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Investment & Finance Thread (Mar. 30 edition)
Daily investment & finance thread ^ | Mar. 30, 2014 | Freeper Investors

Posted on 03/30/2014 5:37:23 PM PDT by expat_panama

This is the thread where folks swap ideas on savings and investment --here's a list of popular investing links that freepers have posted here and tomorrow we'll go on with our--. 

Open invitation continues always for input on ideas for the thread, this being a joint effort works well. Keywords: financial, WallStreet, stockmarket.

======================

Year to date trends with stocks'n'metals--

 --along with 'end-week' articles:

Week Ahead: Jobs Boost Could Calm Stocks Amid Tech Wobble

Amid signs that many technology and biotech stocks may have peaked -- the Nasdaq fell 3 percent last week -- markets will look to this coming Friday’s U.S. March employment report for support. The rout in tech and biotech stocks last week has some investors worried that a bubble has indeed [...]  Forbes

3 Predictions for the New Week

This Fool sees a limb to go out on. And another. And another.  Motley Fool

Cramer's Mad Money - 11 Things To Watch In The Week Ahead (3/28/14)

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday March 28 . 11 Things to Watch In The Week Ahead: CarMax ( KMX ), Monsanto ( MON ), Buffalo Wild Wings ( BWLD ), Micron ...Seeking Alpha

 


TOPICS: Business/Economy; Government; News/Current Events; Politics/Elections
KEYWORDS: financial; stockmarket; wallstreet
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1 posted on 03/30/2014 5:37:23 PM PDT by expat_panama
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To: expat_panama

financialsense.com — pro NYSE, anti-commodity


2 posted on 03/30/2014 5:40:51 PM PDT by DeaconBenjamin (A trillion here, a trillion there, soon you're NOT talking real money)
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To: abb; Abigail Adams; abigail2; AK_47_7.62x39; Aliska; Aquamarine; Archie Bunker on steroids; ...

Head start ping!

3 posted on 03/30/2014 5:42:33 PM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: DeaconBenjamin
financialsense.com —

[adding to list...]

4 posted on 03/30/2014 5:48:48 PM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: expat_panama

Looks like 60 minutes might be worth a looksee tonight. Wyatt’s Torch gave me a heads up. It,s on a book coming out “Flash Boys” about high frequency trading and a piece on Elon Musk and SpaceX.


5 posted on 03/30/2014 5:50:15 PM PDT by Lurkina.n.Learnin
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To: catfish1957; Abigail Adams
...average increase in my portfolio on an annual basis is 16.5% since 1983. And only one down in year 31 years, with less than 1% loss in 2008...

For me that's a great balance between return/volatility, but of course that's a choice only the individual investor can make. 

This weekend I was looking at stock strategy screens and came across http://www.aaii.com/files/PDF/9143_2013-Stock-Screens-The-Year-of-the-Bulls.pdf (it came out last November) and in it is this--

--which means (for example) using the "Piotroski: High F-Score" stock screen has typically been able to yield almost 32%, but that means putting up with an occasional 42% loss in one month before the high returns kick back in.  Not everyone's willing to put up with that.  I know I'm not.  The good news is we got soo much to choose from all we have to do is decide.

Abi, the thing to remember with those returns is that 15%/year means you double your money every 5 years --that means if Catfish began in '83 w/ $100 and never spent a penny, then he's now got $25,600 because that's 8 doublings..  otoh, using a more aggressive strategy at say, 30%/year, it means he would have gotten 16 doublings, leaving Catfish with $6,553,600 and a stomach full of ulcers...

6 posted on 03/30/2014 6:26:42 PM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: Lurkina.n.Learnin
...“Flash Boys” about high frequency trading...

Unfortunately this is past my bed time, but please let me know how they show it.  What I'm seeing is the loopy-left press is using flash trades and yet another excuse for more mindless laws against investing.  A quick google shows we got a lynch mob forming that includes our favorite drive-by's: Bloomberg, CNBC, CBS, etc. etc.

It's a controversial hot button topic, but I can tell you for a fact that flash trades add to profits.

7 posted on 03/30/2014 6:36:33 PM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: expat_panama

The part that I don’t like is that when the regulators do something about it it will be to the small time investors that don’t matter in the scheme of things anyhow.


8 posted on 03/30/2014 6:44:14 PM PDT by Lurkina.n.Learnin
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To: expat_panama

Thanks. I need as much head start as I can get. I’m hunkered down with SLW and PHYS and (SODA from the 37$ days). I’d like to get more beta but I see flashing warning signs everywhere I look.


9 posted on 03/30/2014 6:59:17 PM PDT by BipolarBob
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To: BipolarBob

When you see all numbers coming from the government appear to faked, you got to wonder what exactly are they trying to hide?
When I talk to someone that is watching banks buy paper that no one in their right mind would buy, by paper I mean consumer loans, you got to wonder what they are thinking. Buying paper that they know will not pay off and will default seems to be a bad idea.
Could it be they are under orders to buy crap paper by the government? Trying to camo a failing economy by papering it over with bad loans till the elections are past?
Lying about inflation, unemployment, GDP, Obamocare signups, these things are obvious to anyone who looks, all to keep the Senate? Or is there another reason, a more sinister one? I wonder.


10 posted on 03/30/2014 8:00:07 PM PDT by Foundahardheadedwoman (God don't have a statute of limitations)
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To: Lurkina.n.Learnin

Wow, sorry I missed 60 mins; sounded interesting.


11 posted on 03/30/2014 8:15:10 PM PDT by The_Media_never_lie (The media must be defeated any way it can be done.)
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To: The_Media_never_lie; expat_panama

The premise was these guys know your order and buy ahead of you and fill your order in milliseconds shaving a penny or two on your trade. They say everyone in the market is getting screwed by this. They seem to be pushing a new trading platform IEX http://www.iextrading.com/.

I don’t think it is that big of a deal. As my dad used to say “it’s a lotta do about nuthin”. I found the Elon Musk interview a lot more interesting.


12 posted on 03/30/2014 8:35:23 PM PDT by Lurkina.n.Learnin
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To: expat_panama
No offense expat, but I find Cramer among the least credible of all the so called "stock gurus". From what I have seen, the competent people at CNBC are smirking when he is on for a reason.

Booyah my ass. Give us an hour of Rick Santelli instead.

13 posted on 03/31/2014 2:22:41 AM PDT by catfish1957 (Face it!!!! The government in DC is full of treasonous bastards)
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To: abb; Abigail Adams; abigail2; AK_47_7.62x39; Aliska; Aquamarine; Archie Bunker on steroids; ...

Whoa, we got strong positive sentiment with futures traders in both metals and stocks on this first day of the week which is also the last day of the quarter.  The new quarter sometimes means that since the biggest trades are by institutions, some times the trades are only made in consideration of how the portfolio list may end up appearing to others.  Compounding this is the fact that an increase in misleading action has historically been known to take place on April 1st...

Asian stocks edge up on hopes of China stimulus Asian stocks edged higher in a cautious start to the week on Monday, with investors holding out hope that China would take steps to stimulate its economy.

 Draghi Sifts Data on Slack as Inflation Cements Low-Rate Vow  10 hours ago Mario Draghi, president of the European Central Bank (ECB), mentioned slack for the... Read More. Mario Draghi, president of the European Central Bank (ECB), mentioned slack for the first time last month to reassure investors that borrowing costs will stay ...

Euro Inflation at Lowest in Over 4 Years Misses Estimates  

Wall St Week Ahead: Healthy job growth may calm stocks Moneycontrol.com - 7:11am Improvement in the labor market, along with a pickup in the manufacturing and services sectors, could also bolster the case for the Federal Reserve's scaling back of economic stimulus and put more focus on the timing of when the central bank will begin ...


14 posted on 03/31/2014 3:37:17 AM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: catfish1957
No offense expat, but...

Naw, you're absolutely right --most pundits have to be taken with a grain of salt but many can't even be taken seriously.  My thought was that it's often useful to ignore what they say but know what they're talking about, although I'm definitely a morning person and that makes a Sunday nite post more work.

15 posted on 03/31/2014 3:47:31 AM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: Lurkina.n.Learnin
the market is getting screwed by this. They seem to be pushing a new trading platform

That's actually very good news.  I mean, a flash trade is good for me if it pays me more than I ask for or sells to me for less than I ask.  My thinking is that flash trades are good but everyone should be able to do them and not just those with special 'connections'.

16 posted on 03/31/2014 3:55:29 AM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: BipolarBob
like to get more beta but

Interesting, these past few weeks I've been inserting a beta control into my screens to lower the volatility by setting it at say <1.4 or <2.0.  Now iirc there's been controversy over how the beta's being calculated and published.

17 posted on 03/31/2014 4:11:18 AM PDT by expat_panama (Arguing with those who have renounced reason is like giving medicine to the dead. --Thomas Paine)
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To: catfish1957

Cramer is a huckster. He’s the latest version of Dan Dorfman.

http://en.wikipedia.org/wiki/Dan_Dorfman


18 posted on 03/31/2014 4:23:10 AM PDT by abb
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To: expat_panama

Wait till the DC braintrust goes after the “problem”. I can see it now. A bi-partisan group advocating a transaction tax on every trade to alleviate this horrid problem. Sure it will cost you more but think of the “fairness”.


19 posted on 03/31/2014 5:19:53 AM PDT by Lurkina.n.Learnin
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To: expat_panama

You should watch the 60 Minutes piece. I got Lewis’s book last night (comes out today). The main issue is that the HFT firms are frontrunning trades by milliseconds and driving up the price based on the traders intent to buy or sell. It’s only pennies but they are making them by doing something that if it wasn’t done via technology and measured in milliseconds, is already banned.


20 posted on 03/31/2014 6:43:38 AM PDT by Wyatt's Torch
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