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etfreplay

  1. Joe/Henry, how about some countdown clocks until the internet IPO lock-ups expire. Call it the 'Muppet Clock' @TheStalwart @hblodget like?
  2. Free tools: tinyurl.com/6sbt3pg
  3. Vanguard does full flip-flop on mutual fund redemption fees. Elephant in room is that Mutual Funds are going extinct. tinyurl.com/7pylaou
  4. Interesting chart for @iSharesETFs twitter.com/etfreplay/stat…
  5. These geniuses just figured out swaps inferior to ETF in terms of transparency/liquidity. It seriously took until 2012? tinyurl.com/bp58dz6
  6. mildly interesting. you would NEVER see a mutual fund or closed-end fund in a hedge fund. Top 30 Hedge Funds. twitter.com/etfreplay/stat…
  7. JPM -30% off high... still flat YTD%.
  8. FB is limit down..
  9. Many ETFreplay members have picked up truly massive relative performance so far this month. #longrunpositive #patience
  10. High-yield bond spreads have begun to blow-out. Since individual bonds are not liquid, best way to observe changes in real-time is HYG.
  11. The volatility of Facebook is going to be extremely high and NASDAQ hasn't experienced a serious correction in over 3 years. Just sayin'.
  12. Tactical Asset Allocation vs Market Timing. Some basics. tinyurl.com/74ux2kn
  13. Clean Energy Solar/Wind, Gold Equities and Spain (EWP) all made multi-year lows this week. Biotech, Utilities, Bonds all made new highs
  14. GDXJ lowest close since inception November 2009
  15. @stock_whisperer all-time high is correct. include the dividends for correct calculation.
  16. IEF going out on all-time high
  17. HY bonds near top of the rel strength universe & at all-time highs. However, exiting this group today in our allocations board portfolios.
  18. Market dropping after European divergence is replay of 2011. Next up, managers complaining about high correlations.