http://www.onwallstreet.com/news/mutual-fund-outflows-investors-2675591-1.html?ET=onwallstreet:e4207:2131761a:&st=email&utm_source=editorial&utm_medium=email&utm_campaign=OWS_Weekend__101411buy the banks
http://www.google.com/#sclient=psy-ab&hl=en&site=&source=hp&q=Buy+the+Banks+&pbx=1&oq=Buy+the+Banks+&aq=f&aqi=&aql=1&gs_sm=e&gs_upl=986l986l0l1901l1l1l0l0l0l0l203l203l2-1l1l0&bav=on.2,or.r_gc.r_pw.,cf.osb&fp=8e7fa2636e8b849&biw=1366&bih=547http://online.barrons.com/article/SB50001424052748704468304576627261773829164.html?mod=djembwr_hinteresting, BOA and JP morgan are offering bonds at 6s-7s% YTM, looks very tempting
how to be a better mf investor
http://www.kiplinger.com/columns/fundwatch/archive/be-a-better-mutual-fund-investor.htmlbuy out crystalizes values in market
http://www.usfunds.com/investor-resources/investor-alert/index.cfm?&INJECTION-DETECTEDindex fund wars
http://www.kiplinger.com/columns/fundwatch/archive/index-fund-war-fidelity-vs-vanguard.htmlwhy stock investors should buy americans
http://www.marketwatch.com/story/why-stock-investors-should-buy-american-2011-10-07?siteid=nwhfundsbrief market news - etf trends
S&P 500 ETFs Post 6% Rally as Europe Worries Fade
Markets held onto gains and rose for a second week. U.S. stocks jumped Friday on speculation European leaders will soon unveil detailed plans for addressing the sovereign debt crisis. For the week, the Dow Jones Industrial Average gained 4.9%, the S&P 500 added 6% and the Nasdaq rose 7.6%. The Dow on Friday joined the Nasdaq-100 in positive territory for 2011.
Markets ended the week strong on lingering talk Germany and France are prepping a solution to the debt turmoil before a key European Union summit. There were also reports that Group of 20 finance ministers meeting in France were discussing ways to give the International Monetary Fund more power to assist the bailout effort.
U.S. stocks have bounced sharply in October and have rallied to the top of the recent trading range following the August swoon.
“The stock market price gains have been very impressive since the bottom on Oct. 3, suggesting to us that more upside will be seen. Yet we think this current rally will run into some trouble as some decent chart resistance sits up in the 1,220 to 1,230 region” on the S&P 500, Standard & Poor’s U.S. Investment Policy Committee said in a note.
Bulls argue that stock valuations have been pushed so low that ETFs are cheap, while bears counter that Wall Street earnings forecasts may end up being way too rosy.
ETF Overview
Energy ETFs were the big sector gainers on the week, while funds that invest in Russia also benefitted from strength in the commodities complex.
Oil ETFs were on track for weekly gains of 5% while gold funds climbed about 3%. Gold futures were hovering below $1,700 an ounce on Friday.
In stocks the tech sector led the way with Nasdaq-100 ETFs rising about 7% on the week.
In currency markets, the euro strengthened against the dollar in the “risk-on” trade.
Conversely, volatility-linked ETFs saw big declines this week as Wall Street’s “fear gauge,” the CBOE Volatility Index (VIX), eased back to the bottom end of its trading range.
The top three unleveraged ETFs this week were: SPDR S&P Oil & Gas Exploration & Production (XOP), PowerShares S&P SmallCap Energy Portfolios (PSCE) and Global X Uranium ETF (URA). They rallied more than 14%.
The bottom three unleveraged ETFs this week were: C-Tracks Citi Volatility ETN (CVOL), ProShares VIX Short-Term ETF (VIXY) and iPath S&P 500 VIX Short Term Futures ETN (VXX). They were down more than 18%.
Next week’s economic reports will feature data on inflation and the residential real estate market, including housing starts and existing home sales.
Comments
http://www.smartmoney.com/invest/bonds/should-you-ditch-your-bonds-1318433878546/?cid=djem_sm_dailyviews_h
mf investors aren't so dumb afterall
http://www.google.com/#sclient=psy-ab&hl=en&site=&source=hp&q=Fund+Investors+Aren't+So+Dumb,+After+All+&pbx=1&oq=Fund+Investors+Aren't+So+Dumb,+After+All+&aq=f&aqi=&aql=&gs_sm=e&gs_upl=1123l1123l0l1381l1l1l0l0l0l0l0l0ll0l0&bav=on.2,or.r_gc.r_pw.,cf.osb&fp=8e7fa2636e8b849&biw=1366&bih=547
sequeezing the yield
http://www.pionline.com/article/20111017/PRINTSUB/310179984/institutional-investors-looking-for-ways-to-squeeze-yield-out-of-cash
http://www.usatoday.com/money/perfi/columnist/waggon/story/2011-10-14/big-funds/50795174/1
dca sooths out volatility
http://www.stltoday.com/business/local/article_18206824-1645-5e91-ad85-2cca0dd40d31.html
http://finance.yahoo.com/news/A-yearend-stock-comeback-Its-apf-3632188944.html?x=0&sec=topStories&pos=5&asset=&ccode=
With dividend payments alone, the S&P index offers a return on par with low-risk U.S. Treasurys. From Aug. 24 through Thursday, the yield on the 10-year Treasury note was below the dividend yield of the S&P 500 index. Since 1962, the only other time that's happened was during the 2008 credit crisis, according to J.P. Morgan.
"You have to have pretty dark thoughts to think that there's not a chance that the S&P 500 beats out Treasurys at this point," said Bill Stone, chief investment strategist at PNC Bank.
>>>>>Aug. 24 ??? What does this have to do with anything???
The etf IEF, using just one measurement reflecting 7-10 year Treasury's is +11% NAV YTD; so, it is entirely possible the S&P 500 will outperform "some" Treasury issues for the year. I continue to be amazed by the comments about yields on bonds and seldom a peep about actual price performance. Guess these folks attended a different school.
Aside from this; my Magic 8 ball answer device is functioning properly and the Ouidja board has returned from the repair shop...........
The Phrase I heard lately was: "Buy the Banks...Short Apple". Long Term this might be the right call, but could also be dead money in the medium term. As far as the bank go...I'm thinking some very smart managers must be positioning themselves properly in this space. Index funds probably not due to their predetermined weighting of all sectors including financials. Any manager who has over weighted Banks too early...(Berkowitz...FAIRX)...have over sized losses and a big hole to fill in their portfolio.
Just not ready to believe that the "Bankholes" are ready to share any profits with the small investor.
I remember that several people here were doing that… because they
claimed to be getting in ahead of the herd.
That was in October and November… of 2007!
I wonder if their dream is still alive.
Of course, now may be a better time… but an actual recovery may be
a long way off… and there are better bets to be made.
Not sure if TBTF banks were included in that ...