Sunday Musings: The Traveling Investment Advisor

Ulli Uncategorized 3 Comments

With my upcoming annual trip to Germany (Oct. 7 – Oct. 21), some readers have asked how I manage my business affairs when abroad. Thanks to the advances in technology and communications, especially over the past 7 years or so, I am able to conduct business from any location as long as I have internet access. My first step to …

Housing ETFs: A Bursting Super Bubble?

Ulli Uncategorized 4 Comments

Recently, a reader mentioned that he was using my M-Index to pick bottom of the barrel ETFs, namely real estate related beaten down indexes. My personal preference is to buy ETFs that are on the way up and not trying to catch the proverbial knife. Especially, real estate appears to be the next super bubble, which may take many years …

No Load Fund/ETF Tracker updated through 9/27/2007

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My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe markets inched higher this week supported by a benign inflation report and positive consumer spending numbers. Our Trend Tracking Index (TTI) for domestic funds/ETFs has moved to +5.47% above its long-term trend line (red) as the chart below shows: The international index moved sharply higher to +3.87% above its own …

ETFs With Muscle

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As a regular reader of my weekly StatSheet, you will have noticed the wide discrepancy in performance especially now that all funds and ETFs are ranked based on my M-Index. Currently, the 2 top performers out of over 1,700 funds/ETFs are FXI (China) and SLX (Steel sector), which have been on an absolute tear not only over the past 4 …

ETF Master List – Mid-Week Update As Of 9/25/2007

Ulli Uncategorized 2 Comments

To give you more current data to work with, I will occasionally publish a mid-week update of the ETF Master List. This one features all updated momentum figures through Tuesday:http://www.successful-investment.com/SSTables/ETFMaster092507.pdfEven though the markets paused yesterday, the lack of selling to me is an indication of underlying strength. Even on slow days, some ETFs will move up in the rankings while …

The Subprime Pig Visits Subprime Homeowners

Ulli Uncategorized 4 Comments

Bloomberg’s story titled “Subprime Borrowers to Lose Homes at Record Pace as Rates Rise” offers some surprising data showing that as many as half of the 450,000 subprime borrowers may lose their homes. The obvious reasons are increases in their adjustable mortgage payments which, in combination with lower real estate prices, won’t allow them to sell, refinance or “qualify for …