Sunday Musings: Is This A conflict Of Interest?

Ulli Uncategorized Contact

No, I am not jealous. I don’t begrudge anyone for getting a job that pays somewhere in the neighborhood of a few million dollars a year, requires traveling around in a private jet, giving speeches, pressing corporate flesh and dining privately in first class facilities. This is not a fantasy job description, but simply my interpretation of the one that …

ETF/No Load Fund Investing: The Income Debacle

Ulli Uncategorized Contact

The recent roller coaster ride in the stock market was caused by a variety of events, one of them which was a rise in interest rates. If you held any income producing bonds, bond funds or municipal closed end funds, you undoubtedly have seen the values head south as they always do when rates are rising. Personally, I have watched …

No Load Fund/ETF Tracker updated through 6/14/2007

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe bulls took over and all major indexes gained solidly for the week. Our Trend Tracking Index (TTI) for domestic funds/ETFs is now positioned +4.52% above its long-term trend line (red) as the chart below shows: The international index has now moved to +8.94% above its own trend line, as you …

ETF Tracking: Looking Under The Hood Of Sell Stops

Ulli Uncategorized Contact

With the markets displaying some roller coaster similarities, this is as good a time as any to look at the process I go through in the event one of my sell stops gets triggered. Also, how I might deal with the inevitable fact that, sooner or later, the TTI (Trend Tracking Index) will slice through its long-term trend line to …

ETF/No Load Fund Investing: Are We In A Bubble?

Ulli Uncategorized Contact

Reader and client Nitin pointed out an article in the NYT called “Is It Just A Strong Market, or The Bubble, Part 2?”The story goes on to compare the differences between the events of 2000 and the market in 2007. Several academic studies suggest that current sentiment isn’t likely to be low enough to prevent another bubble form forming. Professor …