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(2017-11-30 21:20:07)

https://seekingalpha.com/article/4128836-s-and-p-500-p-e-ratio-cause-concernS&P500P/ERatio:ACauseForConcern?Nov.30,20173:54PMET|6comments|Includes:SPY,TLTMacroForceETFinvesting,portfoliostrategy,macro,long/shortequity(40followers)SummaryHerearesomereasonswhyahistoricallyhighP/Emaynotbeamajorcauseforconcernyet.Historicallylowinterestrates,subduedinflationandrisingcorporateearningsallplayapart.P...[閱讀全文]
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(2017-11-30 21:19:04)

https://seekingalpha.com/article/4128836-s-and-p-500-p-e-ratio-cause-concernS&P500P/ERatio:ACauseForConcern?Nov.30,20173:54PMET|6comments|Includes:SPY,TLTMacroForceETFinvesting,portfoliostrategy,macro,long/shortequity(40followers)SummaryHerearesomereasonswhyahistoricallyhighP/Emaynotbeamajorcauseforconcernyet.Historicallylowinterestrates,subduedinflationandrisingcorporateearningsallplayapart.P...[閱讀全文]
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https://seekingalpha.com/article/4126243-weekly-wrap-market-stumbles-first-timeLastweek,theS&P500experienceditsfirstdownweekintwomonths.Thisweekwesawthemarketstumbleforthefirsttimeinawhileamidstweakeningbreadthandsomepoorearningsresults.Inparticular,sharesofGeneralElectric(NYSE:GE)plungedtoafive-yearlow,hittingthemajorindiceshard,withsharesexperiencingdouble-digitdeclinesafterannouncingbelow-c...[閱讀全文]
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(2017-11-17 06:45:27)
牛經滄海11/15/2017截至9/30/2017(最新報告數據),巴菲特持倉45支股票,其中前4倉位占50%,前10占80%,前20占93%,前30占98%。可見輕重緩急區分明顯,綱舉目張。巴菲特重倉一覽TopPositions Symbol CurrPrice($) Sector MarketCap($B) Shares(x1000) Value($mm) Port.(%) DeltaQoQ(%) %ofCompany WFC 54.04 FinancialServ...[閱讀全文]
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http://www.aaii.com/journal/article5/stock-market-retreats-and-recoveries?a=daily110617StockMarketRetreatsandRecoveriesbySamStovallSamStovallischiefinvestmentstrategistatCFRAResearch.Heistheauthorofthebooks,"TheSevenRulesofWallStreet"(McGraw-Hill,2009)and“TheStandard&Poor’sGuidetoSectorInvesting”(McGraw-Hill,1995).HewritesaweeklyinvestmentpieceonS&P’sMarke...[閱讀全文]
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(2017-11-15 19:37:57)

MomentumAsABearishSignalNov.14,201710:00AMET|21comments|About:iSharesEdgeMSCIUSAMomentumFactorETF(MTUM),Includes:SPYPloutosValue,momentum,portfoliostrategy,CFAGetemailalertsSummaryAnindexofmomentumstockshasproducedscintillatingreturnsin2017,stronglyoutperformingthebroadermarket.ThisarticletakesahistoricallookattherelationshipbetweenthereturnsofthisMomentumIndexandtheS&P500.WhenMomentumhasoutpe...[閱讀全文]
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(2017-11-15 19:34:01)

https://seekingalpha.com/article/4120528-vix-recordVIXRecordNov.4,20179:09AMET|31comments|Includes:BXUB,BXUC,CVOL,DDM,DIA,DMRL,DOG,DXD,EPS,IVOP,IVV,IWM,LLSC,LLSP,OTPIX,PSQ,QID,QLD,QQEW,QQQ,QQQE,QQXT,RSP,RWM,RYARX,RYRSX,SCAP,SDOW,SDS,SFLA,SH,SMLL,SPDN,SPLX,SPUU,SPXE,SPXL,SPXN,SPXS,SPXT,SPXU,SPXV,SPY,SQQQ,SRTY,SSO,SVXY,TNA,TQQQ,TVIX,TVIZ,TWM,TWOK,TZA,UDOW,UDPIX,UPRO,URTY,USMC,UVXY,UWM,VFINX,VIIX,VII...[閱讀全文]
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https://seekingalpha.com/article/4109793-2017-first-year-monthly-losses2017:FirstYearWithNoMonthlyLosses?Sep.27,20179:05AMET|25comments|About:SPDRS&P500TrustETF(SPY),Includes:VOOPloutosValue,momentum,portfoliostrategy,CFA(7,210followers)SummaryTheS&P500hasnotpostedanegativemonthlytotalreturnin2017.Inadatasetstretchingback90years,wehaveneverseenacalendaryearwithoutamonthlyloss.Therehavebeen...[閱讀全文]
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(2017-11-15 18:38:12)
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https://seekingalpha.com/article/4057270-nothing-days-dying-breed[閱讀全文]
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