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http://randomroger.blogspot.com/ - This is a stock market blog about portfolio management,foreign stocks, exchange traded funds and the occasional musing about my wildland firefighting experiences. The point here is to share process.
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Earlier in the week I mentioned the new GlobalX China Industrial Sector ETF (CHII). I am favorably disposed to the concept of investing in China at the sector level and something to do with this sector would be one of a couple of very good choices, conceptually. I may end up buying CHII but ...
Stocks
S&P has created an index that tracks the S&P 500 hedged with gold. The idea is US equity exposure for US based investors that offers protection against a decline in the US dollar. The catalyst for this was a "response to the current interest surrounding gold." Over the last ten years the ...
Stocks
In replying to Charles Schumer he talked about the difficulty in knowing whether asset prices are valued correctly or not. Ok but that completely voids his recent comments where he sees no "misalignments." Good gravy this strikes me as a rather poor showing.
Government
Charles Schumer
Ben Bernanke
Ben Bernanke's comments about AIG not only sounded awful but it seemed like even he didn't believe them. This should remind us of the great philosopher from the late 20th century, George Louis Constanza who said "it is not a lie of you believe it."
Stocks
Ben Bernanke
American International Group
Yesterday I participated in the virtual ETFInsights conference put on by InvestmentNews. My co-panelists were Gus Sauter from Vanguard, Sam Stovall from S&P and Rudy Aguilera from Helios. Needless to say there are some big names there and I made four. After it was over one of the moderators ...
Stocks
As mentioned the other day the first of the China sector ETFs are up and running. GlobalX launched an industrial sector fund with ticker CHII and a consumer fund with ticker CHIQ. The original filing also included funds for financials, energy, technology and materials which IndexUniverse thinks ...
Stocks
The Boston Globe (with a hat tip to Barry Ritholtz ) ran an article looking at how Harvard managed it cash over the course of the last couple of decades. This cash is for short term needs not the endowment fund. For years the short term cash was invested into the endowment fund which is a longer ...
Other
Harvard University
Personal Finance
Probably. I was advised that the GlobalX China Consumer ETF (CHIQ) and the GlobalX China Industrial ETF (CHII) will start trading on December 1. An initial look under the hood makes a good first impression in terms of these capturing what I had hoped they would when I first mentioned the ...
Other
So after the big standstill news last week from Dubai the UAE Central Bank is going to provide a liquidity facility to help support the banks in Dubai and instill confidence for foreign banks in the region. Apparently property prices have plunged and from what I can glean this will not eliminate ...
Stocks
Hussman Funds - Weekly Market Comment And the money quote; Frankly, I've come to believe that the markets are no longer reliable or sound discounting mechanisms. Wow.
Other
A couple of interesting items in Barron's this week. First is this article about the extent to which the Chinese banks need to recapitalize and which banks have done what toward that end. The China theme has a lot of meat on the bone but it is complicated and as I have been saying all along ...
Commodities
Coffee
A few items today. In the wake of the Dubai news the FT mentioned some of the trouble happening in Greece. For ages I have been talking about being underweight big Western Europe for having a lot of the same types of trouble that the US has but I have not mentioned the PIGS countries before. I'm ...
Other
Personal Finance
So apparently DP World, the port business of Dubai World which of course is at the center of all the hub-bub, is publicly traded on the pinksheets. The five letter designator is DPWRF and it did trade on Friday. Not surprisingly Schwab cannot accommodate anyone interested due to custody issues ...
Other
Apparently the Dubai Brothers may have trouble making their next interest payment and the initial reactions from many world markets has been bad. Ahem. 24/7 Wall Street provides a tidy recap and links out to some newsier articles for more info which you should take a look at. This event is ...
Other
The Market Vectors Poland ETF (PLND) is up and running. I mentioned this in that very high quality video I posted not realizing it would be out on so soon. As I thought, it is heavy in bank stocks, about 40% of the fund. Every country has a big bank or in Poland's case several big banks. Most ...
Other
This is a video I shot Monday at the Maui Invitational. Given our flight itinerary and having to spend the night at our inlaws I did not have time for a normal blog post.
Other
Yesterday I had an article run at TSCM about ETF investing ideas for 2010. One ETF I wrote about will move bigger than the market in both directions, one should do well but have a relatively low correlation to the US market and the other is somewhat defensive. I tried to pick ETFs that have ...
Stocks
Recently I was asked what I thought about a particular big cap tech stock that is popular with investors. The person appeared to be surprised by my answer in such a way that lead me to think that he had not heard this point before. The stock has pluses and minuses like every stock and has a ...
Other
A bit of a departure this morning as Thanksgiving is coming up in a few days. We had a bit of a scare in the Nusbaum household the last week or so. Two of our dogs have had seizures in the last couple of weeks the latest being Trixie this past Monday right before we headed out of town. Dogs ...
Commodities
Coffee
Personal Finance
Something to ponder. This came up in various places earlier on during this event but is worth thinking about again. Simple question; historically when do the biggest bounces in stock prices occur? While I have opinions as to what will happen the bigger thing is making sure to not get caught ...
