ETF Update: Back to the Home Builders

Sometimes the news moves faster than the system.  The announcement this weekend of the Fannie/Freddie bailout will change prospects for the overall market as well as specific sectors. The Street has been anticipating a plan, and that may have influenced some “bottom fishing” in the home builder, similar to Saussy Burbank, stocks.  This helps to […]

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A Fresh Look at the Payroll Employment Report

Each month the market reacts and over-reacts to the payroll employment report. The problem is that the BLS has been asked to measure the monthly change in employment. Why? Because that is what we want to know. The problem? It is an impossible job. The BLS attempts to solve the problem in a very professional […]

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Understanding Public Opinion

Investors need to understand public opinion.  We have plenty of information from polls, but how can we use this to our advantage? This is a complex subject, which will be a major chapter in the book in progress that forms the basis for our work on "A Dash." Our purpose here is to get the […]

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ETF Update: Alternative Energy

The quest for performance sometimes drives a rapid shift from one market sector to another.  This can come from major hedge fund reallocations, but also due to marginal changes from large mutual funds.  Our TCA-ETF model shows us the direction of these moves by capturing recent trends.  It also includes some sectors that we expect […]

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