Sunday Musings: Too Good To Be True?

Ulli Uncategorized Contact

Especially in the investment arena, you are bombarded with opportunities that many times sound too good to be true. Even sophisticated investors can fall prey to the likes of Bernie Madoff, who squandered some $50 billion of clients’ money. Pyramid schemes will continue to work most of the time, because they are focused on investor greed and/or ignorance along with …

Trouble In Bond Paradise?

Ulli Uncategorized Contact

Interest rates have been going up and have affected not only mortgage rates but U.S. Treasuries and bond funds as well. Reader Eric was concerned about his bond index fund holdings in his 401k as he read Kiplinger’s “A Tipping Point In Bonds:” A 27-year-long bull market in bonds is over and a brutal bear market is under way, says …

No Load Fund/ETF Tracker updated through 5/28/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA last hour charge propelled the major indexes to another weekly gain. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by a scant +0.69%%. We will watch for a couple of days to be sure upside momentum can be maintained before …

State Of The Economy

Ulli Uncategorized Contact

Higher oil prices and interest rates, along with GM nearing bankruptcy, pulled the markets down, and pretty much all of Tuesday’s gains were surrendered. Our domestic Trend Tracking Index (TTI) moved again further away from breaking its trend line to the upside (-1.84%), which means that, barring any extreme upside recovery, a domestic buy appears unlikely this week. Economic news …

Confidence Powers Market

Ulli Uncategorized Contact

Rising oil prices and interest rates, a falling dollar and a record decline in home prices couldn’t keep the market down yesterday. The upward bias came in form of a surprisingly strong consumer confidence report that helped the bulls forget quickly that the past 4 trading days were losers. Since our International Buy signal on May 11, 2009, our fund …

Looking For The Needle In The Haystack

Ulli Uncategorized Contact

The ultimate investment goal for the majority of investors is to find some no load funds/ETFs that have the ability to zag when the markets zig. This is a daunting task indeed and many, who thought they had such portfolio diversification last year, learned the hard way that this proverbial needle in the haystack had not been found yet. The …