Timing The Hedge

Ulli Uncategorized 9 Comments

Several readers have emailed over the past few days requesting some details about the execution of the hedge trades. The issue is when setting up the hedge by purchasing SH for the short side and mutual funds for the long side, which order do you place first on days when the markets rally sharply? This certainly was the case on …

Feeding The Bulls

Ulli Uncategorized 1 Comment

Treasury Secretary Geithner fed the bulls yesterday by announcing the details of his latest plan to stimulate the financial system. Much already has been written about it as the particulars are being dissected in any possible way. The markets took this as a positive development and off the races we went with all major indexes gaining sharply. As always, Mish …

Lower Mutual Fund Fees Ahead?

Ulli Uncategorized 5 Comments

Another law suit is brewing as “Supreme Court could cut mutual fund expenses:” The Court last week said it would hear a case brought against a mutual fund for charging investors too much, and some observers say the decision could set a new standard that will result in lower management fees. At issue is how courts decide if a mutual-fund …

Sunday Musings: Wild Forecasts

Ulli Uncategorized 3 Comments

Reader Mike pointed to “Dent, Napier and Prechter—Wise to Heed Their Predictions.” If you have not heard any wild predictions lately, you’re in luck. Take a look at some of the highlights:Harry S. Dent Jr., the author of ‘The Roaring 2000s’, ‘The Roaring 2000’s Investor’, ‘The Next Great Bubble Boom’ and his latest book entitled ‘The Great Depression Ahead’ states …

Bear Market Rallies

Ulli Uncategorized 1 Comment

With the markets having been on a tear since the S$P 500 made a new 12-year low on March 9, the question remains whether this move up is the beginning of a new major trend or simple another bear market hiccup. Dr. Housing Bubble featured the table on the left showing the magnitude of bear market rallies during the Great …

No Load Fund/ETF Tracker updated through 3/19/2009

Ulli Uncategorized 8 Comments

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpContinued upward momentum favored the bullish crowd, although weekending activity was negative. Our Trend Tracking Index (TTI) for domestic funds/ETFs remains below its trend line (red) by -7.10% thereby confirming the current bear market trend. However, the Hedge TTI has signaled a buy, so be sure to check out the details …