tag:blogger.com,1999:blog-21251031800959705232024-03-13T11:37:05.122-07:00TrustamindDiffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.comBlogger124125tag:blogger.com,1999:blog-2125103180095970523.post-56730510747610385072011-11-22T10:53:00.000-08:002011-11-22T10:54:36.627-08:00External Publications - 11/22/2011<span class="Apple-style-span" style="color: rgb(34, 34, 34); font-family: Georgia, Utopia, 'Palatino Linotype', Palatino, serif; font-size: 15px; line-height: 21px; background-color: rgb(255, 249, 238); ">One article is published on SeekingAlpha.com today:</span><div><ul><li><span class="Apple-style-span" ><span class="Apple-style-span" style="font-size: 15px; line-height: 21px;"><a href="http://seekingalpha.com/article/309638-why-it-s-time-to-buy-energy">Why It's Time To Buy Energy</a>: </span></span><span class="Apple-style-span" style="color: rgb(34, 34, 34); font-family: Georgia, Utopia, 'Palatino Linotype', Palatino, serif; font-size: 15px; line-height: 21px; ">Our latest check shows that it’s time to buy the energy sector (XLE). We also suggest selling short the utilities sector (XLU) for investors who can hold short positions. (a) </span><span class="Apple-style-span" style="color: rgb(34, 34, 34); font-family: Georgia, Utopia, 'Palatino Linotype', Palatino, serif; font-size: 15px; line-height: 21px; ">XLE is the top ranked sector ETF by our fundamental ranking system. And XLU is ranked at the bottom. (b) </span><span class="Apple-style-span" style="color: rgb(34, 34, 34); font-family: Georgia, Utopia, 'Palatino Linotype', Palatino, serif; font-size: 15px; line-height: 21px; ">Our sector rotation road map shows that we are in early expansion, which favors strategies of buying offensive sectors – XLE in our case. (c) </span><span class="Apple-style-span" style="color: rgb(34, 34, 34); font-family: Georgia, Utopia, 'Palatino Linotype', Palatino, serif; font-size: 15px; line-height: 21px; ">As the volatility is edging lower, we prefer to sell short defensive sectors to fund a long position, rather than sell short offensive sectors to reduce volatility. (d) </span><span class="Apple-style-span" style="color: rgb(34, 34, 34); font-family: Georgia, Utopia, 'Palatino Linotype', Palatino, serif; font-size: 15px; line-height: 21px; ">Energy price is trending up. This will benefit the energy sectors and punish utilities.</span></li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-66972214569044196982011-11-08T12:35:00.000-08:002011-11-08T12:37:26.554-08:00External Publications - 11/8/2011One article is published on SeekingAlpha.com today:<div><ul><li><a href="http://seekingalpha.com/article/306311-thompson-creek-the-best-company-in-the-most-undervalued-industry">Thompson Creek: The Best Company in the Most Undervalued Industry</a>: Thompson Creek Metals Company Inc. (TC) stands out in our search for the best investment opportunity: (a) Metal mining is one of the most undervalued industries by our calculation; (b) Thompson Creek has outstanding financial strength in the metal mining industry; and (c) Thompson Creek has a diversified portfolio, including safe haven bets such as gold and silver, and growth bets such as copper, plus strategic metal molybdenum, which saw stable demand even during the 2008-09 crisis.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-46850129401907678992011-10-30T10:20:00.000-07:002011-10-30T10:22:32.088-07:00External Publications - 10/30/2011One article is published on GuruFocus.com today.<div><ul><li><a href="http://www.gurufocus.com/news/149929/the-right-way-to-estimate-industry-ratios">The Right Way To Estimate Industry Ratios</a>: Industry ratios are more important than those of an individual company. A low PE ratio of a company could be distorted by various one-time items thus may not reflect the real earnings power of the company. But a low PE of an industry is often a sure bet for a structural opportunity. One-time items will positively impact some companies in the industry while negatively impact others. Those will cancel out one another. Likewise, some companies will adopt aggressive accounting schemes and others with conservative ones. Probability theory dictates that the "average" of a group of numbers resists the errors that may severely impact individual ones. With less error, industry ratios are more likely to reflect the industry's financial strength...</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-24862775005350334682011-10-27T13:23:00.000-07:002011-10-27T13:37:15.226-07:00New High Before January - PossibleBulls are celebrating today and there might be more coming for them! The earnings season is approaching to its end and it is way better than investors had feared. The Q3 GDP number is released today, again it is way better than investors had feared. Besides, what happened in Europe and China is also encouraging. European leaders finally become serious about their problem, and Chinese leaders become more growth-friendly. Before January, that is before the next earnings season and GDP number, what will a sensible investor do if a big chunk of his money is still sidelined? Surely there the market will zigzag in the next three months. But when the trend is clear and strong, miss a day will miss a lot.Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-45975989910286290422011-10-11T10:36:00.000-07:002011-10-11T11:01:39.934-07:00Up Till NovemberWe see the market will move up till November. <div><br /></div><div>Germany and France <a href="http://online.barrons.com/article/SB50001424052748703365704576624553566216860.html?mod=BOL_hps_dc">vowed to save their banks</a>, and the market is rallying on that news, even if some European countries are still doomed to fail. The catch is that they didn't have a package yet. They promised to have it ready by early November. Coincidentally it's earnings season between now and November. Investors will pay more attention to earnings while waiting for the Merkel-Sarkozy package. Recent fall of the market already priced in a new recession. The market doesn't need to have super rosy earnings to rally. Technically the market already broke 50MA, a major technical resistance. The next stop will be 200MA. We see by early November the market will move up to 200MA where it will face a major challenge. Plus by that time the earnings season is about to end and investor will switch back to the endless European problem. The Merkel-Sarkozy package will make it or break it. <div><br /></div><div>Cheers! Until November.</div></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-36940429830552803942011-10-04T12:19:00.000-07:002011-10-04T12:28:16.530-07:00Closer to BottomIt's hard to guess the exact bottom when markets around the world are all sliding down. But it should be close to the bottom. For two consecutive days, XLK is stronger than the S&P 500, and XLU led the market down. XLU was the star in the August, September crash. It climbed to a 52-week high recently while every other sectors suffered. Clearly money was hiding in the traditional defensive sector during the market meltdown. Now with XLU being weak and XLK being strong, those money is flowing out the pit where they were hibernating for the harsh winter to embrace a warm spring. I sense the spring is coming.Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-80072352516051052562011-09-27T09:36:00.000-07:002011-09-27T09:39:44.726-07:00XLE:XLF Broke Long Term Trend Line After I Ditched the PairI've <a href="http://seekingalpha.com/article/294526-why-the-technology-sector-etf-xlk-is-riding-high">ditched</a> the long XLE / short XLF strategy one week ago and then XLE:XLF pair broke long term up trend line. It appears that my <a href="http://seekingalpha.com/article/267563-etf-ranking-a-new-fundamental-approach-that-drives-short-term-return">ETF ranking</a> is also good at timing the market.<div><br /></div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCr3H3hzTsoxxTZsOVEGbqrle-5bnqmEBzoqTy9clrkRfb7JdtRSNnGdL96W0wjO7CkyYkAvPwUKLirIA7Tg-XRQNao9qsROxrPds1qtvl8xT_k90VPn2L9zcq3AQiUyVHjLViAuNr8Vuo/s1600/XLEXLF.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 177px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCr3H3hzTsoxxTZsOVEGbqrle-5bnqmEBzoqTy9clrkRfb7JdtRSNnGdL96W0wjO7CkyYkAvPwUKLirIA7Tg-XRQNao9qsROxrPds1qtvl8xT_k90VPn2L9zcq3AQiUyVHjLViAuNr8Vuo/s400/XLEXLF.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5657079928839887122" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-83198636413953399412011-09-26T10:13:00.000-07:002011-09-26T10:14:59.040-07:00Sector Rank Spread Little Changed<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcSwbVwtTzltNeebcFPgXjRsFSesfipCT0LExr3JYG1wiGTCZSRyJ7E2cnIljinn6XCrCqsEU84_eX39rRqemQdgiInGK61GX3cbl6r-U_znNRlu9mVVZlMEZqZl6_g_iibHsBYNllWjjO/s1600/SRS.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 204px; height: 131px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcSwbVwtTzltNeebcFPgXjRsFSesfipCT0LExr3JYG1wiGTCZSRyJ7E2cnIljinn6XCrCqsEU84_eX39rRqemQdgiInGK61GX3cbl6r-U_znNRlu9mVVZlMEZqZl6_g_iibHsBYNllWjjO/s400/SRS.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5656717999022887458" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-79730910917111758602011-09-23T23:04:00.000-07:002011-09-23T23:07:11.401-07:00Fundamentally Bullish, Sentimentally BearishFundamentally now it is much better than 2008: there is enough liquidity in the financial system, and GDP is still growing. Even economists keep lowering their estimates on GDP, they still project growth. The problem is, the market is dominated by bearish sentiment. Many investors simply leave the market and stay on the sidelines. The only players in the market now are computer-driven momentum-chasing hedge funds. In the past two months, quant funds are the best performers in the hedge fund industry. If investors are indifferent and stay on the sidelines, nobody will stop the bearish momentum and we'll see new lows. Thus fundamentally I'm bullish, but sentimentally I'm bearish. I'll just stay with my strategy and enjoy the roller coaster.Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-53813244008633169952011-09-20T09:26:00.000-07:002011-09-20T09:28:20.702-07:00External Publications - 9/20/2011An article is published on SeekingAlpha.com today:<div><ul><li><a href="http://seekingalpha.com/article/294740-new-solid-state-drive-etns-are-good-buy">New Solid State Drive ETNs Are Good Buy</a>: Best investments are often found with solid fundamentals and creditable growth prospects. The newly incepted Solid State Drive ETNs are promising candidates.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-58743083074937624422011-09-19T12:11:00.001-07:002011-09-19T12:12:47.307-07:00External Publications - 9/19/2011One article is published on SeekingAlphs.com today:<div><ul><li><a href="http://seekingalpha.com/article/294526-why-the-technology-sector-etf-xlk-is-riding-high">Why The Technology Sector ETF XLK Is Riding High</a>: The Technology SPDR ETF (XLK) is ranked at the top among sector ETFs and that indicates the economy is likely to expand on its own.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-33008328234475601532011-09-17T10:51:00.000-07:002011-09-17T10:56:27.093-07:00Sector Rank Spread Leaps Ahead, A New Economic Expansion At GateThe <a href="http://trustamind.blogspot.com/search/label/Sector%20Rank%20Spread">Sector Rank Spread</a> leaped ahead. Beside that, I see other evidences that a new economic expansion is emerging. I'm composing an article for that. Will publish on <a href="http://seekingalpha.com/author/diffusion/articles">SeekingAlpha.com</a> once done. Stay tuned.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVC3n1OLNLSkUitEtpPp7_5jWpoQ-fIx0k0hELnG7iE1H5XLIzMwnsE8oZKtMEcEGUjDhheblYmxsdaCi_gPg8sv0PwjAi6OLWvM0WPpdEk_IhK5nqXNMTVzQGqJjD-Ea8QIFsj3yrAHkf/s1600/SRS.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 205px; height: 130px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVC3n1OLNLSkUitEtpPp7_5jWpoQ-fIx0k0hELnG7iE1H5XLIzMwnsE8oZKtMEcEGUjDhheblYmxsdaCi_gPg8sv0PwjAi6OLWvM0WPpdEk_IhK5nqXNMTVzQGqJjD-Ea8QIFsj3yrAHkf/s400/SRS.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5653388124571984066" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-91560911727735837752011-09-10T11:29:00.001-07:002011-09-10T11:34:13.368-07:00Sector Rank Spread Sees Big Jump AgainThe <a href="http://trustamind.blogspot.com/search/label/Sector%20Rank%20Spread">Sector Rank Spread</a> sees a big jump again. The key driver for this change is a sudden 5-point drop of XLF's rank. I expect to see the expansion of SRS leads the market up from here.<br /><br /><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuLbZcA4pTOgTAjj7NRuNxIhyphenhyphenSWYfTezGR1b04bVoj9F3Vy1_DQK3xxRt6F8r8xgo8eif77W64NsmU6LxEuV0L54SHkF-B8nvA7GO82vdXCtJLOQ5oIgScEPDGW1C9xS46XxMn2GIwj295/s1600/SRS.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 203px; height: 127px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuLbZcA4pTOgTAjj7NRuNxIhyphenhyphenSWYfTezGR1b04bVoj9F3Vy1_DQK3xxRt6F8r8xgo8eif77W64NsmU6LxEuV0L54SHkF-B8nvA7GO82vdXCtJLOQ5oIgScEPDGW1C9xS46XxMn2GIwj295/s400/SRS.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5650800191561653362" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com2tag:blogger.com,1999:blog-2125103180095970523.post-86665241833567153062011-09-10T06:18:00.000-07:002011-09-10T06:24:28.032-07:00Top 3 on SeekingAlphaNow I'm ranked as the top 3 "Opinion Leader" for "ETF Long & Short Ideas" on <a href="http://seekingalpha.com/">SeekingAlpha.com</a>. Just dumped screenshots as a reward to myself. My pen-name on SeekingAlpha.com is <a href="http://seekingalpha.com/author/diffusion">Diffusion</a>.<div><br /></div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMVEK1cY-LV2mpOuek4iAmyIsa0P5bTcSoGadTd0QG4wfSKF1zVt5BjVr_88ZZwihTdpMWpWpXPxpoCbrEryrtTgwfzzo8Vjbc-aVO_YS5RTig85MOMaOpiY5rHIYyGF8UOaYVuc_Cm6ao/s1600/Top5.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 238px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMVEK1cY-LV2mpOuek4iAmyIsa0P5bTcSoGadTd0QG4wfSKF1zVt5BjVr_88ZZwihTdpMWpWpXPxpoCbrEryrtTgwfzzo8Vjbc-aVO_YS5RTig85MOMaOpiY5rHIYyGF8UOaYVuc_Cm6ao/s400/Top5.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5650720366017498066" /></a><div style="text-align: left;"><br /></div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjaZoJFu065cF5kjWzukj-oF6FQxf2XDiFQY5zii1TCyuq_Mgdz-vtLdwnxgttAd0iMr6WKssYHpVsmNfgtm36k_kZF-EMwtkkHSo_rRCe4C31EKTHwwxiY4ZE0A-xAnMW9TNe_wBkhq3fc/s1600/Top5_3.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 238px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjaZoJFu065cF5kjWzukj-oF6FQxf2XDiFQY5zii1TCyuq_Mgdz-vtLdwnxgttAd0iMr6WKssYHpVsmNfgtm36k_kZF-EMwtkkHSo_rRCe4C31EKTHwwxiY4ZE0A-xAnMW9TNe_wBkhq3fc/s400/Top5_3.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5650720853819745170" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com1tag:blogger.com,1999:blog-2125103180095970523.post-63575856887346839532011-09-08T09:27:00.000-07:002011-09-08T09:28:19.889-07:00External Publications - 9/8/2011One article is published in SeekingAlpha.com today:<div><ul><li><a href="http://seekingalpha.com/article/292337-bet-against-unfounded-enthusiasm-for-dividends-pay-more-attention-to-quality">Bet Against Unfounded Enthusiasm For Dividends - Pay More Attention To Quality</a>: A company issuing dividends alone does not necessarily mean you should invest. The latest enthusiasm for dividends drove the iShares Dow Jones Select Dividend ETF (DVY) to an overvalued state.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-88458031251590825342011-09-03T18:33:00.000-07:002011-09-03T18:34:27.272-07:00Sector Rank Spread Is Flat<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjjy56JITmktLV7wJs6cJTk4KhNV-ZdDHESOSMglmH1CP3Ykyy_JS26X_V_T9KYjg5M9rmxXOJyn4IvDAUOYcDiyg7GMYvZ-ZXWf6zXF2Y7j6IYdPUpTzs4W0992-7y8XtoXml71dNG261/s1600/SRS.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 203px; height: 129px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjjy56JITmktLV7wJs6cJTk4KhNV-ZdDHESOSMglmH1CP3Ykyy_JS26X_V_T9KYjg5M9rmxXOJyn4IvDAUOYcDiyg7GMYvZ-ZXWf6zXF2Y7j6IYdPUpTzs4W0992-7y8XtoXml71dNG261/s400/SRS.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5648311753880242994" /></a>
<br />Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-63774043440500134742011-09-01T06:45:00.000-07:002011-09-01T06:46:49.271-07:00External Publications - 9/1/2011One article published today on SeekingAlpha.com<div><ul><li><a href="http://seekingalpha.com/article/291090-why-moo-will-stage-a-swift-rally">Why MOO Will Stage A Swift Rally</a>: We see four reasons that the Market Vectors Agribusiness ETF (MOO) will stage a swift rally.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com1tag:blogger.com,1999:blog-2125103180095970523.post-49430499391854808652011-08-30T23:38:00.000-07:002011-08-30T23:42:34.679-07:00SeekingAlpha Selected My Article on Its Front PageJust dumped a screenshot.<div>
<br /></div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjPd-_jgkjf0bXKKU9cj4-p97T2XezxKooXbiAuZl0rQjf2YxUFrQcOjFXqWGIDBEFTg-0ePccXvlU2iya475l5VCSFpiybRhc7oWwm19eTcXkNuE8iTySjRVi7T260VTVl2gQm_J22jQyZ/s1600/SAFrontPage.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 238px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjPd-_jgkjf0bXKKU9cj4-p97T2XezxKooXbiAuZl0rQjf2YxUFrQcOjFXqWGIDBEFTg-0ePccXvlU2iya475l5VCSFpiybRhc7oWwm19eTcXkNuE8iTySjRVi7T260VTVl2gQm_J22jQyZ/s400/SAFrontPage.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5646906718840791762" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-49700604750061115562011-08-30T13:09:00.000-07:002011-08-30T13:37:24.612-07:00External Publications - 8/30/2011One article is published on SeekingAlpha.com today:<div><ul><li><a href="http://seekingalpha.com/article/290728-5-reasons-emerging-markets-may-not-live-up-to-expectations">5 Reasons Emerging Markets May Not Live Up To Expectations</a>: The widely expected growth of emerging markets could be already baked into the price, and investors will suffer if these markets fail to deliver.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-10937289832924725112011-08-27T22:14:00.001-07:002011-08-27T22:14:52.232-07:00Sector Rank Spread Edged Higher<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-uNPwm5efzR4jgpOg7u-A_RFSkKv8K1p1jIUnbzbqYs0lK0e0fiDF3Ejq64la3rGOkYL9opXZEDWdzOgIQMQw9tJA_T-foogMPlEgDoSh0rx4QpttmnfJ2keafQe5TrhJQH6J7sAELQ_h/s1600/SRS.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 207px; height: 128px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-uNPwm5efzR4jgpOg7u-A_RFSkKv8K1p1jIUnbzbqYs0lK0e0fiDF3Ejq64la3rGOkYL9opXZEDWdzOgIQMQw9tJA_T-foogMPlEgDoSh0rx4QpttmnfJ2keafQe5TrhJQH6J7sAELQ_h/s400/SRS.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5645770957101770914" /></a>
<br />Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-30774188255539713622011-08-24T15:48:00.000-07:002011-08-24T15:52:14.745-07:00RIMM Staged a Break Out, Real Challenge at around $30RIMM may lead the market up from here if the "<a href="http://trustamind.blogspot.com/2011/08/rimm-up-20-from-bottom-garbage-effect.html">Garbage Effect</a>" plays out.<div>
<br /></div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhQLVX7k5F6WSaTGoESizWW_K7t5kCEK5WZifnm1XF6vjqYIjm1fOWhnddlpzc2u_pgk8KGfzDp9bcoPLpSq6R5mtoDNL72zQaNSfrpZk5D7V37sxinDwU8zI0GSqUKdNmkXLmtIHaBpo-/s1600/RIMM.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 247px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhQLVX7k5F6WSaTGoESizWW_K7t5kCEK5WZifnm1XF6vjqYIjm1fOWhnddlpzc2u_pgk8KGfzDp9bcoPLpSq6R5mtoDNL72zQaNSfrpZk5D7V37sxinDwU8zI0GSqUKdNmkXLmtIHaBpo-/s400/RIMM.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5644558857762020338" /></a>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-10728216769488221062011-08-22T12:27:00.000-07:002011-08-23T14:24:27.788-07:00External Publications - 8/22/2011One article is published on SeekingAlpha.com today:<div><ul><li><a href="http://seekingalpha.com/article/289040-one-more-thing-investors-need-to-know-about-reits">One More Thing Investors Need To Know About REITs</a>: Low interest rates are not the only thing that determines the fate of REITs. They depend on functioning capital markets to stay afloat.</li></ul></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-33023379109455428302011-08-20T11:35:00.001-07:002011-08-20T11:36:01.377-07:00Sector Rank Spread Retreated a Bit from All Time High<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvETmC5AEwsxAwQubtu9KIkIgXqtJp6mKTCmhGZTVsAh8vqS5je0giVBImCLr94SCB1AFKnJ4gHXfeHOJ2mOeXGB8-5ShvGDFBba-FNgcKbAtpqg1IsvCSA4BF-nZaSTTqiaadzHNq8uq3/s1600/SRS.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 204px; height: 129px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvETmC5AEwsxAwQubtu9KIkIgXqtJp6mKTCmhGZTVsAh8vqS5je0giVBImCLr94SCB1AFKnJ4gHXfeHOJ2mOeXGB8-5ShvGDFBba-FNgcKbAtpqg1IsvCSA4BF-nZaSTTqiaadzHNq8uq3/s400/SRS.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5643008732239628178" /></a>
<br />Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-23209650100239983062011-08-19T14:38:00.000-07:002011-08-19T14:59:14.740-07:00RIMM Up 20% from Bottom, Garbage Effect in PlayRIMM, the most desperate hi-tech company, the loser in the the smart phone war, the orphan of the patent enclosure, rallied 20% from its bottom and stayed there when S&P 500 dropped another 5% this week. Considering it is still 65% off its May top, its latest strength is deafening. This is the so called "Garbage Effect" I wrote <a href="http://trustamind.blogspot.com/2011/04/short-low-rank-etf-still-good-hedge.html">before</a>. I've also predicted this to happen months ago in a tweet.<div>
<br /></div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLqi_smcj8fGO_mo21O57nqKyiATEQqWQqwEWt61y9coFptEDlblIG59Wwy9TYT4iqnAfxRLvy1SkwMUJcVKmlOOzJe-thv5PLhZ8o-F-e7REK7OcpySEISriTpxiqNl3aAjONzxXkJkRm/s1600/RIMM.png" onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}"><img style="display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 247px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLqi_smcj8fGO_mo21O57nqKyiATEQqWQqwEWt61y9coFptEDlblIG59Wwy9TYT4iqnAfxRLvy1SkwMUJcVKmlOOzJe-thv5PLhZ8o-F-e7REK7OcpySEISriTpxiqNl3aAjONzxXkJkRm/s400/RIMM.png" border="0" alt="" id="BLOGGER_PHOTO_ID_5642688681380252066" /></a><div>
<br /></div><div>In short, the "Garbage Effect" is that a rising tide lift all boats. But garbage is lifted first than any boats, because garbage is the lightest stuff. If RIMM is rising, it means the tide is about to turn. Buy garbage to profit from the tide's reversal. Big caps and quality names will move much slower and will be lagging far behind.
<br /></div>Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0tag:blogger.com,1999:blog-2125103180095970523.post-8580157821370497132011-08-18T14:01:00.001-07:002011-08-18T14:04:32.367-07:00More Evidence on the Flagging Demand for GoldWhile all the comments are negative to my latest SeekingAlpha article "<a href="http://seekingalpha.com/article/288116-why-market-peak-may-have-passed-for-gold-and-its-miners">Why Market Peak May Have Passed for Gold and Its Miners</a>", Barron's posted a blog that provided another piece of evidence on the flagging demand for gold "<a href="http://blogs.barrons.com/focusonfunds/2011/08/18/global-gold-demand-drops-in-q2-as-etf-investments-fall/">Global Gold Demand Drops In Q2 As ETF Investments Fall</a>". This is really an interesting experience.Diffusionhttp://www.blogger.com/profile/06397108198456595726noreply@blogger.com0