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rwdurham

rwdurham
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  • Divorce The Doom: Time For A New Philosophy [View article]
    No matter when you start investing, you should have a plan to get out. I suggest following something along the lines of what is discussed in "The Ivy Portfolio". Chapter 7 is very good.
    Apr 2 08:59 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: More 'Experts' Call The Market Top [View article]
    Jeff, Not sure how anyone could look at the daily, weekly or monthly charts and call a market top. A few weeks of anemic returns does not constitute a short or long term top. I remain invested in the Healthcare and Technology sectors as well as the Russell 2000 and Germany, all via Fidelity or IShares ETFs. Plan to shift from Industrials to the Pharmaceuticals sector next week. Great column! Thanks, Rich
    Jan 19 11:55 AM | 2 Likes Like |Link to Comment
  • Looking To 2014: Don't Sell SPY Without Considering This Indicator [View article]
    Alan, I focus on ETFs and have recently moved to choosing ETFs based on relative strength. I am going to let the market tell me which ETFs to pick. As rates rise and bond yields increase, I will include bonds and commodities in my universe of ETFs to pick from. As some point it will be necessary to be in bonds, not sure about Bitcoin though. Thanks, Rich
    Jan 1 11:37 PM | Likes Like |Link to Comment
  • Looking To 2014: Don't Sell SPY Without Considering This Indicator [View article]
    I expect the US and Europe to grow in 2014 and stock P/Es to expand. Where else are you going to put your investment money?
    Jan 1 11:01 PM | Likes Like |Link to Comment
  • The Smart Money Will Be Selling Into Wednesday's Rally [View article]
    Look at the last couple of market tops on the SPX, not the exact highest point but the 2 or 3 weeks after the very top. Plenty of time to get out. Search Google for " what a stock market top looks like" or "how to recognize a stock market top" because this is not what it looks like. Topping is a process not a one day event. If you get out now, you might get lucky but you might miss significant upside. Be patient. I have never regretted selling late, but have often regretted selling early. Rich
    Jan 23 04:25 AM | 2 Likes Like |Link to Comment
  • The Smart Money Will Be Selling Into Wednesday's Rally [View article]
    No evidence yet of a top formation. Let the SPX tell us when it is time to sell. Rich
    Jan 23 02:33 AM | Likes Like |Link to Comment
  • The Latest Game Changer For Stocks [View article]
    Eric, Great article. Once QE ends, how long do you think the effects will last? Do you expect deflation sometime after the end of QE? I imagine gold will drop in price once QE ends. Thanks Rich
    Jan 23 12:01 AM | 1 Like Like |Link to Comment
  • A Global Tactical Asset Allocation Model [View article]
    I am doing a similar asset rotation but using 20 day retruns to decide on which funds to hold. Seems to work well. Rich
    Jan 17 09:43 PM | Likes Like |Link to Comment
  • Kindle Fire Demand Is Weaker Than Amazon Wants You To Think [View article]
    With an IPAD you can read Apple, Nook or Kindle book formats. Even my 80 year old mother has decided to buy an IPAD. The IPAD is an expensive toy, but they are handy to have.
    Dec 30 08:09 AM | 6 Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    If you are in the 50 plus age group, a bigger screen is better. Seems that retiring boomers have more money. Also, I find Windows 8 frustrating from a work perspective. Still betting on Apple. Rich
    Dec 9 10:50 AM | 2 Likes Like |Link to Comment
  • Employment Data Could Ramp Up The Odds For Quantitative Easing [View article]
    More QE at this point will lead to even higher gas prices and US consumers will be further weakened. Just looking at gas futures and the trajectory of wholesale gas, we are on the way to $4.50/gal by 1 Nov with more QE. I don't think this will help the President's reelection prospects.
    Sep 3 07:17 PM | Likes Like |Link to Comment
  • ECB Must Implement Massive QE As Lesser Of Two Evils [View article]
    The ECB will buy Spanish and Italian Bonds or provide money to banks to buy the bonds. Either they buy bonds or Spain and Italy will need a bail out and that is not affordable. May be lots of friction before we get to the answer, but the ECB has no choice. Not sure this is much of solution, but in the short term the markets will soar.
    Jul 8 10:32 PM | Likes Like |Link to Comment
  • U.S. Stock Market Complacency On Verge Of Collapse [View article]
    James I love your articles and I love reading ZeroHedge, but I am not sure they contain usable investing information. Out of fear, I got back into the market too late after the crash and took profits too early. I am a little smarter now and invest smaller amounts with a clear set of rules. I take profits often. With all the CB money sloshing around in the market, it is not predictable, but with investing rules you can stay in the game until the big role over, which could be this Monday or a year from Monday or never. I rode today's drop down because it was inside of my defined risk tolerance. By Tuesday, I may be out of the market and riding it down may not look too smart. On the other hand, short seller covering will likely prevent significant loses. Best of Luck to you.
    Jul 6 10:57 PM | 3 Likes Like |Link to Comment
  • Ben's Comments About More Easing [View article]
    QE is good for Wall Street but not Main Street or jobs. Let's give Fed action a rest.
    Jul 6 09:39 PM | 3 Likes Like |Link to Comment
  • The Calm Before The Storm [View article]
    If I were European leaders, I would promise Greece anything and buy Spanish and Italian Bonds to drive down bond prices in the short term. In the intermediate term, I would print euros. I am not sure there is a good long term plan if the first 2 fail to stimulate growth.
    May 23 12:19 AM | Likes Like |Link to Comment
COMMENTS STATS
59 Comments
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