Last week's big story was the market rebound, a "V" action that has sparked debate over whether the rally can be sustained. We like to consider sector action over our universe of 57 ETF's as well as looking at the overall market. A strong market generally has a lot of breadth and also some good […]
Jim Cramer has popularized the statement, "There's always a bull market somewhere." That is an underlying concept for our approach to ETF investing. By maintaining a broad universe of choices, we are frequently able to move from one winning sector to another. When conditions are optimal, it is like finding the best wave and riding […]
Pay attention! Even when you are not doing day trading, it is wise to monitor your positions. It is important to go beyond checking quotes and news on your trading screens. Each day, an hour before the market close, we make a careful and systematic review of everything. This includes considering important news events and […]
One of the strongest features of a trading system is that it forces the user to look beyond the human interpretation of data. Evaluating systems can be done through appropriately designed tests. Evaluating human management is nearly impossible. There is never enough data, and circumstances change. Even Warren Buffett is now drawing criticism. A system […]
The story of the week for US investors was the disappointment with Treasury Secretary Geithner. There was plenty of speculation about his plan to deal with the troubled assets on financial balance sheets. When the plan proved to be more of an outline, US equities turned South. Diverse sources including Jim Cramer and Harvard University […]