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seekingalpha.com » US Market Commentary from Seeking Alpha - Mar 11, 2010
Richard Shaw (QVM Group) submits: In today’s market comments (03/11/2010) David Rosenberg of Gluskin Shef, said. “When we look at the last 12 years, dating back to LTCM and the bailout that ensued, we have endured a …
Also tagged: agg, spy, vti, richard shaw, iwb, iwv, ivv, lag
seekingalpha.com » ETFs News and Commentary from Seeking Alpha - Mar 9, 2010
Jim Trippon submits: After turning in some disappointing totals in January, the ETF industry is back to its growing ways after gaining $20 billion in new assets during February. Exchange traded products now hold $765 …
seekingalpha.com » US Market Commentary from Seeking Alpha - Mar 3, 2010
Hickey and Walters (Bespoke) submit: Below we highlight the consensus strategist recommended bond allocation since 1997. At the moment, Wall Street strategists are collectively recommending a 30.5% weighting in bonds …
Also tagged: tlt, agg, ief, tlh, bespoke investment group
seekingalpha.com » US Market Commentary from Seeking Alpha - Mar 3, 2010
Brian McMorris submits: The markets look good again today and the underpinnings of recovery are becoming evident in the data, even if there are a lot of negatives still in the air. But most negatives are traditional …
Also tagged: spy, xlk, brian mcmorris
seekingalpha.com » ETFs News and Commentary from Seeking Alpha - Mar 3, 2010
Michael Johnston submits: After enjoying a record year in 2010, many in the ETF industry were disappointed when January figures revealed a material decline in total assets, breaking an impressive string of …
Also tagged: tip, shy, spy, eem, vwo, csj, vig, xli, sds, michael johnston, vxx, pplt
seekingalpha.com » US Market Commentary from Seeking Alpha - Feb 26, 2010
Nikhil Raheja submits: It is often mentioned that bonds outperform stocks during bear markets, while stocks outperform bonds during bull markets. While there is no denying the above, this statement may mislead some …
Also tagged: tlt, jnk, tbt, nikhil raheja
seekingalpha.com » Financial Sector and Stocks Analysis from Seeking Alpha - Feb 25, 2010
Rortybomb submits: [Read Part I here] Robert Litan at Brookings has a paper out, In Defense of Much, But Not All, Financial Innovation. You should check it out, it is pretty good. Here’s the summary chart (click to …
Also tagged: rortybomb
seekingalpha.com » US Market Commentary from Seeking Alpha - Feb 22, 2010
David Hunkar submits: The 2010 edition of the Credit Suisse Global Investment Returns Year Book confirms that equities outperform bonds over the long term. The chart below shows the performance of U.S. stocks, bonds …
Also tagged: agg, spy, dia, dvy, qqqq, ief, ivv, vig, david hunkar
seekingalpha.com » US Market Commentary from Seeking Alpha - Feb 21, 2010
Randy Durig submits: High California tax free income with extra protection that many Californians currently like, and hopefully won't ever need. We have developed a process for our clients to review, select, purchase …
Also tagged: muni, randy durig
seekingalpha.com » US Market Commentary from Seeking Alpha - Feb 19, 2010
Richard Shaw (QVM Group) submits: To the extent that federal tax rates drive investor behaviors and money flows, and to the extent that 2011 federal tax rates simply revert to prior rates under “sunset” provisions …