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Warren Buffett, "Worst Investment You Can Have is Cash"
Warren Buffett has been on many CNBC segments over the past several days and...
- Posted November 14, 2009
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William Bernstein Figures That Competent Investors are Rare
William Bernstein, who maintains the website Efficient Frontier, has written many interesting articles over...
- Posted October 23, 2009
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Differences Between the iShares and Vanguard Emerging Markets ETFs
The emerging markets have been one of the hottest performing sectors so far this...
- Posted October 15, 2009
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In Defense of UNG and Other ETFs
Dave Nadig at IndexUniverse.com rants about the uproar over several ETFs including U. S....
- Posted August 22, 2009
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Burton Malkiel Believes in the Thesis of the Random Walk More Than Ever
Burton Malkiel was interviewed by Forbes magazine recently and said most of his money...
- Posted July 7, 2009
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It’s Difficult to Beat the Index Fund
Mark Hulbert reports at the New York Times that a new study by Mark...
- Posted February 24, 2009
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The Good from a Bear Market
Originally published in January 2002: INDEXES ON 12/31/01 DJIA 10,021.50 S&P 500 1,148.08 NASDAQ...
- Posted December 22, 2006
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S&P 500 Index Stomps Active Managers
Originally published in June 1998: The market’s advance has weakened significantly in all but...
- Posted September 15, 2006
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Great Book
Originally published in May 1998: Stocks have gotten way ahead of the fundamentals (earnings,...
- Posted September 15, 2006
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Lessons From the Investing Legends
Originally published in February 1998: The market continues to digest the news of Asia...
- Posted August 18, 2006
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Latest News
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Going Off the Rails
Today I made wholesale changes to the SMA Portfolio; now...
- March 23, 2020
- 1
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The End of the SMA Portfolio
It's hard to do this, but this brutal blitz krieg...
- March 17, 2020
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SPDR Portfolio Emerging Markets ETF Allocation Increased
Today's widespread sell-off allowed an opportunity to increase the position...
- August 14, 2019
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A Value Investor’s Potential Opportunity in Country ETFs
A couple of weeks ago financial writer Brett Arends wrote...
- February 25, 2014
- 1
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Rob Arnott Still Has Faith Emerging Markets Will Deliver For Investors
Emerging markets have generated dismal returns year-to-date; especially relative to...
- July 22, 2013
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Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was...
- December 21, 2020
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Molson Coors Added
Investors continue to pile into high-flying technology shares and...
- October 1, 2020
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
- 7
T.T.S. Fear Index
Date | Index | SMA Comment |
1/8/2021 | 2.7 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since March 2009 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of January 15, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 8.5% |
S&P 500 | 1.1% |
U. S. Small Caps | 6.9% |
Total U. S. Stock Market | 2.1% |
Total Int'l Stock Market | 4.4% |
Total U. S. Bond Market | -1.1% |