do not know when, but it will happen. That will happen regardless of whether the S&P 500 goes down to 800 (or any other number) or not."

    This is a stunning statement to make. We absolutely do not know that. The mentality that the U.S. market will always, sooner or later, come back and make new highs, is what got a lot people to hold on to their 'nasdaq 5000' purchases and who are still, 10 years later, sitting at an over 50% loss. Long term buy and hold in the market of a country 12 trillion dollars in debt is too risky for me.

    If one really believes the market will always make new highs, why bother to make defensive moves?
    Oct 3, 2009. 01:02 PM | 3 Likes Like |Link to Comment
  • What is the Value in a Non-Equity Portfolio? [View article]
    Excellent article, Roger. I think an equity-less portfolio now and perhaps some foreign equities later makes a lot of sense; but you are a lot more optimistic about the US market than I am. If stocks can go down and stay down for 20 years in Japan, why can't that (or worse) happen here? I think the popular perception that the US is indestructable is fading.
    May 26, 2009. 12:21 PM | 1 Like Like |Link to Comment
  • Why Investors Should Avoid TIP [View article]
    this is an excellent article - basic stuff everyone needs to know...
    May 25, 2009. 11:09 AM | 4 Likes Like |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    OK, I'm guessing colonoscopy. Tell your gastro guy to lay off the demerol and get you a licensed anesthesiologist...and don't lift anything heavy for a while.

    Seems somehow symbolic for someone to have a colonoscopy during a bear market...
    Apr 14, 2009. 09:28 PM | Likes Like |Link to Comment
  • Thursday Outlook: Commodities, Emerging Markets [View article]
    I hope you have XP and not Vista. If you have an ATI video card, make sure you have the latest driver, but I'm sure my friends at Dell support told you that, if you could understand them. And be very suspicious of McAfee!
    Mar 12, 2009. 06:01 PM | 1 Like Like |Link to Comment
  • Making and Protecting Money in a Bear Market [View article]
    Roger, you and gretsch seem to think this is just another v-bottomed bear market - at some point a buying opportunity, just a matter of time till the market is back, higher than ever. So just lighten up your portfolio a litte bit so when the market inevitably goes back up, you'll recover your losses quickly and then it's onward and upward to bigger and better things! Or... could this be like the NASDAQ, only 50% of what it was 8 years ago, not to mention the NIKKEI 20 years after it's peak. There's no rule that says a market has to ever recover. Maybe this is not a good time to be a long-term buy-and-hold investor; anyone old enough to have any money may not have enough time left to ride this out...
    Sep 24, 2008. 12:50 PM | Likes Like |Link to Comment
  • Friday Outlook: T.G.I.F. [View article]
    Gabe, you're an idiot. smart people usually have a different opinon than the masses, but having a different opinion doesn't make you smart...
    Sep 19, 2008. 11:10 AM | Likes Like |Link to Comment
  • Bond ETFs: Are Treasury Bonds Entering a Downtrend? [View article]
    What about the TBT?
    Jun 1, 2008. 11:03 AM | Likes Like |Link to Comment