Archive for June, 2010

  • Why the Trend is My Friend
    Posted by on June 28th, 2010 at 6:43 pm, Comments: 0

    In prior posts, I’ve debated fundamentals vs. technicals. Inside of technical analysis, trend following vs. mean reversion is another subject of debate.  I do employ [...]

  • Island Time Ahead?
    Posted by on June 25th, 2010 at 8:15 am, Comments: 0

    “So don’t treat me like a puppet on a string ‘Cause I know I have to do my thing Don’t talk to me as if [...]

  • Resting Up
    Posted by on June 22nd, 2010 at 10:27 am, Comments: 0

    “Time makes more converts than reason.” Thomas Paine Finally, the rally from the June 8 lows has run its course.  I think it provided some [...]

  • North America in the Lead?
    Posted by on June 17th, 2010 at 6:42 pm, Comments: 0

    “The greatest enemy of knowledge is not ignorance; it is the illusion of knowledge.” Stephen Hawking On a housekeeping note, I’m shifting this weekly report [...]

  • Commercial Real Estate to the Rescue?
    Posted by on June 14th, 2010 at 6:55 am, Comments: 0

    Interesting week in the markets, enough to change some of the recent patterns.  In the graphic below, you’ll see that U.S. Fixed Income and Gold [...]

  • Do Markets Under or Over React?
    Posted by on June 11th, 2010 at 7:39 am, Comments: 0

    To follow up on some questions from my interview with Charles Kirk, I thought I’d address how I look for edge.  I mentioned that “people [...]

  • ETF Status June 7, 2010
    Posted by on June 7th, 2010 at 7:26 am, Comments: 0

    After publishing some of my ETF data last week, it was obvious I needed clearer disclosure of my tactical use of the results.  This is [...]

  • Our Own Gray Swans
    Posted by on June 4th, 2010 at 8:20 am, Comments: 0

    Imagine you own a BP convenience store.  Through no fault of your own, your business plan can be thrown out the window right now.  This [...]

  • Trend Status
    Posted by on June 1st, 2010 at 8:27 am, Comments: 0

    I’ve decided to start sharing part of my weekly prep in the form of an ETF review.  This is a very basic part of the [...]