Sunday Musings: Why Business People Speak Like Idiots

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Today’s heading “Why Business People Speak Like Idiots” is actually the title of one of my favorite books written by authors Fugere, Hardaway and Warshawsky. It’s a fabulous effort of unearthing the stupidity and ignorance that goes on in meetings, during Power Point presentations and general communications in corporate America. Bloated jargon and monotonous memos contribute to the official language …

Investment Management: Let’s Put Some Lipstick On That Pig

Ulli Uncategorized Contact

The brokerage industry is always inventing new products and then touting the incredible benefits to you, the individual investor. One such product has created some confusion for one of my readers, who wrote as follows:“I thank you for your postings about how mutual funds will not protect us in bear markets. They will go with their mandate of sticking to …

No Load Fund/ETF Tracker updated through 6/21/2007

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe bears had the upper hand this week and all major indexes ended sharply lower. Our Trend Tracking Index (TTI) for domestic funds/ETFs is now positioned +2.98% above its long-term trend line (red) as the chart below shows: The international index has now moved to +6.64% above its own trend line, …

ETF Investing: Enlightening Facts You Need To Know

Ulli Uncategorized 3 Comments

Don’t let it be said that Morningstar doesn’t have a sense of humor. A recent article called “10 Surprising ETF Facts” covers an array of ETF facts ranging from amusing to downright shocking. For example, did you know that 30% of all domestically listed ETFs have been launched in the last 6 months? That’s a scary thought I touched on …

Should You Use Leveraged ETFs?

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The WSJ had an interesting article called “Bigger Bets and Risks with these ETFs.” It addresses the use of leveraged ETFs to enhance performance or to double your losses. The story uses the Rydex Dynamic S&P; 500 fund as an example, which tries to duplicate double the daily performance of the S&P; 500 stock index. Interestingly, during the recent market …

Essentials For The No Load Mutual Fund Investor

Ulli Uncategorized 2 Comments

The Motley Fool featured a piece called “Smash the Market,” which focused on 4 points a savvy investor should consider before buying any mutual fund. While some are questionable to my way of thinking, they are widely held beliefs and it may help you if we take a look at them one by one: 1. Fees The myth is to …