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8 comments:
Congratulations on the TV booking. I hope it leads to many more (the holy grail, in my opinion, would be an appearance on NBR). Of course, the Reds fan in me is anxiously waiting for the Red Sox fan in you to screw it up...
hey man do go all Ed Armbrister on me, lol
Timing Model = 5.5
100% long
Global Allocation of long positions
MSCI EAFE Index 30
MCCI Emerging Markets Index 30
Russell 3000 Index - U.S. 40
U.S. Sector Ranks
U.S. Real Estate 6.0
U.S. Telecommunications 5.0
U.S. Basic Materials 4.5
Mid Cap Value 4.5
U.S. Utilities 4.0
U.S. Leisure Goods 3.5
U.S. Oil Equipment, Services & Distribution 2.0
Precious Metals 2.0
U.S. Oil & Gas 2.0
Intl. ETF Ranks
MSCI Malaysia Index Fund 3
MSCI Singapore Index Fund 3
MSCI Australia Index Fund 3
MSCI Germany Index Fund 3
MSCI Mexico Index Fund 3
MSCI Pacific ex-Japan Index Fund 3
S&P Latin America 40 Index Fund 3
MSCI Sweden Index Fund 2
FTSE/Xinhua China 25 Index Fund 2
MSCI Spain Index Fund 2
MSCI Austria Index Fund 2
MSCI Netherlands Index Fund 2
MSCI Brazil Index Fund 2
Top Regions, Asset Classes, Styles
MSCI Pacific Free ex-Japan Index 4.0
FTSE/Xinhua China 25 Index 3.0
S&P Latin America 40 Index 3.0
MSCI Emerging Markets Index 2.0
MSCI European Monetary Union Index 2.0
S&P /Tokyo Stock Price Index 150 Index 2.0
MSCI EAFE Growth Index 2.0
I'm expecting some backfilling next week but my timing model rarely gets more positive than this. Note the EAFE and Emerging markets are still outperforming U.S. stocks.
You remember Ed Armbrister? Wow....
He was to Red Sox fans what Salman Rushdie was to.........
hola roger..
just wanted to say, totally exciting re: Fast Money. let us know when u will be on and whatever it is, u will be wonderful.
i really enjoy your weekly videos and u know sammy is going to open a cabo wabo in Fresno. just fwiw. lol!
btw! reeally great bball today. congrats to buckeyes and BRUINS. just amazing games so far. go TAR HEELS!
ps i am working on an exit strategy, ha
take care
diva
It wasn't interference, I tell ya!
But really, I always look forward to checking out your blog, and I'm sure you'll do great on CNBC.
Keep the Sports out of it!
I don't give a rat's arse about sports. If you ran a sports blog, that's another story.
Don't waste my time or others!!!
Congrats, good luck, and have fun with the Fast Money crowd.
Regarding the sports references, if anyone hits a dribbler at you, keep your head down and don't lift your glove up until you feel the thud.
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