Sunday Musings: Failing To Protect

Ulli Uncategorized Contact

Random Roger made some interesting comments in a recent blog post regarding asset allocation appearing not to have worked during last year’s market debacle: In my opinion total reliance on some sort of long standing formula is simply lazy (talking about people who get paid to manage assets). Every asset class has fundamental dynamics that change in some ways over …

Buy And Hold Revisited

Ulli Uncategorized Contact

In “S&P; 500 Rally Poised to End; Buy and Hold Still Bad Advice,” Mish at Global Economic Trends revisits the fact that buy and hold remains to be a questionable long-term form of investing. I want to hone in on his featured Nikkei monthly chart: [Click on chart to enlarge] The Japanese Stock Market is about 25% of what it …

No Load Fund/ETF Tracker updated through 7/16/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpRenewed optimism pulled the markets out of the doldrums of the past four weeks. All major indexes gained sharply. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +3.07% keeping the current buy signal intact. The effective date was June 3, …

Intel Leads The Market

Ulli Uncategorized Contact

There’s no question as to the catalyst igniting yesterday’s rally. It was Intel’s bullish earnings report followed by strength in energy and financials. The gains were the best for the Dow and Nasdaq since the end of March and for the S&P; 500 since the beginning of April. This now marks the third straight day in a row that the …

Fear Factors

Ulli Uncategorized Contact

The hunt for better portfolio protection during market meltdowns such as 2008 continues to go on. MarketWatch says in “Fear Factors” that investing in the VIX (Volatility Index) could protect a portfolio in volatile markets: Stock investors who spread money across other markets such as commodities and real estate didn’t get much shelter from 2008’s meltdown. But tapping the market’s …

The Power Of One

Ulli Uncategorized Contact

You never know where a catalyst for buying may come from. Sometimes, it’s simply bottom fishing after a market slide and at other times, it may be encouraging words from an influential analyst. Yesterday, it appeared to be a combination of both. However, when Meredith Whitney, the analyst who became famous for her 2007 prediction that Citigroup faced huge losses, …