New Year’s Resolution: Understand that Action Requires Confidence

Most individual investors make a major mistake: Looking for a "hot hand."  They spend a lot of time and money chasing last year’s (or last month’s!) performance.  Quite frankly, this is also the attitude of many top Fund of Fund managers who earn big salaries.  Find the hot hand! Why?  The biggest reason is that […]

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System Update

Systems and ETF trading have taken a back seat to news and fundamentals in this wild week.  We will post the final results for the most recent cycle, along with some comments, in the near future. The TCA-ETF system signaled a sell for the final position of this cycle.  The table below shows the ratings, […]

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To Understand the Market, Understand Accounting Rules

Over the last several days at "A Dash" we have been developing some important themes that will help investors in 2008.  Today’s events provided strong support about each of the following ideas: The gap between perception and reality, on the market, the Fed, and the economy; The overwhelming negativity of sentiment; and The perverse effect […]

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