MTRIG

Is a Crash Impending?

You can thank Goldman Sachs and other High Velocity Trading for all the volume. It is nothing more than people scalping a tenth of a cent here or there to make millions. While the average trading can only wish they could get the same deal.

blog.mtrig.com/mtrig/b...

Good News for the Economy: Consumer Is Gaining Confidence

Also termed "coincidence indicator" the value of this indicator is just for the moment. If the stock market tanks a few percentage points, then by "coincidence" consumer confidence is down. It is really worthless to project anything beyond the moment.


On Aug 26 09:48 AM Alphameister wrote:

> Perhaps the "expectations index" would be more appropriately called
> the "hope index".

Good News for the Economy: Consumer Is Gaining Confidence

Consumer confidence is a "coincidence indicator" which means if the stock market is going good, people talk about, then consumer confidence goes up which is "a coincidence." Putting stock in Consumer Confidence is a lagging indicator. It only tells you what you already know.

Hedge Fund Tracking 2009 Results

if you want to take a look at 13f portfolios for free, check out tickerSpy

www.tickerspy.com/

Should We Follow the Strategies of the World's Top Investors?

If people follow the "top investors" they better not change mid stream. A perfect example of this was last year around September when Buffet was on all the networks saying it was a great time to buy stocks (DOW was at 10k+). He also said "I do not try to time the market" Soon after the market dropped over 21% and dropped more after that. So, if people followed Buffett, then got out after the 21+% drop they sure would have been said they followed the "Oracle" then turned around a sold.

Sitting, Waiting

Reminds me of a Jesse Livermore quote when people asked him how "They" could make fast money in the stock market he would reply "I don't know."

Livermore went on to say "Would you ask a doctor how can I make fast money performing surgeries, or a lawyer how can I make fast money practicing law?" "No of course not, both are skills take years to learn"

Steer Clear of Sears - Barron's

Love it when Barrons tells member this after the stock drops more than 8%. Great advice from Barrons.

Follow the Gurus in Asset Allocation

Asset Allocation of a bunch of mutual funds from different fund families will end up in the following.

1. Most investors cannot but funds from all these families that you listed.
2. If you use Fidelity you can purchase all these funds but it will cost you $75 to buy and $75 to sell. You are better off using ETFs or find one company (Fidelity, or another fund family) where you can implement a concept such as Ivy Portfolio.

Follow the Gurus in Asset Allocation

The issue with IndexIQ is the volume. You will get stuck in a trade. As of today at 2:51 PM there have been NO TRADES on their ETFs. The concept is good, but the volume is so low, or non existent that is an issue to get in or out at a good price, or in at all.

Ned Davis: Cyclical Bull Market

Ned Davis produces a monthly analysis report based on models his company developed. This material costs around $5000 per year but if you have an account with Fidelity it is free.

Ned Davis research moved to 70% Stocks back in Mid April. They also tracked three phases of the market in the monthly market update and it is impressive. There is one caution. Back when the market tanked hard last year Ned Davis became very bullish and moved to 50% stock allocation. The market tanked soon after. Overall Ned Davis provides excellent research. It can cost a bundle but get an account with Fidelity and you get it for free.