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http://oldprof.typepad.com/a_dash_of_insight/ - An eclectic approach to better trading and investing. Finding market inefficiency. Discussing and applying the best ideas and methods from several disciplines.
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Here at "A Dash" we try to identify the best experts on any subject. Since we are free to position our clients in any way, we are consumers of news and analysis. So are you. While I manage client portfolios in real time, my writing is after hours. I am not trying to advise people with ...
Stocks
Each week we provide a ranking of ETF's. We show our macro perspective as well as highlighting specific sectors of interest. We do this based upon closing data from Thursday, with a complete record of our positions and trading from the prior week. Mid-week trading is part of our business. We ...
Other
"What's the news?" is the first question when we see a big move in a stock or sector. There is always some reason, valid or not. Knowing the news explanation is an important step for those who trade on fundamentals. After months on the national stage, the debate over ...
Other
I have noticed a profitable pattern. I am going to cast this from the bearish perspective, but in theory it could work either way. I have a few other historical examples, but let us focus on the present. Background Investors have many time frames, and so do those managing money. When you ...
Stocks
Here at "A Dash" we have emphasized that we are all consumers. We are consumers of data, of analysis, and of opinion. Our principal mission is helping readers understand their role as consumers and figure out what sources and information to follow. Background Here are two widely-accepted ...
Stocks
Meredith Whitney
President Obama's China visit will be a news focus for the next few days. Investors will follow developments closely for hints about trad, the dollar, implications for the U.S. economy, as well as several important challenges to international cooperation. Because China is the ...
Other
Anyone who is following the market on a daily basis is paying attention to the strength of the dollar versus other currencies. It can be confusing. While a strong dollar might seem like a good thing, there is actually an inverse market relationship with stocks -- at least in recent times. I ...
Other
David Dollar
A strong dollar seems patriotic. It is also meaningful to long-term purchasing power. Weaker dollars mean a higher cost for foreign products, and that is inflationary for the US consumer. This natural impulse is at odds with current equity trading. A friend asked why the market had 200+ ...
Government
David Dollar
oldprof.typepad.com - 19 days ago
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oldprof.typepad.com —
Let us consider this interesting question: What distinguishes
the "smart money" from the average investor? My nomination...
is a better understanding of risk. The individual investor is always looking backwards and focuses ...
(more)
ETF Update: Recognizing and Reacting to Risk
Comments
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TraderFeed
found this 19 days agofound this
oldprof.typepad.com - 21 days ago
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oldprof.typepad.com —
A wise and valued friend called my attention
to an article on municipal bonds, Short Seller: Dump...
Munis. James Chanos, noted for highlighting collapses including Enron, sees bad days ahead for municipalities. State and local governments already ...
(more)
Interpreting Conflicting Information
The monthly employment situation report is the most watched economic release. The attention has never been greater.
Everyone is interested in the unemployment rate, especially when it is approaching 10%. It is a natural topic for the media.
Partisan politics has a jobs focus. While the ...
Stocks
Employment Downturn
BellSouth
Market followers love to make timing predictions. They come in all time frames and flavors:
The market has made the high for the day, and will now trade down. Or the opposite.
This is the bottom. Or the top.
We have seen the highs (or lows) for the year.
Or when the Dow was at 9500, ...
Stocks
Each week we publish the ratings from our TCA-ETF model. Regular readers know that we use sector information to take a market perspective, but also choose individual ETF's. I also choose a sector to highlight each week, providing fundamental information, a chart, our reasoning, and comments ...
Other
After last week, traders may wonder if there is a glimmer of hope anywhere. The market correction expected by many pundits for months finally had a serious impact. Sentiment and expectations have shifted despite a solid earnings season. The market debate continues to focus ...
Stocks
oldprof.typepad.com - 27 days ago
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oldprof.typepad.com —
Investors and traders alike need to understand market
volatility. Many market observers use volatility as a euphemism...
for price declines. This is completely wrong. The astute options analyst Adam Warner (one of our featured sources), does a great ...
(more)
Understanding Market Volatility
