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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Really good thread! Thanks everybody for sharing. Thanks to DlphcOracl for starting. Enjoyed reading all points.
What strikes me is how fast it dropped. During the 1980 oil bust, which turned Houston into a ghost town, I believe the 70% decline too…
Here's link to the fact sheet for GAA...
Cambria Global Asset Allocation (GAA)
The Cambria Global Asset Allocation EtF targets investing in approximately 29 EtFs that
reflect the global universe of assets consisting of domestic and foreign stocks, …
@kevindow.
You're tough.
I can certainly understand disappointment with GTAA, we all can, but underwhelmed by SYLD? Here are numbers thru October...
Its performance since inception has attracted the highest AUM by far of any EtF not tracki…
@MikeM.
No change of heart. I've watched the stock drop what 40% in last three months...? So, got back in couple days ago...but set an additional 6% stop. And, it hit it!
I've actually been looking for chance to get into OXY for a while, cause of …
It's basically a buy & hold "balanced" index fund, although the "index" appears to be actively managed.
Costs the adviser very little to maintain.
Mebane gave us a heads-up in Chicago that something good was gonna happen.
Suspect this will ge…
Ha...
Management Fee: 0.00%
Distribution and/or Service (12b-1) fees: 0.00%
Acquired Fund Fees and Expenses: 0.29%
Other Expenses: 0.00%
Total Annual Fund Operating Expenses: 0.29%
Here's link to summary prospectus:
http://www.sec.gov/Archives/edgar/data/1529390/000139834414006205/fp0012402_497k.htm
Cambria Global Asset Allocation EtF (GAA)
Investment Objective
The Fund seeks to track the performance, before fees and expen…
I got back into APA today. Fingers-crossed we're near bottom.
A lot of energy looks cheap.
A see SHLD had yet another bad day...
http://seekingalpha.com/article/2729985-photos-empty-shelves-at-sears-and-kmart-as-vendors-get-squeezed
Ouch.
It's hard.
So many stocks can tank.
I like Cramer, even with all the hype, so wish he had just said I got this one wrong.
He would be in good company.
The trick is...not make a habit of it.
c
Labor was one of the commodities that companies noted as being scarce.
Love it.
So, three ways to produce...mine it, make it, farm it.
Which often makes me wonder...where does banking fit it, or travel...or any service industry, like insurance, ed…
Sorry. The board will likely be impatient with me here.
This list is great, of course. But it seems more of a reference list than worthy of a current post on WSJ.
c
Thanks Scott!
You know I've been looking to get back in. Have not pulled the trigger yet. Something told me (ha!) we would go lower.
We've all seen it before. And, it's here again, looks like.
APA just had an investor day where they based their f…
Since last post, have been adding to SAFM on pull backs.
Looking to get back into oil e&p if and when get sense that price of crude has stopped falling. Has it?
...a company with core products that are so firmly entrenched in the marketplace that every household in America and around the world must have them...no matter what the price...
Once again bigger than Exxon-Mobil.
Can you believe that?
Tough day...base metals (slammed), precious metals, industrials, financials, tech, most bonds...at least energy stopped falling, today anyway.
Light volume, if that's any consolation.
An opposing view, if you can stomach it...
http://www.alphaarchitect.com/blog/2014/11/17/does-doubling-down-work/#.VG0iofnF_5M
I do like Wesley's description of window dressing...
Under the pressure of career risks, mutual/hedge fund managers tend…
